How Customer Data Is Updated During Party Merge

The party merge process is used to resolve duplicate account and customer information in the Oracle Engagement Cloud and Oracle Financials Cloud. This includes sales and B2B accounts or contacts, as well as receivables customers, customer accounts, and customer account sites. The process results in a surviving party based on rules that are defined in these products.

Customer assets are identified during the party merge process if the assets contain customer information for the duplicate party. Based on the type of party merge, the customer information is updated on the asset to the surviving party.

If there is a conflict between business units across the parties being merged, then the customer information isn't updated on the asset and the party merge isn't completed. Then, you must manually update the customer information on all the related assets and reprocess the party merge.