1. Customer Hub (UCM) Master Data Management Reference
  2. Initialization Module

Initialization Module

This module has a priority of 10. It contains business rules, including the definitions and tables of the default values:

  • CUST. customer rules. This module contains initial business rules and table instances that are customer-specific. It includes table instances of the cover letter types and privacy notice types based on the privacy state code and owner type (communication message type) and the cover letter types based on the state address change and owner type.

  • Expired pending period. This module contains a business rule to determine that a pending period has expired.

  • Initial values. This module contains the initial business rules and table instances that are not country-specific or industry-specific. It includes the table instance establishing the hierarchy of the privacy option with the following sources: Opt In Request, Opt In Default, Pend, Opt Out Default, or Opt Out Request.

  • U.S. country rules. This module contains the initial business rules and table instances that apply to U.S. companies (for example, a rule establishing the most restrictive state for each contact). It includes a table instance ranking the restrictiveness of the U.S. states. It contains some examples. Refer to your company's consumer privacy best practices, and tailor these samples rules accordingly.

  • U.S. FS. Financial Services industry rules. This module contains the initial business rules and table instances that apply to U.S. financial services companies. These rules are most commonly managed in financial industries. However, depending on your company's asset and privacy policy, you might reuse these rules or tailor them to your needs.

    Note: The FINCORP business component corresponds to S_ASSET, which is the underlying Siebel schema. If you want to reuse these rules for your industry-specific business component, see Customization Methods.

  • U.S. FS.1. default privacy option tables. This submodule includes the tables of the default privacy options for each privacy flag. These tables are organized according to state code.