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Cross-Referencing Records with External Systems


Cross-reference Universal Customer Master (UCM) records with external systems to store source identification data in the UCM. For further information on cross-referencing records, see About Cross-Referencing Records with External Systems.

For further information on managing data in the UCM, see About Managing UCM Data.

To cross-reference a contact, account, or household record

  1. From the application-level menu, choose Navigate > Site Map > Administration - Universal Customer Master screen.
  2. From the link bar, select either Contacts, Accounts, or Households.
  3. In the Contacts, Accounts, or Households list, select the record of interest.
  4. Select the External IDs tab for Contacts, Accounts, or Households.
  5. In the External Account IDs view, click New.
  6. Enter the appropriate information in the available fields to define the external customer and the Unique Account Identification, for each Contact, Account, or Household party record in Siebel UCM.

    Use Table 19 for information on each of the fields.

Table 19. Reference Record Fields
Field
Description

System Id

The System Id represents an identifier for an application that accesses Siebel Master Data Applications. Pick this number 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.

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