R12.x Oracle Customer Data Management

This course will be applicable for customers who have implemented Oracle E-Business Suite Release 12 or Oracle E-Business Suite 12.1.

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

Audience

• Functional Implementer
• System Administrator
• Technical Administrator
• Technical Consultant

Course Topics Overview of Customer Data Management

• The 4 C's of Customer Data Management
• Constructing the Customer Model
• CDM Maintenance and Architecture
• Overview of Customer Data Hub
• Overview of Data Librarian
• History of TCA
• Workflow Overview and Component
• APIs in TCA

TCA Key Components

• Overview
• 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

• Overview
• How TCA Is Implemented
• Modeling Customers In TCA
• Best Practices Party Axioms
• Best Practices Account Axioms

Customers Online

• Overview
• Customers Online Solution
• Customer Data Consolidation
• Customer Data Cleansing
• Customer Data Completeness
• Enterprise Customer Management
• Embedded Data Quality Management (DQM)
• File Load

Managing Customer Information

• Overview
• 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

• Overview
• Sample of Classification Scheme
• Accessing Classification Administration
• Allowing Multiple Parent Codes
• Allowing Parent Code Assignment
• Allowing Multiple Class Code Assignments
• Using Classifications

Relationship Management

• Overview
• Relationship Model
• Relationship Phrases
• Relationship Roles
• Relationship Types
• Hierarchical and Circular Characteristics
• Relationship Management
• Relationship Setup Considerations

Extensible Attributes

• Overview
• Data Model Extensibility
• Extensible Attributes Example

Customers Online Transactions Viewer

• Overview
• Transactions Viewer Description
• Transactions Available Out-of-the-Box
• Transactions Viewer Benefits
• Using Transactions Viewer
• Transactions Viewer Data Dependencies

Certification Assignments

• Overview
• Certification
• Certification Levels and Reasons
• Certification Technical Design
• Certification Processes
• Viewing Certifications
• Managing Certifications

Merge Request Creation

• Overview
• Party Merge
• Account Merge
• Using Merge Requests
• Creating Merge Requests
• System Duplicate Identification Batch
• Mapping and Submitting Merge Requests

Source System Management

• Overview
• Graphical Process
• Supported Tables
• Architecture
• Defining Source System
• Descriptive Flexfield Setup
• Manual Mapping

Single Source of Truth

• Overview
• 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

• Overview
• CSV File Overview
• File Load and Mapping
• Error Correction
• File and Mapping Management

Import Console and Bulk Import

• Overview
• 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

• Overview
• Creating Purge Request
• Managing Purge Request
• Online Purge

Dun & Bradstreet Integration

• Overview
• 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

• Overview
• 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

• Overview
• TCA's Information Quality Tools
• DQM Search Method
• DQM Attributes
• Match Rule Creation
• Applications of DQM
• Duplicate Prevention
• DQM Match Rules Application

Course Objectives

• Understanding TCA Best Practices Customer Modeling
• Working with the TCA Fundamentals
• Using the Customer Data Librarian
• 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