Oracle Customer Experience (CX) Sales Integration Reference

Lists certified components, supported operations, matching rules, default out-of-the-box supported attributes for the integration between Oracle CX (Sales) and Oracle Access Governance.

Oracle CX (Sales) Components Certified for Integration with Oracle Access Governance

The following Oracle CX (Sales) system considerations

Certified Components
Component Type	Component
System	Oracle Fusion Cloud Applications 24C (11.13.24.07.0) or later

Supported Configuration Modes for Oracle CX (Sales) Integrations

Oracle Access Governance integrations can be setup in different configuration modes depending on the requirement for on-boarding identity data, and provisioning accounts.

Oracle CX (Sales) Orchestrated System supports the following mode:

Managed System

Supported Operations when provisioning to Oracle CX (Sales)

Oracle CX (Sales) Orchestrated System supports the following account operations when provisioning an identity:

Create Account (Resource user with assigned organization and organization role)
Update Account (Resource user with assigned organization and organization role)
Delete Account (Resource User gets deleted)
Assign resource role
Revoke resource role

For more details see Oracle Access Governance Integration Functional Overview and Integrate Oracle Access Governance with Oracle CX (Sales).

Default Supported Attributes for Oracle CX (Sales)

Oracle Access Governance supports the following default Oracle CX (Sales) attributes.

Default Attributes for Oracle CX - Managed System
Entity	Oracle CX Attribute	Oracle Access Governance Account Attribute	Oracle Access Governance Identity Attribute Display Name
resourceUser	__UID__ (ResourcePartyNumber)	uid	Unique Id
	__NAME__ (ResourceEmail)	name	Name
	FirstName	firstName	First name
	LastName	lastName	Last name
	BusinessUnit	businessUnit	Business unit
	LegalEntity	legalEntity	Legal entity
	PersonType	personType	Person type
	ResourceStartDate	startDate	Start date
	ResourceEndDate	endDate	End date
	ResourceOrganizationId	resourceOrganization	Resource Organization
	ResourceOrgRoleCode	resourceOrganizationRole	Resource Organization Role
	resourceRoles	roles	Roles
RESOURCEORGANIZATION	__UID__ (OrganizationId)	uid	Unique Id
RESOURCEORGANIZATION	__NAME__ (Name)	name	Name
RESOURCEORGANIZATIONROLE	__UID__ (RoleCode)	uid	Unique Id
RESOURCEORGANIZATIONROLE	__NAME__ (RoleName)	name	Name
RESOURCEROLE	__UID__ (RoleCode)	uid	Unique Id
	__NAME__ (RoleName)	name	Name
	RoleDescription	description	Description

Default Matching Rules

To map accounts to identities in Oracle Access Governance, assign a matching rule for each orchestrated system.

The default matching rule for the Oracle CX (Sales) orchestrated system is as follows:

Default Matching Rules
Mode	Default Matching Rule
Managed System Account matching checks if incoming accounts match with existing identities.	Screen value: `User login = Employee user name`

To apply matching rule, see Match Identity and Account Attributes using Correlation Rules.

After implementation of matching rule, you can view matching insights.