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
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CRM : Trading Community Model : Account
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CRM : Trading Community Model : Account
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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 |
|
Handles |
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 |
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 |
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 |
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. |