Party Merge

Oracle Trading Community Architecture Party Merge

User Guide

Release 11i

April, 2002

Oracle Trading Community Architecture Party Merge User Guide, Release 11i

Copyright © 2002, Oracle Corporation. All rights reserved.

Contributors: Charlie Ahern, Ajay Singh

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Contents

Send Us Your Comments .................................................................................................................... v

Preface........................................................................................................................................................... vii

Documentation Accessibility ................................................................................................. ixOnline Documentation ............................................................................................................ xRelated Guides .......................................................................................................................... xGuides Related to All Products ............................................................................................. xiGuides Related to This Product ............................................................................................. xiOther Implementation Documentation ............................................................................... xiii

1 Party Merge

Introduction ......................................................................................................................................... 1-2Party Merge Example ......................................................................................................................... 1-4

Before the Merge ................................................................................................................... 1-4After the Merge ..................................................................................................................... 1-4

Overview of the Party Merge Process ............................................................................................. 1-6Registering Applications for Party Merge ........................................................................ 1-6Merging Parties or Party Sites ............................................................................................ 1-7Merging Individuals, Organizations, or Relationships .................................................. 1-7Merging Entities from Other Applications ....................................................................... 1-8

Setting Up Party Merge ..................................................................................................................... 1-9Registering the Necessary Entities and Merge Procedures ............................................ 1-9

Party Merge Process ......................................................................................................................... 1-131. Creating the Merge Batch .............................................................................................. 1-13

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2. Processing the Merge Batch .......................................................................................... 1-193. Reviewing the Party Merge Requests Log File .......................................................... 1-204. Identifying Types of Errors ........................................................................................... 1-22

A Party Entities

Party Entities ........................................................................................................................................ A-2

B Impact on D&B Information

Impact on Dun & Bradstreet Data ................................................................................................... B-2DUNS Numbers Are Different ........................................................................................... B-2DUNS Numbers Are the Same ........................................................................................... B-2No D&B Data Exists for the Merge-to Party ..................................................................... B-2Merge-from Party is a Branch of Merge-to Party ............................................................. B-2Merge-from Party is the Headquarters of Merge-to Party ............................................. B-2

C Duplicate Checking

Duplicate Checking ............................................................................................................................ C-2Contact Points and Restrictions .......................................................................................... C-2Customer Accounts and Related Information .................................................................. C-3Roles in a Customer Account .............................................................................................. C-4When the Party is an Organization .................................................................................... C-4When the Party is a Person ................................................................................................. C-6When the Party is Either an Organization or a Person ................................................... C-8

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Send Us Your Comments

Oracle Trading Community Architecture Party Merge User Guide, Release 11ii

Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for revision.

■ Did you find any errors?■ Is the information clearly presented?■ Do you need more information? If so, where?■ Are the examples correct? Do you need more examples?■ What features did you like most?

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Preface

Welcome to Release 11i of the Oracle® Trading Community Architecture Party Merge User Guide.

This guide assumes you have a working knowledge of the following:

■ The principles and customary practices of your business area.

■ Oracle Trading Community Architecture Party Merge

If you have never used Oracle Trading Community Architecture Party Merge, Oracle suggests you attend one or more of the Oracle Applications training classes available through Oracle University.

■ The Oracle Applications graphical user interface.

To learn more about the Oracle Applications graphical user interface, read the Oracle Applications User’s Guide.

See Other Information Sources for more information about Oracle Applications product information.

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How To Use This GuideThe Oracle Trading Community Architecture Data Quality Management User Guide contains the information you need to understand and use Oracle Trading Community Architecture Party Merge. This user guide includes:

■ Chapter 1 provides information on how to set up and use the party merge features.

■ Appendix A describes the entities and procedures that must be processed to merge the entities from any Oracle Application.

■ Appendix B describes how to resolve and merge Dun & Bradstreet information for the merge-from and merge-to parties. This helps you retain as much of your D&B data about the parties as possible.

■ Appendix C lists how child entities that belong to a party are merged or transferred. These entities can include party sites, contacts, relationships, and profile information.

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Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle Corporation is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/.

Accessibility of Code Examples in DocumentationJAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a line of text that consists solely of a bracket or brace.

Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle Corporation does not own or control. Oracle Corporation neither evaluates nor makes any representations regarding the accessibility of these Web sites.

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Other Information SourcesYou can choose from many sources of information, including online documentation, training, and support services, to increase your knowledge and understanding of Oracle Trading Community Architecture Party Merge.

If this guide refers you to other Oracle Applications documentation, use only the Release 11i versions of those guides.

Online DocumentationAll Oracle Applications documentation is available online (HTML or PDF).

■ Online Help - The new features section in the HTML help describes new features in 11i. This information is updated for each new release of Oracle Trading Community Architecture Party Merge. The new features section also includes information about any features that were not yet available when this guide was printed. For example, if your administrator has installed software from a mini-packs an upgrade, this document describes the new features. Online help patches are available on MetaLink.

■ 11i Features Matrix - This document lists new features available by patch and identifies any associated new documentation. The new features matrix document is available on MetaLink.

■ Readme File - Refer to the readme file for patches that you have installed to learn about new documentation or documentation patches that you can download.

Related GuidesOracle Trading Community Architecture Party Merge shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other guides when you set up and use Oracle Trading Community Architecture Party Merge.

You can read the guides online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides.

If you require printed guides, you can purchase them from the Oracle Store at http://oraclestore.oracle.com.

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Guides Related to All Products

Oracle Applications User’s GuideThis guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI) available with this release of Oracle Trading Community Architecture Party Merge (and any other Oracle Applications products). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes.

Guides Related to This Product

Oracle Trading Community Architecture Data Quality Management User GuideUse this user guide to learn how to maintian the quality of your party and customer account information. This user guide describes how to set up and process transformation functions and match rules to identify possible duplicate records.

Oracle Trading Community Architecture D&B for Oracle Applications User GuideUse this user guide to learn how to obtain fianacial and credit information about parties from Dun & Bradstreet’s global database of company information.

Oracle interMedia User’s Guide and ReferenceThis user guide and reference provides information about Oracle interMedia. This product enables Oracle9i to store, manage, and retrieve geographic location information, images, audio, video, or other heterogeneous media data in an integrated fashion with other enterprise information. Oracle Trading Community Architecture Data Quality Management uses interMedia indexes to facilitate search and matching.

Oracle Receivables User GuideUse this user guide to learn how to implement flexible address formats for different countries. You can use flexible address formats in the suppliers, customers, banks, invoices, and payments windows in both Oracle Payables and Oracle Receivables. This user guide also explains how to set up your system, create transactions, and run reports in Oracle Receivables.

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Oracle Receivables Tax ManualThis manual provides information about calculating tax within Oracle Receivables, Oracle Order Management, Oracle Sales and Marketing, and Oracle Web Customers. It includes information about implementation procedures, setup forms and windows, the Oracle Receivables tax calculation process, tax reports and listings, and tax-specific open interfaces.

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Installation and System Administration

Oracle Applications ConceptsThis guide provides an introduction to the concepts, features, technology stack, architecture, and terminology for Oracle Applications Release 11i. It provides a useful first book to read before an installation of Oracle Applications. This guide also introduces the concepts behind Applications-wide features such as Business Intelligence (BIS), languages and character sets, and Self-Service Web Applications.

Installing Oracle ApplicationsThis guide provides instructions for managing the installation of Oracle Applications products. In Release 11i, much of the installation process is handled using Oracle Rapid Install, which minimizes the time to install Oracle Applications, the Oracle8 technology stack, and the Oracle8i Server technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. You should use this guide in conjunction with individual product user guides and implementation guides.

Oracle Applications Implementation Wizard User GuideIf you are implementing more than one Oracle product, you can use the Oracle Applications Implementation Wizard to coordinate your setup activities. This guide describes how to use the wizard.

Upgrading Oracle ApplicationsRefer to this guide if you are upgrading your Oracle Applications Release 10.7 or Release 11.0 products to Release 11i. This guide describes the upgrade process and lists database and product-specific upgrade tasks. You must be either at Release 10.7 (NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i. You cannot upgrade to Release 11i directly from releases prior to 10.7.

Maintaining Oracle ApplicationsUse this guide to help you run the various AD utilities, such as AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and others. It contains how-to steps, screenshots, and other information that you need to run the AD utilities. This guide also provides information on maintaining the Oracle applications file system and database.

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Oracle Applications System Administrator’s GuideThis guide provides planning and reference information for the Oracle Applications System Administrator. It contains information on how to define security, customize menus and online help, and manage concurrent processing.

Oracle Alert User’s GuideThis guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data.

Oracle Applications Developer’s GuideThis guide contains the coding standards followed by the Oracle Applications development staff. It describes the Oracle Application Object Library components needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products. It also provides information to help you build your custom Oracle Forms Developer 6i forms so that they integrate with Oracle Applications.

Oracle Applications User Interface Standards for Forms-Based ProductsThis guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms.

Other Implementation Documentation

Oracle Applications Product Update NotesUse this guide as a reference for upgrading an installation of Oracle Applications. It provides a history of the changes to individual Oracle Applications products between Release 11.0 and Release 11i. It includes new features, enhancements, and changes made to database objects, profile options, and seed data for this interval.

Oracle Workflow GuideThis guide explains how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. You also use this guide to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes.

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Oracle Applications Flexfields GuideThis guide provides flexfields planning, setup and reference information for the Oracle Trading Community Architecture Party Merge implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This guide also provides information on creating custom reports on flexfields data.

Oracle eTechnical Reference ManualsEach eTechnical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications, integrate Oracle Applications data with non-Oracle applications, and write custom reports for Oracle Applications products. Oracle eTRM is available on Metalink

Oracle Applications Message ManualThis manual describes all Oracle Applications messages. This manual is available in HTML format on the documentation CD-ROM for Release 11i.

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Training and Support

TrainingOracle offers a complete set of training courses to help you and your staff master Oracle Trading Community Architecture Party Merge and reach full productivity quickly. These courses are organized into functional learning paths, so you take only those courses appropriate to your job or area of responsibility.

You have a choice of educational environments. You can attend courses offered by Oracle University at any one of our many education centers, you can arrange for our trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle University’s online education utility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. For example, you may want to use your organization structure, terminology, and data as examples in a customized training session delivered at your own facility.

SupportFrom on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle Trading Community Architecture Party Merge working for you. This team includes your technical representative, account manager, and Oracle’s large staff of consultants and support specialists with expertise in your business area, managing an Oracle8i server, and your hardware and software environment.

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Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data.

Because Oracle Applications tables are interrelated, any change you make using Oracle Applications can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.

About OracleOracle Corporation develops and markets an integrated line of software products for database management, applications development, decision support, and office automation, as well as Oracle Applications, an integrated suite of more than 160 software modules for financial management, supply chain management, manufacturing, project systems, human resources and customer relationship management.

Oracle products are available for mainframes, minicomputers, personal computers, network computers and personal digital assistants, allowing organizations to integrate different computers, different operating systems, different networks, and even different database management systems, into a single, unified computing and information resource.

Oracle is the world’s leading supplier of software for information management, and the world’s second largest software company. Oracle offers its database, tools, and applications products, along with related consulting, education, and support services, in over 145 countries around the world.

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Your FeedbackThank you for using Oracle Trading Community Architecture Party Merge and this user guide.

Oracle values your comments and feedback. In this guide is a reader’s comment form that you can use to explain what you like or dislike about Oracle Trading Community Architecture Party Merge or this user guide. Mail your comments to the following address or call us directly at (650) 506-7000.

Oracle Applications Documentation ManagerOracle Corporation500 Oracle ParkwayRedwood Shores, CA 94065U.S.A.

Or, send electronic mail to [email protected].

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Party M

1
Party Merge
This chapter describes how to set up and use the party merge features.

erge 1-1

Introduction

Introduction

The party merge feature of the Trading Community Architecture provides the capability to merge parties and their related entities.

The Oracle Trading Community Architecture (TCA) customer model separates the attributes of a party that has entered into a trading partner relationship from the attributes of that relationship. For example, a customer account relationship contains the attributes of that transactional relationship between the party and you. Different types of parties include Organization, Person, and Relationship. With this customer model you can represent each party in your trading community with a single view across multiple Oracle Applications. Although Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications in the Oracle E-Business Suite share the same model, each application uses the model differently depending on the context and need for particular party information.

The party information that you enter in Oracle Applications with on-line forms and batch data entry includes the party’s name, address, contact information, and so on. This information is stored in the TCA party registry and can be shared among the customer accounts of a party.

Because the TCA party registry shares information across the Oracle Applications E-Business suite, you must maintain the quality of the data in the party registry. Duplicate data in a party registry can reduce the efficiency and accuracy of your party processing and reports. You can use the Party Merge feature to eliminate duplicate data in the party registry.

The Party Merge feature provides you the functionality to:

■ Consolidate duplicated parties or party sites.

For example, you can merge Vision Corp. into Vision Corporation

■ Integrate an acquired party into the acquiring party.

For example, you can merge Blue Company into White Corporation

■ Merge duplicate party sites for a party.

To maintain an efficient and accurate party registry, use the Party Merge feature with other data quality management tools. You can use fuzzy search methods, such as data transformations and match rules, to identify parties as candidates to be merged. In addition, Oracle Applications support a Customer Account Merge functionality that you can use to merge transactions from a source customer account

1-2 Oracle Trading Community Architecture Party Merge User Guide

Introduction

to a target customer account. After the merge-from account is merged into the merge-to account you can either inactivate or delete the source customer account.

Party Merge 1-3

Party Merge Example

Party Merge Example

This example provides an example of a party merge, showing both the before and after conditions.

ABC Company has implemented the Oracle Applications E-Business Suite. While checking the quality of its data, ABC Company determines that duplicate records exist for a party, Vision Corporation. Data for this party were entered into the database under the names Vision Corp. and Vision Inc. Using the Party Merge utility, ABC Company plans to merge the two Vision parties.

Before the MergeFrom party name: Vision Corp.

From party sites:

■ 500 Vision Parkway, with three uses: bill-to, ship-to, and marketing.

■ 600 Vision Parkway, with two uses: bill-to and ship-to.

To party name: Vision Inc.

To party sites:

■ 100 Vision Parkway, with one party site use: bill-to.

■ 600 Vision Parkway, with one party site use: ship-to.

The 600 Vision Parkway party sites exists for both Vision Corp. and Vision Inc. and is considered to be duplicated.

Merging Party Vision Corp. with Vision Inc.The party site 500 Vision Pkwy is transferred to Vision Inc. The details of 500 Vision Pkwy, for example the bill-to, ship-to, and marketing party site uses stay with the party site.

The party site 600 Vision Parkway is merged with 600 Vision Pkwy on Vision Inc. The bill-to site use is transferred because it does not exist for Vision Inc. The ship-to site use is merged because it already exists for Vision Inc.

After the Merge■ Vision Corp. is set to a status of Merged.

■ The party site 600 Vision Pkwy is set to a status of Merged.


Party Merge Example

■ The ship-to party site use is set to a status of Merged.

■ Vision Inc. has three party sites:

– 100 Vision Parkway with a bill-to site use

– 500 Vision Parkway with a bill-to, ship-to, and marketing site use

– 600 Vision Parkway, with a bill-to and ship-to site use

Party Merge 1-5

Overview of the Party Merge Process


With the Party Merge feature you can consolidate duplicate parties, integrate an acquired party into another party, or consolidate duplicate party sites of a party in the TCA party registry. The related child entities that get merged or transferred include party relationships, contact information, party profiles, customer accounts, and information obtained from third-party sources.

The merging parties are referred to as the merge-from party and the merge-to party, or the source and the target respectively. After the merge-from party is merged into the merge-to party you can delete the merge-from, or source, party. By default the merge-from party is set to a Merged status.

Registering Applications for Party MergeYou must register party entities, for example accounts, organization contacts, and party sites in the Party Merge dictionary. The registration specifies the names of the procedures required to merge the entities that interact with the party entities. The Party Merge program uses the information in the Party Merge dictionary to recognize which entities to merge.

Some Oracle Applications, along with their party entities, are automatically registered at installation. If you have installed any of these applications, when you use the Party Merge feature, the entities associated with the parties in these applications are merged as well. The applications include:

Enterprise Resource Planning (ERP) applications:

■ Activity Based Management

■ Accounts Receivables

■ Spares Management

■ XML Gateway

■ Application Object Library

■ Project Contracts

Customer Relationship Management (CRM) applications:

■ Advanced Service Online

■ Hosting Manager

■ Marketing



■ Sales

■ CRM Gateway for Mobile Services

■ Order Capture

■ Service

■ Customer Care

■ Install Base

■ Support

■ iStore

■ Collections

■ CRM Foundation

■ Contracts Core

■ Contracts for Rights

■ Contracts Service Module

■ Partner Relationship Management

Merging Parties or Party SitesYou can merge parties or party sites that belong to a party. You cannot merge party sites between parties. However, until you merge the parties that they belong to. Before the Party Merge process begins, you can choose to delete the merge-from party when the process ends. If you merge party sites for the same party, you cannot choose to delete the merge-from party because the merge-from and merge-to parties are the same party.

Deleting a party changes its status to Deleted. You cannot retrieve a deleted party in any search or transaction window unless the application is specifically designed to include deleted parties in any query results.

Merging Individuals, Organizations, or RelationshipsYou can merge Person, Organization, or Relationship party types. You can, however, only merge parties with the same party type. This implies that an organization can only be merged with another organization, a person with a person, and so on.

Party Merge 1-7


Merging Entities from Other ApplicationsYou must process and merge or appropriately transfer other Oracle Applications information of the duplicate party, such as transactions and attributes, into the merge-to party. Before using the Party Merge feature, you must, register all applications and entities that interact with the Trading Community Architecture to ensure that all transaction and attributes are merged when the party is merged.


Setting Up Party Merge


You can use the Merge Dictionary window to set up and control the merge process. The Party Merge dictionary stores the entities and procedures that must be processed to merge party entities for any Oracle Application. During the merge process, each procedure sequentially executes for the entities in the Merge Dictionary window. You register the entities and procedures for a specific Oracle Application in the Party Merge dictionary.

You can set up the Party Merge process for all Oracle Applications that you use to interact with parties.

For example, if your company enters into a service contract with one of the parties in your registry, you would use Oracle Receivables to send invoices and statements to that party and Oracle Service to administer that service contract. If that party is acquired by another party, is identified as a duplicate of another party, or has sites that must be consolidated, you must merge those parties or party sites. This party merge affects customer accounts and attributes of the parties in Oracle Receivables, Oracle Service, and other Oracle Applications.

Registering the Necessary Entities and Merge ProceduresEach of the Oracle Applications maintains its own tables to store the information required to complete its business functions. During a party merge process, all registered applications must be able to access the data for the appropriate entity that is related to the party registry. If a party merge procedure attempts to access a deleted party, the transaction, attributes, and other information for the party cannot be merged.

The Merge Dictionary window lets you maintain how Oracle Applications are affected by the merge process. In the Merge Dictionary window you, or an application developer, can register the foreign keys and procedures to the party registry. The merge program would recognize these foreign keys and procedures without the need to recompile or regenerate the application code.

For the list of party entities, see Appendix A - Party Entities on page 27.

In the Merge Dictionary window you can customize the merge process. You would customize the merge process if you want to:

■ Merge your own custom entities as part of the merge process that affects the standard TCA entities, so that custom entities can be merged using standard merge rules.

Party Merge 1-9


■ Use a different implementation of the merge process for the standard TCA entities, so that standard entities can be merged using custom rules.

You can override the procedures that Oracle Development defined for merging TCA entities with the custom procedures.

You, or your Oracle applications developer, must develop the code to customize the Merge procedures used by your custom applications and entities.

Your custom merge procedure should:

■ Perform any required validations before you run the merge process.

■ Meet the processing requirements of your range of business activities.

PrerequisitesBefore you add any Oracle Application to the Party Merge dictionary you must:

■ Identify any entities that have foreign keys in the party registry.

■ Create merge procedures by identifying the foreign keys for those entities.

To set up entities for Party Merge in the Party Merge dictionary:

1. Navigate to the Merge Dictionary window.



2. Enter the name of the Oracle Application affected by the merge process in the Application field.

3. In the Entity field, enter the name of the table that has a foreign key to the HZ_PARTIES table or a related table such as HZ_PARTY_SITES or HZ_CONTACT_POINTS.

4. In the Parent Entity field, enter the name of the table that the foreign key of the table in the Entity field refers to.

5. The Procedure Type field defaults to PL/SQL.

6. In the Description Column(s) field, enter the name of the columns used to generate a description for the record, for example, PARTY_NAME for the HZ_PARTIES table. You can alternatively enter a complex concatenation or decode expression. The information in the Description Column field is used in reports and logs.

7. In the Additional Query Clause field, enter a SQL clause that is used to specify additional filtering conditions for joining the table to the related parent entity.

8. In the Primary Key field enter the name of the primary key column for the entity.

9. In the Foreign Key field, enter the name of the foreign key column which links the entity to its parent entity.

10. In the Procedure Name field, enter the name of the merge procedure, which must conform to the standard merge procedure signature.

11. In the Child Entities region, for each child entity, enter the foreign key that relates the child to the parent entity in the Foreign Key field.

If the relationship between the parent and child entities involve more than one foreign key or is complex, you can enter an additional join condition in the Merge Procedure Name Field.

For example, the HZ_CONTACT_POINTS table can be associated with either a party or party sites based on the value of the owner_table_name. To associate HZ_CONTACT_POINTS with:

■ The HZ_PARTIES table

– Enter the join condition as hz_contact_points.owner_table_name = HZ_PARTIES.

– Define the foreign key as owner_table_id.

■ The HZ_PARTY_SITE table

Party Merge 1-11


– Enter the join condition as hz_contact_points.owner_table_name = HZ_PARTY_SITE.

– Define the foreign key as owner_table_id.


Party Merge Process

Party Merge Process

The Party Merge process involves four procedures:

1. Creating the merge batch.

2. Processing the merge batch.

3. Reviewing the Party Merge Requests log file.

4. Identifying types of errors.

1. Creating the Merge Batch

Merging Parties and Party SitesYou can use the Merge Batch window to set up a merge batch for the parties or party sites that you are merging. You can only merge parties of the same party type.

You can merge or transfer party sites, organization contacts, party relationships, and profiles related to a party. All other entities related to a party are either always merged or always transferred based on the merge procedures defined for that entity.

When you select a party as the merge-to party in a batch, the records for that party are locked and cannot be selected as a merge candidate for this or any other batch until after this batch is submitted and processed. When you select a party as the merge-from party in a batch, the records for that party are locked until after the merge process completes, when the party is deleted or deactivated.

In the Merge Batch window, you can specify if you want to delete the merge-from party after the merge process completes. You can, however, set up any merge procedure, registered with the Party Merge dictionary to prevent the deletion of records, if your company’s business rules require that parties cannot be deleted. To prevent deletion, a merge procedure must call the HZ_PARTY_MERGE. veto_delete procedure. At the end of the merge process, if none of the merge procedures has vetoed the deletion of the merge-from parties, then those party records are deleted.

PrerequisitesBefore you create a merge batch, you must:

■ Define any custom entities and merge procedures in the Merge Dictionary window.

■ Decide if you want to delete all of the records of the merge-from party.

Party Merge 1-13

Party Merge Process

To create a merge batch for parties:

1. Navigate to the Merge Batch window.

2. Enter a name for the batch in the Batch Name field. The batch name should be unique and related to the parties that you are merging.

3. Enter a reason for the merge in the Merge Reason field. You can either use a predefined reason, such as Merger or De-duplication Merge, or enter your own reason.

4. Check the Commit at Batch Level check box if you want to save the batch after the complete batch has been merged. Do not check the check box if you want to save records after each pair of parties has merged.

5. Check the Delete Merged Records check box to delete the merge-from party records after the batch merge completes. Do not check this box if you do not want to delete the merged records. These records are instead assigned a Merge status.

6. In the Party Details region, enter one or more parties that you want to merge.

7. Enter the party type for each party that you are merging in the Party Type field:.

■ Organization

■ Person

■ Relationship


Party Merge Process

8. In the From Party fields, enter the party name or party number of the merge-from party.

9. In the To Party fields, enter the party name or party number of the merge-to party.

10. Enter the reason for merging these two parties in the Merge Reason field.

11. Save your work before moving on to the tabbed regions.

To merge party sites:1. Navigate to the Party Sites tabbed region.

2. Enter the from site’s address in the Address field and the appropriate merge operation in the Operation field, Merge or Transfer Party Merge operation.

3. If you enter the Merge operation, you must enter an address for the merge-to party site.

If you are merging US party sites, you can only merge addresses that reflect the same Sales Tax Structure. For example, of you use the State.County.City Sales Tax Location Flexfield Structure, you can only merge party sites that have the same state, county, and city.

Oracle Receivables calculates sales taxes in the United States based on the address components of the Sales Tax Structure that you define in the System Options window. Because sales tax rates can change, modifying these components can invalidate the tax calculated for transactions previously assigned to an address. To ensure that you do not violate US sales tax audit requirements, you must merge party sites with addresses of same Sales Tax Structure.

Merging Party RelationshipsParty relationships and organization contacts are a binary relationship between two parties, such as a partnership. A party relationship can be a party itself, so that certain party relationships could themselves enter into relationships.

For example, if Joe is your contact at Vision Corporation, you can record this as a relationship between the person Joe and the organization Vision Corporation. That relationship, Joe as a contact for Vision Corporation, is itself a party that can enter into its own relationships.

This table shows details of this sample relationship:

See also: Setup Steps for US Sales Tax, Oracle Receivables Tax Manual

Party Merge 1-15

Party Merge Process

After reviewing your database, you might determine that Vision Corporation and Vision Inc., another party in your database, are duplicates that should be merged.

After the merge process, the contact information would be changed as shown in this table:

To merge party relationships:

1. Navigate to the Party Relationships tabbed region.

2. For each relationship to be transferred or merged for a party, enter that relationship’s subject, object, and type in the From Relationships region.

For example, if a type of relationship exists called Subsidiary of and Vision Manufacturing is a subsidiary of Vision Corporation, then Vision Manufacturing would be the subsidiary of Vision Corporation. Vision

Party ID Subject ID Object ID Type of Relationship

789 (Joe, contact for Vision Corp.)

456 (Joe) 123 (Vision Corp.)

Contact Of

Party ID Subject ID Object IDType of Relationship

789 (Joe, contact for Vision Inc.) 456 (Joe) 123 (Vision Corp.) Contact Of


Party Merge Process

Manufacturing would be the subject of the relationship and Vision Corporation would be the object of the relationship.

Party relationships do not require a hierarchical relationship like a parent-child relationship. For example, party relationships defined as Partner of, Colleague of, Competitor of, and so on do not imply a hierarchical relationship, but you have to identify a subject and object of the relationship before you can merge relationships.

In the Operation field, enter either Merge or Transfer.

You can merge only if the same party relationship exists for the merge-from and merge-to parties.

3. Enter a relationship for the merge-to party in the To Relationships region.

If the same party relationship exists for the merge-from and merge-to parties, the relationships are automatically selected to be merged and cannot be transferred.

If parties of the type Relationship represent both relationships, the relationship parties are automatically added to the batch.

If you manually select two party relationships to be merged and relationship parties represent both relationships, you must first manually merge the relationship parties in another batch before running this batch.

Merging Organization Contacts and Viewing Profile Information

To merge organization contacts:1. Navigate to the From Org Contact region.

2. For each organization contact for the merge-from party, enter that contact’s name and title. You can enter the type, department, and party site to identify a group of organization contacts.

3. In the Operations field, enter either Merge or Transfer.

You can merge only if a similar organization contact exists for the merge-to party.

4. If you enter Merge as the operation, enter an organization contact for the merge-to party that the party in the From Org Contact region is to be merged into.

If the same organization contact exists for the merge-from and merge-to parties, that contact is automatically selected to be merged. You must add the

Party Merge 1-17

Party Merge Process

relationship parties for these contacts to the batch before entering the organization contacts for merging.

To view person profiles for the merging parties of Person type:1. Navigate to the Person Profiles tabbed region.

2. For each person in the merge-from and merge-to parties, you can view the taxpayer ID, tax registration number, and date of birth.

If a person is selected, the from-person profile is merged with the to-person profile.

To view organization profiles for merging parties of Organization type:1. Navigate to the Org Profiles tabbed region.

2. For each organization in the merge-from and merge-to parties, you can view the taxpayer ID, tax registration number, and DUNS number.

If an organization is selected, the from-organization profile is merged with the to-organization profile.

Merging the Party Sites of a PartyYou can use the Merge Batch window to merge duplicate party sites for a party. After the merge process all entities associated with the merge-from party site, including customer account sites, refer to the merge-to party site.

To submit a merge for two sites of the same party, you cannot check the Delete Merged Records check box. Checking that check box implies deleting both the merge-from and merge-to parties.

To merge party sites for the same party:1. Navigate to the Merge Batch window.

2. Enter a name for the batch in the Batch Name field. The batch name should be unique and related to the party for which you are merging the party sites.

3. Enter a reason for the merge in the Merge Reason field. You can either use a predefined reason, such as Merger or De-duplication Merge, or enter your own reason.

4. Check the Commit at Batch Level check box if you want to save the batch after the complete batch has been merged. Uncheck the check box if you want to save records after each pair of parties has merged. Make sure that the Delete Merged Records check box is not checked.


Party Merge Process

5. In the Party Details region, enter one or more from-parties for which you want to merge the party sites.

6. Enter the party type for each party that you are merging in the Party Type field:

■ Organization

■ Person

■ Relationship

7. Check the Site Merge check box. The To Party fields are automatically populated with information from the From Party fields.

Alternatively, you can just enter the party name or party number of your from-party in the To Party fields.

8. Enter the reason for merging these party sites in the Merge Reason field.

9. Save your work.

10. Enter all party sites to be merged in the Party Sites tabbed region. Follow the steps for merging party sites on page 15.

The other tabbed regions are disabled.

2. Processing the Merge BatchAfter you create the merge batch to merge either different parties or party sites of the same party, you have three options to process your merge batch:

■ Preview your merge batch and the outcome of the merge process before submitting the Party Merge process.

■ Submit the Party Merge process immediately after entering your merge details.

■ Save your work and submit the Party Merge process at a later time.

After a merge batch is successfully processed, you cannot reverse the results.

To preview the merge batch results:1. Create the merge batch in the Merge Batch window. For more information, see

Creating the Merge Batch on page 13.

2. Press the Preview Batch button.

3. The Party Merge process runs and merges the appropriate parties and other entities, but does not commit the merged records to the database. The request number is displayed in the Last Request ID field.

Party Merge 1-19

Party Merge Process

4. Navigate to the Find Requests window, select the Specific Requests option, enter the request number in the Request ID field, and press the Find button.

5. In the Requests window, preview the expected effect of the merge process on the merging parties and their entities. For more information, see Reviewing the Party Merge Requests Log File on page 20.

If you query for the merge batch at this point in the Merge Batch window, the Merge Done check boxes are not checked. Even if you checked the Delete Merged Records check box, no records are deleted because the merge process is submitted in the preview mode.

To submit the Party Merge process:1. Create the merge batch in the Merge Batch window. For more information, see

Creating the Merge Batch on page 13.

2. Press the Run Batch button.

The Party Merge process runs and merges the appropriate parties and other entities. If you checked the Commit at Batch Level check box, the entire batch must be successfully processed before the merged records are committed to the database. If the Commit at Batch Level check box is not checked, each merged record is committed as it is processed.

The request number is displayed in the Last Request ID field.

3. Navigate to the Find Requests window, select the Specific Requests option, enter the request number in the Request ID field, and press the Find button.

4. In the Requests window, view the status and results of the merge process. For more information, see the Reviewing the Party Merge Requests Log File section on page 20.

If you query for the merge batch at this point in the Merge Batch window, the Merge Done check box is checked. If you checked the Delete Merged Records check box, the merge-from parties are set to the Deleted status.

3. Reviewing the Party Merge Requests Log FileYou can use the Party Merge Requests log file to review the parties and related entities affected by the merge process. Oracle Receivables automatically generates this output file after you run the Party Merge process. The report body displays Merged or Deleted for each merge-from party to indicate the status of the merge-from party or party site. The report displays an error message if the Party Merge process fails.


Party Merge Process

This table shows the report headings.

The Merge Process log message displays the details of the entities that have been merged or transferred. The entities that are merged or transferred are based on the merge procedures that were registered with the Party Merge dictionary.

The entities include, but are not restricted to, parties, party sites, relationships, contacts, profiles, contact points, customer accounts, customer account sites, and so on. For a complete list of preregistered TCA entities, see Appendix A - Party Entities on page 27. In addition to these standard TCA entities, other Oracle Applications and legacy system entities can be registered with the Party Merge dictionary. These entities are also merged during the party merge process. You can also view the details about these entities in the Party Merge Request log file.

Execution StatusThe possible execution status combinations are:

Merge batch successfully executed / Batch rollback completeThis status occurs after you click the Preview Batch button and the merge batch successfully runs without committing any merged records.

This status indicates that the merge procedures registered with the Party Merge dictionary ran, the merge process completed, but the merged records were not committed to the database.

In this heading... Party Merge prints...

Request ID The request ID for your concurrent process.

Log Message The sequence of processes that run to execute the merge batch. This includes:

■ Start time of the merge

■ Batch ID

■ Batch name

■ Rule set name

■ Merge process

■ Entities merged or transferred

Execution status The execution status (see below).

Party Merge 1-21

Party Merge Process

Merge batch successfully executed / Batch commit completeThis status occurs after you click the Run Batch button and the merge batch successfully runs.

This status indicates that the merge procedures registered with the Party Merge dictionary ran, the merge process completed, and the merged records were committed to the database.

Merge batch failed / Batch rollback completeThis status indicates that the merge procedures registered with the Party Merge dictionary did not run successfully, and no merged records were committed to the database. Along with this status information, the log file provides details of the error and identifies the merge procedure that the error occurred in.

4. Identifying Types of ErrorsThe Party Merge process encounters two types of errors – data errors and procedure errors.

Data ErrorsThe Party Merge process might fail at the batch or party level if any record contains corrupt data. If the Commit at Batch Level check box is checked and the Party Merge process encounters corrupt data, the entire batch fails, and none of the parties are merged. If the Commit at Batch Level check box is unchecked and the Party Merge process encounters corrupt data, only the party or parties that have corrupted data are not merged. All other parties successfully merge. Users should be able to correct most data errors.

Procedure ErrorsThe Party Merge process can fail if any procedures were not correctly coded, registered, and tested. The Party Merge Requests log file identifies the procedure that caused the Party Merge process to fail. Procedure errors must be corrected by an application developer.

Merge Order of Parties and Customer AccountsIf you find duplicate parties, you should determine if duplicate customer accounts exist between the merge-from and merge-to parties. If you find duplicate customer accounts, duplicate parties might exist for these customer accounts. You should verify that duplicate parties exist and merge those duplicate parties.

■ When two customer accounts are merged and the corresponding parties are verified as duplicates, the parties can be merged.


Party Merge Process

■ When two parties are merged and the corresponding customer accounts are verified as duplicates, the customer accounts can be merged.

Party Merge Followed by Customer Merge ExampleABC Company has implemented the Oracle Applications E-Business Suite. While checking the quality of its customer data, ABC Company determines that duplicate records exist for a party, Vision Corporation. Data for this party were entered into the database under the names of Vision Corp. and Vision Inc. Using the Party Merge utility, ABC Company plans to merge the two Vision parties.

Before Party MergeFrom party name: Vision Corp.

Customer account number: 765432

From customer account party sites:


Customer site ID: 1CUSTIDVISIONCORP




Customer account number: 234567

To party sites:

■ 100 Vision Parkway, with one use: bill-to.

Customer site ID: 1CUSTIDVISIONINC

■ 600 Vision Parkway, with one use: ship-to.


The 600 Vision Parkway party sites exist for both Vision Corp. and Vision Inc. and are deemed to be duplicates.

Merging Party Vision Corp. with Vision Inc.The 500 Vision Pkwy party site is transferred to Vision Inc. The details for 500 Vision Pkwy, such as the bill-to, ship-to, and marketing party site uses stay with the party site.

Party Merge 1-23

Party Merge Process

The 600 Vision Pkwy party site is merged with 600 Vision Pkwy for Vision Inc. The bill-to site use is transferred because it does not exist for Vision Inc. The ship-to is merged because it already exists for Vision Inc.

After Party Merge and Before Customer Account Merge■ Vision Corp. is set to a status of Merged.

■ The 600 Vision Pkwy party site is set to a status of Merged.

■ The ship-to party site use is set to a status of Merged.

■ Vision Inc. has two customer accounts:

– Customer account number: 1CUSTVISIONCORP

– Customer account number: 1CUSTVISIONINC

■ Vision Inc. has three party sites:

– 100 Oracle Parkway with a bill-to site use


– 500 Oracle Parkway with a bill-to, ship-to, and marketing site use


– 600 Oracle Parkway with a bill-to and ship-to site use.



Merging the Customer AccountsThe customer account with the customer number of 1CUSTVISIONCORP is merged with the customer account with the customer number of 1CUSTVISIONINC.

The customer account site with the customer site ID of 2CUSTIDVISIONCORP is merged with the customer account site with the customer site ID of 2CUSTIDVISIONINC.

After Customer Account MergeThe customer account with the customer number of 1CUSTVISIONCORP is set to a status of Merged.

The customer account site with the customer site ID of 2CUSTIDVISIONCORP is set to a status of Merged.

The bill-to and ship-to site uses on customer account site with the customer site ID of 2CUSTIDVISIONCORP are set to a status of Merged.


Party Merge Process

Vision Inc. has one customer account.

Customer number: 1CUSTVISIONINC

Vision Inc. has three party sites.

■ 100 Oracle Parkway with a bill-to site use


■ 500 Oracle Parkway with a bill-to, ship-to, and marketing site use


■ 600 Oracle Parkway with a bill-to and ship-to site use


Customer Merge Followed by Party Merge ExampleABC Company has implemented the Oracle Applications E-Business Suite. While checking the quality of its data, ABC Company determines that duplicate records exist for a party, Vision Corporation. Data for this part were entered into the database under the names Vision Corp. and Vision Inc. Using the Party Merge utility, ABC Company plans to merge the two Vision parties.

Before Customer Account MergeFrom party name: Vision Corp.

Customer account number: 1CUSTVISIONCORP

From customer account and party sites:



■ 600 Vision Parkway, with two party site uses: bill-to and ship-to.



Customer account number: 1CUSTVISIONINC

To party sites:

■ 100 Vision Parkway, with one party site use: bill-to.


■ 600 Vision Parkway, with one party site use: ship-to.

Party Merge 1-25

Party Merge Process


The 600 Vision Parkway party sites exists for both Vision Corp. and Vision Inc. and are deemed to be duplicates.

Merging the Two Customer AccountsThe customer account with the customer number of 1CUSTVISIONCORP is merged with the customer account with the customer number of 1CUSTVISIONINC.

The customer account site with the customer site ID of 2CUSTIDVISIONCORP is merged with the customer account site with the customer site ID of 2CUSTIDVISIONINC.

After Customer Account Merge and Before Party MergeThe customer account with the customer number of 1CUSTVISIONCORP has the status of Merged.

The customer account site with the customer site ID of 2CUSTIDVISIONCORP has the status of Merged.

The bill-to and ship-to site uses for the customer account site with the customer site ID of 2CUSTIDVISIONCORP have the status of Merged.

Vision Corp has the following party sites:





Vision Corp does not have any customer accounts or customer account sites belonging to it.



Vision Inc. has two party sites:

■ 100 Vision Parkway, with one use: bill-to.


■ 600 Vision Parkway, with one use: ship-to.



Party Merge Process

After Party MergeThe 500 Vision Pkwy party site is transferred to Vision Inc. The details of the party site uses for 500 Vision Pkwy, such as bill-to, ship-to and marketing stay with the party site.

The 600 Vision Pkwy party site is merged with 600 Vision Pkwy to Vision Inc. The bill-to site use is transferred because it does not exist for Vision Inc. The ship-to is merged because it already exists for Vision Inc.



Vision Inc. has three party sites.

■ 100 Oracle Parkway with a bill-to site use

Customer Site ID: 1CUSTIDVISIONINC

■ 500 Oracle Parkway with a bill-to, ship-to, and marketing site use

Customer Site ID: 1CUSTIDVISIONCORP

■ 600 Oracle Parkway with a bill-to and ship-to site use


Party Merge 1-27

Party Merge Process


Party En

A
Party Entities
This appendix describes the party entities.

tities A-1

Party Entities

Party Entities

The Party Merge dictionary stores the entities and procedures that must be processed to merge the entities from any Oracle Application. These entities can be identified using the foreign key attributes that they contain. If any entity contains an attribute that is a foreign key to any of the TCA entities, these entities should be part of the merge dictionary and a procedure should be created to handle the records in this entity during the merge process.

This table lists the foreign keys in Oracle Applications and procedure details for all the TCA entities processed during the merge process.

This table provides foreign key and procedure information about sites and their related entities.

Entity Foreign Key Procedure

Party none HZ_MERGE_PKG.PARTY_MERGE

Customer Account

Party ID HZ_MERGE_PKG.CUST_ACCOUNT_MERGE

Contact Points Owner Table ID HZ_MERGE_PKG.CONTACT_POINT_MERGE

Financial Profile

Party ID HZ_MERGE_PKG.FINANCIAL_MERGE_MERGE

References Party ID HZ_MERGE_PKG.REFERNCES_MERGE

Certification Party ID HZ_MERGE_PKG. CERTIFICATION_MERGE

Credit Ratings Party ID HZ_MERGE_PKG.CREDIT_RATINGS_MERGE

Customer Account Role

Party ID HZ_MERGE_PKG.CUST_ACCOUNT_ROLE_MERGE

Code Assignments

Owner Table ID HZ_MERGE_PKG.CODE_ASSIGNMENTS_MERGE

Party Relationship

Party ID HZ_MERGE_PKG.PARTY_RELATIONSHIP_MERGE

Organization Contacts

Party Site ID HZ_MERGE_PKG.ORG_CONTACT_MERGE

Organization Contact Role

ORG_CONTACT_ID

HZ_MERGE_PKG.ORG_CONTACT_ROLE_MERGE

A-2 Oracle Trading Community Architecture Party Merge User Guide

Party Entities

This table provides foreign key and procedure information about organization-related entities

This table provides foreign key and procedure information about person-related entities.


Party Site Party ID HZ_MERGE_PKG.PARTY_SITE_MERGE

Customer Account Party Site

Party Site ID HZ_MERGE_PKG.CUST _ACCT_SITE_MERGE

OrganizationContacts

Party Site ID HZ_MERGE_PKG.ORG_CONTACT_MERGE2

Contact Points Owner Table ID HZ_MERGE_PKG.CONTACT_POINT_MERGE2

Party Site Use Party Site ID HZ_MERGE_PKG.PARTY_SITE_USE_MERGE

Contact Restriction Owner Table ID HZ_MERGE_PKG.CONTACT_RESTRICTION_ MERGE

Code Assignments Owner Table ID HZ_MERGE_PKG.CODE_ASSIGNMENTS_MERGE2


Organization Profiles

Party ID HZ_MERGE_PKG.ORG_PROFILE_MERGE

Security Issued Party ID HZ_MERGE_PKG.ORG_SECURITY_ISSUED_MERGE

Industrial Classes

Party ID HZ_MERGE_PKG.ORG_IND_CLASSES_MERGE

Financial Reports

Party ID HZ_MERGE_PKG.ORG_FIN_REPORTS_MERGE

Financial Numbers

FINANCIAL_REPORT_ID

HZ_MERGE_PKG. FINANCIAL_NUMBERS_MERGE

Organization Indicators

Party ID HZ_MERGE_PKG.ORG_INDICATOR_MERGE

Industrial Reference

Party ID HZ_MERGE_PKG.ORG_IND_REFERENCE _MERGE

Party Entities A-3

Party Entities

Entity Foreign key Procedure

Person Profiles Party ID HZ_MERGE_PKG.PER_PROFILE_MERGE

Person Interest Party ID HZ_MERGE_PKG.PER_INTEREST_MERGE

Citizenship Party ID HZ_MERGE_PKG.PER_CITIZENSHIP_MERGE

Education Party ID HZ_MERGE_PKG.PER_EDUCATION_MERGE

Employment History

Party ID HZ_MERGE_PKG.PER_EMP_HISTORY_MERGE

Work Class Employment_History_ID

HZ_MERGE_PKG. WORK _CLASS_MERGE

Person Languages

Party ID HZ_MERGE_PKG.PER_LANGUAGE_MERGE

A-4 Oracle Trading Community Architecture Party Merge User Guide

Impact on D&B Inform

B
Impact on D&B Information
This appendix describes the impact on D&B information of the merge process.

ation B-1

Impact on Dun & Bradstreet Data


Oracle Trading Community Architecture lets you purchase data from Dun & Bradstreet’s (D&B) global business databases. Information purchased from Dun & Bradstreet is stored in the party tables at the party level and must be also merged with other party information.

You must resolve and merge Dun & Bradstreet data for the merge-from and merge-to parties. When you merge parties with D&B data, retain as much of the D&B data about the parties as possible.

When you merge two parties with D&B data, you might encounter these situations:

DUNS Numbers Are DifferentIf the DUNS numbers for the merge-from and merge-to parties are not the same number, the data for the merge-to party is retained. The D&B data for the merge-from party is set to the Merged status.

DUNS Numbers Are the SameIf the DUNS numbers for the merge-from and merge-to parties are the same number, the latest D&B data, whether for the merge-from or merge-to party, is retained. If the latest Dun & Bradstreet data is stored for the merge-from party, that data overwrites the D&B data stored for the merge-to party.

No D&B Data Exists for the Merge-to PartyIf D&B data exists for the merge-from party but not the merge-to party, the D&B data for the merge-from party transfers to the merge-to party as a result of the merge process.

Merge-from Party is a Branch of Merge-to PartyIf the merge-to party is the headquarters for the merge-from party, which is a branch, and the merge-to party contains the D&B data, this data is retained. The status of the merge-from party is set to Merged.

Merge-from Party is the Headquarters of Merge-to PartyWhen the Branch Flag attribute of the merge-from party is N, that party is the headquarters location. If the merge-from party is the headquarters and the merge-to party is its branch, the D&B data for the merge-from party is copied to the merge-to

B-2 Oracle Trading Community Architecture Party Merge User Guide


party. The merge-to party becomes the headquarters. All branches associated with the merge-from party now belong to the merge-to party.

Impact on D&B Information B-3


B-4 Oracle Trading Community Architecture Party Merge User Guide

Duplicate Che

C
Duplicate Checking
This appendix describes duplicate checking in the context of the party merge process.

cking C-1

Duplicate Checking

Duplicate Checking

You can either merge or transfer the child entities that belong to a party. These entities can include party sites, contacts, relationships, and profile information. The merge procedures automatically handles the merger or transfer of other child entities.

Below are some of the TCA entities and the rules that are applied to them to determine whether the entities should be merged or transferred. In general, if the Party Merge process determines that the entities are exact duplicates based on the concatenation of table columns, the merge-from record will be merged with the merge-to record. If the entities are not exact duplicates, the merge-from entity is transferred to the merge-to entity.

Contact Points and Restrictions

Contact PointsYou must transfer contact points unless they are exact duplicates. If the following columns in the HZ_CONTACT_POINTS table match, the contact points are exact duplicates. Only exact duplicates are merged.

■ CONTACT_POINT_TYPE

■ STATUS

■ EDI_TRANSACTION_HANDLING

■ EDI_ID_NUMBER

■ EDI_PAYMENT_METHOD

■ EDI_PAYMENT_FORMAT

■ EDI_REMITTANCE_METHOD

■ EDI_REMITTANCE_INSTRUCTION

■ EDI_TP_HEADER_ID

■ EDI_ECE_TP_LOCATION_CODE

■ EMAIL_FORMAT

■ TO_CHAR(BEST_TIME_TO_CONTACT_START, ’DD-MON-YYYY’)

■ TO_CHAR(BEST_TIME_TO_CONTACT_END, ’DD-MON-YYYY’)

C-2 Oracle Trading Community Architecture Party Merge User Guide

Duplicate Checking

■ PHONE_CALLING_CALENDAR

■ DECLARED_BUSINESS_PHONE_FLAG

■ PHONE_PREFERRED_ORDER

■ TELEPHONE_TYPE

■ TIME_ZONE

■ PHONE_TOUCH_TONE_TYPE_FLAG

■ PHONE_AREA_CODE

■ PHONE_COUNTRY_CODE

■ PHONE_NUMBER

■ PHONE_EXTENSION

■ PHONE_LINE_TYPE

■ TELEX_NUMBER

■ CONTENT_SOURCE_TYPE

■ WEB_TYPE

■ EMAIL_ADDRESS

■ URL

Contact points can point to a party site. These contact points are transferred or merged the way that the contact points are at the party level.

Contact PreferencesContact preferences are always merged.

Customer Accounts and Related Information

Customer AccountsCustomer accounts are transferred to the merge-to party. After the parties are merged, you can use the Customer Merge program to merge customer accounts. This is a separate process that requires a separate concurrent request.

Customer Account SitesCustomer account sites are related to party sites. How customer account sites are merged depends on how the party site is processed.

Duplicate Checking C-3

Duplicate Checking

■ Party site merge - The customer account site must be modified to point to the existing merge-to party site.

■ Party site transfer - The customer account site should point to the merge-from party site, which now points to the merge-to party.

Roles in a Customer AccountEach role in a customer account points to a party. A customer account role can be processed during the Party Merge process in either of these situations:

■ The role points to the merge-from party

The role must be modified to point to the merge-to party.

■ The role points to an organization contact or other relate-able party relationship. This relationship is being merged or transferred as the relationship’s subject or object in a party merge.

Customer Contact PointsCustomer contact points point to party-level contact points. The customer contact point refers to the merge-to contact point on the merge-to party. This contact point is either a pre-existing contact point for the merge-to party or a contact point that was been transferred from the merge-from party.

Additional Party InformationIf the duplicate check procedure identifies the following as exact duplicates, these entities are merged, otherwise they are transferred.

When the Party is an OrganizationIf the duplicate check procedure identifies the following as exact duplicates, they are merged.

Financial Numbers If there is a duplicate financial number in the merge-to party’s financial report data, that financial number is merged with the duplicate.

Financial ReportsThe procedure checks for duplicates in these columns:

■ TO_CHAR(DATE_REPORT_ISSUED, 'DD-MON-YYYY')

■ DOCUMENT_REFERENCE

■ ISSUED_PERIOD


Duplicate Checking

■ REQUIRING_AUTHORITY

■ TYPE_OF_FINANCIAL_REPORT

■ TO_CHAR(REPORT_START_DATE, ’DD-MON-YYYY’)

■ TO_CHAR(REPORT_END_DATE, ’DD-MON-YYYY’)

■ AUDIT_IND

■ CONSOLIDATED_IND

■ ESTIMATED_IND

■ FISCAL_IND

■ FINAL_IND

■ FORECAST_IND

■ OPENING_IND

■ PROFORMA_IND

■ QUALIFIED_IND

■ RESTATED_IND

■ SIGNED_BY_PRINCIPALS_IND

■ TRIAL_BALANCE_IND

■ UNBALANCED_IND


Industrial ClassificationThe procedure checks for duplicates in these columns:

■ INDUSTRIAL_CLASS_ID

■ TO_CHAR(BEGIN_DATE, ’DD-MON-YYYY’)

■ TO_CHAR(END_DATE, ’DD-MON-YYYY’)


Industrial ReferenceChecks for duplicates on the following columns:

■ INDUSTRY_REFERENCE

■ ISSUED_BY_AUTHORITY


Duplicate Checking

■ NAME_OF_REFERENCE

■ TO_DATE(RECOGNIZED_AS_OF_DATE,’DD-MON-YYYY’)

Organization IndicatorsThe procedure checks for duplicates in these columns:

■ INDICATOR

■ TO_CHAR(START_DATE, ’DD-MON-YYYY’)


■ CONTENT_SOURCE_TYPE,

■ DESCRIPTION

Securities IssuedThe procedure checks for duplicates in these columns:

■ TO_CHAR(ESTIMATED_TOTAL_AMOUNT)

■ TO_CHAR(STOCK_EXCHANGE_ID)

■ SECURITY_ISSUED_CLASS

■ SECURITY_ISSUED_NAME

■ TOTAL_AMOUNT_IN_A_CURRENCY

■ STOCK_TICKER_SYMBOL

■ SECURITY_CURRENCY_CODE

■ TO_CHAR(BEGIN_DATE,’DD-MON-YYYY’)

■ TO_CHAR(END_DATE,’DD-MON-YYYY’)

When the Party is a Person If the duplicate check procedure identifies the following as exact duplicates, they are merged.

CitizenshipThe procedure checks for duplicates in these columns:

■ BIRTH_OR_SELECTED

■ COUNTRY_CODE

■ TO_CHAR(DATE_DISOWNED, ’DD-MON-YYYY’)


Duplicate Checking

■ TO_CHAR(DATE_RECOGNIZED, ’DD-MON-YYYY’)

■ DOCUMENT_REFERENCE


■ DOCUMENT_TYPE

EducationThe procedure checks for duplicates in these columns:

■ COURSE_MAJOR

■ DEGREE_RECEIVED

■ TO_CHAR(LAST_DATE_ATTENDED, ’DD-MON-YYYY’)

■ TO_CHAR(START_DATE_ATTENDED, ’DD-MON-YYYY’)

■ TYPE_OF_SCHOOL

Employment HistoryThe procedure checks for duplicates in these columns:

■ TO_CHAR(BEGIN_DATE, ’DD-MON-YYYY’)

■ EMPLOYED_AS_TITLE

■ EMPLOYED_BY_DIVISION_NAME

■ EMPLOYED_BY_NAME_COMPANY


■ SUPERVISOR_NAME

■ BRANCH

■ MILITARY_RANK

■ SERVED

Person InterestThe procedure checks for duplicates in these columns:

■ LEVEL_OF_INTEREST

■ LEVEL_OF_PARTICIPATION

■ INTEREST_TYPE_CODE

■ COMMENTS


Duplicate Checking

■ SPORT_INDICATOR

■ SUB_INTEREST_TYPE_CODE

■ INTEREST_NAME

■ SINCE

Person LanguageThe procedure checks for duplicates in these columns:

■ LANGUAGE_NAME

■ NATIVE_LANGUAGE

■ PRIMARY_LANGUAGE_INDICATOR

■ READS_LEVEL

■ WRITES_LEVEL

■ SPEAKS_LEVEL

Work ClassThe procedure checks for duplicates in these columns:

■ WORK_CLASS_NAME

■ LEVEL_OF_EXPERIENCE

When the Party is Either an Organization or a Person

CertificationsThe procedure checks for duplicates in these columns:

■ CERTIFICATION_NAME

■ CURRENT_STATUS

■ TO_CHAR(EXPIRES_ON_DATE, ’DD-MON-YYYY’)

■ GRADE

■ ISSUED_BY_AUTHORITY

■ TO_CHAR(ISSUED_ON_DATE, ’DD-MON-YYYY’)

Credit RatingsCredit ratings are always transferred unless the application providing the credit rating information has a duplicate check in its merge procedures.


Duplicate Checking

Financial ProfilesThe procedure checks for duplicates in these columns:

■ TO_CHAR(ACCESS_AUTHORITY_DATE, ’DD-MON-YYYY’)

■ ACCESS_AUTHORITY_GRANTED

■ TO_CHAR(BALANCE_AMOUNT)

■ TO_CHAR(BALANCE_VERIFIED_ON_DATE, ’DD-MON-YYYY’)

■ FINANCIAL_ACCOUNT_NUMBER

■ FINANCIAL_ACCOUNT_TYPE

■ FINANCIAL_ORG_TYPE

■ FINANCIAL_ORGANIZATION_NAME

ReferencesThe procedure checks for duplicates in these columns:

■ TO_CHAR(COMMENTING_PARTY_ID)

■ EXTERNAL_ACCOUNT_NUMBER

■ RATING

■ TO_CHAR(REFERENCE_DATE, ’DD-MON-YYYY’),

■ COMMENTS


Duplicate Checking


Documents

Party Merge