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Siebel Product Administration Guide > Siebel Configurator Technical Reference > Auto Match Business Service for Siebel ConfiguratorWithin certain limitations, the Auto Match business service allows Siebel Configurator to automatically match components in a quote, order, or asset with components in the current version of the product model. This capability is important when the product components in a quote, order, or asset were generated from an old version of a product model or when they were populated directly from an external application with different product models. This can occur in a few different situations. For example:
In each of these situations, when product components are regrouped under different relationships, there will be conflicts between the new version of the product with components and existing transaction data in quotes, orders, and assets. Depending on how the products with components have changed, it may be possible to use Auto Match to help resolve such conflicts. Here is a high-level summary of how Auto Match works: Before Siebel Configurator is launched, the order management workflows run Auto Match to ensure that the product instance from the quote, order or asset is compatible with the latest version of the product with components definition. There are three relationship criteria Auto Match validates. It looks for a product that meets any of these criteria:
If it finds a product component that fits any of these criteria then the Auto Match business service looks to see whether that product component belongs to a different relationship under the same parent component in the hierarchy. If it finds a valid relationship, the Auto Match business service updates the relationship foreign key of the product component in the in-memory product instance. If no valid relationship is found then the Auto Match business service generates a warning message and deletes the component from the product instance. For products with attributes, Auto Match business service looks to see whether any required attributes are missing. If so, it returns an error message in the Auto Match report. |
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