Merge Scope

You can use the Merge Scope setting to specify the business areas to be processed during a merge. This setting optimizes the size of the merge memory and execution profile and application performance. The underlying profile option is ORA_ZCH_MERGE_SCOPE.

You can specify any of these areas as the merge scope:

• Customer data management specific areas: Merges Customer Data Management foundation entities such as Organizations, People, Addresses, Phone Numbers, and Email Addresses.

• Customer data management specific areas with restrictions: Merges the same entities as the CDM scope. However, processing throughput is maximized by not invoking survivorship rules, integration events, or extended processing logic. You can use this option for high-volume data initialization scenarios.

• All customer relationship management related areas: Merges Customer Data Management foundation entities and transfers CRM transactional data, such as Opportunities, Activities, or Service Requests, from duplicate records to the master record.

• All functional areas: Merges Customer Data Management foundation entities and all merge-enabled entities on the point of deployment.

Before specifying the merge scope, you should consider these points:

• Select the appropriate merge scope to get the best performance.

• When you use Customer Data Management specific areas with restrictions merge scope, you must only select compatible options for other settings:

  • Master Record Selection can't be survivorship rule.

  • Attribute Selection Type can't be Oracle business rules.

  • Agreement Rules Type can't be Oracle business rules.