Survivorship Rules
Survivorship rules are a collection of business rules that determine the master or surviving record and its attributes during the merge operation.
Survivorship rules create the best version of a record from multiple source systems, based on business rules. You can configure survivorship rules to resolve conflicts while merging duplicate records.
Survivorship Rules Types
There are two types of survivorship rules. You can configure them based on your business needs. They are as follows:
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Set master record: Configure the set master record rule to define the criteria for selecting the master record from a set of potential duplicate records.
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Set attribute value: Configure the set attribute value rule to define the criteria for selecting the best attribute values from multiple input records.
Predefined Survivorship Rules
Six predefined set attribute value rules are provided ready-to-use with the application:
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Least Recently Updated Organization Attribute (History Wins): This rule selects the organization attributes that have the oldest updated date.
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Most Recently Updated Organization Attribute (Recent Wins): This rule selects the organization attributes that have the most recent updated date.
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Highest Source Confidence Level Wins for Organization: This rule selects the organization attribute values that have the highest source confidence.
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Least Recently Updated Person Attribute (History Wins): This rule selects the person attributes that have the oldest updated date..
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Most Recently Updated Person Attribute (Recent Wins): This rule selects the person attributes that have the most recent updated date.
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Highest Source Confidence Level Wins for Person: This rule selects the person attribute values that have the highest source confidence.
In addition, you can use predefined templates to create new Set Attribute Value rules.
To see these predefined attribute rules, click Search button on the Manage Survivorship Rules task. You can use these predefined survivorship rules as a starting point to define the criteria that's best for your business. These rules are updated with every release. You can also create, edit, and delete these rules. However, deleting an existing rule isn't recommended. By default, these predefined survivorship rules are in the inactive status and you can activate these rules from the Manage Survivorship Rules task.
How You Enable Survivorship Rules
You can enable the survivorship functionality by setting the ZCH_ENABLE_SURVIVORSHIP profile option to Yes in the Setup and Maintenance work area, using the following:
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Offering: Customer Data Management
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Functional Area: Customer Hub
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Task: Manage Customer Hub Profile Options
Note: While working with Survivorship Rules, check if you have the following roles and privileges:- ORA_ZCH_CDM_ADMIN_DUTY
- ORA_CRM_EXTN_ROLE
- ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV
How You Manage Survivorship Rules
You can create, edit, and delete survivorship rules in the Setup and Maintenance work area by going to the following:
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Offering: Customer Data Management
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Functional Area: Customer Hub
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Task: Manage Survivorship Rules
The rules use source system confidence level and other criteria to determine the attributes of the record that should be retained from a particular source system, and are stored in the survivorship rules dictionary XML file.