How do I manage Geography Structures, Hierarchies, and Validation?

You can add geography structure by first defining the geography types using the Manage Geographies task. You can then create geography hierarchy and geography validations also using the Manage Geographies task.

This example shows how you can configure the geography structure, geography types within the structure, geography hierarchy, and geography validation for a country geography, using the United Kingdom country geography as an illustration.

The following table summarizes the key decisions for this scenario.

Decisions to Consider

In This Example

Copy an existing country structure?

No, create a new country structure.

What is the structure of the geography types?

Create geography types with the following ranking structure:

  1. County

  2. Post Town

What is the geography hierarchy?

Create the following hierarchy:

  1. Country of United Kingdom

  2. County of Berkshire

  3. Post Town of Reading

Which address style format will you use when mapping geography validations?

The default address style format called the No Styles Format.

Are you using Oracle Fusion Tax for tax purposes?

No, don't select Tax Validation for the geography types.

Define the Geography Structure

You can add the County and Post Town geography types to the United Kingdom geography structure.

  1. On the Manage Geographies page, enter GB in the Code field. Click Search.

  2. On the Manage Geographies page, click Structure Defined.

  3. On the Manage Geography Structure page, click the Create button next to the Copy Country Structure From field.

  4. In the Geography Structure section, select the County list item in the Add Geography Type field.

  5. Click Add.

  6. Select the Post Town list item in the Create and Add Geography Type field.

  7. Click Add.

  8. Click Save and Close.

    Note: You can't modify or delete a geography type.

Define the Geography Hierarchy

You can add the geographies for the County and Post Town geography types using the geography hierarchy user interfaces to create the geography hierarchy for United Kingdom. You can also use Import Management to import geography hierarchies using a CSV or XML file.

  1. On the Manage Geographies page, enter GB in the Code field. Click Search.

  2. On the Manage Geographies page, click Hierarchy Defined.

    Note: If there are many child geographies for the selected parent geography, a message asking you to refine the search criteria is displayed. The child geographies are displayed after you refine the search criteria. If there are many search results, you may have to further refine the search criteria. The maximum number of child geographies that can be displayed is controlled by the ORA_HZ_GEO_HIERARCHY_LIMIT profile option. You can change the value of this profile option by navigating to the Setup and Maintenance work area, click the Tasks menu, and search for Manage Administrative Profile Values task. Search for the ORA_HZ_GEO_HIERARCHY_LIMIT profile option and change the value.
  3. In the Geography Hierarchy section, click United Kingdom to highlight the table row, and click Create.

  4. In the Create County page, Primary and Alternate Names section, enter Berkshire in the Name field.

  5. Click Save and Close.

  6. In the Geography Hierarchy section, click Berkshire to highlight the table row, and click Create.

  7. In the Create Post Town page, Primary and Alternate Names section, enter Reading in the Name field.

  8. Click Save and Close.

Define the Geography Validations

You can define the geography mapping and validation for the United Kingdom default address style format to specify the geography validations for the geography types you added to United Kingdom. You can then map the geography types to attributes, enable the geography types for Lists of Values and Geography Validation, and set the geography validation level.

  1. On the Manage Geographies page, click Validation Defined.

  2. In the Address Style section, click No Styles Format to highlight the table row.

  3. For the County geography type, click the County list item in the Map to Attribute field.

  4. Select the Enable List of Values and Geography Validation options.

  5. For the Post Town geography type, click the City list item in the Map to Attribute field.

  6. Select the Geography Validation option.

  7. In the Geography Validation Control section, select Error in the Geography Validation Level for Country list.

  8. Click Save and Close.