Cross-Referencing Child Records with External Systems

Organizations potentially have a large number of subscribing systems connected to Oracle Customer Hub (UCM), and thus, have a need for real-time cross-reference functionality on parent and child records. For instance, in a life science deployment a physician may work at multiple locations, and be associated with different hospitals. To update a patient’s address the physician must ensure that not just the parent record, but any accompanying child records are updated or created only on one hospital system rather than all subscribed systems to avoid privacy and legal implications. The Oracle Customer Hub (UCM) child cross-referencing infrastructure allows you to store child cross-referencing information for the parent Contact, or Account record. Child cross-referencing details are also published to external systems registered for Publish/Subscribe. Child objects include addresses, financial accounts, contact points (such as email, or phone), alias records, social profile and social attribute records, as well as custom child objects.

Use the following task to cross-reference an address, financial account, email, phone, alias record, social profile and social profile attribute.

To cross-reference an address, financial account, email, phone, alias, social profile, or social attribute record

1. Navigate to the Administration - Universal Customer Master screen, then either the Contacts, or Accounts view.

2. In the Contacts or Accounts list, select the parent record of interest.

3. Select the Addresses, Financial Accounts, Phones, Emails, Names, or Social Profiles tab for contacts, or select the Addresses or Financial Accounts tab for accounts.

4. In the Addresses, Financial Accounts, Phones, Emails, Names, Social Profiles, or Social Profile Attributes list, select the child record of interest.

5. In the External IDs list, click New.

6. Enter the appropriate information in the available fields to define the external customer and the Unique Account Identification, for each child record in Oracle Customer Hub (UCM).

   Use the following table for information on each of the fields.

   Field	Description
   System Id	The system ID represents an identifier for an application that accesses Oracle Master Data Management Applications. Select this value from the systems entered in the System Registrations view.
   System Name	The system name is the name of the application that accesses Oracle Customer Hub (UCM). This value is the default name when a system number is selected.
   External Id1	The External Id1 stores the unique identifier of the external system record. This value is stored in the Id field for child record in the request message.
   External Id2	The External Id2 stores an optional second identifier of the external system record.
   External Id3	The External Id3 stores an optional third identifier of the external system record.
   Comment	Comments regarding the external system record that references the record in Oracle Customer Hub (UCM).