Sales Cloud Address

Service to operate on the address entity in Oracle Sales Cloud. It exposes the key attributes of an address and provides operations to define and manage the address. This service is used to manage addresses in relation to a customer or prospect entity of type account, contact, or household. It is also used to manage multiple address purposes for a given address.

Life Cycle Status: Active

QName: {http://xmlns.oracle.com/apps/crmCommon/salesParties/addressService/}AddressService

Service WSDL URL: https://servername/crmService/SalesPartiesAddressService?WSDL

Logical Business Objects

  • CRM : Trading Community Model : Account

  • CRM : Trading Community Model : Account

  • CRM : Trading Community Model : Account

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type Object or Service

Handles

Address Purpose

Handles

Address

Operations

getAddress

Retrieves the address based on the primary key identifier.

Life Cycle Status: Active

Request Payload

Element Name Type Description

AddressId

long

Party site identifier.

Response Payload

Element Name Type Description

result

Sales Cloud Address

Address that matches the inbound key attributes.

createAddress

An operation to create an address.

Life Cycle Status: Active

Request Payload

Element Name Type Description

address

Sales Cloud Address

Address to be created.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/crmCommon/salesParties/addressService/}AddressResult

Created address.

updateAddress

Updates an address. The address is identified by either providing the primary or alternate keys of the Address.

Life Cycle Status: Active

Request Payload

Element Name Type Description

address

Sales Cloud Address

Address to be updated.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/crmCommon/salesParties/addressService/}AddressResult

Updated address.

deleteAddress

Deletes an address.

Life Cycle Status: Active

Request Payload

Element Name Type Description

address

Sales Cloud Address

Address to be deleted.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}MethodResult

Not applicable.

mergeAddress

Performs a merge on the address It will perform an update if the object exists, or an insert if the object doesn't already exist.

Life Cycle Status: Active

Request Payload

Element Name Type Description

address

Sales Cloud Address

Address to be merged.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/crmCommon/salesParties/addressService/}AddressResult

Merged address.

findAddress

Finds a list of addresses matching the supplied criteria pertaining to the object.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

{http://xmlns.oracle.com/adf/svc/types/}FindCriteria

The criteria used to limit your query result, such as the filter (where clause), the fetch size, etc.

findControl

{http://xmlns.oracle.com/adf/svc/types/}FindControl

Method not currently used.

Response Payload

Element Name Type Description

result

Sales Cloud Address

A list of Address that satisfy the inbound criteria.

processAddress

Performs a create, update, delete, or merge operation on a list of address rows. The specified operation is applied to all objects in the given list.

Life Cycle Status: Active

Request Payload

Element Name Type Description

changeOperation

string

Indicates what action shall be performed, such as create, update, merge, or delete.

address

Sales Cloud Address

A list of addresses to be processed.

processControl

{http://xmlns.oracle.com/adf/svc/types/}ProcessControl

Control your bulk upload behavior, such as whether the valid data will be committed if there are other invalid data in the same batch, and whether the outbound will contain the key attributes only or the full object.

Response Payload

Element Name Type Description

result

Sales Cloud Address

A list of Addresses that are successfully processed.

processCSAddress

Performs a create, update, or delete operation on a list of address rows. Different operations may be applied to different objects, depending on what is specified in the ChangeSummary object.

Life Cycle Status: Active

Request Payload

Element Name Type Description

processData

{http://xmlns.oracle.com/adf/svc/types/}ProcessData

The object that is used to represent the changes that have been made.

processControl

{http://xmlns.oracle.com/adf/svc/types/}ProcessControl

Control your bulk upload behavior, such as whether the valid data will be committed if there are other invalid data in the same batch, and whether the outbound will contain the key attributes only or the full object.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ProcessData

Result of the operation including a list of created/updated data objects, and all warning and informational messages.

getDfltObjAttrHints

An operation to retrieve user interface hints, such as the service data object label and object attribute labels, for the specified service data object and locale. As a prerequisite, invoke the getEntityList operation defined on this service to get the list of possible values for the viewName request payload element.

Life Cycle Status: Active

Request Payload

Element Name Type Description

viewName

string

The service view usage name, an internal name for the service data object. Specify the value of the <name> element from the getEntityList operation response payload.

localeName

string

The locale to use when evaluating locale-based user interface hints. The localeName is in ISO 639-1 format.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ObjAttrHints

The label and user interface hints for the specified service data object and its attributes in a name-value pair format.

getServiceLastUpdateTime

Returns the date and time when the schema files referenced in the service definition last changed.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date and time when the service definition last changed in ISO 8601 format.

getEntityList

Gets the list of service data objects defined on this service.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ServiceViewInfo

A list of service data objects defined on this service. For each service data object, the result includes the QName, internal name, and Boolean values indicating whether create, update, merge, and delete operations can be performed on the object.

Security

The following tables list the privileges required to perform the service operations, and the duty roles that each privilege is granted to.

Service Operations to Privileges Mapping

Operation Name Privilege Code Privilege Name Privilege Description

mergeAddress

ZCM_UPDATE_SALES_GROUP_PRIV

Update Sales Group

Allows updating a sales group

mergeAddress

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

mergeAddress

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

Update Sales Party Contact

Allows updating the sales party contacts.

mergeAddress

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

updateAddress

ZCM_UPDATE_SALES_GROUP_PRIV

Update Sales Group

Allows updating a sales group

updateAddress

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

updateAddress

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

Update Sales Party Contact

Allows updating the sales party contacts.

updateAddress

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

findAddress

ZCM_VIEW_SALES_GROUP_PRIV

View Sales Group

Allows viewing a sales group

findAddress

ZCM_VIEW_CONSUMER_PRIV

View Consumer

Allows viewing of consumers.

findAddress

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

View Sales Party Contact

Allows viewing of sales party contact information.

findAddress

ZCM_VIEW_SALES_ORGANIZATION_PRIV

View Sales Organization

Allows viewing of the sales organization.

createAddress

ZCM_UPDATE_SALES_GROUP_PRIV

Update Sales Group

Allows updating a sales group

createAddress

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

createAddress

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

Update Sales Party Contact

Allows updating the sales party contacts.

createAddress

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

deleteAddress

ZCM_UPDATE_SALES_GROUP_PRIV

Update Sales Group

Allows updating a sales group

deleteAddress

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

deleteAddress

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

Update Sales Party Contact

Allows updating the sales party contacts.

deleteAddress

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

processCSAddress

ZCM_UPDATE_SALES_GROUP_PRIV

Update Sales Group

Allows updating a sales group

processCSAddress

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

processCSAddress

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

Update Sales Party Contact

Allows updating the sales party contacts.

processCSAddress

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

processAddress

ZCM_UPDATE_SALES_GROUP_PRIV

Update Sales Group

Allows updating a sales group

processAddress

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

processAddress

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

Update Sales Party Contact

Allows updating the sales party contacts.

processAddress

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

getAddress

ZCM_VIEW_SALES_GROUP_PRIV

View Sales Group

Allows viewing a sales group

getAddress

ZCM_VIEW_CONSUMER_PRIV

View Consumer

Allows viewing of consumers.

getAddress

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

View Sales Party Contact

Allows viewing of sales party contact information.

getAddress

ZCM_VIEW_SALES_ORGANIZATION_PRIV

View Sales Organization

Allows viewing of the sales organization.

Privileges to Duty Roles Mapping

Privilege Code Granted to Duty Role Code Granted to Duty Role Name Granted To Duty Role Description

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_HR_SR_MANAGEMENT

HR Service Request Management

Manages all aspects of the Next Gen HR Help Desk Service Request object.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_INTERNAL_HELPDESK_ANALYSIS

Internal Service Request Analysis

Manages a group of Internal Help Desk agents. Can view Internal service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_CASE_EXECUTION

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_HR_SR_ANALYSIS

HR Service Request Analysis

Manages a group of Next Gen HR Help Desk agents. Can view Next Gen HR service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_CASE_SUPERVISION

Case Supervision

Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT

Internal Service Request Management

Manages all aspects of the Internal Help Desk Service Request object.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_HR_SR_ADMINISTRATION

HR Service Request Administration

Manages all aspects of Next Gen HR service requests. In addition, can manage queues and administer the Next Gen HR Help Desk service application, including setup.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

Internal Service Request Administration

Manages all aspects of Internal service requests. In addition, can manage queues and administer the Internal Help Desk service application, including setup.

ZCM_VIEW_SALES_ORGANIZATION_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_VIEW_CONSUMER_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_VIEW_CONSUMER_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_VIEW_CONSUMER_PRIV

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ZCM_VIEW_CONSUMER_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

Utilities Customer Service Manager

Individual responsible for managing Utilities Customer Service Representatives for a utilities customer service function.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

Utilities Customer Service Representative

Individual responsible for answering customer inquiries and resolving customer problems for a utilities customer service function.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

Utilities Customer Service Administrator

Individual responsible for the day-to-day administrative support for a utilities customer service function.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ZCM_UPDATE_SALES_GROUP_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_UPDATE_SALES_GROUP_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_UPDATE_SALES_GROUP_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_SALES_GROUP_PRIV

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ZCM_UPDATE_CONSUMER_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_UPDATE_CONSUMER_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_CONSUMER_PRIV

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ZCM_VIEW_SALES_GROUP_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_VIEW_SALES_GROUP_PRIV

ORA_SVC_CASE_SUPERVISION

Case Supervision

Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.

ZCM_VIEW_SALES_GROUP_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_VIEW_SALES_GROUP_PRIV

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ZCM_VIEW_SALES_GROUP_PRIV

ORA_SVC_CASE_EXECUTION

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

ZCM_VIEW_SALES_GROUP_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

ORA_LOY_MANAGEMENT_DUTY

Loyalty Management

Manages all aspects of a Loyalty Program

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_UPDATE_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_SR_SALES_PARTY_MANAGEMENT

Service Sales Party Management

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities.

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

ORA_SVC_CASE_SUPERVISION

Case Supervision

Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

ORA_SVC_CASE_EXECUTION

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

ZCM_VIEW_SALES_PARTY_CONTACT_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

Duty Roles to Duty or Job Roles Mapping

Duty Role Code Granted to Duty or Job Role Code Granted to Duty or Job Role Name Granted To Duty or Job Role Description

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_ZCA_ACCESS_GROUPS_ENABLEMENT_DUTY

Access Groups Enablement

Enables the Access Groups functionality.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_ZCA_ACCESS_GROUPS_ENABLEMENT_DUTY

Access Groups Enablement

Enables the Access Groups functionality.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_ZCA_ACCESS_GROUPS_ENABLEMENT_DUTY

Access Groups Enablement

Enables the Access Groups functionality.

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

ORA_OKC_ALL_BUSINESS_UNITS_CONTRACT_INQUIRY_DUTY_CRM

Contract View Access Across All Contracts

Views all contracts across an enterprise.

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

ORA_OKC_ALL_BUSINESS_UNITS_CONTRACT_INQUIRY_DUTY_CRM

Contract View Access Across All Contracts

Views all contracts across an enterprise.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB

Customer Relationship Management Application Administrator

Individual responsible for customer relationship management application administration. Collaborates with customer relationship management application users to maintain consistent financial application setup, rules, and access.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_SVC_CUSTOMER_SERVICE_MANAGER_JOB

Customer Service Manager

Manages a group of Customer Service Representatives, and would monitor the incoming call volume into the customer service department, perhaps balancing loads and reassigning work when call volume is high. This individual would monitor incoming business, and manage the demand flow to the fulfillment area. May also need to respond to escalations.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

Customer Service Representative

A resource that is typically assigned to a contact center to answer customer inquiries and resolve customer problems. Can respond to inquiries such as frequently asked questions, troubleshooting assistance, order status or order entry, or other transactions. This individual usually is assigned to serve a group of customers or support other customer-facing resources to resolve issues.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_SVC_ENGAGEMENT_CHANNEL_APPLICATION_ADMINISTRATOR_JOB

Engagement Channel Application Administrator

Individual responsible for administration of all aspects the supervisor dashboard, including setup and administration of the engagement channel.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_SVC_ENGAGEMENT_CHANNEL_SUPERVISOR_JOB

Engagement Channel Supervisor

Individual responsible for monitoring metrics and overall resource balancing across the Engagement channels.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KNOWLEDGE_ANALYTICS_DUTY

Knowledge Analytics

User's ability to execute and create analytics reports

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_AUTHOR_SERVICE_JOB

Knowledge Author Service

Provides for the ability to author service articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_AUTHORING_DUTY

Knowledge Authoring

Provides for the ability to participate in the life cycle of a knowledge article from creation to deletion

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_HOME_DUTY

Knowledge Home

Provides users with the ability to view and rate knowledge articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_CSO_KNOWLEDGE_HOME_DUTY

Knowledge Home

Provides users with the ability to view and rate knowledge articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_HOME_SERVICE_DUTY

Knowledge Home for Service

Knowledge Home duty role strictly for service access

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_CSO_KNOWLEDGE_HOME_SERVICE_DUTY

Knowledge Home for Service

Knowledge Home duty role strictly for service access

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KM_REST_ADMIN

Knowledge Rest Administrator

This role is used by REST API users

ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

ORA_CSO_KNOWLEDGE_SEARCH_SERVICE_JOB

Knowledge Search Service

Provides the ability to search Service department articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE_JOB

ORA_CSO_KNOWLEDGE_SEARCH_SERVICE_JOB

Knowledge Search Service

Provides the ability to search Service department articles

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KNOWLEDGE_SETUP_AND_MAINTENANCE_DUTY

Knowledge Setup and Maintenance

Provides the users with the ability to setup and manage knowledge base

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_CSO_KNOWLEDGE_USER_MANAGEMENT_DUTY

Knowledge User Management

Provides for the ability to manage users, internal knowledge roles, and user groups memberships

ORA_LOY_MANAGEMENT_DUTY

ORA_ZPM_PARTNER_ACCOUNT_MAINTENANCE_DUTY

Partner Account Maintenance

Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain.

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ADMINISTRATOR_DUTY

Resource Administration

Administers resource information.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_ADMINISTRATOR_DUTY

Resource Administration

Administers resource information.

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ORGANIZATION_ADMINISTRATOR_DUTY

Resource Organization Administration

Administers resource organizations.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_ORGANIZATION_ADMINISTRATOR_DUTY

Resource Organization Administration

Administers resource organizations.

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_TEAM_ADMINISTRATOR_DUTY

Resource Team Administration

Defines resource teams.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_TEAM_ADMINISTRATOR_DUTY

Resource Team Administration

Defines resource teams.

ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

ORA_ZBS_SALES_ADMINISTRATOR_JOB

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

ORA_LOY_MANAGEMENT_DUTY

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.