Oracle® Fusion Applications Customer Data Management Implementation Guide 11g Release 1 (11.1.4) Part Number E20433-04

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17 Common Customer Data Management Configuration: Define Relationships

This chapter contains the following:

Relationships Types: Explained

Relationship Groups: Explained

Manage Relationship Types

Manage Relationship Groups

Relationships Types: Explained

A relationship type categorizes relationship phrases and roles that determine the nature and purpose of a relationship. A relationship type defines the aspects of a relationship such as the roles of the subject and object, business rules, and phrases that describe the relationship. A relationship, uses the relationship type, to define how a party is related to another party.

The components of a relationship type are:

• Relationship phrase pair and role pair

• Relationship characteristics

Relationship phrase pair and role pair

A relationship type contains a relationship phrase pair and a role pair. Relationship phrase pair and role pair define the mutual roles that the two parties play in a relationship. For example, for relationship type Employment the phrase pair contains Employee of and Employer of; and, the role pair contains Employee and Employer.

The role pair describes the roles of the entities immaterial of the direction of the relationship. For example, in an Employment relationship Bill has the role of an employee and Oracle Corporation has the role of an employer.

The phrase pair describes the roles of the entities in the relationship. For example, in an Employment relationship if Bill is the subject and Oracle is the object, then the phrase would be Employee of. Similarly, if Oracle is the subject and Bill is the object, then the phrase would be Employer of.

Relationship characteristics

Relationship types include characteristics or rules that define how the relationship type can be used.

While defining a relationship type, you can define if the relationship can be:

• Circular

• Related to self

Circular relationships have two parties related in a circle of relationships. For example, you can create a Competitor relationship type to link two organization parties. In this scenario, ABC Corp is a competitor to XYZ Corp, and XYZ Corp is also a competitor to ABC Corp.

You can create a self-relating relationship type, where the subject and the object of the relationship are the same. For example, you can create a Subsidiary relationship type, where a subsidiary organization ABC is linked to a parent organization XYZ. The parent organization XYZ, in turn, could be linked to itself as a subsidiary using the same relationship type.

Relationship Groups: Explained

Relationship groups categorize relationship phrase and role pairs for functional purpose. For example, you can assign the relationship phrase Subsidiary Of to a group, and assign the phrase Headquarters Of to a different group.

Uses of Relationship Groups

Relationship groups are used to determine which relationship roles and phrases are displayed in specific user interfaces of the Oracle applications. A relationship group can correspond to one or more Oracle Applications user interfaces. For example, you can configure an Oracle application to display only the relationship types that pertain to the Party Contacts information.

Manage Relationship Types

Creating Relationship Types: Worked Example

This example demonstrates how to create a relationship type, and add relationship roles and phrases to the relationship type.

The following table summarizes key decisions while relationship types.

You must search for the relationship type to make sure it does not already exist, before you create a relationship type.

Searching for a relationship type

1. From the Setup and Maintenance work area, search for the Manage Relationship Types task and click Go to Task.
2. On the Manage Relationship Types page, in the Search region, complete the fields, as shown in this table.

   Field	Operator	Value
   Relationship Type	Equals	Vendor
   Subject Type	Equals	Organization
   Object Type	Equals	Organization

   
   
3. Click Search.

   Review the search results. Ensure that there is no existing Relationship Type for the criteria.

Creating a relationship type

1. In the Search Results region, click the Create icon to open the Create Relationship Type page.
2. On the Create Relationship Type page, in the Overview region, enter Vendor in the Relationship Type field.
3. Select the Circular check box.
4. In the Relationship Roles and Phrases region, click the Create icon to open the Create Relationship Role and Phrase Pair dialog box. When you create a relationship with a relationship phrase or role, the reverse direction is automatically created with the other phrase or role in the pair.
5. Complete the fields, in the Create Relationship Role and Phrase Pair dialog box, as shown in this table.

   Field	Value
   Subject Type	Organization
   Subject Phrase	Vendor of
   Subject Role Singular	Vendor
   Subject Role Plural	Vendors
   Object Type	Organization
   Object Phrase	Vendee of
   Object Role Singular	Vendee
   Object Role Plural	Vendees

   
   
6. Click OK.
7. In the Create Relationship page, click Save and Close.

Editing Relationship Types: Worked Example

This example demonstrates how to edit a relationship type, including adding relationship roles and phrases to the relationship type, and assigning the relationship to a group.

In this example, you will add a role and phrase pair to the relationship type Employment. You will also add the Employment relationship type to the Party Contacts group.

Editing a relationship type

1. From the Setup and Maintenance work area, search for the Manage Relationship Types task and click Go to Task.
2. On the Manage Relationship Types page, in the Search region, enter Employment in the Relationship Type field.
3. Click Search.
4. In the Search Results region, select the Employment relationship type.
5. Click the Edit icon to open the Edit Relationship Type page.
6. On the Edit Relationship Type page, in the Relationship Roles and Phrases region, click the Create icon to open the Create Relationship Role and Phrase Pair dialog box.
7. Complete the fields, in the Create Relationship Role and Phrase Pair dialog box, as shown in this table.

   Field	Value
   Subject Type	Organization
   Subject Phrase	Has contract employees
   Subject Role Singular	Contractor
   Subject Role Plural	Contractors
   Object Type	Person
   Object Phrase	Contract Employee of
   Object Role Singular	Contract Employee
   Object Role Plural	Contract Employees

   
   
8. Click OK.
9. In the Relationship Groups region, click the Add Row icon.
10. In the Name drop-down list, select Party Contacts.
11. Click Save and Close.

Manage Relationship Groups

Creating Relationship Groups: Worked Example

This example demonstrates how to create a relationship group. Relationship groups are used to categorize relationship roles and phrases, based on the user interfaces they appear in.

In this scenario, you will create group for relationship types that link an organization to an external organization.

Creating a relationship group

1. From the Setup and Maintenance work area, search for the Manage Relationship Groups task and click Go to Task.
2. On the Manage Relationship Groups page, in the Search Results region, click the Create icon to open the Create Relationship Group page.
3. Complete the fields, as shown in this table:

   Field	Value
   Name	Related External Organizations
   Code	REL_EXT_ORGS
   Description	Indicates a group of relationships that link the organization to external entities.

   
   
4. In the Relationship Roles and Phrases region, click on the Add Rowicon to add a relationship role and phrase pair.
5. For each relationship role and phrase pair, complete the fields, as shown in this table.

   Subject Type	Subject Role
   Organization	Supplier
   Organization	Vendor
   Organization	Competitor

   
   
6. Click Save and Close.

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