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Defining Role Types and Role Categories

To define business object role types, use the Role Type (BO_ROLE_TYPE) component.

These topics discuss how to:

Page Name

Definition Name

Usage

Role Type Page

BO_ROLE_TYPE

Modify and add role types.

Role Category Page

BO_SRCH_GROUP

Modify and add role categories. Generally, role categories serve a specific processing purpose, such as a business object directory search process.

Use the Role Type page (BO_ROLE_TYPE) to modify and add role types.

Navigation

select Set Up CRM, then select Common Definitions, then select Customer, then select Role Type, then select Role Type

Image: Role Type page

This example illustrates the fields and controls on the Role Type page. You can find definitions for the fields and controls later on this page.

Role Type page

When you open a role type that is delivered as system data, the role type information appears in display-only format. To update the role type, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Field or Control

Definition
Role Type ID

Displays the identification code that is associated with the business object role type. When you add a new role type, the system automatically assigns a value by using automatic numbering functionality.
Transaction ID

Select the component transfer navigation definition that is associated with the role type.

Enabled Role Icon and Disabled Role Icon

Select an image to visually indicate the role status in various parts of the PeopleSoft CRM system, such as in the Relationship Viewer and Customer Data Management components.
Cascade Option

Select Cascade to automatically update addresses for all related business objects whenever you update an address for a business object. For example, when a company changes its address, the system automatically updates the addresses for all company contacts that have the same address.

Warning! Selecting this option triggers multiple database operations when you update contact methods, which can severely degrade system performance. Oracle recommends that you enable this option only before a primary address change and disable it immediately afterward.
Publish EIP (publish enterprise integration points)

Select to include the role data when publishing a Customer Data Management (CDM) application message. If a business object has several roles, you can use this option to limit the roles for which data is published.

Join Indicator

Select to indicate a role that is assigned to business objects and exists primarily for group participant business objects. For example, you might create a household business object to group the people who live at a specific address.

Participant Indicator

Select to indicate a role that is assigned to business objects that participate in relationships with a business object that has a joining role. For example, you might create a household member role to assign to the people who live at a specific address.
Capture Contact Methods

Select to indicate that you want to capture contact methods for this role type.
Enabled for Basic Data

Select to automatically run the PeopleTools BO_BAS_LOAD Application Engine process to update the basic data tables (BO_BASIC_ORG and BO_BASIC_IND) whenever you update data that pertains to this role. Basic data integrates with PeopleSoft Marketing and PeopleSoft Online Marketing.

If you do not select this option, you must run the application engine process manually.

See Basic Data Tables.
Enabled for Quick Create

Select to enable the quick create function to use this role.
SetID is Required

Select to require the entry of a setID when creating a business object with this role by using the quick create function.

See Understanding the Business Object Search and Quick Create Process.
Application Class ID and Application Class Path

Select the ID and path for the application class that encapsulates the business logic of the role that is denoted by this role type. For example, the contact role is supported by the contact application class.
Package Tree Viewer

Click to view the available application classes that are provided by PeopleSoft CRM. When you click this link, the Application Packages Lookup page appears.

See Understanding Application Classes and Packages.
Secure Record Name

Enter a record name to enable setID security searching.
Status Record

Enter the name of the record that contains the role status to enable business object searching by status.
Status Field Name

Enter the name of the field that contains the role status to enable business object searching by status.

Use the Role Category page (BO_SRCH_GROUP) to modify and add role categories.

Generally, role categories serve a specific processing purpose, such as a business object directory search process.

Navigation

select Set Up CRM, then select Common Definitions, then select Customer, then select Role Category, then select Role Category

Image: Role Category page

This example illustrates the fields and controls on the Role Category page. You can find definitions for the fields and controls later on this page.

Role Category page

When you open a role category record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Field or Control

Definition
Role Category ID

Displays the identification code that is associated with the business object role category. When you add a new role category, the system automatically assigns a value by using automatic numbering functionality.