Creating Oracle Customer Hub (UCM) Survivorship Rules

This task is a step in Process of Creating Survivorship Rules. For more information on survivorship rules, see About Oracle Customer Hub (UCM) Survivorship Rules. Use the following task to create a survivorship rule.

To create a survivorship rule

1. Navigate to Administration - Universal Customer Master, then Survivorship Rules.

2. In the Rule Name list, click New.

3. Enter values for the columns in the record. See the following table for information on the available columns.

   Column Name	Description
   Name	Enter a name for the new rule.
   Object Name	Use this column to designate what objects are affected by the survivorship rule. For example, select the contact object to create a survivorship rule based on contact information.
   Default Criteria	Use this column to configure the default criteria used for attribute groups with no explicit rule definition. This column is also the default comparison rule to be used when the comparison rule at the Attribute Group level cannot be used to determine the winning data. For example, when comparing by source and the confidence level of the systems are tied, the survivorship rule uses the Default Criteria as the comparison rule to compare.
   Status	Sets the survivorship rule to Active or Inactive. Select Inactive while creating and defining the survivorship rule.
   Start Date	Configures the date when the survivorship rule becomes valid.
   End Date	Configures the date when the survivorship rule is invalidated.
   Default Rule Set	When no active survivorship rule is defined or the active survivorship rule has expired, the rule with the Default Rule Set that is set to Y is used as the active survivorship rule. Select the Default Rule Set check box for only one survivorship rule for each object.
   Business Service Name	This column appears only when the default criteria are set to External. This setting enables you to enter this additional, required information.
   Business Service Method	This column appears only when the default criteria are set to External. This setting enables you to enter this additional, required information.
   Rule Module	This column appears only when the default criteria are set to External. This setting enables you to enter this additional, required information.

4. Click the Attribute Groups tab, and then in the Attribute Groups list, click New to add attribute groups explicitly governed by the survivorship rule.

5. From the Attributes Group window, select the attribute group of focus for this survivorship rule; that is, the attributes that are evaluated by the survivorship rule to determine the most current data.

   You can select preconfigured attribute groups or define unique attribute groups. For information on creating attribute groups, see Creating Attribute Groups for Survivorship Rules.

6. Click OK.

7. Enter values for the columns in the record. See the following table for information on the available columns.

   Column Name	Description
   Attribute Group Name	Select this value from the picklist.
   Object Name	Depending on which parent record you are working in, this value will be predefined. For instance, if you are working in a Contact Default record, this object name field will be Contact.
   Comparison Rule	Select either External, History, Golden, Recent, Contributor, or Source, as the rule for comparison. Based on the rule selected, Oracle Customer Hub (UCM) evaluates whether the input from the external system can be used to update the specified attribute group values. For more information on each comparison method, see About Oracle Customer Hub (UCM) Survivorship Rules.
   Sequence	The order in which to evaluate multiple attribute groups.
   Default Rule Set	When no active survivorship rule is defined or the active survivorship rule has expired, the rule with the Default Rule Set set to Y is used as the active survivorship rule. Select the Default Rule Set check box for only one survivorship rule for each object.
   Business Service Name	This column with the Business Service Method and Rule Method columns appear only when the default criteria are set to External. This setting enables you to enter this additional, required information.
   Business Service Method	This column with the Business Service Name and Rule Method column appear only when the default criteria are set to External. This setting enables you to enter this additional, required information.

8. Step off the record to refresh the view.

9. If the comparison rule for the attribute group is determined by the source, set the source confidence level as follows:

   • Click the Source Confidence tab.

   • In the System ID list, click New.

   • In the new record, define the source system, and set a confidence level for the individual source system.

   • Add other systems as necessary.

10. Add multiple attribute groups, as in the previous step, to further define the survivorship rule.