Master entity use cases
Review the following use cases to see how you can create different types of master entities based on the specific needs of your organization. To review the specific tasks for creating these master entities, follow the steps for Creating master entities.
Household master entity
Household data related to customer records can already be stored in the Customer Group data object. However, you can reuse the Customer Group data object as a Household data object and subsequently create a Household master entity.
While creating the Household master entity, you would complete the following specific tasks for this use case:
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Follow the steps for Editing data objects, select Customer Group, and make the following edits.
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Update the Object name to Household.
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Update the Resource name to HOUSEHOLD.
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When completing Step 1: Create the data objects, create MasterHousehold and Household_MasterHousehold with the following parameters.
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Select the Profile object group for both data objects.
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Enter the resource name masterhouseholdfor MasterHousehold and household_masterhousehold for Household_MasterHousehold.
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Leave the default values for Show advanced options.
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Complete the remaining steps for creating the Household master entity and update the parameters that are specific to the Household master entity.
Account master entity
If you are working with a B2B default data model, the Account data object stores business account records. You can use this data object to create an Account master entity. This would allow you to unify business account records. If your data model doesn't have an existing Account data object, you can create on for this use case.
When completing Step 1: Create the data objects, you create MasterAccount and Account_MasterAccount. If needed, you would also create the Account data object.
While creating the Account master entity, you would complete the following specific tasks for this use case:
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When completing Step 1: Create the data objects, you would only create MasterAccount and Account_MasterAccount and use the existing Account data object.
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Select the Profile object group for all data objects.
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Enter the resource name masteraccount for MasterAccount and account_masteraccount for Account_MasterAccount.
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Leave the default values for Show advanced options.
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For the Account data object, you will need to follow the steps for Creating attributes and create the following attributes and respective data types.
Attribute name Data type Alternate Emails array - string Alternate Names array - string Alternate Phones array - string Annual Revenues string Control Year string Country string Currency string Currency Code string DataFox Company ID string Description string DNB Location Type string DUNS Number string Employee Total int Fax Number string Federal Tax ID Number int Foreign Trade Code string Global Exchange Name string Global Reference ID string Industry Classifications array - string Is Active boolean Line Of Business string NAICS Code string NAICS Description string Name string Organization Size double Ownership Type string Parent Reference ID string Primary Language string Primary Phone string Primary URL string Properties array - string SIC Code string SIC Description string Source AccountGroup ID string Status string Stock Symbol string Sub Account Reference ID string TaxPayer ID string Type string Year Established string Year Incorporated string -
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Complete the remaining steps for creating the Account master entity and update the parameters that are specific to the Account master entity.
Account Group master entity
You can create a master entity to store unified records related to account group records. The B2B detault data model doesn't have a data object to store data related to account groups, so you will need to create the Account Group data object.
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When completing Step 1: Create the data objects, create Account Group, MasterAccountGroup and AcctGroup_MasterAcctGroup with the following parameters.
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Select the Profile object group for all data objects.
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Enter the resource name masteraccountgroup for Account Group and MasterAccount Group, and acctgroup_masteracctgroup for AcctGroup_MasterAcctGroup.
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For the Account Groupdata object, follow the steps for Creating attributes and create the necessary attributes.
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Complete the remaining steps for creating the Account Group master entity and update the parameters that are specific to the Account Group master entity.
Asset master entity
You can create an asset master entity to support asset-intensive industries such as communications, utilities/energy, high tech, and aerospace.
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When completing Step 1: Create the data objects, create Asset, MasterAsset and Asset_MasterAsset with the following parameters.
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Select the Other object group for Asset and MasterAsset, and the Profile object group for Asset_MasterAsset.
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Enter the resource name asset for Asset, masterasset for MasterAsset, and asset_masterasset for Asset_MasterAsset.
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For the Assetdata object, follow the steps for Creating attributes and create the necessary attributes.
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Complete the remaining steps for creating the Asset master entity and update the parameters that are specific to the Asset master entity.
Site master entity
You can create a site master entity to support industries for which sites/locations are relevant to managing the customer journey, such as retail, communications, utilities/energy, travel and hospitality, and healthcare.
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When completing Step 1: Create the data objects, create Site, MasterSite and Site_MasterSite with the following parameters.
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Select the Other object group for Site and MasterSite, and the Profile object group for Site_MasterSite.
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Enter the resource name site for Asset, mastersite for MasterSite, and site_mastersite for Site_MasterSite.
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Complete the remaining steps for creating the Site master entity and update the parameters that are specific to the Site master entity.