Organization data

Organization data represents a group of people with a common purpose to the business. The first step in creating a standard data model for your application is to create an organization. Everything else that you create belongs to organization.

You can include the following examples of information in Organization data:

An internal support organization

An external support provider
A consumer of support services
A manufacturer of products that you use
A supplier of products that you use
A type of contact
Business units
Departments

Supported Organization types

You can specify the following types of organization data in BMC Helix Platform:

Primary organization

The primary organization consists of organization records that can exist without a parent organization record definition. The basic function of the primary organization is to define users that use the applications developed on BMC Helix Platform. The hierarchy in primary organization is no longer applicable. You cannot inherit and extend primary organizations. An organization can be defined as multiple of organization, such as customer, partner, and vendor.

Important

You do not need to create separate record definitions for Primary Organization data and its types, such as Service Provider, Operating organization, Vendor organization, and Manufacturer. The types of Primary Organization are now stored as the Type field in a single Primary Organization record definition.

The following table describes the types of Primary organizations:

Organization type	Description	Example
Holding Organization	A holding organization is the parent or umbrella entity. It is a logical grouping of other organization types. A holding organization cannot have persons or secondary organizations, but can have support groups and child organizations.	Calbro Global Inc. is the umbrella organization of all its subsidiaries.
Operating Organization	An organization, such as a company that receives services or provides services to its employees.	Calbro Services is one of the operating organizations under Calbro Global Inc.
Customer	A business that purchases or subscribes to your services.	ABC is a customer of Calbro Services.
Generic Contact	A generic contact is an external reference for an organizations. It is used to track information anout people in that organization.	General Cars is a car rental company, which is not a part of Calbro, but is frequently contacted by employees of Calbro for promotions. The employees or representatives of General Cars can be associated with an organization of type generic contact called as General Cars car rental company.
Leasing	An organization that provides products, services, or employees to another organization.	XYZ Securities is a leasing organization that provides security personnel for Calbro Services.
Maintenance	A maintenance organization provides services to enable its parent organization to achieve its objectives.	Matters Consultancy is a maintenance organization that provides IT maintenance services to Calbro Services.
Manufacturer	An organization that manufacturers a product identified in the product catalog.	Globex Computers is a manufacturer of IT peripherals that are listed in the product catalog of Calbro Services.
Out Sourcer	A company that provides specialized goods or services to a usually larger company.	Optima Services outsources its Accounting-related services to Calbro Services.
Partner	An alliance between one commercial entity and another.	Propel Tech is a partner organization of Calbro Services.
Service Provider	An organization that is contracted to provide services to an Operating organization.	Sheldon Wi-Fi Services is a service provider contracted to provide Wi-Fi services to Calbro Services.
Supplier	An organization that provides products or services to another business entity.	Green Suppliers provides landscaping products and services to Calbro Services.
Vendor	An enterprise that contributes goods or services to another business entity.	Vehement Foods is a vendor organization to provide office meals to the employees of Calbro Services.

Secondary organization

The basic function of the secondary organization is to define the different types of organizations, such as a business unit, department, or support groups. A secondary organization exists only with a direct association to a parent organization. A secondary organization must have a direct association, which means the secondary organization is associated to one parent organization. Foundation library supports the following secondary organizations:

Organization type

Description

Business Unit

Stores organization records that are subordinate to primary organization records. A Business Unit should always be at the top of a Secondary organization model hierarchy.

The Business Unit is further classified into the following types:

Accounting
Marketing
Production
Sales
Research and Development
Support
Other

Department

Stores organization records that are subordinate to primary organization records or other secondary organization records. A Department should always be at the middle of a Secondary organization model hierarchy.

The Department is further classified into the following types:

Support
Business

Support Groups

Stores organization records that are subordinate to other secondary organization records specifically for assignment and notification. A Support Group should always be at the bottom of a Secondary organization model hierarchy.

The Support Groups is further classified into the following types:

Service Desk
Engineering
Line of business
Level 1
Level 2
Level 3
Other

For each organization, you must create the following data:

Person
Location
Support groups

Organization data associations

You can leverage the organization data and its association definitions to form a data model for your application. The Organization record definition stores data related to an organization that includes the support organization, service provider, the consumer of those support services, a manufacturer of products that you use, a supplier of those products, departments within an organization, or another type of contact.

After you create all the foundation data elements—organization, person, location, categorization, and geography—you can associate the organization data with other types of organizations or other foundation data elements.

Supported associations for Organization data

You can associate Organization data with only specific Foundation data elements. The following table describes the associations that are supported for Organization data:

Supported association	Description
Organization to Organization	Creates hierarchy within an organization from the top-level organization to the smallest unit in the organization. Examples: The Service Provider organization Calbro Services consists of business units such as Sales and Marketing and Technical support. The departments Data Center Support and Network and Communications Management are a part of the Research and Development business unit.
Primary organization supports Primary organization	Creates a relationship between a Primary organization of one type and another Primary organization of another type. Example: The Primary organization of type Service Provider Calbro Services supports the ABC, CBS, and NBC primary organizations of the type operating organization.
Location to Organization	Creates a relationship between the organization record and the site where the organization is located. For example, Global Operations and Support are departments in Calbro Services that are located at Operations Headquarters.
Person to Primary organization	Creates a relationship between a Person of any type and a Primary organization of any type (except Global organization). Persons associated to a Primary organization type get access to data of that primary organization type. Example: Maria, Clint, and Nick are employees of the Operating Organization Calbro Services. Whereas, Tony, Steve, and Bruce are employed by a Primary organization of type Vendor ABC.
Person to Secondary Organization	Creates an indirect affiliation between a person and a support organization, such as Support Groups, and provides access to the data of the support organization. This association implies that the associated person does not work or report to the manager of the support organization but does perform tasks for that support organization. Example: The support agents Tony and Clint are members associated with Field Operations Support Group and perform the tasks required for Field Operations.
Primary organization of one type uses Primary organization of another type	Creates a relationship between the Primary organization of type Vendor or Manufacturer that will be used by another type of Primary organization. Example: The Primary organization of type Vendor ABC provides services to the Primary organization of type Operating Organizations CBS and NBS.
Primary Organization uses Categorization	Creates a relationship between the categories that will be used by the organization. Example: The Primary organization of type Service Provider Calbro Services uses products like Hardware, Software, and Services.