This chapter describes how to maintain parties.
This chapter covers the following topics:
Assign a certification level and reason to the party. See: Assigning Certifications.
Indicate if the party is internal to your organization.
Activate or inactivate by changing the status of the party.
To maintain parties, you first search for the organization or person to work on.
Use certification levels to classify parties by standards that your organization sets. Certification levels can be used, for example, in search results to determine which organization or person records are better qualified, given equal match scores.
If you assign a certifications level, you must also provide a certification reason. Each party can have only one certification level and reason.
Setting the certification level to blank is the same as unassigning, or removing, the certification. The blank setting indicates that the party requires review for certification. The seeded Not Met certification level, on the other hand, indicates that the party was reviewed but did not meet the requirements to receive any defined certification level. If you remove a certification level, make sure that the certification reason is also blank.
The seeded certifications levels are:
Highest
Minimum
Not Met
The seeded reasons are:
Manual Review
Third Party Content
Your administrator can modify these values, or add new levels and reasons. See: Setting Up Party Maintenance, Oracle Customer Data Librarian Implementation Guide.
You can activate or inactivate a party (organization or person) by changing the status. You can also search for active and inactive customers in the Party Maintenance page.
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