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Controlling Accounts

This topic describes business component user properties that you can use to control accounts.

Validating Parent Account IDs

The Validate Parent Account user property validates the parent account ID when Siebel CRM modifies an account hierarchy. It can contain one of the following values:

• Y. Validate the parent account ID.
• N. Do not validate the parent account ID.

It is recommended that you do not modify the default value of this user property. You cannot configure Siebel CRM to deactivate or create a new instance of this user property.

Specifying the Parent Business Component for Accounts

The Update Parent BC user property specifies the name of the parent business component that Siebel CRM updates when it updates an account hierarchy. The value of this user property must contain the name of an active business component.

You can configure Siebel CRM to deactivate this user property, to modify the value for it, but not to create a new instance of it.

Specifying the Field That Stores Parent Account IDs

The Parent Account Field user property specifies the name of the business component field that stores the parent account ID. The CSSBCAccountSIS class uses this value as the parent account ID for the record.

It is recommended that you do not modify the default value of this user property. You cannot deactivate or create a new instance of this user property.

Specifying the Field That Stores Parent Account IDs for Contacts

The ParentBC Account Id Field user property specifies the name of the field in the parent business component that stores the account ID that Siebel CRM uses to display affiliated contacts. For example:

Account ID

Siebel CRM uses this value in a Siebel Life Sciences application. If this user property does not exist, and if the user clicks the Affiliated Accounts button, then Siebel CRM creates an error.

You can configure Siebel CRM to deactivate this user property or modify the value for it, but not to create a new instance of it.

Specifying the Master Account Field

The Master Account Field user property specifies the name of the field that stores the master account ID. The value for this user property must contain the name of a business component field. The CSSBCAccountSIS class uses this value as the master account ID for the record.

It is recommended that you do not modify the value of this user property. You cannot deactivate or create a new instance of this user property.

Maintaining the Master Account in Account Hierarchies

The Maintain Master Account user property maintains the master account ID in an account hierarchy. The value for this user property must contain one of the following values:

• Y. Maintain the master account ID.
• N. Do not maintain the master account ID.

You cannot deactivate or create a new instance of this user property.