Business/Person Contact Type Sync CCB-MDM-ODM

Idea Lab

A new business object, D1-Contact, is introduced to manage both Person and Business entities. This new business object supports changing a customer from a Person entity to a Business entity, and vice versa. For new deployments, it is recommended to use this new business object.  

Existing deployments may opt in to this new feature upon upgrade. It is assumed that existing Customer Entity records were created with the correct entity type, so there is no need to update the business object on existing contact records to this new business object.

This feature makes it easier to resolve a customer entity that was incorrectly created by a business user.

Before this feature, the business user had to manually delete the record in the application and in any downstream applications where the record had been synced. This deletion may not be possible if the customer entity already has existing transactions, in which case a data fix would be required.

With this feature, the business user can update the Person/Business flag, and the change will be synced to downstream applications.

Steps to enable and configure

To enable and configure this feature, complete these steps:

  1. Create a new Contact Type using the new D1-Contact business object.

  2. Add a Value Mappings in the Contact Business Object value in the ODM-MDM Mapping Field Values extendable lookup to map the D1-Contact MDM business object to the W1-Contact ODM business object.