1. Implementing Customer Data Management for Sales and Fusion Service
  2. Example of Defining Set Master Record Rules for Parties with Custom Attributes

Example of Defining Set Master Record Rules for Parties with Custom Attributes

This rule identifies and returns the master record based on the following two conditions:
  • Pick master that has a specified custom attribute. In this case the custom attribute is Testfieldone_c.
  • Pick master that has the highest Party ID.
The following table provides the details of a use case for setting master record rule to select the party with a specific custom attribute as the master.

Record Number

Party ID

Testfieldone_c

Master

Record 1

11

Test

No

Record 2

12

Test

Yes

Record 3

13

None

No

Record 4

14

None

No

In this case, there are two records with the custom attribute Testfieldone_c. Therefore, the record with highest party ID is picked as the master record.

The following figure displays Define Survivorship Rules: Select Master Record page with the IF and THEN rules condition values to create the set master record rule to pick the record with specified attributes as the master. The details of the conditions are as follows:

IF condition: If masterPartyId is the maximum of master.PartyId where {master is a HZ_PERSON_FactType.PersonDVO and master.Testfielddone_c isn't null}

THEN condition: Then Assert new Result (name:"masterId", value:masterPartyId)Define Survivorship Rules: Select Master Record This image depicts defining survivorship.