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Controlling Global Account Visibility

The dynamic hierarchy user properties define relationships that control visibility in Global Accounts views that the Accounts screen contains. The value for these user properties must contain the name of a field that resides in the current business component, not enclosed in quotes.

Siebel CRM provides default values for this user property for the business components that the following items in Global Account views reference:

• Subaccounts
• Contacts
• Activities
• Opportunities
• Sales teams

If your Siebel CRM implementation does not use global accounts, then you can deactivate this user property. It is recommended that you seek technical assistance because inactivating this user property might affect the account reporting hierarchy relationship. For more information, see Getting Help From Oracle.

You must not configure Siebel CRM to create a new instance of this user property.

Dynamic Hierarchy Id Field

The DynHierarchy Hierarchy Id Field user property specifies a business component field that defines a join to an account hierarchy. This relationship determines the business component records that Siebel CRM displays in the flat list that it associates with an account hierarchy in Global Accounts views.

For example, the value of this user property in the Global Account Action business component is Dynamic Hierarchy Id. The content of the Dynamic Hierarchy Id field on the Global Account Action business component is the ID of a record that resides in the table that defines account hierarchies. Siebel CRM associates a Global Account Action record with the account hierarchy where the activity account resides. Siebel CRM displays this record in the flat list of activities for the parent account and for any other account that exists in the hierarchy.

Dynamic Hierarchy Parent Field Id

The Dynamic Hierarchy Parent Field Id user property specifies a business component field that stores the ROW_ID of the parent account for the account hierarchy. For example, Account. This field must be active or the Force Active property of the field must be TRUE.

Dynamic Hierarchy Visibility Organization Id Field

The DynHierarchy Visibility Organization Id Field user property specifies a business component field that defines the join between accounts and organizations. This relationship identifies the records that Siebel CRM displays in the flat list of the business component if the user clicks All Global Accounts or All Global Accounts Across Organizations.

For example, the value of this user property on the Global Account Contact business component is DynHierarchy Visibility Organization Id. The default value of the DynHierarchy Visibility Organization Id field is the alias of the join that joins accounts and organizations. Siebel CRM associates a Global Account Contact record to the same organization that it associates with the account.

If the user sets visibility to All Global Accounts, then the hierarchy only displays accounts that reference the same organization that the user position references. This organization includes only the contact records that the account contains that Siebel CRM displays in the flat list of contacts for a hierarchy.

Dynamic Hierarchy Visibility Position Id Field

The DynHierarchy Visibility Position Id Field user property specifies the business component field that specifies the join to positions. This relationship defines the records that Siebel CRM displays in the flat list of the business component if the user clicks My Global Accounts.

For example, the value of this user property on the Global Account Opportunity business component is DynHierarchy Visibility Position Id. The default value of the DynHierarchy Visibility Position Id field is the alias of the join that joins positions or team members and accounts. Siebel CRM associates a Global Account Opportunity record with the team members that exist on the account. If the user clicks My Global Accounts, then the hierarchy displays only the accounts that include the user position on the account team. It displays the opportunity records in the flat list of opportunities for an account hierarchy. It displays an opportunity only if the current user is on the account team that includes this opportunity.