Named Account Attributes Delivered with Incentive Compensation

The following are the delivered Customer Data Management qualifying criteria that you can use when defining named account rules.

Define named account rules using these tasks:

• Manage Classification Rules in the Compensation Plans work area

• Manage Direct Credit Rules in the Participant Assignments work area

Customer Name Range

Identify organizations through ranges of names or partial name matches.

Unless you have strict data quality management policies in place and there is only one occurrence of each customer, Oracle recommends that you use these qualifying criteria for named accounts.

Territory Name

From the Oracle Customer Experience Sales application.

Customer ID

This is the Registry ID in Customer Data Management.

Customer Hierarchy

Select any level of the hierarchy in your rules. If the incentive compensation process finds a match for a descendant on the transaction, then it qualifies as a match to the rule.