Importing relationships

You can import relationships into the Relationship Pricing and Profitability System (RPPS) by either of the following methods:

  • Import relationships during the initial set up of RPPS and maintain relationships in the system on an ongoing basis.
  • Maintain relationships on an external source and import them to the system on an ongoing basis.

As part of the relationship import process, RPPS runs the Relationship Quality Analyzer (RQA) to identify exceptions in the imported relationships.

NOTE: RQA also provides information on new customers and customers with invalid Tax Identification Numbers (TINs). For more information on the RQA, see Analyzing quality of relationship import data.

Settings for importing relationships include:

  • Import Relationships - Indicates whether relationship structures are imported with the Customer Information File (CIF). If this is set to Yes and a CIF record has an external relationship, the CIF import process assigns the customer to the corresponding relationship.
  • Relationship Import Method
    • Enforce TIN Rules - If the imported CIF has the same TIN assigned to multiple customers, and that TIN is not on the TIN exception list, the customers are automatically assigned to the same relationship.
    • Allow TIN Exceptions - If the imported CIF has the same TIN assigned to different customers, and that TIN is not on the TIN exception list, the customers are added to the TIN Exception list and assigned to different relationships.
  • Default Manager - Selects a relationship manager to be used for default assignments.

Relationship columns in the CIF

When importing relationships to RPPS from an external source, you can attach relationship information to each customer record on the imported CIF.

The CIF data requirements include three optional fields to support importing relationships, each defined in the following table.

Field Description Data Type
Relationship ID The relationship identifier from the source system. String (20)
Relationship Manager ID

The ID of the manager who is assigned to this relationship.

  • This ID must be linked to a relationship manager in RPPS.

  • If this is blank, the existing manager will not be changed or, for new relationships, the default manager will be assigned.

 String (20)
Relationship Name

Name for the relationship.

  • Use this only to name new relationships. Names of existing relationships are updated.

  • If this field is blank, the customer name is used as the relationship name.

 String (20)

NOTE: For the requirements, see the 2019.1 Axiom RPPS Instrument and CIF Source Data Dictionary.xlsx on the Documents page.

Importing relationship manager assignments

You can import relationships with an assigned manager by using an External Relationship Manager ID in the CIF.

  • Although you assign this ID to relationships in the import file, you need to associate the ID with an individual relationship manager using the Security Manager utility.

  • You cannot assign the same external ID number to more than one relationship manager.

To manage external IDs in the Security Manager:

  1. In the Security Manager utility, in the Roles column, click Relationship Manager.
  2. In the External ID column, click Edit External IDs.

  3. Enter the external IDs in the blue text boxes in the External ID column that correspond to the associated relationship manager.

    Click to enlarge image

  4. Click Apply.x

TIP: For more information on the Security Manager utility, see Managing users.