Managing Smart Profiles

Updating Invalid Suspended Profiles with SMART Profiles

Invalid suspended profiles refer to those profiles received from Property Management Systems (PMS) through Cloud HUB that have been suspended by OPERA Central. This suspension occurs due to invalid or incomplete data that fails to meet the validation criteria. Typically, this is caused by incorrect or missing information, as determined by the conversion codes set up in the Configuration Interface Mapping. For more information, see Configuring Interface Mapping

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, then select SMART Profiles.
  2. Filter the record using the Invalid Summary, By Property, By Profile Type filters under Invalid Profiles in the SMART Profiles Summary or by using the Review SMART Profiles button.

  3. Enter search criteria and click the Edit icon edit icon.

  4. Update the invalids based on the highlighted error for each section.
  5. Use the toggle Show all details to see additional profile information.

    Note:

    Only sections that require attention are displayed by default.
  6. Click Save and Process.

    Note:

    After resolving issues with invalid data, the profile is either successfully created in OPERA Cloud Central or staged as a Matches Found suspension for further review and resolution if a matching profile is identified.

Updating Matches Found Suspended Profiles

The Match Criteria are the key factors that determine how profiles are matched. Additional points are calculated and assigned based on the Match and Merge Rules that are specifically configured for the relevant Profile Type and Region. When a Matches Found suspension occurs, there are two possible outcomes: either a single match, where the profile corresponds with one existing profile, or Multiple Matches, where the profile connects with several existing profiles.

Updating Suspended Profiles - Single Match

Resolving a single match record requires evaluating the profiles and deciding whether to merge the information into one profile or create a new one. This action resolves the Matches Found suspension and ensures the accuracy and integrity of the data.

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, then select SMART Profiles.
  2. Filter the record using the Invalid Summary, By Property, By Profile Type filters under Invalid Profiles in the SMART Profiles Summary or by using the Review SMART Profiles button.

  3. Click the Edit icon edit icon to edit the record.

    1. Confirm Selection: Select and confirm values from Property and Central Profiles.

      1. Click Add icon to add values to add values from Property Profile and OPERA Central Profile to the Profile Preview panel for the available sections.
        1. Profile Details
        2. Address
        3. Communication
        4. Membership
        5. Identification
        6. Preferences
        7. UDFs
        8. Keyword
      2. Click Edit icon to edit OPERA Cloud Central Profile.
      3. Hover over hover icon to display the match reason.
      4. Click Save as New to save the Property Profile as a new profile.
      5. Click icon to mark a record primary. to mark a record primary.
      6. Click membership record active icon to mark a membership record active on the final Profile.
      7. Click Continue.
    2. Final Review: Review the changes based on the selection in the previous step. Review data from all of the sections.
    3. Click Update.

Note:

  • Data that does not match between the Property and OPERA Central Profile is highlighted in light red.
  • Primary fields are marked as Primary fields icon

Updating Suspended Profiles - Multiple Match

Resolving multiple matches requires reviewing the duplicates to either merge them or match one of the profiles directly to the property profile. You can then choose to merge the profiles, save one as a new profile, or delete a profile. This process ultimately resolves the Matches Found status and ensures data accuracy and integrity within OPERA Cloud Central.

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, then select SMART Profiles.
  2. Filter the record using the Invalid Summary, By Property, By Profile Type filters under Invalid Profiles in the SMART Profiles Summary or by using the Review SMART Profiles button.

  3. Click the Edit icon edit icon to edit the record.

    1. Review Multiple Matches: Profiles matching from OPERA Central are displayed in descending order based on the match percentage.

      Note:

      Data that match between the Property and OPERA Central Profile are highlighted in light green colour.

      1. Click Match to select the given OPERA Central Profile and proceed with merging data from the Property Profile.

      2. Click Save as New to save the Property Profile as a new profile.
      3. Hover over hover icon to display the match reason.
      4. Hover over Profile Name to display the Profile Number.
      5. Select OPERA Central Profile to be merged using the Merge checkbox icon Merge check box icon or click Select All to select all matching OPERA Central Profiles.
      6. Click Merge Selected Profiles.

        Note:

        This is only enabled when two or more OPERA Central Profiles are selected.
    2. Merge Selected Profiles: Select and confirm values from the selected OPERA Central profiles
      1. Click Add icon to add values to add values from Property Profile and OPERA Central Profile to the Profile Preview panel for the available sections:
        1. Profile Details
        2. Address
        3. Communication
        4. Membership
        5. Identification
        6. Preferences
        7. UDFs
        8. Keyword
      2. Click Edit icon to edit OPERA Cloud Central Profile.
      3. Hover over hover icon to display the match reason.
      4. Click cancel/remove icon to remove the OPERA Central Profile from current selection.
      5. Click Make Primary to make this profile Primary.
      6. Click Add to add the include the removed OPERA Central Profile in the current selection
      7. Hover over hover icon to display the match reason.
      8. Click icon to mark a record primary. to mark a record primary.
      9. Click membership record active icon to mark a membership record active on the final Profile.
      10. Click Continue.
    3. On the Merge Review screen, review the changes based on the selection in the previous step for all the sections:
      1. Profile Details
      2. Address
      3. Communication
      4. Membership
      5. Identification
      6. Preferences
      7. UDFs
      8. Keyword

      Note:

      • Data that does not match between the Property and OPERA Central Profile is highlighted in light red
      • Primary fields are marked as Primary fields icon
      • Inactive Membership are marked as Primary fields icon
    4. Click Merge.

      Note:

      If new matches are found based on merging OPERA Cloud Central profiles, return to the first step: Review Multiple Matches.

  4. Confirm Selection: Select and confirm values from Property and Central profiles.

    1. Click Add icon to add values to add values from Property Profile and OPERA Central Profile to the Profile Preview panel for the available sections.
      1. Profile Details
      2. Address
      3. Communication
      4. Membership
      5. Identification
      6. Preferences
      7. UDFs
      8. Keyword
    2. Click Edit icon to edit OPERA Cloud Central Profile.
    3. Hover over hover icon to display the match reason.
    4. Click Save as New to save the Property Profile as a new profile.
    5. Click icon to mark a record primary. to mark a record primary.
    6. Click membership record active icon to mark a membership record active on the final profile.
    7. Click Continue.
    8. Final Review: Review the changes based on the selection in the previous step. Review data from all of the sections.
    9. Click Update.

Parent topic: About Smart Profiles