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
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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.
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Trading Community Organization Contact Additional Information |
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Trading Community Original System Mapping Identifier Additional Information |
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Trading Community Organization Profile Additional Information |
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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 This operation is an internal operation and is not superseded by another operation.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 |
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result |
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 |
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result |
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 |
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 |
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 |
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 |
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result |
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 |
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organizationParty |
Trading Community Organization Details |
An input parameter. Includes the trading community organization to be created. |
Response Payload
Element Name | Type | Description |
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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 |
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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 |
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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 |
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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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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. |