Siebel Master Data

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.