Manage Customer Account Profile Options Setup Task Guidance

Manage Customer Account Profile Options Setup Task Guidance

Purpose

Provides task-specific setup planning, routing, export, import, and validation guidance for Manage Customer Account Profile Options under Trading Community Foundation.

Setup Task Skill Contract

• task_code: HZ_MANAGE_CUSTOMER_ACCOUNT_PROFILE_OPTIONS
• task_name: Manage Customer Account Profile Options
• parent_skill_id: cx.customer-data-management.trading-community-foundation
• pillar: CX
• offering: Customer Data Management
• functional_area: Trading Community Foundation
• functional_area_code: ORA_HZ_CDM_FOUNDATION
• available_flag: Y
• export_import_supported_flag: Y
• csv_export_import_supported_flag: Y
• dataloader_import_mode: FSM
• businessObject: ``
• source_catalog: knowledge/setup-task-catalog/effective/setupTasksAll.json

Usage

Use this skill when planning, sequencing, exporting, importing, or validating setup data for Manage Customer Account Profile Options under Trading Community Foundation.

Setup Task Metadata

• Task name: Manage Customer Account Profile Options
• Task code: HZ_MANAGE_CUSTOMER_ACCOUNT_PROFILE_OPTIONS
• Available: Y
• Export/import supported: Y
• CSV export/import supported: Y
• CSV export/import routing: supported
• Data Loader import mode: FSM
• Business Object: ``

Supported Operations

1. view: Read the exact profile definition, configured value at the requested level, and effective authenticated-session value through core.fusion-api.apps-common.
2. manual_update: Provide the supported Setup and Maintenance procedure. The user performs the save in Fusion.
3. update: Create or update one explicitly approved site, product, or user-level profile value through core.fusion-api.apps-common.
4. export, import, and validate: Use the catalog-backed CSV/FSM routes declared below.

Do not use this skill to create or alter profile-option definitions, infer an undocumented valid value, or bulk-update unrelated profile options.

Supported Profile Options

This task owns exactly this profile option in the validated cptcpuwqy task inventory:

For view, manual_update, or update, require this exact code. For FSM validation, reject profile-option rows owned by another task. If a completed export omits this code, report export_content_discrepancy; do not call a structurally valid ZIP corrupt and do not invent the omitted row.

Oracle Documentation

Use Oracle's Foundation Profile Options as the current public reference for customer and account foundation profile options and the supported administrator profile-value procedure. Confirm the exact option code and allowed value in the selected task or through the read-only profile definition before preparing a change.

View and Change Profile Option Values

For view, use core.fusion-api.apps-common to read the exact profile definition and its level-specific configured value. Read the authenticated-session profileValues resource only to verify the effective value; it is not a configured-value write route.

For manual_update, instruct the user to open Setup and Maintenance, search for the exact setup task named by this skill, select the exact profile option code, enter the intended level-specific value, and save. Use Manage Administrator Profile Values only when the cited Oracle documentation explicitly directs that route. Re-read the configured and effective values afterward when verification is required.

For update, display the target environment, profile option code, level and level key, current value, proposed value, and whether that level is enabled and updatable. Require FND_APP_MANAGE_ALL_PROFILE_VALUES_PRIV and explicit approval bound to those exact values immediately before invoking core.fusion-api.apps-common. Let the core skill own the internal profile-options child-resource request, including whether it creates a missing value or updates an existing one. Do not retry a write automatically. Re-read the configured value after a successful response.

Treat an unavailable internal profile-options CRUD resource, a privilege rejection, a non-updatable level, or an invalid value as a stop condition. Do not substitute a browser, direct REST client, or FSM import as a workaround.

For an import, hand the exact immutable FSM ZIP and confirmed target environment to core.data-loader. Consume its existing FSM validation, approval, adapter, execution, and error contract unchanged. This task skill must not add its own package-origin check, release-compatibility policy, adapter option, or FSM metadata rewrite.

CSV Export, Import, and Validation Workflow

CSVExportImportSupportedFlag is Y for this task, so route task setup data work through the relevant skills:

1. Export setup task data with shared.setup-export.task-level-export.
2. Validate setup task data with shared.validation.setup-data-validator.
3. Validate reference data with shared.validation.reference-data-validator.
4. Import setup task data with core.data-loader.

Use this task metadata when invoking those skills:

• Offering: Customer Data Management
• Functional area / Setup Object: Trading Community Foundation
• Setup task name: Manage Customer Account Profile Options
• Setup task code: HZ_MANAGE_CUSTOMER_ACCOUNT_PROFILE_OPTIONS

Inputs

• implementation_objective
• project_context
• setup_task_scope
• setup_data_artifacts

Outputs

• setup_task_plan
• setup_data_routing
• validation_checkpoints
• skill_run_record
• token_usage_record

Implementation Notes

Use the parent functional-area skill cx.customer-data-management.trading-community-foundation for functional-area sequencing and scope decisions. Track token usage for any generated project artifact or skill-run record using the manifest policy.