Siebel Master Data Applications Reference for Industry Applications > Privacy Management Solution > Customization Methods >

Required Customizations

The following customizations are absolutely required for any new installation of the UCM Privacy Management Solution:

• CUST. Customer Rules
• Owner Types and Cover Letter Types

CUST. Customer Rules

The sample knowledge base has sample rules in this module that force the channel flag to be identical to nonaffiliate flag for consumers outside of CA who are customers of Brand X or Brand Y. You must customize these conditions to your business policies for their channel flags or other criteria or delete these statements.

Owner Types and Cover Letter Types

You must determine what owner types to use, if any. UCM default has the Brand X and Brand Y as sample owner type values. If the customer has an owner, channel partner, or dealer and these affect the version of the cover letters or privacy notices, then you must make these changes:

• Modify the instances of the owner type based on the values used in UCM.
• Edit the State Code Cover Letter Table and State Code Privacy Notice Table column headings to match the new owner types and modify the table entries to reflect the customer's cover letter type codes and privacy notice type codes.
• Edit the sub-module names and State Change Cover Letter Table instance names in CUST.2 Address changes tables to reflect the new owner types. Add additional modules and table instances as necessary if more than two communication message types are used. Edit the table entries to reflect the appropriate cover letter type codes for state changes for your company.

If you have only a single version of the cover letters or privacy notices (other than state-specific versions), then you must:

• Add an instance to the concept owner type with name = standard and value = "standard" and delete the Brand X and Brand Y.
• Edit the State Code Cover Letter Table and State Code Privacy Notice Table column headings to have a single communication message type = standard and modify the table entries to reflect the customer's cover letter type codes and privacy notice type codes.
• Change the sub-module name of CUST.2.1. BrandX tables to CUST.2.1. Standard tables and change the name of the Brand X State Change Cover Letter Table instance to Standard State Change Cover Letter Table instance. Edit the table entries to reflect the appropriate cover letter type codes for state changes for your company.