1. Customer Hub (UCM) Master Data Management Reference
  2. Changing the Address for Privacy Preferences

Changing the Address for Privacy Preferences

You want to evaluate the privacy preferences based on the addresses other than Garage Address, for example, Permanent Address. In such a case, you must change the rules in both the Siebel CRM configuration and HaleyAuthority.

Note: If you do not require consistency in concept and entity naming, the required changes are minimal.

To change the address for privacy preferences (solution one)

  1. In Oracle Customer Hub (UCM), add the LOV Permanent to the Address Type field for FINCOPR Account Contact Address.

  2. Change the business component search specification, UCM FINCORP Account Contact Garage Address Source Data and History, from:

    [Address Type] = 'Garage' AND [UCM Type Code] = 'History' AND [Parent Type] = 'Financial Account Contact' to: [Address Type] = 'Permanent' AND [UCM Type Code] = 'History' AND [Parent Type] = 'Financial Account Contact'

  3. Modify the run-time event to look for changes in Permanent Address instead of Garage Address.

  4. In HaleyAuthority, search for the word Address Type, replace Garage with Permanent in all the statements found, then deploy the changed modules.