1. Sales Questions and Answers
  2. Can I purge inactive account and contact data?

Can I purge inactive account and contact data?

Yes, you can purge inactive Sales party records (accounts and contacts).

Purge Inactive Account and Contact Records

When users delete an account or contact, the record becomes inactive. You might want to purge these inactive records to prevent them from accumulating in your application. Or, you might need to purge them to comply with data protection regulations.

Here's what you can purge:

  • Inactive records within the Sales context
    Note: Inactive Partner records can't be purged, because the Partner object isn’t related to Sales.
  • Inactive and related merged Sales accounts and contacts with only one Usage. Examples of inactive accounts and contacts with more than one Usage are:
    • A contact who's also a supplier contact
    • A Sales account that also has billing account usage
  • You can purge these Sales account record types:
    • SALES_PROSPECT
    • SALES_ACCOUNT
  • You can purge these Sales contact record types:
    • CONTACT
    • ORG_CONTACT
    • CUSTOMER_CONTACT
    • SALES_PROSPECT
    • SALES_ACCOUNT

The purge of inactive account and contact record references – like identifier or name – also removes the references in other Oracle CX applications, such as:

  • Opportunities
  • Leads
  • Campaigns
  • Territories
  • Assets
  • Deals
  • Quotes
  • Activities
  • Notes
  • Forecasts
  • Business plans
  • Contracts

For these flows, the purged records no longer appear on application pages, web service responses, or BI reports.

Note: Merged records can be purged only when the master (survivor) party becomes inactive.

Set Profile Options to Purge Inactive Records

You use two profile options to help you enable and manage purging of inactive records:

  • ORA_HZ_ENABLE_PURGE: This profile option enables purging of inactive records. By default, this profile option is set to No.
  • ORA_HZ_PURGE_MIN_AGE: This profile option specifies the number of days after which inactive records can be purged. By default, the value of this profile option is 30 days.

    The value of the profile ORA_HZ_PURGE_MIN_AGE is displayed as the Minimum Age on the Manage Party Purge Activities page. It's also the default value of the Age By field on the Create Purge Filter page. Modify the value of the profile option ORA_HZ_PURGE_MIN_AGE to change the default value of the Age By field.

You can enable these profile options in Setup and Maintenance using the Manage Administrator Profile Values task.

Set Filters and Purge the Data

You must create a filter criterion to purge records. The records that are to be purged are selected based on the filter criteria. So, you can't skip creating filters and proceed to purging records. You can either immediately purge the selected records or schedule the Purge Inactive Party Records scheduled process to purge inactive records later. You must create a filter criterion to purge records.

  1. In Setup and Maintenance, go to: Sales offeringSales Foundation functional areaManage Party Purge Activities task.
    Note: The Purge Enabled field on Manage Party Purge Activities page indicates whether inactive records can be purged, and the Minimum Age field indicates the minimum number of days after which inactive records can be purged. Use the profile options discussed earlier in this topic to change these profile option values, if needed.
  2. Click Actions > Create to create a purge filter.
  3. Specify the purge filter criteria or change the existing filter criteria as required. To purge records on the same day that they were deleted, specify Age By in the filter criteria and the value of the profile option ORA_HZ_PURGE_MIN_AGE as -1.
    Note: You can't specify a number less than the number specified in the Age By field. To reduce this Age By value, change the value of the profile option ORA_HZ_PURGE_MIN_AGE to a smaller number.

    You can click Actions > Edit to edit existing filter criteria. Or, click Actions > Remove to remove an existing filter.

  4. Select the Enabled option to make the filter criterion available for filtering and purging records.

    If you don't select this option and simply save the filter, the filter criteria is saved, but it isn't available to filter and purge records.

  5. Click Purge to immediately purge all the records that currently match your filter criteria. Or, click Save and Close to save the filter criteria and purge the records the next time the Purge Inactive Party Records scheduled process runs.
    Caution: The purged records might not be the same records that appeared in the preview section of the Manage Party Purge Activities page. The records purged are the ones that match the filter criteria when the scheduled process runs.

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