Profiles Overview

Note: When the OPR<version Number>ORS license code is active, three option buttons appear on the Application Settings screen that affect what Group Functions, Parameters, and Settings will be available.

- The Global option button displays Group Functions/Parameters/Settings that will affect all properties located in all CROs in the ORS database.
- The CRO option button displays Group Functions/Parameters/Settings that will affect all properties located in the CRO selected from the CRO LOV.
- The Property option button displays Group Functions/Parameters/Settings that are available on the property level and will only affect the property selected in the Property LOV.

Functions

ACCOUNT OVERVIEW - Activate the overview Functionality for Accounts Business Blocks and Reservations.
CENTRAL PROTECT - Profile protection/locking by CRO.
CHAIN OWNERSHIP - Activate Ownership of profiles by chain code. After activating this parameter run utility "Synchronize Chains" under Utilities->Profile.
CONTACTS - Activate Contact Functionality.
FUTURE - Activate the Future Tab on Profiles
HISTORY - Activate the History Tab on Profiles
IATA COMPANY TYPE - Show IATA / Company Type on Accounts
INCOGNITO - Activate Incognito functionality
KEYWORD - Show the Keyword field in Edit and Search forms
NEGOTIATED CATERING PACKAGES - Activate Negotiated Catering Packages functionality.
PRIVACY - Profile Privacy
PROFILE ADD ON - Activate the Profile Add On Functionality.
PROFILE NOTIFICATIONS - Profile Notifications Management.
PROFILE REQUESTS - Profile requests such as Brochures, Mailing etc can be handled.
PROFILE REVENUE BUCKETS - Display Revenue Bucket Details on the Reservation History Screen
RELATIONSHIPS - Activate Relationship Functionality
SOURCE PROFILES - Activates the Source Profile functionality
STATISTICS AND INFORMATION - Activate the Profile Stats & Info tab.
VIP - Activate the VIP Status Functionality

Parameters

ADDRESS CLEANSING - Validates address by invoking external address cleansing interface whenever profile address is created or changed.
ADVANCED RELATIONSHIPS - Activate Advanced Relationship Functionality
ADVANCED TITLE - Advanced Title Configuration.
ALLOW DUPLICATE IDS - Allow duplicate IDs numbers for Travel Agent and Source profiles.
ADVANCED PROFILE MERGE - Ability to merge multiple profiles of the same type from the Profile Merge - Advanced screen.
ALLOW PROFILE MERGE WITH AR ACCOUNTS - Ability to merge profiles that have AR accounts in a single property or in different properties in a multi-property environment.
ALLOW PROFILE MERGE WITH COMMISSIONS - Ability to merge profiles that have commissions in a single property or in different properties in a multi-property environment.
AUTO ATTACH RATE PROMO - Auto Attach Rate Promotion.
AUTO GENERATE CLIENT ID - Automatically generates Client ID. For Individual profile if the Client ID is empty.
AUTO SUBSCRIBE NEG RATES - Auto subscription for negotiated rates.
CLIENT ID EQUAL TO PRIMARY MEMBERSHIP NO. - Maintain the Client ID field on profile equal to the Primary Membership Number.
CONVERT FIRST/LAST NAME CASE - First and last name in profile downloaded from external system will be converted to proper case if set to 'Y'.
DEFAULT FOLIO ADDRESS - Prompt to select an address that will be used when generating a folio for the billing window associated with the individual profile.
DISPLAY GLOBAL STATISTICS - Display global profile statistics on profile stats screen. Used in conjunction with MEMBER INFO DOWNLOAD RANGE (YEARS).
DO NOT MERGE PROFILES WITH AR ACCOUNT NUMBERS - When this parameter is active, merges will not be performed when the profile being merged from contains an AR account number.
DOUBLE OPT IN - Enable double Opt in functionality.
EFOLIO PROMPT - This parameter activates EFOLIO PROMPT functionality.
EXTENDED ACCOUNT NAME SEARCH - Account name search to include Name 2 and Name 3.
FORCE AUTO CENTRAL LOOKUP - Automatic Central Lookup.
FORCE PROFILE SEARCH BEFORE NEW PROFILE CREATION - Force a profile search before allowing for a new profile to be created.
FULL PROTECTION - Full Lock for Protected Profile
HIDE CIS HISTORY - When enabled, the CIS History check box and the CIS History option button will be hidden from the PROFILE form.
IATA OVERRIDE - When this parameter is enabled, user is able to override IATA validation and enter an invalid IATA Number after the system gives a warning.
IATA VALIDATION - Determines whether validation will take place on the IATA number entered in the profile.
LOOKUP EXTENDED ACCOUNT NAME SEARCH - Lookup Account Name Search to Include Name 2 and Name 3.
MERGE CONTACT WITH DIRECT GUEST - Enable Contacts and Direct Guest profiles to be merged during background process of automerge and profile merge.
MERGE PROFILE OWNER - When set to Y, keep owners from all the Profiles being merged using the Owner from the Target Profile as the Primary.
MULTIPLE WEB LOGIN DOMAINS - Allow multiple web login domains.
OCIS E-CERTIFICATES - Activate OCIS E-Certificates Functionality.
OVERRIDE ENVELOPE GREETING - When set to Y, the Envelope Greeting field on the Profile screen will override/refresh each time a new title is selected, and it will be populated with the Envelope Greeting configured for the selected title.
OVERRIDE SALUTATION - When set to N, the salutation field is initially filled as per the default of the selected title.
PERSONAL INFORMATION PROTECTION - Additional security procedures are available, which includes anonymization of profile data.
PRIVACY DEFAULT - If Yes, then profiles will default to receive promotional information, participate in Market Research, to receive Third Party information, and to be auto enrolled in the Loyalty Program.
PROFILE CREDIT CARD - Show Credit Card Tab for all profiles and enable all functions that allow credit cards to be attached.
PROFILE DISCOUNTS - Activates profile discounts.
PROFILE MORE FIELDS - Activate More Fields Tab on Profiles
PROFILE NAME STRING - Determines whether a match and validation takes place against a configured profile type and name string each time a new profile is manually created by a user from Profile Search or from Account Search to see if the name string matches with the profile type.
PURGE EXCLUDE RESTRICTED AND CASH ONLY - Exclude Restricted and Cash Only profiles.
RELATIONSHIP HIERARCHY - The ability to configure and display hierarchy for relationships.
RELATIONSHIPS RATE INHERIT - The ability to configure of inheriting rates to reservations from associated relationships of profile types.
RESTRICT PROFILE NAME CHANGE AFTER FOLIO CREATION - Restrict users from changing the Profile Name (Name, First Name and Title) when a Folio or Invoice has been created for this Payee and/or Guest.
RESTRICTION/FLAGGED REASONS - Ability to specify a LOV for profile restriction and AR flagged reasons.
SALES INFORMATION - Activate Sales Information Functionality.
SEARCH PANEL WITHIN PROFILE SCREEN - When Parameter is Y, search fields/grid within the Profile screen display.
SHOW FUTURE RESERVATIONS - Show Future Reservations for Individual Profiles when conducting a Profile Search
SHOW ORS PROFILES IN OCM - Show profiles created in ORS in OCM.
SHOW REQUEST ACTION - Show the request Action window before sending a Profile Request.
UPDATE FUTURE RESERVATIONS FOR MERGED MEMBERSHIP PROFILES - Update future reservations for merged membership profiles.
UPDATE FUTURE RESERVATIONS WITH SPECIALS AND PREFERENCES - Current and future reservations will have their specials and preferences updated when they are changed on a profile.

Settings

ADDRESS CLEANSE PROCESS RUNTIME- Runtime for Address Cleanse Process.
ADDRESS CLEANSING SYSTEM - Which Address Cleansing System will be used.
ADDRESS CLEANSING TIMEOUT - Timeout for External Address Cleansing Interface in Seconds.
ADDRESS DOCTOR BATCH CLEANSE DAYS - Indicate the Range of days from the current date in which Profiles have changed that the Batch Cleansing process should pick up for cleansing their addresses.
ADDRESS DOCTOR COUNTRY CODES - Indicates the Country Codes for which Address Doctor will validate the Address.
ADDRESS DOCTOR MAX BATCH PROCESS TIME - Maximum Time in Hours that the Address Cleansing Batch process should run.
ADDRESS DOCTOR MEMBERSHIP TYPES - Indicates the Membership Types which should exist for Profiles for which Address Doctor will validate the Address during batch Process.
ADDRESS DOCTOR MODES - Activate Address Doctor Modes for cleansing profile address.
ADDRESS DOCTOR PROFILE TYPES - Indicates the Profile Types for which Address Doctor will validate the Address.
ADDRESS TYPE DEFAULT - Address type logic for Individual and Contact Profiles.
ADDRESS TYPE TO COPY FROM ACCOUNT TO CONTACT - When copying an account and generating a new profile or reservation this parameter defines that the standard address for that account is the same as the company address.
AUTO MERGE RULE - This Merge Rule will apply while merging profiles in Profile Auto Merge Background Processor Job.
CENTRAL LOOKUP STATS - This parameter will turn on the generation of stats for profile central lookup.
CHAIN OWNERSHIP PROFILE TYPES - Indicates the Profile Types for which Chain Ownership will be assigned.
CIS HISTORY DOWNLOAD (COUNT) - Number of records to be fetched for CIS history.
COMPANY ADDRESS TYPE - Default Address Type for Non Individual Profiles.
COMPANY PHONE TYPE - Default Phone Type for Non Individual Profiles.
CONTACT ADDRESS TYPE - Default Address Type for Contact Profiles.
CORP AGR SUBSIDIARIES - Subsidiaries are defined by Master Account keyword or Relationships.
DEFAULT MEMBERSHIP TYPE - Default Membership Type
DEFAULT PROFILE DISCOUNT REASON - Default discount reason to be attached to a reservation created by OXI whose profile has a discount set up for the rate and period of the reservation.
DEFAULT STAY RECORD EXCHANGE CODE - This application setting sets a default exchange code for stay records upload.
DEFAULT VIEW FOR ACCOUNT SEARCH - Default Account Type
EMPLOYEE DEFAULT PHONE TYPE - Default Phone Type for New Employees
GENERATE ID FOR PROFILE TYPES - Indicates the Profile Types for which ID has to be generated Automatically.
ID DOCUMENT SCANNER TIMEOUT - Number of seconds after which the ID Document Scanner Device will time out.
ID DOCUMENT STORED IMAGE TYPE - Type of Image (Full or Face Image) to be stored in OPERA from Scanned ID Documents.
INDIVIDUAL ADDRESS TYPE - Default Address Type for an Individual Guest Profile
INDIVIDUAL PHONE TYPE - Default Phone Type for an Individual Guest Profile
LINK ACCOUNT TO CONTACT - Attach account when creating a new contact.
MAILING CONTACT EMAIL TYPE - Enable Mailing Contact Email Type features.
MAILING INDIVIDUAL EMAIL TYPE - Enable Mailing Individual Email Type features.
MAXIMUM ALLOWED GUEST LIST - Maximum Allowed No. of guests in the Guest List.
NUMBER OF DAYS UNTIL ANONYMIZATION - Defines the number of days after the last activity occurs in which the requested profile can be anonymized.
OPERA GENERAL SEARCH - Enable the General Search for profiles.
PAD CORPNO DIGITS - Indicates the number of digits the Corporate number will be padded on the left side with 0.
PAD IATA DIGITS - Indicates the number of digits the IATA number will be padded on the left side with 0.
PHONE TYPE TO COPY FROM ACCOUNT TO CONTACT - When copying an account and generating a new profile or reservation this parameter defines that the standard phone number for that account is the same as the company phone number.
PROFILE DISCOUNTS PRIORITY - Allows the user to select the priority when applying profile discounts when multiple eligible profiles exist on the reservation.
PROFILE LOOKUP TYPES - Profile types to be used for lookup functionality.
PROPERTY ACTION CODES - Determines if Profile Action codes are property specific or centrally administered.
PROPERTY COMPETITION CODES - Determines if Competition codes are property specific or centrally administered.
PROPERTY PRIORITY CODES - Determines if Priority codes are property specific or centrally administered.
PROPERTY ROOMS POTENTIAL CODES - Determines if Rooms Potential codes are property specific or centrally administered.
PROTECTION TEMPLATE - Template to be used when evaluating should a field be modifiable or not.
PURGE ADDRESS COUNTRY - Country code of the guest address.
PURGE DAYS - Number of Days a Guest Profile should have had no Activity before being Removed.
PURGE DAYS FOR INCOMPLETE PROFILES - Number of Days a Guest Profile without Address1, Address2, and a defined Communication Method (Phone, Fax, or Email for example) should have had no activity before being removed.
PURGE LAST STAY DAYS - Number of Days a Guest Profile has no stay before being removed.
PURGE MINIMUM STAYS - Minimum Number of stays a Guest Profile needs to have if a profile is not to be removed.
PURGE PROFILE USER LOG FOR UNMASKED VIEWING - Number of days to purge user logs for viewed unmasked ID Number/Passport and Date of Birth (KR Country Mode only).
QAS MAX ADDRESS - Maximum number of addresses processed by QAS.
REMOVE DIACRITICS - For Address Doctor, replace diacritical characters such as umlaut with the proper equivalent without diacritical marks.
RESYNC PROFILE TYPES - Only selected profile types would have the RESYNC button available on the profile options form.
SYNCHRONIZE STAY OVERRIDE DAYS - The number of days after which the existing stay records will not be updated with incoming stay information.