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Creating UCM Survivorship Rules

Creating survivorship rule records is a task in the Process of Creating Survivorship Rules. For further information on survivorship rules, see About UCM Survivorship Rules.

To create a survivorship rule

1. From the application-level menu, choose Navigate > Site Map > Administration - Universal Customer Master screen.
2. From the link bar, select Survivorship Rules.
3. In the Rule Name list, click New.
4. Enter values for the columns in the record. See the following table for details on the available columns.

   Column Name	Description
   Object Name	Use this column to designate what objects are affected by the survivorship rule. For example, select the contact object to create a survivorship rule based on contact information.
   Default Criteria	Use this column to configure the default criteria used for attribute groups with no explicit rule definition. It is also the default comparison rule to be used when the comparison rule at the Attribute Group level cannot be used to determine the winning data. For example, when comparing by source and the confidence level of the systems are tied, the survivorship rule uses the Default Criteria as the comparison rule to compare.
   Status	Sets the survivorship rule to active or inactive. Select inactive while creating and defining the survivorship rule.
   Default Rule Set	When no active survivorship rule is defined or the active survivorship rule has expired, the rule with the Default Rule Set set to Y is used as the active survivorship rule. Only check Default Rule Set for one survivorship rule for each object.
   Start Date	Configures the start date at which the survivorship rule becomes valid.
   End Date	Configures the end date at which the survivorship rule is invalidated.

5. In the Attributes Group list click the new button to add attribute groups explicitly governed by the survivorship rule.
6. From the Attributes Group pick list, select the attribute group of focus for this survivorship rule; that is, the attributes that are evaluated by the survivorship rule to determine the most current data.

   You can select preconfigured attributes groups or define unique attribute groups. For information on creating attribute groups, see Creating Attribute Groups for Survivorship Rules.

7. Enter values for the columns in the record. See the following table for details on the available columns.

   Column Name	Description
   Comparison Rule	Select either History, Recent, or Source as the rule for comparison. Based on rule selected, UCM evaluates whether the input from external system can be used to update the specified attribute group values. For more information on each comparison method, see About UCM Survivorship Rules.
   Sequence	The order in which to evaluate multiple attribute groups.

8. Refresh the GUI view by stepping off the record.
9. If comparison rule is by source for the attribute group, set the source confidence level as follows:
   1. Select the Source Confidence tab.
   2. In the System ID list, click New.
   3. In the new record, define the source system and set a confidence level for the individual source system.
   4. Add other systems as necessary.
10. Add multiple attribute groups, as in the previous step, to further define the survivorship rule.