Alternate Names

Customers can have multiple alternate names in OICE. A user can add, update and run inquiries on customer alternate names. The status of alternate names is also recorded in OICE.

Alternate Name Link in OICE

Configuration Requirements for Alternate Names

The Rules Palette establishes the configuration of alternate names. There are several steps involved in preparing alternate name functionality for use in OICE. They are outlined below.

• Enter all alternate name types and available statuses in the AsCode table.
  • AsCodeClientAltIdStatus: contains a list of all available statuses to assign to alternate names.
  • AsCodeAltIdTypeCode: contains a list of all available types of alternate names.
• Configure the Alternate Name screen rule. If a canceled alternate name should automatically capture the system date when canceled, then the following configuration should be added to the rule.

  • The field for status code must be configured within the Fields section of the rule.

  • An OnChange validation event must be configured to trigger the action.

  • Global Screen Math must be configured to pull the Status Code field value into a math variable for the retrieval of the Status Code option value. In addition, a global math variable must be configured for the date in which the Effective To date will be assigned.

  • An ActionSet for the OnChange validation must be configured to assign the EffectiveTo date to the current date (EffectiveDate) based on the Status Code field condition where the status code equals that of a canceled name entry.

• Configure the CreateClientAltId business rule, which can be attached to a transaction to create an instance of an alternate name for a client when the activity is processed in OICE.
• Configure a CopyTo business rule using ClientAltId as the object name to update the details of an alternate name when an activity is processed.

• Configure the ClientSearchScreen and GroupCustomerSearchScreen business rules to search by alternate names is alternate name search support is needed.

• Add security to the Alternate Name screen. This is a Company Page in the Admin Explorer Application Security section.

Database Tables

There is one database table used to store alternate name information.

AsClientAltID: relates the alternate name to the group customer.