FILTER & LINES GP-FUEL 4565371 - Caterpillar

Introduction
The problem that is identified below does not have a known permanent solution. Until a permanent solution is known, use the solution that is identified below.Problem
During Universal Customer ID (UCID) consolidation, customer can possibly gain access to another customer's VisionLink and PartStore Information incorrectly. Additionally, it is possible for equipment ownership to be incorrectly transferred to the new account.Several steps in the UCID consolidation process allow for potential errors to occur, such as wrong UCID number to be entered, UCIDs consolidated prior to verifying that all associated account and asset information should be merged, and the consolidation process is not understood in regards to all the information that will be merged (accounts, DCNs, assets). There are limited safeguards in place to verify all the information included in the consolidation request should be merged.Solution
Ensure that review of account users and equipment is conducted prior to initiation of UCID consolidation in the UCID Tool. Use the procedure for UCID Consolidation detailed below to conduct validation of PartStore users, VisionLink users and customer equipment within Equipment Data and VisionLink. If it is determined that users or equipment must be removed from an account after consolidation has already occurred, use the steps detailed below to correct the data.Additional controls have been added to the existing process to help prevent UCIDs from being consolidated incorrectly. On the UCID Tool consolidation screen, the dealer will be presented with a reminder to validate account information and will be required to acknowledge that any necessary account clean-up prior to submitting the request is completed. If a UCID consolidation has been submitted for a Caterpillar Corporate Account customer, the appropriate Corporate Account Manager will be automatically notified to assist with account review. If improper equipment or user logins are found to exist within the consolidated accounts, the Corporate Account Manager will notify the dealer within 24-48 hours of the initial submission in order to allow the dealer to make the necessary corrections to VisionLink and/or PartStore account information.Procedure
For information on the procedure for UCID consolidation and steps to take when UCIDs are improperly consolidated through the UCID Tool, refer to the document entitled Interim Corrective Process for UCID Consolidation on dealer.cat.com/PL.