Search Results merge_trade_profiles

Overview

OZF_ACCOUNT_MERGE_PKG is a private PL/SQL package owned by the APPS schema that supports the customer account merge process within the Oracle Trade Management (OZF) product family. Its central purpose is to reconcile and consolidate records that reference duplicate customer accounts once a merge has been initiated through the standard Oracle EBS customer merge framework. When two customer accounts are merged in Oracle Receivables or Oracle Customers Online, dependent transactional and denormalized tables across the Trade Management schema must be repointed to the surviving account so that reporting, accruals, claims, and offer eligibility remain accurate. OZF_ACCOUNT_MERGE_PKG provides the programmatic entry points that perform this reconciliation for Trade Management–specific tables.

The package is declared with AUTHID CURRENT_USER, meaning it executes with the privileges of the calling user rather than the definer, and is classified under ETRM as API classification OTHER. The header comment indicates an original version of 115.7, reflecting that the package has been maintained across multiple EBS releases and remains valid in 12.1.1 and 12.2.2.

Key Procedures and Functions

The package exposes thirteen documented procedures, each targeting a specific Trade Management table or logical grouping of data:

• MERGE_ACCT_ALLOC — merges duplicate account references in the OZF_ACCOUNT_ALLOCATIONS table, which stores fund and accrual allocation records.
• MERGE_CLAIM_LINES — consolidates duplicate customer account references on the OZF_CLAIM_LINES and OZF_CLAIM_LINES_HIST tables.
• MERGE_CLAIMS — reconciles the primary OZF_CLAIMS table, with a companion MERGE_CLAIMS_HISTORY procedure handling the corresponding OZF_CLAIMS_HISTORY records.
• MERGE_CODE_CONVERSIONS — updates the OZF_CODE_CONVERSIONS table, which holds code conversion definitions tied to customer or account identifiers. This is the procedure most commonly associated with the search term merge_code_conversions.
• MERGE_CUST_DAILY_FACTS — updates denormalized customer-level fact records in OZF_CUST_DAILY_FACTS.
• MERGE_FUND_UTILIZATION — reconciles the OZF_FUNDS_UTILIZED_ALL_B table, which tracks fund consumption.
• MERGE_OFFER_DENORM — repoints denormalized offer data maintained for performance.
• MERGE_OFFER_HEADER — updates the OZF_OFFERS header records to reference the surviving account.
• MERGE_REQUEST_HEADER — updates offer or claim request headers in OZF_REQUEST_HEADERS_ALL_B.
• MERGE_RETAIL_PRICE_POINTS — reconciles pricing point records held in OZF_RETAIL_PRICE_POINTS.
• MERGE_TRADE_PROFILES — updates the customer trade profile records in OZF_CUST_TRD_PRFLS.

The procedures share a consistent design pattern: a request identifier, a set number, and an optional process mode (defaulting to 'LOCK') govern batch execution and concurrency control. This signature allows the merge process to be invoked from the standard customer merge concurrent program, which processes merge sets incrementally.

Tables Accessed

The package writes to and reads from a well-defined set of APPS synonyms. The merge staging and audit layer is provided by HZ_CUSTOMER_MERGE_LOG and HZ_CUSTOMER_MERGE_LOG_S, which supply the source-to-target account mapping for the merge. Transactional tables updated by the package include OZF_ACCOUNT_ALLOCATIONS, OZF_ACTIVITY_CUSTOMERS, OZF_CLAIMS, OZF_CLAIMS_HISTORY, OZF_CLAIM_LINES, OZF_CLAIM_LINES_HIST, OZF_CODE_CONVERSIONS, OZF_CUST_DAILY_FACTS, OZF_CUST_TRD_PRFLS, OZF_FUNDS_UTILIZED_ALL_B, OZF_OFFERS, OZF_REQUEST_HEADERS_ALL_B, and OZF_RETAIL_PRICE_POINTS.

Usage Notes

The package is not typically called directly by end users. It is invoked by the Oracle Customer Merge framework when an account merge is executed and Trade Management data requires reconciliation. Because the procedures are private and AUTHID CURRENT_USER, custom code must be carefully privileged and should only be invoked within the merge request context, supplying a valid request ID and set number generated by the merge framework. The documented metadata records no other packages referencing OZF_ACCOUNT_MERGE_PKG, confirming it functions as a standing helper for the customer merge infrastructure rather than as a general-purpose API.