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Cross-Referencing Parent Records with External Systems

You can cross-reference parent records in Oracle Customer Hub (UCM) with external systems to store source identification data in Oracle Customer Hub (UCM). For more information on cross-referencing records, see About Cross-Referencing Parent and Child Records with External Systems. Use the following task to cross-reference a contact, account, household, or financial account record.

To cross-reference an contact, account, financial account or household record

1. Navigate to the Administration - Universal Customer Master screen, then either the Contacts, Accounts, Households, or Financial Account view.
2. In the Contacts, Accounts, Households, or Financial Account list, select the record of interest.
3. Select the External IDs tab for contacts, accounts, financial account, or households.

   Existing cross-references can be viewed under the child record. To add additional cross-references, see Step 4.

4. In the External IDs view, click New.
5. Enter the appropriate information in the available fields to define the external customer and the Unique Account Identification, for each contact, account, or household party, or financial account record in Oracle Customer Hub (UCM).

   Use the following table for information on each of the fields.

   Field	Description
   System Id	The system ID represents an identifier for an application that accesses Oracle Master Data Management Applications. Select this value from the systems entered in the System Registrations view.
   System Name	The system name is the name of the application that accesses Oracle Customer Hub (UCM). This value is the default name when a system number is selected.
   External Id1	The External Id1 stores the unique identifier of the external system record. This value is the only field stored in the <Id> tag in the request message.
   External Id2	The External Id2 stores an optional second identifier of the external system record.
   External Id3	The External Id3 stores an optional third identifier of the external system record.
   Comment	Comments regarding the external system record that references the record in Oracle Customer Hub (UCM).