Version vom 25. Oktober 2016, 15:58 Uhr

Overview

In this tab traveler profiles are managed.

Layout

User Interface

For User authorization levels and other features click here Administrator

Section 'Login'

In the 'Login' section, the login details for Umbrella Faces are managed.

Field	Description
User name	Any user name can be chosen, but must be unique within a travel agency.
Password	The password must contain at least 8 characters and contain at least one letter and one number. If the traveler has no password, a password will be proposed.
Send access	Here, the access to the traveler or to the associated travel arranger can be sent.

Section 'Publishing'

Field	Description
Amadeus CSX, Profile number	The result of the last transmission to CSX appears, together with the record locator of the profile. Internet Explorer only: if the Umbrella Faces site is listed as "Trusted Site" the Profile can be opened directly in the Amadeus Selling Platform by clicking on the CSX record locator.
Galileo WS, Profile number	The result of the last transmission to GWS appears, together with the PAR Title of the profile.
AeTM, User name	The result of the last transmission to AeTM appears, together with the AeTM Login name.
Password, Confirm Password	Enter AeTM Passwort
Cytric, Profil no	The result of the last transmission to Cytric appears, together with the Cytric Login name.
Main Travel Group	AeTM Community and Role or Cytric Travel Policy Group and Role For each AeTM community and Cytirc Org-Id which is defined on the associated Company, the role of the traveler can be defined here. The traveler must have a Home Community mandatory. AeTM Roles: Traveler Appointed Travel Arragner Principal Travel Arranger Travel Approver Fallback Approver Cytric Roles: User Booker Travel Arranger (all) Travel Arranger Travel Arranger (restricted with Profile Amdin) Travel Arrange (restricted) Trip Approver For Agencies in which both interfaces (AeTM and Cytric) are activated, the Faces-Roles are displayed before the profile is assosiated to the company (first save). For Agencies with only one interfaces the relevant roles are chose able. Faces Roles: Appointed Travel Arranger = Appointed Travel Arranger (AeTM) / Travel Arragner (restricted) (CYTRIC) Fallback Approver = Fallback Approver (AeTM) Principal Travel Arranger = Principal Travel Arranger (AeTM) / Travel Arragner (all) (CYTRIC) Read-only User = User (CYTRIC) Restricted Travel Arranger = Travel Arranger (restricted with Profil Admin) (CYTRIC) Travel Approver = Travel Approver (AeTM) / Trip Approver (CYTRIC) Travel Arranger = Travel Arranger (CYTRIC) Traveler = Traveler (AeTM) / Booker (CYTRIC)

Section 'General'

Field	Description
Company	The company, to which the traveller is associated
Gender	'Mr' or 'Mrs'
Title	As titles are currently available: DR PROF
First name	The first name of the traveler as in the passport. This is a required field.
Middle name	Here you can specify an optional middle name, according to the passport
Surname	The last name of the traveler as in the passport. This is a required field
Date of birth	The date of birth of the traveler. This is a required field for the traveler and company administrators. Company For supporters and agency administrators this field is 'no' required field.
Citizenship	Here the citizenship is registered by chosing the country of origin
Language	Here the language of the user interface can be selected
Phone business	Register the business phone number of the traveller
Phone private	Register the private phone number of the traveller
Mobile	Register the mobile phone of the traveller
E-Mail	Register the E-Mail address of the traveller
Itinerary / e-ticket	If this checkbox is disabled, a '* PAX' is entered in the CSX profile before the e-mail address to devalue the address (eg PAX*NAME@FIRMA.COM)
Out of Office until	The absence of the traveller (relevance for approvers)
Traveller	Company If this box is checked, the travellers profile is a traveller. Can only be assigned by the supporter or company administrator / profile manager.
Arranger / Assistance	Company If this box is checked, the travellers profile is an arranger. Can only be assigned by the supporter or company administrator / profile manager.
Approver	Company If this box is checked, the travellers profile is an approver. Can only be assigned by the supporter or company administrator / profile manager.
Credit cards	If "Personal Credit Cards" are allowed on the Company, the traveler may deposit its private credit cards here.
Card Type	Credit Card type
Creditcard no.	Credit Card of the traveller
Expiration	The expiration date of the credit card
Use as form of payment	This credit card is written as FoP (F. or FP) in the GDS's.
Add new	Register unlimited credit cards
Other forms of payment	Selection of "-" none, invoice or cash

Declaration profile types "Arranger, Approver"

Various functions and privileges can be assigned by activating the checkmark of arranger, approver and profile manager.

Profile Type

Function/Rights

Arranger

can be selected as arranger in the section Administration

With his access, the Arranger is allowed to manage the associated travellers. He can not delete profiles.

Module: AeTMAdditionally the role of "appointed travel arranger" and "principal travel arranger" will be listed

Module: CytricAdditionally the role of "Travel Arranger (restricted)", "Travel Arranger (restricted with Profil Admin)", "Travel Arranger" and "Travel Arranger (all)" will be listed.

Approver

can be selected as approver in the section Administration

With his access, the Approver is allowed to manage the associated travellers. He can not delete profiles.

Module: AeTMAdditionally the role of "travel approver" and "fallback approver" will be listed.

Module: CytricAdditionally the role of "Trip Approver" will be listed.

One or more types can be assigned to a Profile.

Section 'Preferences'

Field	Description
Seat request	Choose between window and aisle seat (the seating preference is taken into account when booking, but it is not guaranteed and subject to change).
Meal request	Enter food preferences of travelers (eg: Gluten Intolerance).
Smoker	Check, if the traveller is a smoker.
Web-card	Select the credit card here, if in the company or traveler profile a web-card is available (web-booking).
Airline Company program
Airline	Enter your airline / alliance frequent flyer program here.
Number	Register the loyalty program number of the traveler of the airline / alliance here.
PIN	Register the PIN number of your loyalty program here.
Hotel Program
Hotel guarantee	Select the credit card to guarantee the hotel if available in the company or traveler profile.
Hotel chain	Enter the Hotel chain here.
Number	Register the hotel loyalty program number of the traveller here.
Customer request	Enter specific customer requests manually.
Car Program
Guarantee car rental	Select the credit card to guarantee the car rental if available in the company or traveler profile.
Rental car company	Select the Rental car company here.
Number	Register the car loyalty program number of the traveler here.
Customer request	Enter specific customer requests manually.
Rail information
Card	Select the Card type
Number	Register the rail loyalty program or/and rail discount number of the traveller.
Expiration	Enter the expire date of the rail loyalty/discount card.
Collect points	Activate/deactivate if the traveller wants to collect points
Class	Preferred Seat Class
Delivery	Delivery option for the train ticket
Wagontype	Preferred Wagontype
Wagon extra	Preferred Wagon extra
Seat	Preferred Seat for train journey
Identification	From of Identification to collect train ticket

Section 'Travel documents'

Field	Description
Passport data
Nationality	Enter the nationality of the traveller here.
Passport number	Enter the passport number here.
Date of issue	Enter the date of issue of the passport.
Place of issue	Enter the place of issue of the passport.
Expiration date	Enter the date of expiration of the passport.
Visa Information
Country	Register the country for which the visa is valid.
Number	Enter the visa number here.
Date of issue	Enter the date of issue here.
Expiration date	Enter the date of expiration here.
Entry type	drop down of single, double or multiple entry
Identification cards
Country	Enter the nationality here.
Number	Register the number of the identification Card.

Section 'Administration'

The following fields shall apply to the arranger as well as approver and emergency contact

Field	Description
First name	First name of the arranger/approver/emergency contact
Surname	Surname of the arranger/approver/emergency contact
E-Mail	E-Mail address of the arranger/approver/emergency contact
Phone	Phone number of the arranger/approver/emergency contact
Itinerary / e-ticket	If this checkbox is disabled, a '* PAX' is entered in the CSX profile before the e-mail address to devalue the address (eg PAX*NAME@COMPANY.COM)

Section 'Comment'

Any text can be inserted in the 'Comment' field.

Module: CSX

Comments are published as profiles Notes to the CSX.

Section 'Log'

The log is a history of recent changes. Date, time, user and the status "saved profiles" is displayed

AeTM Integration

If Faces is configured as "profiles exit point" in AeTM, the profile of the traveler will appear in Faces

The Umbrella Faces Login-Data will be hidden
The publishing-status will only be shown for AeTM

Workflows / Processes

Create and edit Travellers

company

agency

admin

Create a new traveller by clicking on "Manage travelers" and then click the plus icon on the right hand side. This opens a new travellers mask.

Following fields are mandatory in order to create a new profile: User Name, company, gender, first name, surname, email address, birth date

Birth date is not mandatory for a supporter and agency administrators

Search travellers

Following terms can be used when searching for a traveller:

First name
Last Name
CSX profile number
AeTM Username
Company Name

Send credentials

By clicking on "send credentials" the login information will be sent to the traveller via email. This function always generates a new, temporary password. When you first login, the traveler must set a new password and accept the Privacy Policy.

Technical / Functional Details

Field-Mapping

There is no standard mapping for Galileo. The setup can be individually done in the Custom Publish Actions.

Faces	CSX	AeTM	umbrella.net	cytric
Company	PCN		Company
Username		Login Name		User Name
Main travel group		Community Codes		Travel Policy Group
Add. travel group		Community Codes
Role		Role
Gender	NM (MR / MRS)	Gender	Title	Personal Data/Greeting
Titel	NM	Title of Passenger		Personal Data/Title
First name	NM	First name	First names	Personal Data/First name
Middle name	NM	Middle name
Surname	NM	Surname	Name	Personal Data/Last name
Date of birth	PBD	Date of birth	Date of birth	Personal Data/Date of birth
Nationality	PCZ			Personal Data/Country of Citizenship
Language		Preferred Language	Language	Personal Preference/Language Selection
Phone business	AP -B	Business Phone	Telephone 1	Personal Data/Telephone
Phone private	AP -H		Telephone 2
Mobile phone	selectively AP -M or APM	Mobile Phone 1	Mobile	Personal Data/Mobile Telephone
E-Mail	Depending on the "dispatch e-mail" in the Company Profile: Amadeus Mail: If "Itinerary" is activated: APE- If "Itinerary" is deactivated: APE-PAX* Amadeus Fax Email Plus If "Itinerary" is activated: RMEMAIL If "Itinerary" is deactivated: RMPAX*EMAIL	E-Mail 1	E-Mail	Personal Data/eMail
Form of paymnet / credit cards	FP (if "use as form of payment is activated)	Credit card (Index is adjustable CC1, CC2, CC3) Airline Ticket Payment(if "use as form of payment is activated)	Credit Cards (Main or Lodge)	Credit Card and Payment Card Information
Seat request	ST/A oder ST/W	Seat Preference	Booking data-Preferences-Seat	Personal Preference/My Air Travel Preferences/Seat
Meal request	SR*	Meal Preference	Booking data-Preferences-Food	Personal Preference/My Air Travel Preferences/Special Meal Request
Smoker	PSH/Y, PSH/N	Smoking Preference	Booking data-Preferences-Smoker
Airline Company program
Airline + Number	FFN	Frequent Flyer	Booking data-Memberships-Type (Flight)	Frequent Traveler Numbers for Airlines
PIN	RX
Hotel Program
Hotel guarantee	PHI/G	Hotel Guarantee/Payment
Hotel chain	PHI/CO	Frequent Hotel Guest/Hotel Chain	Booking data-Memberships-Type (Hotel)	Frequent Traveler Numbers for Hotel Chains
Number	PHI/ID	Frequent Hotel Guest/Loyalty Number	Booking data-Memberships-Type (Hotel)	Frequent Traveler Numbers for Hotel Chains
Customer request	PHI/SI
Rental car travel policy
Guarantee Car Rental	PCI/G	Car Guarantee
Rental car company	PCI/CO	Frequent Renter Membership/Car Renter Chain	Booking data-Memberships-Type (Rentalcar)	Frequent Traveler Numbers for Rental Car Vendors
Number	PCI/ID	Frequent Renter Membership/Loyalty Number	Booking data-Memberships-Type (Rentalcar)	Frequent Traveler Numbers for Rental Car Vendors
Customer request	PCI/SI
Rail information
Card	Germany Rail: RMDB:BC: RMDB:ERM Amadeus Rail: RMR/RC/			Rail Discount Card/Card Provider and Type (BC25, BC50, BCB25, BCB50 )
Number	Germany Rail: RMDB:BC: RMDB:ERM Amadeus Rail: RMR/RC/			Rail Discount Card/Card number
Experation	Germany Rail: RMDB:BC: RMDB:ERM Amadeus Rail: RMR/RC/			Rail Discount Card/Valid through
Collect points	Germany Rail: RM*DB:BC: Amadeus Rail: RMR/LC/			Frequent Traveler Numbers - Rail/Rail Company and Card Type/Number/Valid through
Class	Germany Rail: RMDB:BC: RMDB:ERM RM*DB:RW: Amadeus Rail: RMR/RC/			Rail Discount Card/Card class Personal Preferences/My Rail Travel Preferences/Class of service
Delivery	RM*DB:RW:
Wagontype	RM*DB:RW:			Personal Preferences/My Rail Travel Preferences/Type of Carriage
Wagon extra	RM*DB:RW:			Personal Preferences/My Rail Travel Preferences/Type of Carriage
Seat	RM*DB:RW:			Personal Preferences/My Rail Travel Preferences/Seating preferences
Identification	RM*DB:OLT:
Passport data	Choice between 'PAS' and/or SR DOCS	Passport 1/Passport 2		Government ID and Visa Data
Nationality	PAS/CO	Country of Citizenship	Booking Data-Passport-Nationality	Government ID and Visa Data/Issuing Country
Passport number	PAS/NR	Passport number	Booking Data-Passport-Number	Government ID and Visa Data/Government ID Number
Issue date	PAS/IS		Booking Data-Passport-Date of issue
Expiration date	PAS/EX	Expiration date	Booking Data-Passport-Expiry Date	Government ID and Visa Data/Government ID Expiry Date:
Visa Information
Country	PIV/CO			Government ID and Visa Data/Visa Country
Number	PIV/NR			Government ID and Visa Data/Visa Number
Issue date	PIV/IS			Government ID and Visa Data/Visa Issue Date
Expiration date	PIV/EX			Government ID and Visa Data/Visa Expiration Date
Identification cards
Country	PID/CO
Number	PID/NR
Arranger	Depending on the "dispatch e-mail" of the Company: Amadeus Mail: If "Itinerary" is activated: AP ,/-ARR If "Itinerary" is deactivated: AP ARR* Amadeus Fax Email Plus If "Itinerary" is activated: RMEMAIL: ,/-ARR If "Itinerary" is deactivated: RMARR*EMAIL:	Assignement of the arranger (appointed travel arranger / principal travel arranger)		Personal Preferences/Select Travel Arranger
Approver	Depending on the "dispatch e-mail" of the Company: Amadeus Mail: If "Itinerary" is activated: AP ,/-AUT If "Itinerary" is deactivated: AP AUT* Amadeus Fax Email Plus If "Itinerary" is activated: RMEMAIL: ,/-AUT If "Itinerary" is deactivated: RMAUT*EMAIL:	Assignement of the approver (travel approver / fallback approver)
Emergency	Depending on the "dispatch e-mail" of the Company: Amadeus Mail: If "Itinerary" is activated: AP ,/-ECT If "Itinerary" is deactivated: AP ECT* Amadeus Fax Email Plus If "Itinerary" is activated: RMEMAIL: ,/-ECT If "Itinerary" is deactivated: RMECT*EMAIL:	Emergency Contact Name Emergency Contact Number		Emergency Contact Information/Name/Telephone
Comments	PN

Profile actions

Amadeus CSX

FILTER

Filter all email addresses

//pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, '@')]

Filter Emergency contact for "Amadeus Fax und Email plus"

For RM*EMAIL:MY@EMERGENCY.COM,/-ECT:

//remarkSection[miscellaneousRemark/miscellaneousRemarkInformation/type = 'RM' and contains(miscellaneousRemark/miscellaneousRemarkInformation/longFreeText, ',/ECT')]

For RM*ECT*EMAIL:MY@EMERGENCY.COM:

//remarkSection[miscellaneousRemark/miscellaneousRemarkInformation/type = 'RM' and contains(miscellaneousRemark/miscellaneousRemarkInformation/longFreeText, '*ECT*')]

Filter Emergency contact for "Amadeus Email"

For APE MY@EMERGENCY.COM,/-ECT:

//pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-ECT')]

For APE ECT*MY@EMERGENCY.COM:

//pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'ECT*')]

Filter Emergency contact "Name"

//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and contains(pnrElementInformation/longFreeTextData, ',/-ECT')]

Filter Arranger "Name"

//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType != 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-ARR')]

Arranger Email (E-Ticket/Itinerary = true)

//pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-ARR')]

Arranger Email (E-Ticket/Itinerary = false)

//pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'ARR*')]

Filter Approver "Name"

//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType != 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-AUT')]

Approver Email (E-Ticket/Itinerary = true)

//pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'ARR*')]

Approver Email (E-Ticket/Itinerary = false)

//pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'AUT*')]

Filter Phone private

//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = '4']

Filter Mobile phone

//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = 'P25']

Filter Seat request

//seatAndServiceRequests[seatAndServiceRequestInformation/seatRequestInformation/seatCharacteristic]

Filter Phone Business

//pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = '3']

Filter Meal request (SR*Mealcode)

//seatAndServiceRequests[substring(seatAndServiceRequestInformation/serviceRequestType/ssrCode, string-length(seatAndServiceRequestInformation/serviceRequestType/ssrCode) - string-length('ML') +1) = 'ML']

Filter Citizenship

//generalTravellerInformation/personalTravellerInformation/citizenship

Filter Birthday

//generalTravellerInformation/personalTravellerInformation/birthDate

Filter Hotel Travelpolicy

//hotelCustomerInformation

Filter Car Travelpolicy

//carCustomerInformation

COPY

Company assignement

company.name

Surname, first name, middle name, gender (GDS Format)

gdsName

Surname, first name, gender (GDS Format)

gdsNameShort

Personal credit card (Amadeus CSX)

creditcardCsx

Personal credit Card (Galileo WS)

creditcardGws

Form of payment (Amadeus CSX)

fop

Form of payment (Galileo WS)

fopGws

Web-card

webcard

Personal credit card type

fopCreditcardType

Personal credit card number

fopNumber

Personal credit card expiration

fopExpiration

Main Travel Group (Description)

homeCommunityDescription

Visa Information / Entry type

visa#.visaEntry

Last Modification in Profil (Histroy)

lastModified

Cytric Source

First additional eMail

firstAdditionalEMail

Second additional eMail

secondAdditionalEMail

Location

companyBinding.cytricLocation

Division

companyBinding.cytricDivision

Airline Discount Card Type (Air France)

AirlineDiscountCardType_AF_0
AirlineDiscountCardType_AF_1
AirlineDiscountCardType_AF_2

Airline Discount Number (Air France)

AirlineDiscountCardNumber_AF_0
AirlineDiscountCardNumber_AF_1
AirlineDiscountCardNumber_AF_2

Airline Disocunt Valid through (Air France)

AirlineDiscountCardValidity_AF_0
AirlineDiscountCardValidity_AF_1
AirlineDiscountCardValidity_AF_2

Redress Number

redressNumber

Known Traveller Number

knownTravNumber

AeTM

Module: AeTM

Travellers will be transferred to AeTM (via ProfileLink) - if enabled

Specification for AeTM Synchronisation

Form of payment / credit card

In the Company proifle section “Interface Setup”, the fields Personal CC on, 2nd Personal CC on and 3rd Perosnal CC on are available. The synchronisation to AeTM is limited to three credit cards. A fourth credit card in a traveller profile will be not transferred to AeTM.

Synch from Faces to AeTM:

If the “use as form of payment” is activated in Faces, the credit card in AeTM will be setup as “Airline Ticket Payment”.
If in Faces more than one credit card is active with “use as form of payment” the first credit card will be setup as “Airline Ticket Payment“ in AeTM.

Synch form AeTM to Faces:

The “Airline Ticket Payment” will activate the “use as form of payment“ in the Faces credit card.
Existing “use as form of payment” in Faces will not be overridden.

General:

If activated in AeTM, the AeTM-fields “Hotel Guarantee/Payment” and “Car Guarantee” are synchronised with the fields “Guarantee hotel” and “Guarantee car rental” in Umbrella Faces.

Cytric

Specification for Cytric Synchronisation

User Access Rights

from Tenzing Faces to Cytric

Any change of roles and/or Faces usertype (Traveler, Arranger, Approver) will also affect the Cytric roles
No change in roles and Faces usertype will not override any existing role setup in Cytric.
Changes of profile data's (e.g. phone, email etc.) without changing roles will not override any existing role setup in Cytric.
Adding or changing roles will not synchronize any User Access Rights of Assignments for Travel Arrangers/Trip Approvers in the user profile. Existing Assignments setting will be deleted by changing or adding roles.

from Cytric to Faces

No Assignments for Travel Arranger/Trip Approvers are synchronized

Rail

from Faces to Cytric

The activation of "collect points" in the Traveller Profile will also synchronize the Railcard as "Frequent Traveller Numbers - Rail"
DB bonus.card is not a valid card in Cytric, therefore no synchronisation will be done
DB Card 100 is not a valid Frequent Traveller-Railcard, therefore no synchronisation will be done in case of activation "collect points"