Configuring Guided Merge

To enable Merge and Guided Merge, you must activate the process properties for the Process Merge Request Workflows, enable the Process Merge Request Workflows themselves, then activate Merge tasks. Use the following task to activate process properties for Process Merge workflows.

To activate process properties for Process Merge Request workflows

1. From Object Explorer, click Workflow Process, the WF Process Prop.

2. In the Workflow Processes list, Query for UCM Process Merge Request in the Process Name field.

3. In the WF Process Props list, find the following:

   • EnablePubSub

   • EnableSE

4. Change the values for both default strings from False to True.

   Note: Change these values only if you want to enable Publish and Subscribe or the Survivorship Engine.

5. Deploy and Activate the workflow.

Use the following task to enable Process Merge Request workflows.

To enable Process Merge Request workflows

In Web Tools or Siebel Tools query for the UCM Process Merge Request Workflow Process. For more information on Siebel workflows and how to activate them, see Siebel Business Process Framework: Workflow Guide

Use the following task to enable merge request tasks.

To enable merge tasks

1. Make sure the following Tasks are active. For more information on Siebel workflows and how to activate them, see Siebel Business Process Framework: Workflow Guide

   • UCM Merge Account Request Task

   • UCM Merge Account Task

   • UCM Merge Contact Request Task

   • UCM Merge Contact Task

Use the following task to add additional fields to the Guided Merge user interface.

To add additional fields to the Guided Merge user interface

1. From the Object Explorer, select Integration Object, then query for either UCMAccountTaskUIMerge or UCMContactTaskUIMerge.

2. In the Object Explorer, click Integration Component, then in the Integration Components view select either Account or Contact.

3. Right-click and select New Record, then add the Integration Component field that you want to make available in the Guided Merge Task UI.

   Note: Make sure the External Name property of the Integration Component Field maps to the correct Business Component field.

4. Validate the integration object, and deploy changes to Siebel Runtime Repository.

5. Restart Oracle Customer Hub (UCM).