Profile Merge

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.

You can manually merge profiles the following ways to create a new profile:

  • 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.

Merge rules determine the following:

  • If an external profile is automatically merged with an internal profile

  • If an external profile is staged / suspended

You set up and define merge rules based on a point value system. The point value system uses a lower and upper threshold to determine if profiles are a match. The merge rule determines points based on the data fields that match between the profiles. Each data field is assigned a point value and the point values of all the fields are added to determine the threshold.

  • 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


This figure shows the upper and lower threshold values that are evaluated as part of the profile merge rule.

Parent topic: Managing Profiles