Peoplesoft Customer Relationship Management - CRM
Customer Data Model/ BORM Tables - Transaction Data:
All the BOs are stored in this table irrespective of their roles,relationships
Name for any BO can be queried here
CRM role for different Business objects (BO).e.g. Role Type 1 represents BO of type 'Person'Role Type 4 represents BO of type 'Worker'Role Type 8 represents BO of type 'Customer contact'
This table stores the relationship between different BOs
It also store the role each BO is going to have in each relationship typee.g. Relationship Type 10 represents customer(Role 2) and customer contact(Role 8) relationshipRelationship Type 9 represents customer(Role 2) and customer Primary contact(Role 8) relationship
Store the customer details like start date, status date.
This table stores the relationship between BO_ID and CM_ID. BO can have any number of contact methods like e-mail, Address, Phone - These are called Contact Method Types
Each contact mehotd may have different purpose types like Home,Business,Fax,Mobile are different purpose types under "Phone"
Actual values for the contact method purpose type is stored in the PS_CM table. This does not have BO_ID, only CM_ID
Customer Data Model/ BORM Tables - Master or Setup Data:
This has high level identifier "Category" for grouping different relationship types together.This is an important table which is used in some delivered SQL views
BORM Roles like 1 for 'Person' , 4 for 'Worker', 17 for Account contact
PS_CM_TYPEContact Typese.g. Address/Phone/E-mail
PS_CM_PURP_TYPEe.g. Home/Business/Fax under CM_TYPE Phone