Flattening Customer Hierarchies

When you sell products and services to several subsidiaries or locations of a company, you might establish a different sales account and sales team for each. In PeopleSoft Customer Relationship Management (PeopleSoft CRM), each object that represents an entity of a customer company can have its own account information. The objects are related in a customer hierarchy that is often complex and time-consuming to navigate.

The Flatten Customer Hierarchy process (RB_CUST_FLAT) captures all of the parent and child customer relationships and consolidates the data in a table that is optimized for quick searches on the My Accounts page. The data that you can view on the My Accounts page and on the Account page in the Company component is determined by the flattener process as well as account access profiles and data-distribution rules for roles.