This appendix describes the profile options that affect the operation of Oracle Customer Online.
This appendix covers the following topics:
During implementation, set a value for each Oracle Customer Online profile option to specify how Customer Online controls access to and processes data.
See: Setting User Profile Options, Oracle Applications System Administrator's Guide - Maintenance
The prefixes in the profile option name indicate the application that the profile belongs to:
IMC: Oracle Customers Online
HZ: Oracle Trading Community Architecture
ICX: Oracle Self-Service Web Applications
Many of the profile options in Oracle Trading Community Architecture are applicable to Customers Online, especially for features in the Administration tab. See: Profile Options and Profile Option Categories Overview, Oracle Trading Community Architecture Administration Guide.
Profile options are grouped into one or more profile option categories enabling you to view only the profile options that pertain to your application or function.
Customer Online Categories
Customer Online Profile Options
Responsibility: System Administrator
Important: Some profile options are set with a match rule. Make sure that all seeded or custom match rules you assign to profile options are compiled. See: Compiling Match Rules, Oracle Trading Community Architecture Administration Guide.
This section describes profile options by category.
The tables in this section provide profile option information as follows:
The Default column displays either the default profile option value in italics, or No Default if none exists.
The User Access column indicates whether you can view or update the profile option.
The System Administration: Site, Application, Responsibility, and User columns indicate at which levels the system administrator can update these profile options.
The key for each table is:
Update: You can update the profile option.
View Only: You can view the profile option but cannot change it.
No Access: You cannot view or change the profile option.
The table below lists the profile options that are used for Customers Online deployment.
| Profile Option | Default | User Access | System Administration: Site | System Administration: Application | System Administration: Responsibility | System Administration: User |
|---|---|---|---|---|---|---|
| HZ: Default Flexible Address Format | Update | Update | Update | Update | Update | Update |
| HZ: Validate US Addresses | Update | Update | Update | Update | Update | Update |
| IMC: "Recently Created" Value Definition | Update | Update | Update | Update | Update | Update |
| IMC: Limit on Number of Recently Created Records to Show by Date | Update | Update | Update | Update | Update | Update |
| IMC: Maximum Number of Contact Bookmarks | Update | Update | Update | Update | Update | Update |
| IMC: Maximum Number of Organization Bookmarks | Update | Update | Update | Update | Update | Update |
| IMC: Maximum Number of People Bookmarks | Update | Update | Update | Update | Update | Update |
| IMC: Maximum Number of Recent Items Displayed | Update | Update | Update | Update | Update | Update |
| IMC: Method for Defining "Recently Created" | Update | Update | Update | Update | Update | Update |
| IMC: Visualization Solution Type | Update | Update | Update | Update | Update | Update |
For flexfield-based address formatting, determine the default format to use, if no format is assigned to the selected country.
Specify the tax and geography validation for addresses for common party.
Set the viewing options for recently created value definitions.
Specify the limit on the number of recently created records separated by date.
Specify the maximum number of contact bookmarks allowed for each user.
Specify the maximum number of organization bookmarks allowed for each user.
Specify the maximum number of people bookmarks allowed for each user.
Determine the maximum number of recent items to be displayed in the Recent Items bin in the Home and Customers tabs of Oracle Customers Online.
Specify the method for defining recently created items.
Specify the visualization solution type.
Related Topics
Creating and Updating Addresses, Oracle Customers Online User Guide
Recent Items, Oracle Customers Online User Guide
Bookmarked Lists, Oracle Customers Online User Guide
The table below lists the profile options that are used for setup of file loading process.
| Profile Option | Default | User Access | System Administration: Site | System Administration: Application | System Administration: Responsibility | System Administration: User |
|---|---|---|---|---|---|---|
| IMC: Automate CSV File Load into TCA | Update | Update | Update | Update | Update | Update |
| IMC: CSV Batch De-Duplication Action | Update | Update | Update | Update | Update | Update |
| IMC: CSV Batch De-Duplication Match Rule | Update | Update | Update | Update | Update | Update |
| IMC: CSV Batch Registry Match Rule | Update | Update | Update | Update | Update | Update |
| IMC: Run CSV Batch Address Validation | Update | Update | Update | Update | Update | Update |
| IMC: Run CSV Batch De-Duplication | Update | Update | Update | Update | Update | Update |
| IMC: Run CSV Batch Registry Match | Update | Update | Update | Update | Update | Update |
Specify whether or not to enable automatic import from the interface tables into the TCA Registry after file loading is successfully completed. Leaving this profile option blank is the same as setting it to No.
If the IMC: Automate CSV File Load into TCA and IMC: Run CSV Batch De-Duplication profile options are set to Yes, then you can optionally specify how to resolve duplicates found with batch de-duplication. The specified action would be taken on the batch before the data is imported into the TCA Registry.
If the IMC: Automate CSV File Load into TCA and IMC: Run CSV Batch De-Duplication profile options are set to Yes, then you must specify the match rule to use for the batch de-duplication process. Only match rules with Bulk Duplicate Identification purpose are used for batch de-duplication.
If the IMC: Automate CSV File Load into TCA and IMC: Run CSV Batch Registry Match profile options are set to Yes, then you must specify the match rule to use for the Registry de-duplication process. Only match rules with Bulk Duplicate Identification purpose are used for Registry de-duplication. You can select the same match rule as for batch de-duplication.
If the IMC: Automate CSV File Load into TCA profile option is set to Yes, you can specify if you want to run address validation on the batch that is automatically imported. Leaving this profile option blank is the same as setting it to No.
If the IMC: Automate CSV File Load into TCA profile option is set to Yes, you can specify if you want to identify and resolve duplicates within the batch that is automatically imported. Leaving this profile option blank is the same as setting it to No.
If the IMC: Automate CSV File Load into TCA profile option is set to Yes, you can specify if you want to run de-duplication between the batch that is automatically imported and the TCA Registry. Leaving this profile option blank is the same as setting it to No. Use this profile option to indicate whether or not to run registry de-duplication for a CSV batch.
Related Topics
Import Overview, Oracle Customers Online User Guide
The table below lists the profile options that are used for the setup process.
| Profile Option | Default | User Access | System Administration: Site | System Administration: Application | System Administration: Responsibility | System Administration: User |
|---|---|---|---|---|---|---|
| HZ: Allow Access to D&B Online Purchase | Update | Update | Update | Update | Update | Update |
| HZ: Allow Access to Submit Merge Requests | Update | Update | Update | Update | Update | Update |
| HZ: Allow Hierarchy Copy | Update | Update | Update | Update | Update | Update |
| HZ: Default Phone Number Purpose | Update | Update | Update | Update | Update | Update |
| HZ: Display Certification Level | Update | Update | Update | Update | Update | Update |
| HZ: Enable DQM Party Search | Update | Update | Update | Update | Update | Update |
| HZ: Enable Duplicate Prevention at Party Creation | Update | Update | Update | Update | Update | Update |
| HZ: Match Rule for Contact Duplicate Prevention | Update | Update | Update | Update | Update | Update |
| HZ: Match Rule for Organization Advanced Search | Update | Update | Update | Update | Update | Update |
| HZ: Match Rule for Organization Duplicate Prevention | Update | Update | Update | Update | Update | Update |
| HZ: Match Rule for Organization Simple Search | Update | Update | Update | Update | Update | Update |
| HZ: Match Rule for Person Advanced Search | Update | Update | Update | Update | Update | Update |
| HZ: Match Rule for Person Duplicate Prevention | Update | Update | Update | Update | Update | Update |
| HZ: Match Rule for Person Simple Search | Update | Update | Update | Update | Update | Update |
| HZ: Source System Mapping Access | Update | Update | Update | Update | Update | Update |
| IMC: Enable Manage Reports | Update | Update | Update | Update | Update | Update |
Specify whether users can access D&B purchase or not. Set this profile option to Yes only if you have a contract with D&B and have completed the integration with D&B.
Determine if users can mark potential duplicate organizations or persons to submit as a merge request to Oracle Customer Data Librarian. Set this profile option to Yes only if you have Oracle Customer Data Librarian.
Determine whether or not copying of relationship hierarchies is allowed.
Specify the default purpose for phone numbers and other similar contact point types such as fax and mobile. Even though the purpose is not displayed in the user interface, you can still set the default.
Specify whether or not the certification level is displayed in the user interface. This profile option setting applies to all Oracle e-Business Suite applications that are using the TCA certification feature.
Determine whether Data Quality Management is enabled for organization and person searches. Set this profile option to Yes only if you provide a match rule for at least one of the following profile options.
DQM search is enabled only for searches that has an assigned match rule.
Determine if duplicate prevention is enabled for organizations, persons, both, or neither. The setting for persons also applies to contacts. You can enable for organizations, or persons and contacts, only if you provide match rules for the appropriate profile options below for organizations or both persons and contacts.
Specify the seeded or user-defined match rule for identifying potential duplicates of the contact that the user is creating. Use match rules with the Search purpose. The profile option defaults to the seeded match rule SAMPLE: SEARCH. See: SAMPLE: SEARCH, Oracle Trading Community Architecture Reference Guide.
Specify the seeded or user-defined match rule for determining the search criteria and results for the organization advanced search. Use match rules with the Search purpose. The profile option defaults to the seeded match rule HZ_ORG_ADV_SEARCH_RULE. See: HZ_ORG_ADV_SEARCH_RULE, Oracle Trading Community Architecture Reference Guide.
Specify the seeded or user-defined match rule for identifying potential duplicates of the organization that the user is creating. Use match rules with the Search purpose. The profile option defaults to the seeded match rule SAMPLE: SEARCH. See: SAMPLE: SEARCH, Oracle Trading Community Architecture Reference Guide.
Specify the seeded or user-defined match rule for determining the search criteria and results for the organization simple search. Use match rules with the Search purpose. The profile option defaults to the seeded match rule HZ_ORG_SIMPLE_SEARCH_RULE. See: HZ_ORG_SIMPLE_SEARCH_RULE, Oracle Trading Community Architecture Reference Guide.
Specify the seeded or user-defined match rule for determining the search criteria and results for the person advanced search. Use match rules with the Search purpose, but do not use a match rule that has the Organization Name attribute. The profile option defaults to the seeded match rule HZ_PERSON_ADVANCED_SEARCH_MATCH_RULE. See: HZ_PERSON_ADVANCED_SEARCH_MATCH_RULE, Oracle Trading Community Architecture Reference Guide.
Specify the seeded or user-defined match rule for identifying potential duplicates of the person that the user is creating. Use match rules with the Search purpose. The profile option defaults to the seeded match rule SAMPLE: SEARCH. See: SAMPLE: SEARCH, Oracle Trading Community Architecture Reference Guide.
Specify the seeded or user-defined match rule for determining the search criteria and results for the person simple search. Use match rules with the Search purpose, but do not use a match rule that has the Organization Name attribute. The profile option defaults to the seeded match rule HZ_PERSON_SIMPLE_SEARCH_RULE. See: HZ_PERSON_SIMPLE_SEARCH_RULE, Oracle Trading Community Architecture Reference Guide.
Specify the type of access for source system mapping. You should set the general user responsibilities to View Only, and the superuser responsibilities to Create and Update.
Determine access privileges to manage Data Completeness reports. You should set this profile option to Yes for superuser responsibilities, and No for general user responsibilities.
Related Topics
Marking Duplicate Organizations or Persons, Oracle Customers Online User Guide
Setting Up Duplicate Prevention.
Preventing Duplicate Organizations, Persons, or Contacts, Oracle Customers Online User Guide
Copying Hierarchies, Oracle Customers Online User Guide
Managing Data Completeness Reports, Oracle Customers Online User Guide
Home Page, Oracle Customers Online User Guide
Searching for Organizations or Persons, Oracle Customers Online User Guide
Setting Up Source System Management
Source Systems, Oracle Customers Online User Guide
Setting Up Third Party Data Integration
Overview, Oracle Customers Online User Guide
The table below lists the profile options that are used for security.
| Profile Option | Default | User Access | System Administration: Site | System Administration: Application | System Administration: Responsibility | System Administration: User |
|---|---|---|---|---|---|---|
| IMC: Profile for User Access | Update | Update | Update | Update | Update | Update |
Determine whether or not to enable the user access feature.
These profile options are either internally used by Oracle Customers Online or not used at all. You should not modify their settings in any way.
Note: The HZ: Default Party Type profile option setting has no affect on this application.