Prerequisites for Profile Name Validations
When you define a profile type and a name string, it enables OPERA Cloud to perform a match and validation against the string and profile type each time a new profile is created. This ensures the name string matches the profile type and prevents the incorrect assignment of Companies as Agents or Guests as Companies, and so on.
For example, Profile Type = Company, Name String = Guest Profile’s Name. When the New action is selected on the Profile Search screen, entering the “Guest Profile’s Name” and selecting the Guest profile type results in the following warning: "Profile Type for this profile should be Company. Do you want to continue? " If you select Yes, the Individual Profile screen appears and if you select No, you remain on the Profile Search screen.