BORM Roles - Definitions

Peoplesoft Customer Relationship Management - CRM
Delivered Business Objects are of 3 type:
Individual / Organization /Database object

Individual Role Types

• Person
Person with an undefined role. This role is automatically assigned when you create consumers, contacts, and workers by using the Person component.

• Worker
Person who performs work for your company, either as an employee or as a contractor.This role is automatically assigned when you define a worker by using the Worker component.

• Broker
Person who acts on behalf of multiple customers. You manually assign this role to acontact business object by using the Role page of the ad hoc Business Object component.

• Contact
Person who acts on behalf of a customer or a partner company. This role is automatically assigned when you designate that a person is a contact of a customer or a partner company.

• Individual Consumer
Person who purchases, leases, or contracts for your products or services. This role is automatically assigned when you define a consumer by using the Person (Individual Consumer) component.

• Account Contact
This role indicates a person who participates as a member of an account team that is assigned to manage a corporate account. This role is automatically assigned when you define a worker as a member of an account
team on the Accounts page of the Company, Site, or Person (Individual Consumer) components.

• Internal Contact
This role is used for converting earlier versions of PeopleSoft CRM. Previously, PeopleSoft CRM used contact types; these are now role types.

• External Contact
This role is used for converting earlier versions of PeopleSoft CRM. Previously, PeopleSoft CRM used contact types; these are now role types.

• Business Contact (IND)
This role indicates that the individual is a customer.

• Ship To Individual
This role indicates that the individual is a customer who can receive shipments. This role is for order processing.

• Sold To Individual
This role indicates that the individual is a customer who can make purchases. This role is for order processing.

• Bill To Individual
This role indicates that the individual is a customer who can receive bills. This role is for order processing.

• Individual Prospect
This role indicates an individual prospect. This role is for sales.

• Sales User
This role type is assigned to sales users.

Organization Role Types

• Company
This role indicates an organization that purchases, leases, or contracts for your products or services. The system automatically assigns this role when you define a customer by using the Company component.

• Site
This role indicates a place where a product is shipped or installed, or where a service is performed. The system automatically assigns this role when you define a site by using the Company, Person (Individual Consumer), or Site component.

• Competitor
This role indicates a company that competes for your company’s customer base. You can manually assign this role to company business objects by using the Role page of the ad hoc Business Object component.

• Partner
This role indicates a company that cooperates with your company in a joint venture.

• Primary Owner - Company
This role indicates a company that is the primary owner. This role is used in PeopleSoft Sales.
This role represents a corporate hierarchy.

• Business Contact (ORG)
This role indicates that the organization is a customer.

• Ship To Organization
This role indicates that the customer can receive shipments.

• Sold To Organization
This role indicates that the customer can make purchases.

• Bill To Organization
This role indicates that the customer can receive bills.

• Organizational Prospect
This role indicates that the individual is an organizational prospect.