Sales Party

The service used to create, update, get, or find a sales party. A sales party is a party with a usage of sales account, sales prospect, or legal entity.

Life Cycle Status: Active

QName: {http://xmlns.oracle.com/apps/crmCommon/salesParties/salesPartiesService/}SalesPartyService

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

Logical Business Objects

  • CRM : Customer Center : Sales Party

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

Trading Community Organization Profile Additional Information

Handles

Trading Community Address Additional Information

Handles

Account

Handles

Electronic Data Interchange

Handles

Trading Community Relationship Additional Information

Handles

Education

Handles

Trading Community Contact Point Additional Information

Handles

Contact Preference

Handles

Contact

Handles

Household

Handles

Usage Assignment

Handles

Electronic File Transfer

Handles

Contact Interest

Handles

Customer Contact Responsibility

Handles

Financial Report

Handles

Financial Number

Handles

Contact Address

Handles

Trading Community Person Details

Handles

Additional Household Name

Handles

Sales Account Contact SDO

Handles

Web

Handles

My Sales Account

Handles

Email Domain

Handles

Sales Party SDO

Handles

Work Class

Handles

Asset

Handles

Trading Community Person Profile Additional Information

Handles

Additional Contact Name

Handles

Address

Handles

Preference

Handles

Sales Account Resource

Handles

Financial Profile

Handles

Trading Community Address Purpose

Handles

Sales Account Territory

Handles

Email

Handles

Phone

Handles

Trading Community Organization Details

Handles

Instant Messaging

Handles

Classification Assignment

Handles

Certification

Handles

Additional Account Name

Handles

Sales Account Contact Point SDO

Handles

Citizenship

Handles

Sales Account Resource Access SDO

Handles

Contact Language

Handles

Credit Rating

Handles

Additional Identifier

Handles

Sales Account

Handles

Employment History

Handles

Customer Contact Profile

Handles

Trading Community Organization Contact Additional Information

Handles

Source System Reference

Handles

Trading Community Original System Mapping Identifier Additional Information

Handles

Telex

Handles

Relationship

Operations

assignSalesAccountChkProfile

The operation that assigns the sales account after its created, updated or merged based on auto assignment profile options. This is automatically invoked at the end of createSalesParty, updateSalesParty, and mergeSalesAccount.

Life Cycle Status: Active

Request Payload

Element Name Type Description

partyId

long

An input parameter. Uses the party identifier.

operation

string

An input parameter. Uses values such as create, update, or merge.

saveFlag

boolean

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.

Response Payload

Element Name Type Description

result

void

The operation returns void.

updateExistingFlag

The operation sets existing sales account identifier for all sales accounts which have the specified party usage as defined in the existing sales account usage profile option value. This operation is an internal operation and is not superseded by another operation.

Life Cycle Status: Deprecated

Request Payload

Element Name Type Description

startId

long

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

endId

long

The operation to update the existing flag for ending party identifier.

schTime

long

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

Response Payload

Element Name Type Description

result

void

The operation that returns the existing flag.

createPartyUsage

A Web service method to set party usage for a given party.

Life Cycle Status: Active

Request Payload

Element Name Type Description

partyId

long

An input parameter. Includes the party identifier for which to set the party usage.

partyUsage

string

An input parameter. Includes the party usage you want to set.

Response Payload

Element Name Type Description

result

void

The operation returns void.

deleteSalesParty

The operation that deletes a sales party which may be a sales account or a sales prospect. This will inactivate the party and the sales account profile if it exists.

Life Cycle Status: Active

Request Payload

Element Name Type Description

partyId

long

An input parameter. Uses the party identifier of the sales party to be deleted.

Response Payload

Element Name Type Description

result

void

The operation returns void.

getSalesAccount

A Web service method to get sales account profile for a given sales account.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccountId

long

The Sales Account Identifier.

Response Payload

Element Name Type Description

result

Sales Account

The return value is the sales account profile for the given party.

createSalesAccount

A Web service method that creates a sales account.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccount

Sales Account

An input parameter. Include the sales account to be created.

Response Payload

Element Name Type Description

result

Sales Account

The return value is the outcome of Web service method. For example, the outcome could be successfully created sales customer information.

updateSalesAccount

The Web service method that updates the specified sales account.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccount

Sales Account

The input parameter to update sales account.

Response Payload

Element Name Type Description

result

Sales Account

The return value is the outcome of the Web service method. For example, the outcome could be successfully updated sales account information.

mergeSalesAccount

A Web service method to merge sales account profiles. Includes performing 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

salesAccount

Sales Account

An input parameter. Include the sales account profile to be merged.

Response Payload

Element Name Type Description

result

Sales Account

The return value is the outcome of the Web service method. For example, the outcome could be merged sales account profiles.

findSalesAccount

A Web service method to find sales account profile for a given criteria.

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 (or where clause), the fetch size, and so on.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Account

The return value includes a list of sales account profiles that satisfy the inbound criteria.

findSalesAccountMyFavoriteSalesAccountsVC

A Web service method to find a list of my favorite sales accounts. My favorite sales accounts are sales accounts for which update rating has been set.

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 (or where clause), the fetch size, and so on.

BindPartyUniqueName

string

The find operation for party unique name for which the list of resources is returned in the results.

BindOwner

string

The find operation for owner for which the list of resources is returned in the results.

BindPartyNumber

string

The find operation for party number for which the list of resources is returned in the results.

BindAddress1

string

The find operation for address for which the list of resources is returned in the results.

BindAddress2

string

The find operation for address for which the list of resources is returned in the results.

BindCity

string

The find operation for city for which the list of resources is returned in the results.

BindState

string

The find operation for state for which the list of resources is returned in the results.

BindPostalCode

string

The find operation for postal code for which the list of resources is returned in the results.

BindCountry

string

The find operation for country for which the list of resources is returned in the results.

BindResourcePartyName

string

The find operation for resource party name for which the list of resources is returned in the results.

BindTerritory

string

The find operation for territory for which the list of resources is returned in the results.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Account

The return value includes a list of sales account profiles that satisfy the inbound criteria.

createOrganizationParty

The operation is used internally in create sales party and can also be used independently to create parties like sales prospect.

Life Cycle Status: Active

Request Payload

Element Name Type Description

organizationParty

Trading Community Organization Details

An input parameter. Includes the trading community organization to be created.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/cdm/foundation/parties/organizationService/}OrganizationPartyResult

The return value is the outcome of the method. For example, the outcome could be successfully created Trading Community Organization details. The outcome could also be a list of warnings or informational messages.

mergeOrganizationParty

A Web service method to merge trading community organizations. Includes performing 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

organizationParty

Trading Community Organization Details

An input parameter. Includes the trading community organization to be merged.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/cdm/foundation/parties/organizationService/}OrganizationPartyResult

The return value is the outcome of the method. For example, the outcome could be merged Trading Community Organization details. The outcome could also be a list of warnings or informational messages.

createPersonParty

A Web service method that creates a trading community person record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

personParty

Trading Community Person Details

A required input parameter. Includes the trading community person details.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/cdm/foundation/parties/personService/}PersonResult

The return value is the newly created trading community person object, and any warning or informational messages if applicable.

mergePersonParty

A Web service method to merge trading community persons. Includes performing 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

personParty

Trading Community Person Details

An input parameter. Includes the trading community person to be merged.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/apps/cdm/foundation/parties/personService/}PersonResult

The return value is the outcome of the method. For example, the outcome could be merged Trading Community Person details. The outcome could also be a list of warnings or informational messages.

getSalesParty

The operation returns party information for the given party identifier.

Life Cycle Status: Active

Request Payload

Element Name Type Description

partyId

long

An input parameter. Uses the party identifier for which to get the sales party service data object.

salesAccountId

long

Retrieves 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.

Response Payload

Element Name Type Description

result

Sales Party

The return value include the sales party service data object that matches the specified key attributes.

createSalesParty

This operation that creates a sales account or a sales prospect based on whether the address is passed and marked as a sell to address. The sales account or the sales prospect can be an organization or a person.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesParty

Sales Party

A required input parameter of the getEntity web service method. Use the API name of the custom object you want to query for.

Response Payload

Element Name Type Description

result

Sales Party

The return value includes the created sales party service data object.

updateSalesParty

The operation that updates sales party information for the given party identifier.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesParty

Sales Party

A required input parameter of the findEntity web service method. Use the API name of the custom object you want to query for.

Response Payload

Element Name Type Description

result

Sales Party

The return value includes the updated sales party service data object.

findSalesParty

This method will return all parties that have a usage as defined in 'Eligible Customer' party usage filter rule and match the given search criteria.

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 (or where clause), the fetch size, and so on.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Party

The return value includes a list of sales party service data objects that satisfy the specified criteria.

findSalesAccountResourceAccess

A Web service method to return the sales account resource access service data 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 (or where clause), the fetch size, and so on.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Account Resource Access

The return value is a list of sales account resource access service data objects that match the findCriteria.

findSalesAccountResourceAccessResourceBySalesAccountVC

A Web service method that returns a list of resources that have access to the given sales account.

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 (or where clause), the fetch size, and so on.

BindSalesAccountId

long

The find operation for account identifier for which the list of resources is returned in the results.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Account Resource Access

The return value of the findSalesAccountResourceAccessResourceBySalesAccountVC Web service method. Includes the resources that have access to the sales account.

findSalesAccountResourceAccessSalesAccountByResourceVC

A Web service method that returns a list of sales accounts that a given resource has access to.

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 (or where clause), the fetch size, and so on.

BindResourceId

long

The find operation for resource identifier for which the list of resources is returned in the results.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Account Resource Access

The return value of the findSalesAccountResourceAccessSalesAccountVC Web service method. Includes the resources that have access to the given sales account.

getSalesAccountResource

A Web service method that returns sales account resource service data object for a given sales account resource id.

Life Cycle Status: Active

Request Payload

Element Name Type Description

sAccountResourceId

long

A required input parameter. Use the surrogate primary key for the sales account resource team member.

Response Payload

Element Name Type Description

result

Sales Account Resource

The return value is a sales account resource service data object that matches the given sales account resource identifier.

createSalesAccountResource

The operation to add a member to the sales account team.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccountResource

Sales Account Resource

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Account Resource

The return value included the created sales account resource service data object.

updateSalesAccountResource

The operation to update sales account team member information such as lock assignment flag, access permission, and so on.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccountResource

Sales Account Resource

A required input parameter of the getEntity Web service method. Includes the row ID of the record you want to query.

Response Payload

Element Name Type Description

result

Sales Account Resource

The return value is the updated sales account resource service data object.

deleteSalesAccountResource

The operation that removes a member from the sales account team.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccountResource

Sales Account Resource

A required input parameter of the findEntity web service method. Includes optional search criteria, sort filter, and attributes to be excluded when returning the set of records. Also includes the option to return any of the custom object's child entities, as well as the set of search criteria to use on the child entities.

Response Payload

Element Name Type Description

result

void

The operation returns void.

findSalesAccountResource

The operation returns the list of members in the sales account team.

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 (or where clause), the fetch size, and so on.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

Sales Account Resource

The return value include a list of sales account resource service data objects that satisfy the specified criteria.

findMySalesAccount

A Web service method to find a list of my sales accounts. My sales accounts are sales accounts assigned to me or my subordinates, and sales accounts assigned to my territories or their descendent territories.

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 (or where clause), the fetch size, and so on.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

My Sales Account

The return value include a list of sales accounts data objects that satisfy the specified criteria.

findMySalesAccountMyTeamVC

A Web service method to find a list of my team's sales accounts. My team's sales accounts are sales accounts for which I am a member on the sales account team or sales account territory, my subordinate is a member on the sales account team, or my territory's descendent territories are assigned to the sales account.

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 (or where clause), the fetch size, and so on.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

My Sales Account

The return value include a list of my sales accounts data objects that satisfy the specified criteria.

findMySalesAccountMyVC

A Web service method to find a list of my sales accounts. My sales accounts are sales accounts for which I am a member on the sales account team or the sales account territory.

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 (or where clause), the fetch size, and so on.

findControl

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

This operation is currently not in use.

Response Payload

Element Name Type Description

result

My Sales Account

The return value include a list of my sales accounts data objects that satisfy the specified criteria.

getAsset

Retrieves an asset.

Life Cycle Status: Active

Request Payload

Element Name Type Description

assetId

long

The asset identifier.

Response Payload

Element Name Type Description

result

Asset

The asset details for the specified asset identifier.

createAsset

Creates an asset.

Life Cycle Status: Active

Request Payload

Element Name Type Description

asset

Asset

The input payload for the asset to be created.

Response Payload

Element Name Type Description

result

Asset

The created asset.

updateAsset

Updates an asset.

Life Cycle Status: Active

Request Payload

Element Name Type Description

asset

Asset

The input payload for the asset to be updated.

Response Payload

Element Name Type Description

result

Asset

The updated asset.

deleteAsset

Deletes an asset.

Life Cycle Status: Active

Request Payload

Element Name Type Description

asset

Asset

The asset identifier.

Response Payload

Element Name Type Description

result

void

findAsset

Retrieves assets based on a specified criteria.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

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

The criteria for retrieving one or more assets.

findControl

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

The parameter is not used.

Response Payload

Element Name Type Description

result

Asset

The list of assets that match the specified criteria.

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 locale name 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

An operation that 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

An operation to get 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

updateSalesAccountResource

ZCM_VIEW_SALES_ACCOUNT_TEAM_PRIV

View Sales Account Team

Allows viewing of the sales account team information.

findSalesAccountResource

ZCM_VIEW_SALES_ACCOUNT_TEAM_PRIV

View Sales Account Team

Allows viewing of the sales account team information.

findAsset

ZCM_VIEW_ASSETS_PRIV

View Assets

Allows view assets

createOrganizationParty

ZCM_CREATE_CONSUMER_PRIV

Create Consumer

Allows creating a consumer.

createOrganizationParty

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a sales organization.

createAsset

ZCM_CREATE_ASSET_PRIV

Create Asset

Allows create new assets

findMySalesAccountMyVC

ZCM_VIEW_SALES_PARTY_PRIV

View Sales Party

Allows viewing of sales party information.

getSalesParty

ZCM_VIEW_SALES_PARTY_PRIV

View Sales Party

Allows viewing of sales party information.

mergeOrganizationParty

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

mergeOrganizationParty

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

updateExistingFlag

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

updateExistingFlag

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

createSalesAccountResource

ZCM_VIEW_SALES_ACCOUNT_TEAM_PRIV

View Sales Account Team

Allows viewing of the sales account team information.

findSalesAccount

ZCM_VIEW_CONSUMER_PRIV

View Consumer

Allows viewing of consumers.

findSalesAccount

ZCM_VIEW_SALES_ORGANIZATION_PRIV

View Sales Organization

Allows viewing of the sales organization.

findMySalesAccountMyTeamVC

ZCM_VIEW_SALES_PARTY_PRIV

View Sales Party

Allows viewing of sales party information.

mergePersonParty

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

mergePersonParty

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

createPersonParty

ZCM_CREATE_CONSUMER_PRIV

Create Consumer

Allows creating a consumer.

createPersonParty

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a sales organization.

updateSalesAccount

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

updateSalesAccount

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

createSalesAccount

ZCM_CREATE_CONSUMER_PRIV

Create Consumer

Allows creating a consumer.

createSalesAccount

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a sales organization.

deleteSalesParty

ZCM_DELETE_SALES_ACCOUNT_PRIV

Delete Sales Account

Allows deleting sales accounts.

deleteSalesParty

ZCM_DELETE_SALES_ORGANIZATION_PRIV

Delete Sales Organization

Allows deletion of Sales Organizations.

deleteSalesParty

ZCM_DELETE_SALES_GROUP_PRIV

Delete Sales Group

Allows deleting sales groups.

deleteSalesParty

ZCM_DELETE_CONSUMER_PRIV

Delete Consumer

Allows deleting consumers.

assignSalesAccountChkProfile

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

assignSalesAccountChkProfile

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

deleteSalesAccountResource

ZCM_VIEW_SALES_ACCOUNT_TEAM_PRIV

View Sales Account Team

Allows viewing of the sales account team information.

findSalesAccountMyFavoriteSalesAccountsVC

ZCM_VIEW_SALES_PARTY_PRIV

View Sales Party

Allows viewing of sales party information.

mergeSalesAccount

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

mergeSalesAccount

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

deleteAsset

ZCM_DELETE_ASSET_PRIV

Delete Asset

Allows delete assets

createSalesParty

ZCM_CREATE_CONSUMER_PRIV

Create Consumer

Allows creating a consumer.

createSalesParty

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a sales organization.

updateAsset

ZCM_EDIT_ASSET_PRIV

Edit Asset

Allows edit existing assets

getAsset

ZCM_VIEW_ASSETS_PRIV

View Assets

Allows view assets

updateSalesParty

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

updateSalesParty

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

findSalesAccountResourceAccess

ZCM_VIEW_SALES_ACCOUNT_TEAM_PRIV

View Sales Account Team

Allows viewing of the sales account team information.

findSalesParty

ZCM_VIEW_SALES_PARTY_PRIV

View Sales Party

Allows viewing of sales party information.

getSalesAccount

ZCM_VIEW_CONSUMER_PRIV

View Consumer

Allows viewing of consumers.

getSalesAccount

ZCM_VIEW_SALES_ORGANIZATION_PRIV

View Sales Organization

Allows viewing of the sales organization.

createPartyUsage

ZCM_UPDATE_CONSUMER_PRIV

Update Consumer

Allows reviewing and updating the consumer information.

createPartyUsage

ZCM_CREATE_CONSUMER_PRIV

Create Consumer

Allows creating a consumer.

createPartyUsage

ZCM_UPDATE_SALES_ORGANIZATION_PRIV

Update Sales Organization

Allows updating the sales organization.

createPartyUsage

ZCM_CREATE_SALES_ORGANIZATION_PRIV

Create Sales Organization

Allows creating a 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_CREATE_ASSET_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_CREATE_ASSET_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_CREATE_ASSET_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_CREATE_ASSET_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_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_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_CREATE_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_CREATE_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_CREATE_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_CREATE_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_CREATE_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_CREATE_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_CREATE_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_VIEW_ASSETS_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_ASSETS_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_ASSETS_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_ASSETS_PRIV

ORA_ATC_BILLING_CARE_VIEWER_DUTY

Billing Care Viewing

Can view and read all billing data.

ZCM_VIEW_ASSETS_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_ASSETS_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_ASSETS_PRIV

ORA_ATC_BILLING_CARE_AGENT_DUTY

Billing Care Management

Can view and read billing data. Can perform all agent billing-related customer care actions in the contact center.

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_ACCOUNT_TEAM_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_ACCOUNT_TEAM_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_ACCOUNT_TEAM_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_ACCOUNT_TEAM_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_SALES_PARTY_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_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_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_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_DELETE_ASSET_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_DELETE_ASSET_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_DELETE_ASSET_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_DELETE_ASSET_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_EDIT_ASSET_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_EDIT_ASSET_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_EDIT_ASSET_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_EDIT_ASSET_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_DELETE_SALES_GROUP_PRIV

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

ZCM_DELETE_CONSUMER_PRIV

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

ZCM_DELETE_SALES_ORGANIZATION_PRIV

ORA_ZCH_CDM_ADMIN_DUTY

Customer Data Management Administration

Administers customer data management.

ZCM_DELETE_SALES_ORGANIZATION_PRIV

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

ZCM_CREATE_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_CREATE_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_CREATE_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_DELETE_SALES_ACCOUNT_PRIV

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

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_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_ZCM_SALES_PARTY_ADMINISTRATION_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_ADMINISTRATION_DUTY

ORA_DATA_QUALITY_ADMIN_DUTY

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

ORA_ZCM_SALES_PARTY_ADMINISTRATION_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.

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.