R12.x Oracle Customer Data Management

Transcription

1 Oracle University Contact Us: R12.x Oracle Customer Data Management Duration: 3 Days What you will learn This course will be applicable for customers who have implemented Oracle E-Business Suite Release 12 or Oracle E-Business Suite In this course, students will learn the origin and purpose of the Trading Community Architecture (TCA), why it was created and how TCA has evolved. Additionally, this course covers TCAs role in the e-business Suite Applications and an overview of the Customer Data Hub. Also covered is the functionality of the Customers Online application and the Customer Data Librarian role. Demonstrations and practices reinforce the fundamental concepts. Learn To: Describe Trading Community Architecture Describe Relationship Models Describe Customer Modeling Understand TCA Key Entities Describe Extensible Attributes A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made. Audience Functional Implementer System Administrator Technical Administrator Technical Consultant Related Training Suggested Prerequisites R12.x Oracle E-Business Suite Essentials for Implementers ebusiness Suite Essentials for Implementers Course Objectives Understanding TCA Best Practices Customer Modeling Working with the TCA Fundamentals Using the Customer Data Librarian Copyright 2013, Oracle. All rights reserved. Page 1

2 Using the Data Quality Manager Using the TCA Data Model Key Elements Understanding TCA in the E-Business Suite Understanding Extensible Attributes Understanding and using the Classifications Model Working with Oracle Customer Online Working with the Customer Data Hub Working with the Relationship Model Course Topics of Customer Data Management The 4 C's of Customer Data Management Constructing the Customer Model CDM Maintenance and Architecture of Customer Data Hub of Data Librarian History of TCA Workflow and Component APIs in TCA TCA Key Components Party Site, Usages, and Relationships Account Layer Components Party Site, Usages, and Relationships Account Site, Usages, and Relationships Parties vs. Accounts Campaign to Compensation and Compensation Applications Other Applications Leveraging TCA Best Practices How TCA Is Implemented Modeling Customers In TCA Best Practices Party Axioms Best Practices Account Axioms Customers Online Customers Online Solution Customer Data Consolidation Customer Data Cleansing Copyright 2013, Oracle. All rights reserved. Page 2

3 Customer Data Completeness Enterprise Customer Management Embedded Data Quality Management (DQM) File Load Managing Customer Information Home Tab Landing Page Customer Tab Landing Page Viewing and Updating Side Navigation Searching for Customer Options Searching for Customer Benefits Searching for Organizations Searching for Person/Contact Classification Model Sample of Classification Scheme Accessing Classification Administration Allowing Multiple Parent Codes Allowing Parent Code Assignment Allowing Multiple Class Code Assignments Using Classifications Relationship Management Relationship Model Relationship Phrases Relationship Roles Relationship Types Hierarchical and Circular Characteristics Relationship Management Relationship Setup Considerations Extensible Attributes Data Model Extensibility Extensible Attributes Example Customers Online Transactions Viewer Transactions Viewer Description Transactions Available Out-of-the-Box Transactions Viewer Benefits Using Transactions Viewer Transactions Viewer Data Dependencies Certification Assignments Certification Certification Levels and Reasons Certification Technical Design Copyright 2013, Oracle. All rights reserved. Page 3

4 Certification Processes Viewing Certifications Managing Certifications Merge Request Creation Party Merge Account Merge Using Merge Requests Creating Merge Requests System Duplicate Identification Batch Mapping and Submitting Merge Requests Source System Management Graphical Process Supported Tables Architecture Defining Source System Descriptive Flexfield Setup Manual Mapping Single Source of Truth Creating Content Sources Adding Party Profiles Third Party Data Rules Setting Up Data Sources User and Third Party Overwrite Rules Other Entities Data Sources Setup User Data Creation Rules Customers Online File Load CSV File File Load and Mapping Error Correction File and Mapping Management Import Console and Bulk Import Batch Import Flow Batch De-Duplication Registry De-Duplication Bulk Import - Benefits and Features Bulk Import Setup Bulk Import Process Bulk Import Management Party Purge Creating Purge Request Copyright 2013, Oracle. All rights reserved. Page 4

5 Managing Purge Request Online Purge Dun & Bradstreet Integration D&B Data Elements in TCA D&B Import Search D&B D&B Creating Relationships D&B Relationship Terminology Dynamic Building of the D&B Hierarchy Address Validation Address Validation Definition Address Validation Example Address Validation Features XML Messaging Validating Addresses During Bulk Import Adapter Configuration Adding Countries to Adapter Configurations Information Quality Tools TCA's Information Quality Tools DQM Search Method DQM Attributes Match Rule Creation Applications of DQM Duplicate Prevention DQM Match Rules Application Copyright 2013, Oracle. All rights reserved. Page 5