Merge instructions for sub-objects
DM
Administrators can define the behavior for each locally managed sub-object when records are merged. There are two advanced properties that you can use to apply to all sub-objects, or apply to specific sub-objects.
These properties can be used for merges in source subscriptions and suspect matches when the winning record is a Veeva OpenData record.
Merge properties
The merge properties for sub-objects are defined in the advanced mode in source subscriptions (System Interfaces > Source Subscriptions).
All sub-objects
job.merge.allowCustomerOwnedChildren
This property applies to all locally managed sub-objects. When the value is True, all locally managed sub-objects are retained on the winning OpenData record.
Specific sub-objects
job.merge.allowCustomerOwnedChildren.<CHILD>
This new property enables you to define a specific sub-object to retain or remove from the winning OpenData record.
Example: "job.merge.allowCustomerOwnedChildren.ADDRESS": "false"
When the property value is false, locally managed addresses will be dropped from the winning OpenData record.
This property supports Veeva standard and custom sub-objects
Note: The sub-object name must be in uppercase format; for example, ADDRESS, PARENTHCO, LICENSE, CONDITION__C (custom sub-object).
Merge instruction order
The job.merge.allowCustomerOwnedChildren.<CHILD> property takes precedence over the job.merge.allowCustomerOwnedChildren property.
Review the following table to understand how the property values determine the sub-objects that will be retained or removed from the winning Veeva OpenData record.
| Entity level setting
(job.merge.allowCustomer OwnedChildren) |
Sub-object setting
(job.merge.allowCustomerOwned Children.CHILD) |
Outcome for locally managed sub-object on winning OpenData record |
|---|---|---|
| True | ADDRESS = False
LICENSE = True |
Addresses - Not added
Licenses - Added Parent HCOs - Added |
| False | ADDRESS = False
LICENSE = True |
Addresses - Not added
Licenses - Added Parent HCOs - Not added |
| True | ADDRESS = False
LICENSE = True PARENTHCO = False |
Addresses - Not added
Licenses - Added Parent HCOs - Not added |
| False | ADDRESS = False
LICENSE = True PARENTHCO = True |
Addresses - Not added
Licenses - Added Parent HCOs - Added |
Network merge_request subscriptions
The merge_request subscription is an internal subscription that is used by Network to processing merge requests done from the Network UI or through API calls. For this subscription, the default value is True for the following merge properties:
job.merge.allowCustomerOwnedChildrenjob.merge.allowCustomerOwnedChildren.<CHILD>
The value is False for all other subscriptions.
To change the value for the merge_request subscriptions for these properties, contact Veeva Support.