(Business processes) CSR-manage profile

Process: CSR-manage profile

Flow

Legend

Objective

To allow a Customer Service Representative to update a customer's profile information.

Description

The Customer Service Representative can manage a customer's profile on their behalf. This includes updating all of the parameters that could have been created during the initial registration. As with registration, the access beans used during profile update are managed by the UserManageBean -- and include UserAccessBean, UserRegistryAccessBean, UserProfileAccessBean, DemographicsAccessBean, and MemberAttributeValueAccessBean.

Features

Update user profile attributes.

Customization

This process can be customized with additional profile attributes as desired.

Edition

Professional, Enterprise

Tasks

Task Description Role

Determine Customer to update
The first step is that the Customer Service Representative needs to determine which user to update.
Customer Service Representative

Reset password
The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details.
Customer Service Representative

Update address book
The customer modifies or deletes the addresses in the address book, or adds new addresses.
Customer Service Representative

Update customer profile information
The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.
Customer Service Representative

Update partner site uid and pwd
This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details.
Customer Service Representative

Business artifacts

Address book
Customer account
Notification of password reset

Feedback

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Task	Description	Role
Determine Customer to update	The first step is that the Customer Service Representative needs to determine which user to update.	Customer Service Representative
Reset password	The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details.	Customer Service Representative
Update address book	The customer modifies or deletes the addresses in the address book, or adds new addresses.	Customer Service Representative
Update customer profile information	The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem.	Customer Service Representative
Update partner site uid and pwd	This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details.	Customer Service Representative