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Siebel Master Data Applications Reference for Industry Applications > Configuring and Administering Siebel Universal Customer Master Privacy Management > Administering Siebel Universal Customer Master Privacy Management >

Managing Privacy Runtime Events

UCM privacy workflow process can be triggered through runtime events. Privacy related run-time events can be viewed in the Admin - Runtime Events screen. Query on:

Object = Business Component, Action Set = UCM*

Run-time events in the business component level are used in privacy management to invoke a workflow process which communicates with the rule engine to get privacy settings. Run-time events do the condition checking over different business components (entities) and trigger the desired actions when conditions are met.

The following tables provide details of run-time events used in the default privacy management settings.

Table 118 lists Retrieve Initial Privacy Setting run-time events.

Table 118. Run-time Events
Sequence
Object Name
Event
Conditional Expression
Action Set Name

1

UCM FINCORP Account Contact Privacy

WriteRecordNew

(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')

UCM Set FACPrivacyNew To Y And Refresh Record

2

UCM FINCORP Account Contact Privacy

WriteRecordNew

GetProfileAttr('FACPrivacyNew')='Y' AND [Address Id] IS NOT NULL

UCM New Financial Account/Financial Account Contact

Table 119 lists initial privacy settings where Action Set = "UCM Set FACPrivacyNew To Y And Refresh Record" with Actions.

Table 119. Action Set = "UCM Set FACPrivacyNew To Y And Refresh Record"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute=FACPrivacyNew; Set Operator=Set; Value="Y"

UCM Refresh Record

Invoke Method

2

Method Name=GetAddress

Table 120 lists initial privacy settings where Action Set = "UCM New Financial Account/Financial Account Contact" with Actions:

Table 120. Action Set = "UCM New Financial Account/Financial Account Contact"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute=FACPrivacyNew; Set Operator=Set; Value="N"

UCM New Financial Account/Financial Account Contact

Invoke Method

2

Method Name=AccountContactPrivacyNew

Refresh

Invoke Method

3

Method Name=GetAddress

Table 121 lists Re-evaluate privacy setting, run-time event.

Table 121. Re-evaluate Privacy Setting, Run-time Event
Sequence
Object Name
Event
Conditional Expression
Action Set Name

1

UCM FINCORP Account Contact Privacy

WriteRecordUpdated

GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y

'UCM Update Financial Account Contact Privacy

Table 122 lists Re-evaluate privacy setting, where Action Set = "UCM Update Financial Account Contact Privacy" with Actions.

Table 122. Action Set = "UCM Update Financial Account Contact Privacy"
Name
Action Type
Sequence
More Info

UCM Update Financial Account Contact Privacy

Invoke Method

1

Method Name=AccountContactPrivacyChanged

Refresh

Invoke Method

2

Method Name = GetAddress

Table 123 lists Update Account Type, Run-time Event.

Table 123. Update Account Type, Run-time Event
Sequence
Object Name
Event
Subevent
Conditional Expression
Action Set Name

1

FINCORP Account

SetFieldValue

Type

(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')

UCM Set FinancialAccountTypeChanged To Y

2

FINCORP Account

WriteRecordUpdated

 

GetProfileAttr('FinancialAccountTypChanged')='Y

'UCM Update Financial Account Type

1

FINCORP Account

WriteRecordNew

 

GetProfileAttr('FinancialAccountTypChanged')='Y

'UCM Set FinancialAccountTypeChanged To N

The runtime event on WriteRecordNew is used to suppress "Update Account Type" action for new Financial Account case.

Table 124 lists Update Account Type, where Action Set = "UCM Set FinancialAccountTypeChanged To Y" with Actions.

Table 124. Action Set = "UCM Set FinancialAccountTypeChanged To Y"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute= FinancialAccountTypChanged; Set Operator=Set; Value="Y"

Table 125 lists Update Account Type, where Action Set = "UCM Update Financial Account Type" with Actions.

Table 125. Action Set = "UCM Update Financial Account Type"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute= FinancialAccountTypChanged; Set Operator=Set; Value="N"

UCM Update Financial Account Type

Invoke Method

2

Method Name= AccountTypeChanged

Table 126 lists Update Account Type, where Action Set = "UCM Set FinancialAccountTypeChanged To N" with Actions.

Table 126. Action Set = "UCM Set FinancialAccountTypeChanged To N"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute= FinancialAccountTypChanged; Set Operator=Set; Value="N"

Table 127 lists Address Change Update Privacy Setting, Run-time Event

Table 127. Address Change Update Privacy Setting, Run-time Event
Sequence
Object Name
Event
Subevent
Conditional Expression
Action Set Name

1

UCM FINCORP Account Contact Address

SetFieldValue

Personal Address Id

[Address Type] = LookupValue ('FINS_CF_ADDR_USE_TYPE', 'Garage') AND ([Contact Privacy Mod Number]<1 OR [Contact Privacy Mod Number] IS NULL)

UCM Set GarageAddressChanging To Y

1

UCM FINCORP Account Contact Address

WriteRecordUpdated

 

(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y') AND GetProfileAttr('GarageAddressChanging')='Y

'UCM Refresh Record On FINCORP Account Contact Address

2

UCM FINCORP Account Contact Address

WriteRecordUpdated

 

[Address Type] = LookupValue ('FINS_CF_ADDR_USE_TYPE', 'Garage') AND (GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y') AND [Contact Privacy Mod Number]>0

UCM Set GarageAddressChanged To Y

1

UCM FINCORP Account Contact Address Source Data and History

WriteRecordNew

 

GetProfileAttr('GarageAddressChanged')='Y' AND [UCM Type Code] = LookupValue('UCM_SDH_TYPE_MLOV', 'History')

UCM Update Financial Account Contact Address

Table 128 lists Address Change Update Privacy Setting, Action Set = "UCM Set GarageAddressChanging To Y" with Actions.

Table 128. Action Set = "UCM Set GarageAddressChanging To Y"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute= GarageAddressChanging; Set Operator=Set; Value="Y"

Table 129 lists Address Change Update Privacy Setting, Action Set = "UCM Refresh Record On FINCORP Account Contact Address" with Actions.

Table 129. Action Set = "UCM Refresh Record On FINCORP Account Contact Address"
Name
Action Type
Sequence
More Info

UCM Refresh Record

Invoke Method

1

Method Name= GetPrivacy

Table 130 lists Address Change Update Privacy Setting, Action Set = "UCM Set GarageAddressChanged To Y" with Actions.

Table 130. Action Set = "UCM Set GarageAddressChanged To Y"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute= GarageAddressChanged; Set Operator=Set; Value="Y"

Table 131 lists Address Change Update Privacy Setting, Action Set = "UCM Update Financial Account Contact Address" with Actions.

Table 131. Action Set = "UCM Update Financial Account Contact Address"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute= GarageAddressChanged; Set Operator=Set; Value="N"

UCM Refresh Record

Invoke Method

2

Method Name=GetFinancialAccount

UCM Update Financial Account Contact Address

Invoke Method

3

Method Name= AccountContactAddressChanged

Step 2 is used to get the parent Financial Account Id and pass to the workflow, so that it can query by this Id and construct the request message to rule engine.

Table 132 lists Retrieve Privacy Setting when contact is inactivated, Run-time Event

Table 132. Retrieve Privacy Setting when contact is inactivated, Run-time Event
Sequence
Object Name
Event
Subevent
Conditional Expression
Action Set Name

1

FINCORP Account Contact

SetFieldValue

Status

[Status] = LookupValue('CONTACT_STATUS', 'Inactive') AND (GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')

UCM Set ContactInactivated To Y

1

FINCORP Account Contact

WriteRecordUpdated

 

GetProfileAttr('ContactInactivated')='Y

'UCM Contact Inactivated

Table 133 lists Retrieve Privacy Setting when contact is inactivated, Action Set with = "UCM Set ContactInactivated To Y" with Actions.

Table 133. Action Set with = "UCM Set ContactInactivated To Y"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute=ContactInactivated; Set Operator=Set; Value="Y"

Table 134 lists Retrieve Privacy Setting when contact is inactivated, Action Set with = "UCM Contact Inactivated" with Actions.

Table 134. Action Set with = "UCM Contact Inactivated"
Name
Action Type
Sequence
More Info

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute=ContactInactivated; Set Operator=Set; Value="N"

UCM Contact Inactivated

Invoke Method

2

ContactInactivated

  
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