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Siebel Master Data Applications Reference for Industry Applications > Administering Siebel Master Data Applications > Example of a Survivorship RuleThis topic describes the default Survivorship rules included in the Universal Customer Master (UCM), and provides an example of a default rule with modifications. You may use this feature differently, depending on your business model. The Universal Customer Master (UCM) includes two default rules named Contact Default and Account Default. There are no explicitly defined attribute groups for either of these rules in the attribute group list in the lower view, see Figure 11. This status implies that the default attribute groups—those visible in the Attribute Groups list after selecting the Attribute Group Fields tab—are evaluated by the default criteria field in the default survivorship rule. The Status field for both rules is Active and the Start Date field for both rules is June 11, 2004, which indicates that this rule is ready to evaluate updates to the UCM for the default attribute groups and their associated fields. The default criteria field for the Contacts Default rule is recent. This default criteria indicates that the Contacts Default rule evaluates the date of the incoming external system update against the date of the existing data saved in the default attribute groups. The most recent date of the two data records survives in the UCM record. The default criteria field for the Accounts Default rule is history. This default criteria indicates that the Accounts Default rule evaluates the same incoming updates by date; however, the older data survives in the UCM record. The following example describes creating a modification to the Contacts Default rule to enhance the survivorship rule by comparing updates to a Contact's income data. Start by creating a new attribute group: To create a new attribute group for the Contacts Default rule
The new attribute group is now defined and references the Income field. Next, attach the new attribute group to the Contacts Default rule and define the comparison method as by source: To attach the new attribute group to the Contacts Default rule
This survivorship rule evaluates all updates to the Income field based on the confidence level of the source. For example, if Source B updates the field originally, and then Source A updates at a later date, Source B's data survives because the confidence level is greater than Source A's. Alternatively, if the comparison method was Recent, Source A's data for the Income field would update the UCM record and replace Source B's data. The final task in the process is to review and activate the enhanced rule: To review and activate the enhanced Default Contact rule
The modified Contact Default rule is now active and evaluates updates to the Income field. |
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Siebel Master Data Applications Reference for Industry Applications, Universal Customer Master Guide |