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Oracle Customer Hub (UCM) Master Data Management Reference > Configuring Oracle Customer Hub (UCM) Privacy Management > Administering Privacy Management >

Run-Time Events for the Default Settings in Privacy Management

The following tables provide details of the run-time events used in the default privacy management settings.

Table 84 lists the Retrieve Initial Privacy Setting run-time events.

Table 84. Run-Time Events for the Retrieve Initial Privacy Setting
Sequence
Object Name
Event
Conditional Expression
Action Set Name

1

UCM FINCORP Account Contact Privacy

WriteRecordNew

(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')

UCM Set FACPrivacyNew To Y And Refresh Record

2

UCM FINCORP Account Contact Privacy

WriteRecordNew

GetProfileAttr('FACPrivacyNew')='Y' AND [Address Id] IS NOT NULL

UCM New Financial Account and Financial Account Contact

Table 85 lists the initial privacy settings where the action set is "UCM Set FACPrivacyNew To Y And Refresh Record" with Actions.

Table 85. UCM Set FACPrivacyNew To Y And Refresh Record Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1

Values are:

  • The profile attribute value is FACPrivacyNew.
  • The set operator value is Set.
  • The value field value is Y.

UCM Refresh Record

Invoke Method

2

The method name is GetAddress.

Table 86 lists the initial privacy settings where the action set is "UCM New Financial Account and Financial Account Contact" with actions.

Table 86. UCM New Financial Account and Financial Account Contact Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1

Values are:

  • The profile attribute value is FACPrivacyNew.
  • The set operator value is Set.
  • The value field value is N.

UCM New Financial Account/Financial Account Contact

Invoke Method

2

The method name is AccountContactPrivacyNew.

Refresh

Invoke Method

3

The method name is GetAddress.

Table 87 lists the Reevaluate Privacy Setting, run-time event.

Table 87. Reevaluate Privacy Setting, Run-Time Event
Sequence
Object Name
Event
Conditional Expression
Action Set Name

1

UCM FINCORP Account Contact Privacy

WriteRecordUpdated

GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y

UCM Update Financial Account Contact Privacy

Table 88 lists reevaluate privacy setting, where the action set is "UCM Update Financial Account Contact Privacy" with actions.

Table 88. UCM Update Financial Account Contact Privacy Action Set
Name
Action Type
Sequence
Description

UCM Update Financial Account Contact Privacy

Invoke Method

1

The method name is AccountContactPrivacyChanged

Refresh

Invoke Method

2

The method name is GetAddress

Table 89 lists the Update Account Type, Run-Time Event.

Table 89. Update Account Type, Run-Time Event
Sequence
Object Name
Event
Subevent
Conditional Expression
Action Set Name

1

FINCORP Account

SetFieldValue

Type

(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')

UCM Set FinancialAccountTypeChanged To Y

2

FINCORP Account

WriteRecordUpdated

Not applicable

GetProfileAttr('FinancialAccountTypChanged')='Y

UCM Update Financial Account Type

1

FINCORP Account

WriteRecordNew

Not applicable

GetProfileAttr('FinancialAccountTypChanged')='Y

UCM Set FinancialAccountTypeChanged To N

The run-time event on WriteRecordNew is used to suppress the Update Account Type action for a new financial account case.

Table 90 lists Update Account Type, where the action set is "UCM Set FinancialAccountTypeChanged To Y" with actions.

Table 90. UCM Set FinancialAccountTypeChanged To Y Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1

Values are:

  • The profile attribute value is FinancialAccountTypChanged.
  • The set operator value is Set.
  • The value field value Y.

Table 91 lists Update Account Type, where the action set is "UCM Update Financial Account Type" with actions.

Table 91. UCM Update Financial Account Type Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1

Values are:

  • The profile attribute value is FinancialAccountTypChanged.
  • The set operator value is Set.
  • The value field value is N.

UCM Update Financial Account Type

Invoke Method

2

The method name is AccountTypeChanged.

Table 92 lists Update Account Type, where the action set is "UCM Set FinancialAccountTypeChanged To N" with actions.

Table 92. UCM Set FinancialAccountTypeChanged To N Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1

Profile Attribute= FinancialAccountTypChanged; Set Operator=Set; Value="N"

Table 93 lists Address Change Update Privacy Setting, run-time event.

Table 93. Address Change Update Privacy Setting, Run-Time Event
Sequence
Object Name
Event
Subevent
Conditional Expression
Action Set Name

1

UCM FINCORP Account Contact Address

SetFieldValue

Personal Address Id

[Address Type] = LookupValue ('FINS_CF_ADDR_USE_TYPE', 'Garage') AND ([Contact Privacy Mod Number]<1 OR [Contact Privacy Mod Number] IS NULL)

UCM Set GarageAddressChanging To Y

1

UCM FINCORP Account Contact Address

WriteRecordUpdated

Not applicable

(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y') AND GetProfileAttr('GarageAddressChanging')='Y

UCM Refresh Record On FINCORP Account Contact Address

2

UCM FINCORP Account Contact Address

WriteRecordUpdated

Not applicable

[Address Type] = LookupValue ('FINS_CF_ADDR_USE_TYPE', 'Garage') AND (GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y') AND [Contact Privacy Mod Number]>0

UCM Set GarageAddressChanged To Y

1

UCM FINCORP Account Contact Address Source Data and History

WriteRecordNew

Not applicable

GetProfileAttr('GarageAddressChanged')='Y' AND [UCM Type Code] = LookupValue('UCM_SDH_TYPE_MLOV', 'History')

UCM Update Financial Account Contact Address

Table 94 lists Address Change Update Privacy Setting action set "UCM Set GarageAddressChanging To Y" with actions.

Table 94. UCM Set GarageAddressChanging To Y Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1
  • The profile attribute value is GarageAddressChanging
  • The set operator value is Set
  • The value field value is Y

Table 95 lists Address Change Update Privacy Setting action set "UCM Refresh Record On FINCORP Account Contact Address" with actions.

Table 95. UCM Refresh Record On FINCORP Account Contact Address Action Set
Name
Action Type
Sequence
Description

UCM Refresh Record

Invoke Method

1

The method name is GetPrivacy

Table 96 lists Address Change Update Privacy Setting action set "UCM Set GarageAddressChanged To Y" with actions.

Table 96. UCM Set GarageAddressChanged To Y Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1
  • The profile attribute is GarageAddressChanged
  • The set operator is Set
  • The value field value is Y.

Table 97 lists Address Change Update Privacy Setting action set "UCM Update Financial Account Contact Address" with actions.

Table 97. UCM Update Financial Account Contact Address Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1
  • The profile attribute is GarageAddressChanged
  • The set operator is Set
  • The value field value is N.

UCM Refresh Record

Invoke Method

2

The method name is GetFinancialAccount.

UCM Update Financial Account Contact Address

Invoke Method

3

The method name is AccountContactAddressChanged.

Sequence number 2 in Table 97 is used to get the parent Financial Account Id and pass it to the workflow, so that it can query with this ID and construct the request message for the Rules Engine.

Table 98 lists run-time event for the Retrieve Privacy Setting when a contact is deactivated.

Table 98. Retrieve Privacy Setting When Contact Is Deactivated, Run-Time Event
Sequence
Object Name
Event
Subevent
Conditional Expression
Action Set Name

1

FINCORP Account Contact

SetFieldValue

Status

[Status] = LookupValue('CONTACT_STATUS', 'Inactive') AND (GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')

UCM Set ContactInactivated To Y

1

FINCORP Account Contact

WriteRecordUpdated

Not applicable

GetProfileAttr('ContactInactivated')='Y

UCM Contact Inactivated

Table 99 lists Retrieve Privacy Setting when contact is deactivated action set with "UCM Set ContactInactivated To Y" with actions.

Table 99. UCM Set ContactInactivated To Y Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1
  • The profile attribute value is ContactInactivated
  • The set operator value is Set
  • The value field value is Y

Table 100 lists Retrieve Privacy Setting when contact is deactivated action wet "UCM Contact Inactivated" with actions.

Table 100. UCM Contact Inactivated Action Set
Name
Action Type
Sequence
Description

UCM Set Profile Attribute

Attribute Set

1
  • The profile attribute value is ContactInactivated
  • The set operator value is Set
  • The value field value is N

UCM Contact Inactivated

Invoke Method

2

ContactInactivated
      
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