Configuring Profile Name Validations

Adding a Profile Name Validation Rule

1. From the Administration menu, select Client Relations, select Profile Management, and then select Profile Name Validations.

2. Click New and enter the following details:

   1. Type: Select a profile type: Company, Source, or Travel Agent.

   2. Name:Type the name string to use. You can configure partial name string matches by using the % symbol along with the partial name. For example:

      1. %Oracle — Based on the Profile type selected, compares the profile names that end with “Oracle” for the selected profile type. If the Profile Type does not match, then the message prompt about mismatched profile types appears.

      2. Oracle% — Based on the Profile Type selected, compares the profile name string that starts with “Oracle” for the selected profile type. If the Profile Type does not match, then the message prompt about mismatched profile types appears.

      3. %Oracle% — Based on the Profile Type selected, compares the profile name string that includes the word “Oracle” for the selected profile type. If the Profile Type does not match, then the message prompt about mismatched profile types appears.

3. Click Save to save and exit or click Save and Continue to save and add another.

Editing a Profile Name Validation Rule

1. From the Administration menu, select Client Relations, select Profile Management, and then select Profile Name Validations.

2. Enter search criteria and click Search.

3. In the search results, select the rule and click the vertical ellipsis and select Edit.

4. Update the configuration.

5. Click Save.

Deleting a Profile Name Validation Rule

1. From the Administration menu, select Client Relations, select Profile Management, and then select Profile Name Validations.

2. Enter search criteria and click Search.

3. In the search results, select the rule and click the vertical ellipsis and select Delete.

4. Click Delete to confirm.