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Siebel Master Data Applications Reference for Industry Applications > Configuring and Administering Siebel Universal Customer Master Privacy Management > Process of Configuring Siebel Universal Customer Master Privacy Management >
Setting Privacy-Related User Properties
This task is a step in Process of Configuring Siebel Universal Customer Master Privacy Management. Using Siebel Tools, set the user properties in the following business components:
UCM FINCORP Account Contact Privacy
Table 113 lists the user properties that need to be set for the UCM FINCORP Account Contact Privacy business component.
Table 113. User Properties in the UCM FINCORP Account Contact Privacy Business Component
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Named Method 1 |
"AccountContactPrivacyChanged", "INVOKESVC", "UCM FINCORP Account Contact Privacy", "Workflow Process Manager", "RunProcess", "'ProcessName'", "'UCM Privacy Process'", "'RowId'", "[Financial Account Id]", "'Module Names'", "'Input interpretation,Initialization,Reevaluate privacy,Core Privacy Rules,Generate Output'" |
Invoke the privacy workflow process to re-evaluate the privacy changes. |
Named Method 2 |
"GetAddress", "INVOKE", "UCM FINCORP Account Contact Privacy", "RefreshRecord" |
Fresh the current record. Mainly for UI |
Named Method 3 |
"AccountContactPrivacyNew", "INVOKESVC", "UCM FINCORP Account Contact Privacy", "Workflow Process Manager", "RunProcess", "'ProcessName'", "'UCM Privacy Process'", "'RowId'", "[Financial Account Id]", "'Module Names'", "'Input interpretation,Initialization,Reevaluate privacy,New Financial Account_New Contact Event,Core Privacy Rules,Generate Output'" |
Invoke the privacy workflow process when a new contact privacy has been created. |
PEND Date Rollup Parent Buscomp Name |
UCM FINCORP Account Privacy |
The parent business component name for rolling up the PEND end date. |
PEND Date Rollup Parent Field Name |
Financial Account Id |
The parent business component field which serves as the parent Id field in PEND end date rollup. |
PEND End Required Fields 1 |
Nonaffiliate Flag |
A "must check" field when rolling up the PEND end date. If this field is still PEND, pend does not end. Only when all the "must check" fields are not PEND, the pend ends. |
PEND End Required Fields 2 |
Affiliate Flag |
PEND End Required Fields 3 |
Channel Flag |
PEND End Required Fields 4 |
Telemarketing Flag |
PEND End Required Fields 5 |
Receive Annual Notice Flag |
FINCORP Account
Table 114 lists the user properties that need to be set for the FINCORP Account business component.
Table 114. User Properties in the Fincorp Account Business Component
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Named Method 1 |
"AccountTypeChanged", "INVOKESVC", "FINCORP Account", "Workflow Process Manager", "RunProcess", "'ProcessName'", "'UCM Privacy Process'", "'RowId'", "[Id]", "'Module Names'", "'Input interpretation,Initialization,Account Type Change Event,Core Privacy Rules,Generate Output'" |
Invoke the privacy workflow process when account type has been changed. |
UCM FINCORP Account Contact Address
Table 115 lists the user properties that need to be set for the UCM FINCORP Account Contact Address business component.
Table 115. User Properties in the UCM FINCORP Account Contact Address Business Component
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Named Method 1 |
"GetPrivacy", "INVOKE", "UCM FINCORP Account Contact Address", "RefreshRecord" |
Fresh the current record. Mainly for UI |
UCM FINCORP Account Contact Address Source Data and History
Table 116 lists the user properties that need to be set for the UCM FINCORP Account Contact Address Source Data and History business component.
Table 116. User Properties in the UCM FINCORP Account Contact Address Source Data and History Business Component
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Named Method 1 |
"GetFinancialAccount", "INVOKE", "UCM FINCORP Account Contact Address Source Data and History", "RefreshRecord" |
Fresh the current record. Mainly for UI |
Named Method 2 |
"AccountContactAddressChanged", "INVOKESVC", "UCM FINCORP Account Contact Address Source Data and History", "Workflow Process Manager", "RunProcess", "'ProcessName'", "'UCM Privacy Process'", "'RowId'", "[Financial Account Id]", "'Module Names'", "'Input interpretation,Initialization,Consumer Address Change Event,Core Privacy Rules,Generate Output'" |
Invoke the privacy workflow process when garage address has been changed. |
FINCORP Account Contact
Table 117 lists the user properties that need to be set for the FINCORP Account Contact business component.
Table 117. User Properties in the FINCORP Account Contact Business Component
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Named Method 2 |
"ContactInactivated", "INVOKESVC", "FINCORP Account Contact", "Workflow Process Manager", "RunProcess", "'ProcessName'", "'UCM Privacy Process'", "'RowId'", "[Asset Id]", "'Module Names'", "'Contact Inactivated Event'" |
Invoke the privacy workflow process when a financial account has been inactivated. |
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