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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-one mapping of customer records across multiple systems throughout the organization. Siebel UCM 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 UCM 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 UCM Applications Administration Screen.

To create a new Account Reference record

  1. Navigate to the Customer Information File Administration Screen.
  2. From the Show drop-down list, select References.

    3. The Account List, Account Form, and External Account IDs appear.

  3. In the Account List, select the record of interest.
  4. In the External Account Id view, click the menu button and then New Record.
  5. 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 UCM Applications. Use Table 24 for information on each of the fields.

Table 24. Reference Record Fields
Field
Description
System Number
The System Number represents an identifier for an application that accesses Siebel UCM Applications. This number is picked from the Systems entered in the System Registration 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 Identification of the external system record. This value is the only field store in the <Id> tag in request message.
External ID2
The External Id2 stores the second Unique Identification of the external system record.
External ID3
The External Id3 stores the third Unique Identification of the external system record.
Comment
Comments regarding the external system record referencing the record in the Siebel Universal Customer Master Application.
System Number
The System Number represents an identifier for an application that accesses Siebel UCM Applications. This number is picked from the Systems entered in the System Registration View.

Figure 14 displays the creation of an example Account reference record.

Figure 14. Creation of an example Account reference record

Click for full size image

To create a new Contact Reference record

  1. Navigate to the Customer Information File Administration Screen.
  2. From the Show drop-down list, select References.
  3. Select the External Contact Id tab.

    4. The Contact List, Contact Form, and External Contact Id appear.

  4. In the Contact List Applet, select the record of interest.
  5. In the External Contact Id list, click the menu button and then New Record.
  6. 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.

    7. Use Table 24 for information on each of these fields.

To create a new Household Reference record

  1. Navigate to the Customer Information File Administration Screen.
  2. From the Show drop-down list, select References.
  3. Select the External Household Id tab.

    4. The Household List, Household Form, and External Household Id appear.

  4. In the Household List, select the record of interest.
  5. In the External Household Id, click the menu button and then New Record.
  6. 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.

    7. Use Table 24 for information on each of these fields


 Siebel Universal Customer Master Applications Reference for Industry Applications
 Published: 18 April 2003