Master Data
Objective - To
learns Siebel master data.
Introduction -
In Siebel there is two types of data- 1.Customer Data
2. Master Data
1. Customer Data is dynamic, transactional type of data.
It is managed by
organization ownership, position and id.
Examples: service requests, opportunities etc.
2. Master Data is static, referential type of data.
It is monitored by
administrator.
Examples: literature, partner programs, competitors etc.
Explanation-
To administer Master Data
catalogs & categories can be used.
The visibility
of data can be determined by catalogs & categories.
Eg. customer
documentation for credit card accounts
Catalog: It
contains hierarchy of categories. It does not contain direct data but acts as
container for the categories. It can be marked as private.
ü
Public catalog can be visible to all users.
We can mark individual categories private under
public catalogs.
ü
Private catalog has visibility for only defined
access groups.
Catalog should have catalog types. Seed catalog types are
infocenter, customer, etc.
Categories: these
are nodes of catalogs. Can have subcategories under it. It contains master
data. They can not be shared between catalogs. But the different catalogs can
have same names of categories.
If a
category is declared private, all of its subcategories are also private. Their
visibility can be managed by access groups.
Access Groups & Access Control: It
is collection of positions, organizations, user lists, households etc.
It can’t contain individuals. We have to
create user list (In applicationà Administration-group- user list.)
These can be organized in the hierarchy. Child
has more privileges than parent as it inherits the access of parent.
For
controlling access assign access groups to catalog & categories.
Eg-
Access groups-for catalog “ credit card customer ”,then the categories under it
like “gold”, ”platinum”,” silver”.
The
access groups under categories (child) have more access than catalogs (parent).
An
access group can only be added to a category if:
The access group is also assigned to the
category’s parent, or access group is a
child of an access group assigned to the parent.
Removing
parent access group removes all subsequent access from children.
Steps to create catalogs and categories.
1.
Create the Catalog
Go to
Admin-catalog-create new. Add name,type, active.
2.
Add Categories to the Catalog
Drilldown catalog. Add categories. Use promote/demote
to make subcatagories.
3.
Associate Master Data with Categories
Add
data like literature, product, curriculum, solutions etc.
4.
Declare Catalogs or Categories Private
By
checking private flags make intended
categories,subcatagories private.
5.
Create Access Groups
Create access groups Admin – Group Access-
Groups, parent access groups,add party (organization/userlist/etc.)
6.
Assign Access Groups
Assign
it to catalogs and categories.
