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Siebel Master Data Applications Reference for Industry Applications > Siebel Master Data Applications Administration >
Creating Key Maps in Siebel UCM
Cross-referencing of customer identification allows organizations to store the Customer Identification from external systems within the Siebel Universal Customer Master Application. This cross-reference permits a one-to-many mapping of customer records across multiple systems throughout the organization. In other words, one record in Siebel UCM can map to one or many records in any registered applications in UCM. Siebel Master Data Applications support Account, Contact, and Household party object cross-referencing. When external systems send a request message to the Siebel Server with a request to insert a party record or a request to update a party record, the reference records are systematically entered into the Siebel Master Data Applications. The Unique Customer Identification number from external systems is embedded within the <Id> tag of the request message. The System Administrator can manually create reference records from the Siebel Master Data Applications Administration Screen. To create a new Account Reference record
- Navigate to the Administration - Universal Customer Master screen.
- From the link bar, select External IDs.
The Accounts list and External Account IDs view appear.
- In the Accounts list, select the record of interest.
- In the External Account IDs view, click New.
- Enter the appropriate information in the available fields to define the external customer and the Unique Account Identification, for each Account party record in Siebel Master Data Applications.
Use Table 24 for information on each of the fields.
Table 24. Reference Record Fields
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System Number |
The System Number represents an identifier for an application that accesses Siebel Master Data Applications. This number is picked from the Systems entered in the System Registrations View. |
System Name |
The System name is the name of the application that accesses Siebel Universal Customer Master Application. This value is defaulted when a System Number is picked. |
External Id1 |
The External Id1 stores the Unique Identifier of the external system record. This value is the only field stored in the <Id> tag in request message. |
External Id2 |
The External Id2 stores an optional second identifier of the external system record. |
External Id3 |
The External Id3 stores an optional third identifier of the external system record. |
Comment |
Comments regarding the external system record referencing the record in the Siebel Universal Customer Master Application. |
Figure 13 displays the creation of an example Account reference record.
Figure 13. Creation of an Example Account Reference Record
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To create a new Contact Reference record
- Navigate to the Administration - Universal Customer Master screen.
- From the link bar, select External IDs.
- Select the External Contact IDs view tab.
The Contacts list and External Contact IDs view appear.
- In the Contacts list, select the record of interest.
- In the External Contact IDs view, click New.
- Enter the appropriate information in the available fields to define the external customer and the Unique Contact Identification, for each Contact party record in the Siebel Universal Customer Master Application.
Use Table 24 for information on each of these fields.
To create a new Household Reference record
- Navigate to the Administration - Universal Customer Master screen.
- From the link bar, select External IDs.
- Select the External Household IDs view tab.
The Households list and External Household IDs view appear.
- In the Households list, select the record of interest.
- In the External Household IDs view, click New.
- Enter the appropriate information in the available fields to define the external customer and the Unique Household Identification, for each Household party record in the Siebel Universal Customer Master Application.
Use Table 24 for information on each of these fields.
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