Update 21B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Product	Feature	Notes
23 JUNE 2021	Leads	Extend Search Region and Results for Opportunities	Updated document. Revised feature information.
23 JUNE 2021	Leads	Extend Search Region and Results for Leads	Updated document. Revised feature information.
28 MAY 2021		Style Interviews Using Redwood Theme Generate Reviewable Transcripts for Interviews Interview Extension Data Connections Develop Decision Services in a Browser	Removed features from Update 21A. Moved features to Update 21A.
28 MAY 2021	User Context	Use Auto-Updated User Context Relevancy Feed	Updated document. Revised feature information.
28 MAY 2021	CX Sales Mobile	Configure the Appointments List Page and Add Custom Fields in All List Pages	Delivered new feature in Update 21B.
30 APRIL 2021	Service Request Management	Run Processes Through Action Plans	Updated document. Revised feature information.
30 APRIL 2021	CX Sales Mobile	Use a New OnEdit Script Event, Add a Scanned Serial Number to a Custom Field, and Conditionally Show or Hide Actions	Updated document. Revised feature information.
26 MAR 2021	Security	Use System Access Groups with an Expanded Set of Predefined Rules	Updated document. Revised feature information.
26 MAR 2021		Enable Reporting for Sales Product Information Master	Removed feature from Update 21B.
05 MAR 2021			Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Engagement-Pre 21D

CX Foundation

Accounts, Contacts, and Households

See Immediately Whether Email and Phone Numbers are Valid for Accounts and Contacts

Salespeople can now see the verification statuses of the phone numbers and email addresses of their customers. When salespeople visit the account and contact pages, they can immediately see whether an email or phone number has been verified and the date it was last verified.

Configure Address, Email, and Phone Verification Services Using a Quick Setup Page

Use the new Configure Verification Services quick setup page to enable Address, Email, and Phone Verification. The Address Verification Service is enabled by default.

Note that you can access Email Verification and Phone Verification only if you have already purchased Address Verification.

Support Merge Requests for Account and Contact Records in Workspace

You can select similar account or contact records and submit a request to merge them as one account or contact record in Workspace. Consolidating and merging similar records helps ensure data integrity so that clean customer data is available to users.

Resources

Manage Employee Resource Skills and Qualification Details

View and manage skill and qualification details of employee resources in the Resource Directory.

Customer Data Management

Validate Customer Data Management Setup

Validate that Customer Data Management configurations are consistent and complete. You can run the setup validation process to validate the setup options you selected in the Duplicate Resolution Options tab to ensure they're logically consistent. You can then review the Rule Name and Recommendation columns for potential issues with the configurations, and view their resolutions.

Specify the Processing Option for Duplicate Resolution Requests

Control whether duplicate resolution requests created using the Create Resolution Request task are automatically processed or require a final data steward review before processing. You can set this option in the Manage Customer Data Management Options page.

Sales Force Automation

Workspace and Adaptive Search

View Search Results in Groups in Workspace

Workspace supports the display of search results in groups based on specific fields on the object or related objects. Users get an overview of the number of records in each Grouped By grouping, and they can search and filter records within these groupings. Users can also view aggregates such as count, average, and sum of values on the records of each group.

Sales Data Insights

View Account Engagement Level from Sales Data Insights

Sales representatives, managers, and leaders can view an objective understanding of the engagement level of accounts based on detailed analysis of account interaction and historical exchanges.

Optimize Lead Nurturing Through Sales Data Insights on Leads

You can improve your sales effectiveness by receiving key data insights on lead tracking activities. Using data analytics and mining, this feature seeks any discrepancies in activities based on historical data to deliver key insights on leads to optimize the nurturing process.

Optimize Deal Execution Through Sales Data Insights on Opportunities

You can improve your sales effectiveness by receiving key data insights on opportunity activities. Using data analytics and mining, this feature seeks any discrepancies in activities based on historical data to deliver key insights to optimize your sales pipeline.

Leads

Delete Leads from Workspace

You can use the Delete action from the Workspace UI for leads. This action lets your sales teams delete irrelevant or old leads from the sales application.

Extend Search Region and Results for Leads

You can extend the search and select dialog layout for leads in your sales application. For example, use Application Composer to modify and set custom values to suit your requirements for the search parameters in the leads extensible reusable region.

Redirect Users to Opportunity Page After Lead Conversion

Let your users choose whether they want to be redirected to the opportunity page after the successful conversion of a lead. This reduces the time spent going back and forth between opportunity and lead edit and list pages.

Opportunities

Extend Search Region and Results for Opportunities

You can extend the search and select dialog layout for opportunities in your sales application. For example, use Application Composer to modify and set custom values to suit your requirements for the search parameters in the opportunity extensible reusable region.

Delete Opportunities from Workspace

You can use the Delete action from the Workspace UI for opportunities. This action lets your sales teams delete irrelevant or old opportunities from the sales application.

Sales Catalog

Present Standalone Products for Pricing

You're no longer tied to the sales catalog product hierarchy when pricing products. You can configure pricing for standalone products in price books and then present these products in the catalog.

This functionality is supported in all interfaces, including in the UI, in REST APIs and in Import Management.

Configure Default Pricing Directly in the Products UI

Default pricing for a product is now configurable directly in the Edit Product page. You're no longer required to navigate to a separate pricing administration page to configure default pricing. In addition to configuring default pricing in the Edit Product page, you can also use this feature in REST APIs and in Import and Export Management.

Support for Custom Inventory Item Status Codes

The application now supports custom Inventory Item Status Codes. Products are no longer required to have an Inventory Item Status Code of Active to be viewable and selectable in the sales application.

Quotes and Orders

Make Quotes Active in Sales without Navigating to Oracle CPQ

Now salespeople can quickly make quotes active in sales without needing to navigate out to Oracle Configure, Price, and Quote (Oracle CPQ).

Reconcile Revenue Lines from Quote Lines

When salespeople update a quote line for an active quote, the application automatically updates the opportunity revenue lines associated with that quote.

Search on More Quote and Revenue Attributes

Salespeople can now search on additional quote and revenue attributes, including:

• Recurring revenue
• Non-recurring revenue
• Usage revenue

These new attributes and more are available in the quote, quote line, and revenue line tables. You can also add these attributes to Workspace search.

User Context

Reset User Context

Resets the relevancy feed for Workspace users, using Smart List saved searches. Smart Lists are powered by User Context and are Intelligent lists that Oracle CX Sales generates for you on your behalf. These lists are created automatically based on your past and recent touches/actions in the system with relation to Accounts, Activities, Contacts, Leads, Opportunities, Partners, Products, Product Groups etc.

You can run the Age User Context Relevancy Feed scheduled process for a set of users and purge their user context data. Currently, you can run the job for a maximum of 10 users.

Use Auto-Updated User Context Relevancy Feed

Smart Lists Are Available to Users Without Any Setup

You can use smart lists without any additional setup. You no longer have to set profile options and run any processes to make Smart Lists available and the User Context Relevancy feed is auto-updated through scheduled ESS jobs.

Sales Assistant

Update Synonyms in Sales Assistant Common Configurations Tool

Use the new Oracle Sales Assistant Common Configurations tool to define and save synonyms for the Sales Assistant skill without having to manually change them in Oracle Digital Assistant. When adding custom fields or objects in the CX Sales Mobile and Microsoft Teams composers for the Sales Assistant, you need to update dynamic entities in the Sales Assistant skill so that the Sales Assistant is aware of the fields or objects and their synonyms. In the past, you had to make these changes in Oracle Digital Assistant itself, but now you can do them directly in the configuration tool. The configuration tool is available under Oracle Sales Assistant Setup in Application Composer.

NOTE: Oracle Sales Assistant Setup for Microsoft Teams is available only to an initial set of early adopters. If you're interested in becoming an early adopter, apply for access on the Sales Assistant forum on Oracle Cloud Customer Connect.

Intelligent Advisor

Intelligent Advisor Connector Performance Enhancement for Contact and Opportunity

The Intelligent Advisor connector has an enhanced performance option when mapping to the Contact and Opportunity objects.

Authorization Headers on Interview Extension Data Connection Requests

System integrators can now set Authorization headers on interview extension data connection requests, so that an existing user token known in the client can be passed through to a back-end API. (This feature is available in 21A monthly update 2.)

Enhanced Intelligent Advisor Integration with Oracle Digital Assistant

The System.IntelligentAdvisor component in Digital Assistant has numerous enhancements. (This feature is available in 21A monthly update 2.)

Share Rates and Rules Across Projects Via Independent Decision Services

References to Intelligent Advisor decision services can now be added from any Policy Modeling project to calculate certain data values. The decision service is called both when debugging and after the project is deployed.

Enhanced Configurability Using Interview Extensions

Intelligent Advisor’s existing suite of interview extensions has been further extended to include progressive reveal of questions and custom event handling.

Enterprise Contracts

Improve Terms Library Search for Clauses and Rules

Usability improvements to the Terms Library Search Clauses and Search Rules pages help you find the clauses and rules that you need to review or modify.

Use Cross-References Between Nonstandard Clauses

You can define cross-references in the contract terms to refer to other clauses in the document from another clause. You can now set up these cross-references between nonstandard clauses, in addition to standard clauses defined in the Terms Library. References are often applicable when legal language in a clause refers to terms described in another clause from the same document. Updating the contract document -- for example, moving a clause or inserting a new clause -- automatically updates the cross-reference used in the clause text.

View HTML Source of Clause Text

You can view the HTML source for clauses in the Terms Library that aren't in an editable state, using the View Source action from the Edit Clause page.

The View Source button is displayed when viewing the Terms Library clauses in these states:

• Approved
• Pending approval
• Expired
• On hold
• Draft status where the clause text is imported from a Word XML document

Use Clause Number in Keyword Search

When adding a clause to a contract or a terms template, you can search based on a keyword. The Keyword search attribute now considers the Clause Number assigned to the clause in the Terms Library.

Here's the full set of fields that are searched based on the text you enter as the keyword:

• Clause Number
• Clause Title
• Display Title
• Description
• Text
• Instructions

Author Contract Terms with Microsoft Word 2019

You can use Microsoft Word 2019 to manage your contract terms. You can download your contract, make changes, use the Oracle Contracts add-in, and upload it back to the application in the same way as other supported versions of Word.

Show Matched Content in Search Contracts by Text Page

When searching for text in the Search Contracts by Text page, you can see a list of contracts returned in the search results that contain the search term, either within the contract attributes or within documents attached to the contract. From the Matched Content icon in the search results, you can open a dialog window to see snippets of content from the document selected that contain the search term. The search term is highlighted in each snippet.

Sales for Microsoft 365

Allow Users to Navigate to the Home Page Using a Home Icon

Users can go directly to the Home page if they have navigated to other pages that previously only allowed them to navigate back to the previous page.

Allow Users to Perform a Multi-Keyword Adaptive Search

Allow users to use multiple keywords in the search facilities of the list pages.

CX Sales Mobile

Configure the Global Search Results Display

Configure the global search results display format for each sales object enabled in CX Sales Mobile. Add or remove standard or custom fields to configure the global search results display.

Use a New OnEdit Script Event, Add a Scanned Serial Number to a Custom Field, and Conditionally Show or Hide Actions

This feature includes several new enhancements that you can use when you're creating scripts. You can create a script using the new OnEdit event, so that the script is used, for example, when a user edits a record. You can also create a script that adds a scanned serial number to a custom field when users scan a bar code using their phone's camera. Also, you can set a condition for a record action so that you can conditionally show or hide actions.

Support Partner Relationship Management

Channel managers and other Partner Management users can now leverage the CX Sales Mobile app to manage and grow channel sales efficiently. Channel managers can also manage partners, partner contacts, and other related information on-the-go.

You can also restrict features in the main menu based on roles to meet business needs.

Configure the Appointments List Page and Add Custom Fields in All List Pages

Show, hide, or add fields on the Appointments list page. In addition to adding predefined fields, you can now add up to two custom fields to the list pages of any standard object. Other enhancements to appointments include account names being displayed on the home page cards and the ability to hide the status button in the Appointments summary page. Plus, you can now remove the options to edit and add addresses in the account and contact summary pages.

Partner Relationship Management

Modify the Assigned Role for the First Partner Contact of a Partner

You can now assign either a predefined or custom role to the first partner contact of a partner, and you can later modify that role as well. You can also specify the role during the partner contact creation using REST APIs and Import Management.

Sales Performance Management

Incentive Compensation

Use Improved Incentive Selection Rules and Participant Goals UIs

You can now manage your Incentive Selection Rules and Participant Goals more easily with the enhanced user interface. When using selection rules, you can filter and sort based on attributes to quickly navigate through large rule sets. Guard rails help you identify when you may be creating rules conditions that may not return results. You can also view participant plan assignment dates when managing goals.

Use Predefined Ranking Function to Calculate Incentives

Use the predefined ranking function to calculate incentives based on ranking. Use the predefined ranking function to easily build expressions that can rank input or output attributes of a plan component or performance measure. You can do ranking within a plan or a plan component, or across plans or plan components.

Use Proportionally Split Rate Tables with a Threshold First Tier

Set the first tier of a rate table to be a threshold tier, where the rate isn't proportionally split, while still having the rate proportionally split in the rest of the tiers. Use this split option when the commission rate is assigned only above a certain attainment threshold and then proportionally split after the threshold.

Control Paysheet Visibility for Analysts

Control the visibility of paysheets for analysts based on a parameter setting. You can control who can see and perform tasks for paysheets using the Analyst Paysheet Visibility parameter.

View Payment Amount in Participant's Home Currency in Paysheet Screens

View the payment amount in the participant's home currency in the Paysheet screens. Analysts can easily see how much a participant will get paid in the participant's home currency, as well as in the processing currency, from the same screen.

Territory Management

Improve Performance of Inheritance Territory Recipient Processing

Improve inheritance recipient update processing performance when source territory coverage details are updated.

Enable Nested Tabs for Territories in Workspace

You can enable nested tabs for territories in Workspace. This lets you view the details of more than one territory at the same time.

Sales Analytics

View Team and Individual User Adoption Metrics in Application Usage Insights

You can now view details of team and individual usage in Application Usage Insights. These insights let you better understand how users are using solution-based, individual, and team metrics.

View Channel Usage and Expanded Record Metrics in Application Usage Insights

You can now find more comprehensive user adoption information in Application Usage Insights, including broader coverage of record usage, such as record creation and updates. Insights for channel usage is also included. The channel refers to how users access the solution, such as the web, Microsoft 365, or mobile.

Use Business Intelligence Cloud Connector View Objects for Incentive Compensation, Performance, and Earnings Reporting

The new Business Intelligence Cloud Connector view objects lets you extract data for:

• Earnings
• Earnings History
• Compensation Plans
• Performance Measures
• Plan Components
• Periods
• Participants
• Participant Compensation Plans
• Participant Plan Components

View Accurate Usage Time in User Adoption

The Sales - CRM Resource System Usage subject area now contains a new metric called Active Time in Web. The Active Time in Web metric is calculated from click activity and provides an accurate measurement of individual, team, and organization CRM usage time of the web channel. This new metric complements other dimensions of User Adoption reporting by giving a measurement of actual application use.

View Reporting Performance in User Adoption Reporting

The new CRM - CRM Reporting Performance subject area shows the performance of reports and subject areas in Oracle Transactional Business Intelligence (OBTI) in CRM. The subject area exposes metrics around subject areas, analyses, and dashboards, including execution time. These metrics enable reporting on details such as the fastest or slowest subject areas and reports. The metrics in the new subject area provide insights to help determine which reports should be prioritized for development.

B2B Service

Service Request Management

Define Data Security Policies Based on Access Groups

You can define access-group-based data security policies on service requests.

Access groups are an alternative way of granting data permissions to users as compared to the SQL based data security policies. Rather than create security policies using SQL, you can use object sharing rules in Sales and Service Access Management UI to define your visibility criteria.

Permit SR Contacts that are not Related to the Primary SR Account

Remove the built-in validation that requires the SR account and SR primary contact to be interrelated. Permit the primary and secondary contacts on an SR to belong to multiple accounts, or contacts with no account, or both.

This option can help accommodate service situations such as when a single SR involves contacts from multiple subsidiaries of a parent company.

Add All Contacts and Team Members to the SR Message Recipients

Use the Add Contacts and Team action to reply to all the contacts and resources of the service request when you compose a response to a Service Request message. This action is visible to you only if you have the Compose Response privilege.

When responding to the customer, if you want to include all the contacts and team members of the service request, this is available as a single click action.

View Images and Logos Inline in Inbound Emails

View images and logos inline within the body of the service request message, while not capturing inline images as regular service request attachments. This lets you view only regular attachments and not see images such as logos and inline images in the SR Attachments section.

This limits the list of attachments you see on the service request to the actual attachments (such as documents that were attached to inbound emails) by excluding inline images such as logos in the sender's signature which are less meaningful to the content of the service issue.

Run Processes Through Action Plans

Developers and integrators now have a simple mechanism to create and register Process Automation processes within Action Plans.

Follow Service Requests to Receive Notifications

Internal users can choose to follow specific Service Requests using an action on the SR details page. The follow feature is helpful for users who want to receive updates about a specific Service Request, such as an executive or sales representative who wants to monitor the progress of a certain issue for a customer. The follower will receive all the notifications for the Service Request object that are designated for delivery to followers. If the follower decides he or she no longer wants to receive notifications for a particular SR, the user can un-follow the SR record. To define these type of notifications, authors of Notification Preference rules can select Follower as a type of recipient for a service request notification. Note that to receive the notification, followers must be set up as Resources.

Override Coverage Time Zone on a Milestone Using the Time Zone of the Assigned To Resource

Set an override on the milestone configuration that calculates the milestone due date based on the time zone of the agent assigned to the SR. Companies with service agents supporting customers across many time zones may use this feature to ensure the due date falls within working hours of the assigned to resource. This makes it easier to assign milestone due dates to global resources and avoids setting up multiple coverages, calendars, and groovy script to support this scenario. If there is no assigned agent, or no time zone is specified, the time zone specified in the coverage line is used.

Knowledge Management

Filter Knowledge Management Analytics Reports by Department

Knowledge managers and analysts can filter reports in the knowledge management analytics dashboards by department. Organizations that have implemented knowledge management for multiple departments can filter reports to display data only for the department that they are interested in. Department filtering is also available in all knowledge management subject areas and any reports created from them.

Include Full Question Text in Knowledge Management Search Analysis

You can access the full text of users' questions, in addition to the normalized question, using the Knowledge Management Article Search Historical subject area. You can also use a new search analysis dashboard to quickly view aggregated information about Knowledge Management search queries.

Digital Customer Service

Reschedule a Work Order

NOTE: Digital Customer Service is on a monthly release cadence. This feature was released in the January 2021 release.

Authenticated self-service users can reschedule an existing work order appointment at their own convenience without having to contact an agent. This reduces the number of customer support calls and service requests.

Offer Chat Only When Agents Are Available

NOTE: Digital Customer Service is on a monthly release cadence. This feature was released in the January 2021 release.

You can now make chat available to self-service users only when an agent is available to accept the request. This feature boosts customer satisfaction because self-service users won't be kept waiting for an agent to accept their chat when no agents are available.

Allow Resources with Contact Usage to Become Customer Self-Service Users

You can now enable resources with Contact usage to register as self-service users. You can do this using either the self-service application or a REST API.

Collect Additional Contact Information during Self-Service Registration

You now have the option to include more attributes in a self-service user registration form. Using Application Composer, you can configure the Contact object using an expanded group of default attributes and you have the option of creating your own custom attributes.

Field Service Integration

Service Logistics - Support for Adding Oracle Field Service Follow Up Activities

This feature extends the overall Service Logistics solution adding support to create service work orders automatically based on creation of Follow Up activity in Oracle Field Service. When technicians perform work, they may determine that additional parts are required. This feature works with the new Order Parts functionality in Oracle Field Service that allows a technician to schedule a follow up activity and order parts that are associated to the activity. A corresponding work order is then created in B2B Service with the part orders and associated to the same account, contact, and service request from the original work order.

Use Service Work Order Support for Find My Technician

The Work Order now supports the find my technician functionality in Oracle Field Service. A new field has been added to the work order object to store the URL passed from Oracle Field Service through the pre-built OIC flow. The URL opens a page from Oracle Field Service that tracks technicians when they are in route to the customer location.

Import and Export and REST APIs

Import and Export Management

Support Customer Contact Profile in Import and Export Management

You can now access the Customer Contact Profile in Import Management using the Account Contact object. This is similar to the Contacts tab in the Account details page. You can also access any custom fields defined on the Contact object in Application Composer.

Improve Performance in High-Volume Import for Accounts, Contacts, and Households

Use a new profile option, Import Processing for Multiple Address Types Enabled (ORA_HZ_IMPORT_MULTI_ADDRESS_TYPE), to improve import performance. By default, this profile option is set to Yes, meaning you can enter multiple address types during high-volume import of the Account, Contact, and Household objects. This is the existing behavior. You can disable this profile option to improve the import performance. When you set this profile option to No, you can enter only a single address type. However, this improves the import performance.

Import Contract Header and Line Translations

You can use Import Management from the Tools work area to import the contract translations objects into Enterprise Contracts. Here's the list of objects you can import:

• Contract Header Translation
• Contract Line Translation

You can also update the attributes of these translation objects using import.

UCM File-Based Import

Update Currency Conversion Rates using File Based Import

You can now easily update existing currency conversion rates using Oracle Universal Content Manager (UCM) file-based import. You can make your changes in the template and use the Update Rate column to indicate that you want to update an existing conversion rate. Once your conversion rates are ready, you can simply import the file.

REST APIs

Verify Email and Phone Data Using REST APIs

Verify email and phone data for accounts and contacts using REST APIs. This helps you ensure that your accounts and contacts have correct contact information.

Verify Email IDs and Phone Numbers Using a REST API

Verify email IDs and phone numbers using the Email and Phone Verification Service REST resource. You can use the resource to verify all phone numbers and email IDs. For example, you can verify emails and validate phone numbers of your prospects to ensure that you can communicate efficiently with your customers at each stage of the sales or marketing process.

Get the Top-Level Account Using a REST API

Use the Account REST API to get the top-level account for any account. You can get the top-level account from the Ultimate Parent attribute for an account.

Use Customer Contact Profile with a REST Resource

Use the Customer Contact Profile with the Account REST API, through the Account Contact child object. The resource now includes custom fields defined on the Customer Contact object in Application Composer.

View Participant Summarized Credits Using a REST API

Use the Incentive Compensation Summarized Credits REST API to view summarized credits for participants.

Use REST API to View Participant Summarized Earnings Per Interval

Use the Incentive Compensation Summarized Earnings REST resource to view summarized earnings per interval for participants.

View Participant Summarized Team Credits Using a REST API

Use the Incentive Compensation Summarized Team Credits REST resource to view the summarized credit amount for the first-level directs under a participant manager within the interval selected under the calendar period type.

Report on Latest Estimated Compensation by User-Defined Simulation Name

Pass a user-defined simulation name while calling the estimated compensation REST API to easily identify your simulation. If the simulation name already exists, the REST API will mark the current simulation as latest and all the older ones as older simulations, so that reports can easily identify the latest simulation results.

Application Composer

Duplicate Predefined Smart Actions

Create custom smart actions quickly and easily by copying predefined actions and then modifying them.

Sort Relevant Smart Actions Using Frequency of Use and Object Context

The most relevant smart actions are now automatically sorted by predefined rules when displayed in Workspace. For example, depending on an object's current state, the most frequently used actions are automatically boosted to the top of the list. This applies to both custom and standard actions.

Include Intersection Object Changes in Audit History

When setting up your audit policies, you can now include the intersection objects that are automatically created when you create many-to-many relationships in Application Composer. This means that the Audit History work area includes changes made to intersection object fields.

Security

Use Access Groups with an Expanded Set of Sales Objects

Use access groups to provide sales resources with access to an expanded set of sales object data. The additional objects supported are:

• Duplicate Identification Batch
• Goal
• Goal Participant
• Activity Assignee
• Service Request

Access Opportunities and Leads Secured Using Access Groups in Near Real-Time

You can access opportunity and lead records that are secured using access groups in near real-time. When an opportunity or lead is created, when a user is added to or removed from an opportunity or lead team, or when the owner of an opportunity or lead is changed, the user can access the new records immediately. You no longer have to run the Perform Object Sharing Rule Assignment Processing scheduled process before users get access to the opportunity or lead records in these cases.

Use System Access Groups with an Expanded Set of Predefined Rules

You can use system access groups and predefined rules to configure access to object data for your users. System groups provide an alternative method of managing a user's access to data. There is a system access group to correspond to each of the standard job roles Oracle provides. Predefined object sharing rules assigned to each group provide the same access to data provided by the standard job roles and associated data security policies. With this update, predefined rules are now available for these objects:

• Asset
• Activity
• Activity Assignee
• Duplicate Identification Batch
• Duplicate Resolution Request
• Quote
• Territory Forecast
• Custom objects