Oracle Fusion Applications Cloud Service and Cloud Service Options Licensing Information 11g Release 1 (11.1.4.0.0)
Oracle Fusion Applications Cloud Service and Cloud Service Options Licensing Information Licensing Document 11g Release 1 (11.1.4.0.0) Copyright 2012, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 2 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
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Contents 1 Preface... 8 1.1 Oracle Fusion Applications Help... 8 1.2 Oracle Fusion Applications Guides... 8 1.3 Other Information Sources... 10 1.3.1 My Oracle Support... 10 1.3.2 Oracle Enterprise Repository for Oracle Fusion Applications... 10 1.4 Documentation Accessibility... 11 1.5 Comments and Suggestions... 11 2 Overview... 12 3 Oracle Fusion CRM Base Cloud Service... 13 3.1 Oracle Fusion CRM Base... 13 3.2 Separately Licensed Prerequisite Products... 13 3.3 Components and Features... 13 3.4 General Licensing Information... 15 4 Oracle Fusion Sales Cloud Service Options... 16 4.1 Oracle Fusion Enterprise Contracts Management Base Cloud Service... 16 4.1.1 Separately Licensed Prerequisite Products... 16 4.1.2 Components and Features... 16 4.1.3 General Licensing Information... 17 4.2 Oracle Fusion Incentive Compensation Cloud Service... 17 4.2.1 Separately Licensed Prerequisite Products... 17 4.2.2 Components and Features... 18 4.2.3 General Licensing Information... 19 4.3 Oracle Fusion Opportunity Landscape Cloud Service... 19 4.3.1 Separately Licensed Prerequisite Products... 19 4.3.2 Components and Features... 19 4.3.3 General Licensing Information... 20 4.4 Oracle Fusion Quota Management Cloud Service... 20 4.4.1 Separately Licensed Prerequisite Products... 20 4.4.2 Components and Features... 21 4.4.3 General Licensing Information... 21 4.5 Oracle Fusion Sales Campaigns Cloud Service... 22 4.5.1 Separately Licensed Prerequisite Products... 22 4.5.2 Components and Features... 22 4.5.3 General Licensing Information... 22 4.6 Oracle Fusion Sales Predictor Cloud Service... 23 4.6.1 Separately Licensed Prerequisite Products... 23 4.6.2 Components and Features... 23 4.6.3 General Licensing Information... 24 5 Oracle Fusion Marketing Cloud Service... 25 4 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
5.1 Oracle Fusion Marketing... 25 5.1.1 Separately Licensed Prerequisite Products... 25 5.1.2 Components and Features... 25 5.1.3 Restricted-Use Licensing... 26 5.1.4 General Licensing Information... 27 6 Oracle Fusion Partner Relationship Management Cloud... 28 6.1 Oracle Fusion Partner Relationship Management for Channel Managers Cloud Service... 28 6.1.1 Separately Licensed Prerequisite Products... 28 6.1.2 Components and Features... 28 6.1.3 General Licensing Information... 29 6.2 Oracle Fusion Partner Relationship Management for Partners Cloud Service 29 6.2.1 Separately Licensed Prerequisite Products... 29 6.2.2 Components and Features... 30 6.2.3 General Licensing Information... 30 6.3 Oracle Fusion Territory Management for Channel Managers Cloud Service 30 6.3.1 Separately Licensed Prerequisite Products... 30 6.3.2 Components and Features... 31 6.3.3 General Licensing Information... 31 7 Oracle Fusion Customer Data Management Cloud Service... 32 7.1 Oracle Fusion Customer Data Steward Cloud Service... 32 7.1.1 Separately Licensed Prerequisite Products... 32 7.1.2 Components and Features... 32 7.1.3 General Licensing Information... 33 7.2 Oracle Fusion Customer Management Foundation for Organizations Cloud Service... 33 7.2.1 Separately Licensed Prerequisite Products... 33 7.2.2 Components and Features... 33 7.2.3 General Licensing Information... 34 7.3 Oracle Fusion Customer Management Foundation for Persons Cloud Service 34 7.3.1 Separately Licensed Prerequisite Products... 35 7.3.2 Components and Features... 35 7.3.3 General Licensing Information... 36 7.4 Oracle Fusion Data Quality Address Cleansing Cloud Service... 36 7.4.1 Separately Licensed Prerequisite Products... 36 7.4.2 Components and Features... 36 7.4.3 General Licensing Information... 37 7.5 Oracle Fusion Data Quality Matching Cloud Service... 37 7.5.1 Separately Licensed Prerequisite Products... 37 7.5.2 Components and Features... 37 7.5.3 General Licensing Information... 38 8 Oracle Fusion CRM Business Intelligence Cloud Service... 39 Copyright 2012, Oracle and/or its affiliates. All rights reserved. 5
8.1 Oracle Fusion Transactional Business Intelligence for Customer Relationship Management Cloud Service... 39 8.2 Separately Licensed Prerequisite Products... 39 8.3 Components and Features... 39 8.4 General Licensing Information... 40 9 Oracle Fusion Human Capital Management Cloud Service... 41 9.1 Oracle Fusion Human Capital Management Base Cloud Service... 41 9.1.1 Separately Licensed Prerequisite Products... 41 9.1.2 Components and Features... 41 9.1.3 General Licensing Information... 43 9.2 Oracle Fusion Transactional Business Intelligence for Human Capital Management Cloud Service... 43 9.2.1 Separately Licensed Prerequisite Products... 43 9.2.2 Components and Features... 44 9.2.3 General Licensing Information... 44 10 Oracle Fusion Human Capital Management Cloud Service Options... 45 10.1 Separately Licensed Prerequisite Products... 45 10.2 General Licensing Information... 45 10.3 Cloud Service Options Licensing Details... 45 10.3.1 Oracle Fusion Global Payroll Cloud Service... 45 10.3.2 Oracle Fusion Payroll Interface Cloud Service... 46 10.3.3 Oracle Fusion Goal Management Cloud Service... 47 10.3.4 Oracle Fusion Performance Management Cloud Service... 47 10.3.5 Oracle Fusion Talent Review Cloud Service... 48 10.3.6 Oracle Fusion Workforce Compensation Cloud Service... 49 10.3.7 Oracle Fusion Workforce Lifecycle Manager Cloud Service... 50 10.3.8 Oracle Fusion Workforce Predictions Cloud Service... 51 11 Oracle Fusion Talent Management Cloud Service... 53 11.1 Oracle Fusion Talent Management Cloud Service... 53 11.1.1 Separately Licensed Prerequisite Products... 53 11.1.2 Components and Features... 53 11.1.3 General Licensing Information... 54 11.2 Oracle Fusion Transactional Business Intelligence for Talent Management Cloud Service... 54 11.2.1 Separately Licensed Prerequisite Products... 54 11.2.2 Components and Features... 54 11.2.3 General Licensing Information... 55 12 Oracle Fusion Talent Management Cloud Service Options... 56 12.1 Separately Licensed Prerequisite Products... 56 12.2 Oracle Fusion Goal Management Cloud Service... 56 12.3 Oracle Fusion Performance Management Cloud Service... 57 12.4 Oracle Fusion Talent Review Cloud Service... 58 12.5 Oracle Fusion Workforce Compensation Cloud Service... 59 12.6 General Licensing Information... 60 6 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Copyright 2012, Oracle and/or its affiliates. All rights reserved. 7
1 Preface This document, which is part of the Program Documentation under the terms of your Oracle licensing agreement, is intended to help you understand the features, functionality, and options available for Oracle Programs and the licenses required to use them. Oracle offers a variety of licensing options that determine your rights to run the Oracle Programs. If you have a question about your licensing needs, please contact your Oracle sales representative, contact the License Management Services representative listed at this URL: http://www.oracle.com/us/corporate/license-managementservices/index.html, or refer to the resources listed in "Oracle Fusion Applications Guides" or "Other Information Sources" for more information. This Preface discusses these topics: Oracle Fusion Applications Help Oracle Fusion Applications Guides Other Information Sources Documentation Accessibility Comments and Suggestions 1.1 Oracle Fusion Applications Help You can access Oracle Fusion Applications Help for the current page, section, activity, or task by clicking the help icon. The following figure depicts the help icon. With a local installation of help, you can add custom help files to replace or supplement the provided content. Help content patches are regularly made available to ensure you have access to the latest information. Patching does not affect your custom content. 1.2 Oracle Fusion Applications Guides Oracle Fusion Applications guides are a structured collection of the help topics, examples, and FAQs from the help system packaged for easy download and offline reference, and sequenced to facilitate learning. You can access the guides from the Guides menu in the global area at the top of Oracle Fusion Applications Help pages. The Guides menu also provides access to the business process models on which Oracle Fusion Applications is based. 8 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Guides are designed for specific audiences and can be product-specific or common to multiple products. The next two tables describe the purpose, organization, and intended audience for the product-specific and common guides. This table describes the product-specific guides. Guide Type Intended Audience Purpose User Guides Users who perform business process tasks Managers who need an overview of the business processes Address the tasks in one or more business process. Implementation Guides Implementors Address setup and configuration tasks of the licensed applications. They are organized to follow the task list sequence of the offerings, as displayed within the Setup and Maintenance work area provided by Oracle Fusion Functional Setup Manager. Concept Guides Decision makers, such as chief financial officers, financial analysts, and implementation consultants Explain the key concepts and decisions for a specific area of functionality. They are organized by the logical flow of features and functions. Security Reference Manuals Implementers, security administrators, and auditors Describe the predefined data that is included in the security reference implementation for one offering. They are intended They are organized by role. To supplement these guides, which cover specific business processes and offerings, the following guides address common areas: Guide Intended Audience Purpose Common User Guide All users Explains tasks performed by most users. Common Implementation Guide Information Technology Management, Implement Applications Guide Implementors Implementors Explains tasks within the Define Common Applications Configuration task list, which is included in all offerings. Explains how to use Oracle Fusion Functional Setup Manager to plan, manage, and track your implementation projects, migrate setup data, and validate implementations. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 9
Guide Intended Audience Purpose Technical Guides System administrators, application developers, and technical members of implementation teams Explain how to install, patch, administer, and customize Oracle Fusion Applications. Note. For guides that are not available from the Guides menu, go to the Oracle Technology Network at http://www.oracle.com/technetwork/indexes/documentation. 1.3 Other Information Sources 1.3.1 My Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Use the My Oracle Support Knowledge Browser to find documents for a product area. You can search for release-specific information, such as patches, alerts, white papers, and troubleshooting tips. Other services include health checks, guided lifecycle advice, and direct contact with industry experts through the My Oracle Support Community. 1.3.2 Oracle Enterprise Repository for Oracle Fusion Applications Oracle Enterprise Repository for Oracle Fusion Applications provides visibility into service-oriented architecture assets to help you manage the lifecycle of your software from planning through implementation, testing, production, and changes. In Oracle Fusion Applications, you can use the Oracle Enterprise Repository for Oracle Fusion Applications for: Technical information about integrating with other applications, including services, operations, composites, events, and integration tables. The classification scheme shows the scenarios in which you use the assets, and includes diagrams, schematics, and links to other technical documentation. Publishing other technical information such as reusable components, policies, architecture diagrams, and topology diagrams. See http://fusionappsoer.oracle.com. 10 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
1.4 Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/us/corporate/accessibility/index.html. 1.5 Comments and Suggestions Your comments are important to us. We encourage you to send us feedback about Oracle Fusion Applications Help and guides. Please send your suggestions to oracle_fusion_applications_help_ww_grp@oracle.com. You can use the Send Feedback to Oracle link in the footer of Oracle Fusion Applications Help. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 11
2 Overview This document describes the Oracle Fusion Applications cloud service and cloud service options licensing details including: Separately licensed prerequisite products Components and features Restricted use licensing General licensing information 12 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
3 Oracle Fusion CRM Base Cloud Service The programs in Oracle Fusion CRM Base Cloud Service are: Oracle Fusion CRM Base Standard Offering Cloud Service Oracle Fusion CRM Base Enterprise Offering Cloud Service Oracle Fusion CRM Base Premium Offering Cloud Service 3.1 Oracle Fusion CRM Base Oracle Fusion CRM Base delivers a wide range of functionality for sales executives, sales representatives, and sales operations professionals. 3.2 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite product requires separate licenses: Oracle Fusion Transactional Business Intelligence for Customer Relationship Management Cloud Service 3.3 Components and Features included with a license for the programs in Oracle Fusion CRM Base Cloud Service. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 13
Oracle Fusion CRM Base Standard Offering Cloud Service Oracle Fusion CRM Base Enterprise Offering Cloud Service Oracle Fusion CRM Base Premium Offering Cloud Service Product or Component Included with License Fusion CRM Base o Lead Management o Forecast Management o Activity Streams Territory Management CRM Desktop Smart Phone Edition Sales Catalog One user of Applications Extensibility Framework Oracle Fusion CRM Base Standard Cloud Service offering, plus: Quota Management Sales Campaigns One user of Applications Extensibility Framework for every 20 users Oracle Fusion CRM Base Enterprise Cloud Service offering, plus: Sales Prediction Engine Opportunity Landscape Incentive Compensation Enterprise Contracts Management Base One user of Applications Extensibility Framework for every 20 users Sales dashboard Sales forecasting Activity stream Lead management Opportunity management Customer center References and competitors Assignment manager 14 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
3.4 General Licensing Information Oracle Fusion CRM Base Cloud Service programs can be licensed with the Hosted Fusion Named User metric. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 15
4 Oracle Fusion Sales Cloud Service Options 4.1 Oracle Fusion Enterprise Contracts Management Base Cloud Service Oracle Fusion Enterprise Contracts Management Base Cloud Service provides a complete solution for managing sales, procurement and other contracts. It is a comprehensive offering for standardizing corporate contract policies, improving internal controls, and complying with all contractual obligations and regulatory requirements. 4.1.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses. Only one of the following is required: Oracle Fusion CRM Base Standard Offering Cloud Service Oracle Fusion CRM Base Enterprise Offering Cloud Service Oracle Fusion CRM Base Premium Offering Cloud Service The number of users of Oracle Fusion Sales Cloud Service Options does not have to match the number of users of Oracle Fusion CRM Base Cloud Service. 4.1.2 Components and Features included with a license for Oracle Fusion Enterprise Contracts Management Base Cloud Service. 16 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Oracle Fusion Enterprise Contracts Management Base Cloud Service Product or Component Included with License Oracle Fusion Enterprise Contracts Clause and template library Guided contract creation Contract printing Microsoft Word collaboration Contract deviations reporting Clause usage analysis Contract import Contract text search 4.1.3 General Licensing Information Oracle Fusion Enterprise Contracts Management Base Cloud Service can be licensed with the Hosted Fusion Named User metric. 4.2 Oracle Fusion Incentive Compensation Cloud Service Oracle Fusion Incentive Compensation Cloud Service is used to manage transactional-based, nondiscretionary incentive programs. Companies can measure performance to objectives, reward appropriate behavior, and analyze the impact of incentives on financial and sales goals. 4.2.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite product requires a separate license: Oracle Fusion CRM Base Cloud Service (only if access to Oracle Fusion CRM Base information such as customers, activities, tasks and appointments is needed) Copyright 2012, Oracle and/or its affiliates. All rights reserved. 17
4.2.2 Components and Features included with a license for Oracle Fusion Incentive Compensation Cloud Service. Oracle Fusion Incentive Compensation Cloud Service Full payment traceability Manual payment adjustments Guided top down plan creation Automatic report updates Cross-organization crediting and rollup Mass adjustments using fusion desktop integrator Incremental crediting Dispute management Direct plan assignment Parallel processing Incentive compensation plan effectiveness and financial reporting Configurable payment approval Exception management embedded analytics Discrete, configurable process steps Mass assignment of plans to participants Assignment of participants to analysts and pay groups Transaction collection and mapping Full calculation traceability Participant compensation dashboard Intelligent incremental calculation Summarized rollups Ad-hoc Incentive Reporting 18 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
4.2.3 General Licensing Information Oracle Fusion Incentive Compensation Cloud Service can be licensed with the Hosted Fusion Compensated Individual metric. 4.3 Oracle Fusion Opportunity Landscape Cloud Service Oracle Fusion Opportunity Landscape Cloud Service enables salespeople to work with leads and sales opportunities, from inception to closure, and meet revenue targets in a timely fashion using key insights from customers and the competitor landscape. 4.3.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: Only one of the following: o Oracle Fusion CRM Base Standard Offering Cloud Service o Oracle Fusion CRM Base Enterprise Offering Cloud Service o Oracle Fusion CRM Base Premium Offering Cloud Service The number of users of Oracle Fusion Sales Cloud Service Options does not have to match the number of users of Oracle Fusion CRM Base Cloud Service. 4.3.2 Components and Features included with a license for Oracle Fusion Opportunity Landscape Cloud Service. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 19
Oracle Fusion Opportunity Landscape Cloud Service Identify lead recommendations using predictive intelligence Sales business analytics Integrated pipeline and white space analysis Identify like customers and common buying patterns Identify whitespace opportunities in your pipeline and customer base 4.3.3 General Licensing Information Oracle Fusion Opportunity Landscape Cloud Service can be licensed with the Hosted Fusion Named User metric. 4.4 Oracle Fusion Quota Management Cloud Service Oracle Fusion Quota Management Cloud Service enables companies to manage sales quotas in order to maximize quota attainment and improve overall sales performance. 4.4.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: Only one of the following: o Oracle Fusion CRM Base Standard Offering Cloud Service o Oracle Fusion CRM Base Enterprise Offering Cloud Service o Oracle Fusion CRM Base Premium Offering Cloud Service The number of users of Oracle Fusion Sales Cloud Service Options does not have to match the number of users of Oracle Fusion CRM Base Cloud Service. 20 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
4.4.2 Components and Features included with a license for Oracle Fusion Quota Management Cloud Service. Oracle Fusion Quota Management Cloud Service Product or Component Included with License Oracle Fusion Quota Management Quota management aligned with territory management Set accurate quotas using data-driven intelligence Simple quota entry interface Quota assignment notification to compensation planning Midyear sales resource change; effective dated or prorated quotas Quota definition for prime and overlay salespeople Customizable quota formulas Top-down and bottom-up quota reconciliation Quota planning environment separate from current quotas Sales business analytics 4.4.3 General Licensing Information Oracle Fusion Quota Management Cloud Service can be licensed with the Hosted Fusion Compensated Individual metric. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 21
4.5 Oracle Fusion Sales Campaigns Cloud Service Oracle Fusion Sales Campaigns Cloud Service enables companies to leverage the same e-mail marketing infrastructure used by marketing departments to facilitate consistent, standard e-mail communications with contacts. Making this tool available to salespeople increases their productivity and facilitates consistency of outbound communication across the enterprise. 4.5.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: Only one of the following: o Oracle Fusion CRM Base Standard Offering Cloud Service o Oracle Fusion CRM Base Enterprise Offering Cloud Service o Oracle Fusion CRM Base Premium Offering Cloud Service The number of users of Oracle Fusion Sales Cloud Service Options does not have to match the number of users of Oracle Fusion CRM Base Cloud Service. 4.5.2 Components and Features included with a license for Oracle Fusion Sales Campaigns Cloud Service. Oracle Fusion Sales Campaigns Cloud Service Sales campaigns Integrated pipeline and white space analysis Empower sales outreach with sales campaigns Identify whitespace opportunities in your pipeline and customer base 4.5.3 General Licensing Information Oracle Fusion Sales Campaigns can be licensed with the Hosted Fusion Name User metric. 22 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
4.6 Oracle Fusion Sales Predictor Cloud Service Oracle Fusion Sales Predictor Cloud Service enables organizations to improve their sales performance using predictive intelligence to maximize the likelihood that a customer will buy their product offerings. By utilizing sophisticated predictive modeling and rules based on the product and customer attributes that are inherent in historical data, Oracle Fusion Sales Predictor Cloud Service reduces sales cycle turnaround time while maximizing potential revenue. 4.6.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: Only one of the following: o Oracle Fusion CRM Base Standard Offering Cloud Service o Oracle Fusion CRM Base Enterprise Offering Cloud Service o Oracle Fusion CRM Base Premium Offering Cloud Service The number of users of Oracle Fusion Sales Cloud Service Options does not have to match the number of users of Oracle Fusion CRM Base Cloud Service. 4.6.2 Components and Features included with a license for Oracle Fusion Sales Predictor Cloud Service. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 23
Oracle Fusion Sales Predictor Cloud Service Product or Component Included with License Oracle Fusion Sales Prediction Engine Select customer and product attributes for building predictive models Set up, manage, and train predictive models Set up prediction rules based on business or tribal knowledge not inherent in the data Analyze the performance of prediction models using inbuilt reports such as leads adoption, attribute correlation Retrain models as the underlying data changes thus improving the accuracy of prediction Manage the eligibility of customers and products for generating recommendations Simulate recommendations before generating leads 4.6.3 General Licensing Information Oracle Fusion Sales Predictor Cloud Service can be licensed with the Hosted Fusion Name User metric. 24 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
5 Oracle Fusion Marketing Cloud Service The programs in Oracle Fusion Marketing Cloud Service are: Oracle Fusion Marketing, Enterprise Edition Cloud Service Oracle Fusion Marketing, Additional Volume Cloud Service Oracle Fusion Marketing, Additional Email - 500,000 Messages 5.1 Oracle Fusion Marketing Oracle Fusion Marketing enables marketing organizations to gain insight through embedded analytics to better understand where to invest their marketing dollars, drive more revenue by leveraging best-in-class marketing and prospecting capabilities, and improve lead conversion with robust lead management and predictive lead recommendation capabilities. 5.1.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: Oracle Fusion CRM Base (only if access to Oracle Fusion CRM Base information such as customers, activities, tasks, and appointments is needed) Oracle Fusion Email Marketing Server (only if preconfigured email channel and SMS channel execution functionality is needed) Oracle Fusion Marketing Segmentation (only if segmentation is needed) 5.1.2 Components and Features included with a license for the programs in Oracle Fusion Marketing Cloud Service. Oracle Fusion Marketing, Enterprise Edition Cloud Service Product or Component Included with License Oracle Fusion Marketing Integrated sales and marketing analytics Robust segmentation engine Copyright 2012, Oracle and/or its affiliates. All rights reserved. 25
Oracle Fusion Marketing, Additional Volume Cloud Service Oracle Fusion Marketing, Additional Email - 500,000 Messages Product or Component Included with License Common CRM database with built-in data quality services 360 view of customers from within a transactional system Campaign planning and task management Multichannel campaign management Sales campaigns for field organizations Intelligent lead distribution Lead management with opportunity landscape Lead scoring and lead assessment scripts Built-in enterprise collaboration between sales and marketing Cross channel response management Reusable templates 5.1.3 Restricted-Use Licensing The following table describes the restricted-use licenses that are included with Oracle Fusion Marketing, Enterprise Edition Cloud Service. Product or Component Oracle Fusion CRM Base Cloud Service Available Features Record types (contacts, accounts, leads, campaign, tasks and activities, product, objective, user, company) Calendar, campaign, and segmentation pages System administration functions Custom objects and tabs Home page edit layouts Managed lists Personal profile management 26 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Product or Component Available Features Analytics reports and dashboards Usage of other Oracle Fusion CRM Base Cloud Service features requires a subscription to Oracle Fusion CRM Base Cloud Service. 5.1.4 General Licensing Information The following table describes the licensing metrics used for Oracle Fusion Marketing Cloud Service programs. Oracle Fusion Marketing, Enterprise Edition Cloud Service Oracle Fusion Marketing, Additional Volume Cloud Service Oracle Fusion Marketing, Additional Email - 500,000 Messages Metric Hosted Fusion Named User 100,000 Hosted Fusion Customer Records per Month Hosted Fusion Each Copyright 2012, Oracle and/or its affiliates. All rights reserved. 27
6 Oracle Fusion Partner Relationship Management Cloud 6.1 Oracle Fusion Partner Relationship Management for Channel Managers Cloud Service Oracle Fusion Partner Relationship Management for Channel Managers provides a seamless lifecycle process for partner relationships. 6.1.1 Separately Licensed Prerequisite Products Oracle Fusion Partner Relationship Management for Channel Managers Cloud Service subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses. Oracle Fusion Partner Relationship Management for Channel Managers Cloud Service requires one of the following prerequisite services: Oracle Fusion CRM Base Standard Offering Cloud Service Oracle Fusion CRM Base Enterprise Offering Cloud Service Oracle Fusion CRM Base Premium Offering Cloud Service 6.1.2 Components and Features included with a license for Oracle Fusion Partner Relationship Management for Channel Managers. 28 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Oracle Fusion Partner Relationship Management for Channel Managers Cloud Service Promote the value of a partnership to specifically targeted partners to recruit them Partner onboarding Analysis from dashboards Closed-loop lead and opportunity management Visibility into partners pipelines along with real-time forecasting for the indirect channel business 6.1.3 General Licensing Information Oracle Fusion Partner Relationship Management for Channel Managers Cloud Service can be licensed with the Hosted Fusion Named User metric. The number of users of Fusion Partner Relationship Management Cloud Service does not have to match the number of users of the Fusion CRM Base Cloud Service offerings; the number of users of Fusion Partner Relationship Management Cloud Service can be a subset of users of the Fusion CRM Base Cloud Service offerings. 6.2 Oracle Fusion Partner Relationship Management for Partners Cloud Service Oracle Fusion Partner Relationship Management for Partners Cloud Service allows partners to easily enter the required information and focus their energies on demand generation and successfully closing deals. 6.2.1 Separately Licensed Prerequisite Products Oracle Fusion Partner Relationship Management for Partners Cloud Service subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses. Oracle Fusion Partner Relationship Management for Partners Cloud Service requires one of the following prerequisite services: Oracle Fusion CRM Base Standard Offering Cloud Service Oracle Fusion CRM Base Enterprise Offering Cloud Service Oracle Fusion CRM Base Premium Offering Cloud Service Copyright 2012, Oracle and/or its affiliates. All rights reserved. 29
6.2.2 Components and Features included with a license for Oracle Fusion Partner Relationship Management for Partners Cloud Service. Oracle Fusion Partner Relationship Management for Partners Cloud Service Self-service model Partner Dashboard supplies recommended content and educational information along with performance analysis Partner performance management Comprehensive market development funds (MDF) process including pre-approvals and claims 6.2.3 General Licensing Information Oracle Fusion Partner Relationship Management for Partners can be licensed with the Hosted Fusion Named User metric. The number of users of Fusion Partner Relationship Management Cloud Service does not have to match the number of users of the Fusion CRM Base Cloud Service offerings; the number of users of Fusion Partner Relationship Management Cloud Service can be a subset of users of the Fusion CRM Base Cloud Service offerings. 6.3 Oracle Fusion Territory Management for Channel Managers Cloud Service Oracle Fusion Territory Management for Channel Managers Cloud Service is for use by brand owners (partner managers) who establish and manage territories primarily for partners and related partner programs. 6.3.1 Separately Licensed Prerequisite Products Oracle Fusion Partner Territory Management for Channel Managers Cloud Service subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses. Oracle Fusion Territory Management for Channel Managers Cloud Service requires one of the following prerequisite services: 30 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Oracle Fusion CRM Base Standard Offering Cloud Service Oracle Fusion CRM Base Enterprise Offering Cloud Service Oracle Fusion CRM Base Premium Offering Cloud Service 6.3.2 Components and Features included with a license for Oracle Fusion Territory Management for Channel Managers Cloud Service. Oracle Fusion Territory Management for Channel Managers Cloud Service Territory definition, structuring, and administration Analytics Territory proposal creation 6.3.3 General Licensing Information Oracle Fusion Territory Management for Channel Managers can be licensed with the Hosted Fusion Managed Resource metric. The number of users of Fusion Partner Relationship Management Cloud Service does not have to match the number of users of the Fusion CRM Base Cloud Service offerings; the number of users of Fusion Partner Relationship Management Cloud Service can be a subset of users of the Fusion CRM Base Cloud Service offerings. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 31
7 Oracle Fusion Customer Data Management Cloud Service 7.1 Oracle Fusion Customer Data Steward Cloud Service Oracle Fusion Customer Data Steward Cloud Service provides a set of tools for data stewards, merchandise or product catalog managers to easily administer govern and maintain product and service data that has been consolidated or enriched within the Product Hub. Users can control product data consolidation from disparate systems through a business user interface allowing them visibility into staged product data before it is imported. Data Stewards also have access to data and process analytics allowing them to make informed decisions and resolve issues during the consolidation process. In addition, consumers of the product definition can leverage various search mechanisms to locate the relevant product information quickly and securely. 7.1.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: Oracle Fusion Applications Extensibility Framework (only if administrative users need to perform data model configuration) One of the following: Oracle Fusion Customer Hub for Organizations Oracle Fusion Customer Management Foundation for Organizations Oracle Fusion Customer Hub for Persons Oracle Fusion Customer Management Foundation for Persons 7.1.2 Components and Features included with a license for Oracle Fusion Customer Data Steward Cloud Service. 32 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Oracle Fusion Customer Data Steward Cloud Service Product or Component Included with License Oracle Fusion Trading Community Hub Business user interface to manage product master data 7.1.3 General Licensing Information Oracle Fusion Customer Data Steward Cloud Service can be licensed with the Hosted Fusion Named User metric. 7.2 Oracle Fusion Customer Management Foundation for Organizations Cloud Service Oracle Fusion Customer Management Foundation for Organizations Cloud Service Organizations enables companies to manage customer information as an enterprise asset through consolidation of distributed knowledge. Companies can constantly monitor and enhance customer data quality, and enforce corporate governance policies and procedures. 7.2.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: Oracle Fusion Applications Extensibility Framework (only if administrative users need to perform data model configuration) 7.2.2 Components and Features included with a license for Oracle Fusion Management Foundation for Organizations Cloud Service. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 33
Oracle Fusion Management Foundation for Organizations Cloud Service Product or Component Included with License Oracle Fusion Trading Community Hub Data steward productivity management Merge policy enforcement Identification and cross reference management Enrichment with trusted reference sources Share consolidated information of customer Hierarchy management Guided merge conflict resolution process Import framework with data quality and what-if analysis Comprehensive roles and relationship modeling Monitoring data quality metrics Track multiple hierarchies and versioning Comprehensive modeling of party Master reference geography Merge or link duplicates Extensive 360 degree view of the customer 7.2.3 General Licensing Information Oracle Fusion Management Foundation for Organizations Cloud Service can be licensed with the Hosted Fusion 1,000 Records metric. 7.3 Oracle Fusion Customer Management Foundation for Persons Cloud Service Oracle Fusion Management Foundation for Persons Cloud Service enables companies to manage customer information as an enterprise asset through consolidation of distributed knowledge. Companies can constantly monitor and enhance customer data quality, and enforce corporate governance policies and procedures. 34 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
7.3.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite product requires a separate license: Oracle Fusion Applications Extensibility Framework (only if administrative users need to perform data model configuration) 7.3.2 Components and Features included with a license for Oracle Fusion Management Foundation for Persons Cloud Service. Oracle Fusion Management Foundation for Persons Cloud Service Product or Component Included with License Oracle Fusion Trading Community Hub Data steward productivity management Merge policy enforcement Identification and cross reference management Enrichment with trusted reference sources Share consolidated information of customer Guided merge conflict resolution process Import framework with data quality and what-if analysis Comprehensive roles and relationship modeling Monitoring data quality metrics Composite and granular services Comprehensive modeling of party Master reference geography Merge or link duplicates Extensive 360 degree view of the customer Copyright 2012, Oracle and/or its affiliates. All rights reserved. 35
7.3.3 General Licensing Information Oracle Fusion Management Foundation for Persons Cloud Service can be licensed with the Hosted Fusion 1,000 Records metric. 7.4 Oracle Fusion Data Quality Address Cleansing Cloud Service Oracle Fusion Data Quality Address Cleansing Cloud Service maintains customer data quality by embedding best in class data quality capabilities in transactions and providing end-to-end data management flows. 7.4.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses: A third party subscription from Informatica for Postal Directories. Obtain postal reference data and license key files directly from AddressDoctor at: http://www.informatica.com/products_services/address_validation/pages/index. aspx. One of the following: Oracle Fusion Customer Hub for Organizations Oracle Fusion Customer Management Foundation for Organizations Oracle Fusion Customer Hub for Persons Oracle Fusion Customer Management Foundation for Persons 7.4.2 Components and Features included with a license for Oracle Fusion Data Quality Address Cleansing Cloud Service. 36 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
Oracle Fusion Data Quality Address Cleansing Cloud Service Product or Component Included with License Oracle Fusion Trading Community Data Quality Import framework with data quality and what-if analysis Integrated address cleansing and validation across all data entry points Comprehensive address cleansing 7.4.3 General Licensing Information Oracle Fusion Data Quality Address Cleansing Cloud Service can be licensed with the Hosted Fusion 1,000 Records metric. 7.5 Oracle Fusion Data Quality Matching Cloud Service Oracle Fusion Data Quality Matching Cloud Service identifies duplicates as part of the real time data entry process. This capability is also available as a batch process, during bulk import, as a web service, and for identifying the duplicates existing already in the registry. 7.5.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require separate licenses. One of the following is required: Oracle Fusion Customer Hub for Organizations Oracle Fusion Customer Management Foundation for Organizations Oracle Fusion Customer Hub for Persons Oracle Fusion Customer Management Foundation for Persons 7.5.2 Components and Features included with a license for Oracle Fusion Data Quality Matching Cloud Service. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 37
Oracle Fusion Data Quality Matching Cloud Service Product or Component Included with License Oracle Fusion Trading Community Data Quality Integrated duplicate identification across all data entry points Matching with unprecedented global coverage Import framework with data quality and what-if analysis 7.5.3 General Licensing Information Oracle Fusion Data Quality Matching Cloud Service can be licensed with the Hosted Fusion 1,000 Records metric. 38 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
8 Oracle Fusion CRM Business Intelligence Cloud Service 8.1 Oracle Fusion Transactional Business Intelligence for Customer Relationship Management Cloud Service Oracle Fusion Transactional Business Intelligence for Customer Relationship Management Cloud Service is a comprehensive analytic solution that provides timely, fact-based insight into the sales and marketing processes. All users, from sales executives to front-line sales representative to channel sales managers, get up-to-themoment, complete, and in-context insight that is personalized, relevant, and actionable. 8.2 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite products require a separate license: Oracle Fusion CRM Base Standard Offering Cloud Service Oracle Fusion CRM Base Enterprise Offering Cloud Service Oracle Fusion CRM Premium Enterprise Offering Cloud Service 8.3 Components and Features included with a license for Oracle Fusion Transactional Business Intelligence for Customer Relationship Management Cloud Service. Copyright 2012, Oracle and/or its affiliates. All rights reserved. 39
Oracle Fusion Transactional Business Intelligence for Customer Relationship Management Cloud Service Analyze sales pipeline Determine which products and customers to target Understand which competitors are faced most often and how to win against them Analyze top partners Compare partners against their peer group Identify aging leads 8.4 General Licensing Information Oracle Fusion Transactional Business Intelligence for Customer Relationship Management Cloud Service can be licensed with the Hosted Fusion Named User metric. 40 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
9 Oracle Fusion Human Capital Management Cloud Service 9.1 Oracle Fusion Human Capital Management Base Cloud Service Oracle Fusion Human Capital Management Base Cloud Service goes beyond traditional human resource tasks with strategies that balance people, process, and technology to improve workforce efficiency, effectiveness, and productivity. Rolebased self-service capabilities give users relevant, secure access to information they need, where they need it. Interactive organizational charts, collaborative tools, embedded analytics, and comprehensive employee views enable a rapid deployment of critical human resource functionality. Organizations can manage and deliver benefits programs to meet their mission, objectives, and strategic alignment to the organization. 9.1.1 Separately Licensed Prerequisite Products Oracle Public Cloud subscriptions include the necessary support, hardware, database, middleware, and software required to deploy the services ordered. The following prerequisite product requires a separate license: Oracle Fusion Transactional Business Intelligence for Human Capital Management Cloud Service 9.1.2 Components and Features included with a license for the programs in Oracle Fusion HCM Cloud Base Service. Oracle Fusion HCM Base Cloud Service Product or Component Included with License Oracle Fusion Global Human Resources Cloud Service Oracle Fusion Benefits Cloud Service Support for multiple work relationships that employees or contingent workers may have with multiple legal employers, multiple assignments, or individual contract agreements Copyright 2012, Oracle and/or its affiliates. All rights reserved. 41