How to configure IC winclient alert modeler - CRM 5.0

Question

We are wanting to assign a marketing attribute against certain customers, to have them flagged within CIC0 that any incoming calls from them need to be forwarded to one particular person within our organisation. The alert modeler would work well for this, where it would display an alert on these certain customers.
I have figured out most of how to do this, in terms of components to turn on in IMG. However, I want the Alert Modeler Editor to pick up a marketing attribute I have defined (I have set a profile to retrieve the marketing attribute already - using tx CRMC_CIC_BP_PROFILE), and have it display either the text held against the attribute (have set the att as a chara), or else pick up a name held against the attribute and display set text - as an example "All calls are to be forwarded to <name>" where <name> is held against the marketing attribute set. Can anyone assist with this part? At present, in CIC0 I have now displaying the name of the customer in the Call processing area (we don't use this for call processing). I don't want the name to display, I want the above text instead.
I think i need to set some rules in the rule modeler itself, but am not sure how to do this - sample code would be greatly appreciated as well!
Thanks in advance

Answer 1

Hi Cara,
In order to make use of the Marketing attributes in CIC Alert Modeler, please make sure the following customizing entires are maintained properly:
1) You need to first create the attributes using the transaction 'crmd_prof_char'.
Just create an attribute(say for eg., BP_MAIN) with some description, format and Number of chanracters and then save the attribute.
2) Now, create a profile template (attribute set) using the transaction 'crmd_prof_templ'.
Just create an attribute(say for eg., BP_MAIN_SET) with some description, authorization, etc., and once
this is done, you need to assign the attribute just got created in step 1 and then save the attribute set.
3) Assign this attribute set(profile template) which got created in step 2 to a Business partner(for which the marketting attributes are to be set) using the transaction 'crmd_prof_bp' and maintain his attribute values.
4) Create target groups and assign business partner:
Using the transaction 'crmd_mktseg', you can create the Target Group as follows:
-> Right mouse click in the top right field and choose 'Create Profile Set'.
-> In the Popup, just give some description and then click on the green check mark.
-> Now right mouse click in the top right field 'create target group' -> Right mouse click on the new group, goto the properties and then provide some description of the target group.
-> Right mouse click on the new group, and choose Open target group.
-> Add business partner to the target group with button 'Add'.
5) In transaction CRMC_CIC_BP_PROFILE, maintain your own 'Retrieval Profile'.
-> Decide if the data should be read asynchronously
-> Decide if the target groups should be read
-> Decide which profile templates should be read (insert your own created attribute set via F4)
-> Decide which BW key figures should be read (optional).
6) Change your CIC Profile and insert the following Profile Categories apart from the Alert Modeler Profile(ALRT_MODLRX):
-> COMPANY_PROF = your newly created business partner retrieval profile
-> CONTACT_PROF  = your newly created business partner retrieval profile
7) Change your CIC Framework ID and insert the following Components as part of the Hidden Components:
COMPANY_PROF
CONTACT_PROF
Please follow the above mentioned steps in accordance with your own BP Marketing attribute and I hope this way will fetch the value of the Marketing attribute of the respective BP during confirmation in CIC, with which the Alert Message can be triggered.
Hope this information helps !
With Best Regards,
Vinod