Merging profiles keeps the profile database up-to-date, ensures accurate profile data and statistics, and reduces staff confusion. Profile merge occurs either manually or automatically according to the merge rules and threshold points you define. You manually merge profiles when an external (incoming) profile is suspended or staged. In this scenario, not enough data matched with an internal (OPERA Cloud) profile to merge the profiles. Your intervention is required to merge the external profile with an internal profile or add it as a new profile. The system automatically merges the profiles when enough data matches.
A Single Internal Profile into the External Profile
Multiple Internal Profiles into the External Profile
You can review and edit data on these profiles before merging them.
The newly merged profile absorbs all the contacts, activities, business blocks, reservations, stay details, commissions, and statistical information from the two profiles. The system removes the old profiles from the database.
If an external profile is automatically merged with an internal profile
If an external profile is staged / suspended
Upper Threshold – Profiles automatically merge when points are at or higher than the upper threshold value.
Lower Threshold – The system creates a new profile when points are at or below the lower threshold value.
Stages – The system suspends / stages a profile with a point value between the upper and lower thresholds. When a profile is staged, you must review the suspended profile and determine if it should be merged with an internal profile or added as a new profile.
Figure 2-1 Thresholds
Parent topic: Managing Profiles