Oracle Customer Hub (UCM) Master Data Management Reference > Configuring Oracle Customer Hub (UCM) to Resolve Duplicate Records > Configuring Duplicate-Resolution Functionality >

Configuring Guided Merge

To enable Merge and Guided Merge, you must activate the process properties for the Process Merge Request Workflows, enable the Process Merge Request Workflows themselves, then activate Merge tasks. Use the following task to activate process properties for Process Merge workflows.

To activate process properties for Process Merge Request workflows

1. In Siebel Tools Object Explorer, click Workflow Process, the WF Process Prop.
2. In the Workflow Processes list, Query for UCM Process Merge Request in the Process Name field.
3. In the WF Process Props list, find the following:
   • EnablePubSub
   • EnableSE
4. Change the values for both default strings from False to True.

   NOTE:  Change these values only if you want to enable Publish and Subscribe or the Survivorship Engine.

5. Compile the SRF file.

Use the following task to enable Process Merge Request workflows.

To enable Process Merge Request workflows

1. Navigate to Administration - Business Process, then Workflow Deployment.
2. In the Workflow Deployment screen, click the Active Workflow Processes tab.
3. In the Repository Workflow Processes form, query for UCM Process Merge Request.
4. Click the Activate button.
5. In the Active Workflow Processes view, query for UCM Process Merge Request.
6. Verify that the values in the Activation Date, Expiration Date, and Time fields are valid.

Use the following task to enable merge request tasks.

To enable merge tasks

1. Navigate to Administration - Business Process, then Task Deployment.
2. Click the Active Tasks tab, then in the Name field, query for UCM*.

   Verify that the following tasks are present and make sure the Deployment State field is set to Active:

   • UCM Merge Account Request Task
   • UCM Merge Account Task
   • UCM Merge Contact Request Task
   • UCM Merge Contact Task
3. Navigate to Administration - Business Process, then Task Deployment, and then Active Tasks.
4. In the Published Tasks list, perform the following query: UCM*.
5. Select each of the four tasks, and click the Activate button.
6. Restart the Siebel Server.

Use the following task to add additional fields to the Guided Merge user interface.

To add additional fields to the Guided Merge user interface

1. In Siebel Tools Object Explorer, select Integration Object, then query for either UCMAccountTaskUIMerge or UCMContactTaskUIMerge.
2. In the Object Explorer, click Integration Component, then in the Integration Components view select either Account or Contact.
3. Right-click and select New Record, then add the Integration Component field that you want to make available in the Guided Merge Task UI.

   NOTE:  Make sure the External Name property of the Integration Component Field maps to the correct Business Component field.

4. Validate the integration object, and compile the SRF file.
5. Restart Oracle Customer Hub (UCM).