Index

A

account contacts
  viewing and managing link

account relationships
  viewing and managing link

account site contacts
  viewing and maintaining link

account sites
  creating and updating link
  viewing and managing link

accounts
  creating link
  importing link
  overview link
  viewing and updating link

Address Information flexfield link
addresses
  creating and updating link
  entering purposes link
  importing link
  managing link

Administration tab
  description link

appointments
  creating link

as of dates
  hierarchies link

attachments
  managing for customers link

automatic import link

B

bookmarked lists
  managing link
  viewing link

broken promises link

C

calendars
  viewing and maintaining link

campaigns link
CDL link
   See Oracle Customer Data Librarian (CDL)

CDM link
   See Oracle Customer Data Management (CDM)

certification levels link link
child nodes
  adding in hierarchies link

class categories link
class codes link
classifications
  assigning link
  importing link
  managing link

column delimiters
  description and example link
  validation link

Contact Information flexfield link link
contact points
  importing link
  managing link
  mapping validations for import link

contact purposes
  entering link

contact relationships link link
   See also hierarchies
   See also relationships
  creating link
  creating through import link
  creating while creating a person link
  managing link
  managing for person-to-person link

Contact Role Information flexfield link link
contacts link link link
   See also contact relationships
   See also customers
   See also persons
  adding contact roles link
  addresses link
  bookmarking link
  contact points link
  creating link
  description link
  for organizations versus persons link
  importing link link
  major features link
  mapping validations for import link
  overview information link
  preventing duplicates link
  profile information link
  relationships link
  searching for link
  source systems link
  updating profile link

credit items link
credit summaries
  viewing link link

CSV files link
   See source files

Customer Growth report
  description link

Customer Information flexfield link link
Customer Interface link
customers link link link
   See also contacts
   See also organizations
   See also persons
  accounts link
  addresses link
  attachments link
  classifications link
  contact points link
  contact relationships link
  creating link
  creating from Home page link
  hierarchies link
  importing link
  interactions link
  introduction link
  major features link
  marking duplicates link
  notes link
  Other relationships link
  overview information link
  preventing duplicates link
  profile information link
  reports
    data completeness statistics link
    number of records link
    statistics of records by country link
  searching for link
  searching in Home page link
  source systems link
  tasks link
  transactions link
  updating link

D

D&B
  comparing information with other data sources link
  hierarchy link
  purchasing information link link
  viewing number of enriched records link

D&B hierarchy link
Data Completeness report
  configuring link
  description link
  detail report link
  managing link
  summary report link
  viewing link

Data Quality Management (DQM)
  Home page search link
  in Customers Online link

data sources
  comparing information from link

data type errors
  file loads link

date formats
  description and example link
  file load errors link
  source file validations link

debit items link
delinquencies link
DQM link
   See Data Quality Management (DQM)

Duplication Organizations report
  description link

Duplication Persons report
  description link

E

e-mail addresses
  managing link

employees
  managing for your organization link

employers
  description link

employment
  see contact relationships link

Enterprise Management GDP link
errors
  correcting by attribute for file loads link
  correcting by party record for file loads link
  correcting offline for file loads link
  resolving for file loads link
  types correctable online for file loads link

events link
exporting errors for offline correction link
extensions
  description link
  for addresses link
  for customer overviews link
  for customer profiles link

F

field enclosed by
  description and example link
  validation link

file headers
  description and example link

file loads link
   See also source files
  correcting errors by attribute link
  correcting errors by party record link
  correcting errors offline link
  defining link
  loading new files link
  overview link
  process link
  providing mappings link
  removing link
  resolving errors link
  reviewing details link
  searching for link

file loads history link link
flexfields
  Address Information link
  Contact Information link link
  Contact Role Information link link
  Customer Information link link

G

groups
  resources link

H

hierarchies link link link
   See also contact relationships
   See also Other relationships
   See also relationships
  adding child nodes link
  copying link
  creating link
  creating from Home page link
  moving parties link
  overview link
  updating relationships link
  viewing link

Home tab
  overview link

HZ: Display Certification Level profile option link link
HZ: Merge Master Party Defaulting profile option link
HZ: Source System Mapping Access profile option link

I

identifying addresses
  description link
  specifying link

IMC: Enable Manage Reports profile option link link
import
  file loads link
  overview link

Import Batch to TCA Registry program link
import batches
  description link

Import CSV Flow : Load CSV Data process link
import statuses
  description link

industrial classifications link
installed base link
interactions
  managing for customers link

interface tables
  import link

L

leads link
load statuses
  description link

lookups
  file load errors link

M

mandatory attributes
  file load errors link

mappings for file loads
  managing link
  providing link
  rules and validations link

merge master link
merge requests link

N

notes
  creating for yourself link
  managing for customers link
  managing for yourself link
  viewing details from overview link

O

OCO link
   See Oracle Customers Online (OCO)

offline file load error correction link
online correctable file load errors link
opportunities link
Oracle Common Application Calendar
  calendar link
  notes link link
  tasks link link

Oracle Customer Data Librarian (CDL)
  assigning certification levels link link
  batch import link
  description link
  merging duplicate organizations and persons link
  rejecting import batches link

Oracle Customer Data Management (CDM)
  description link

Oracle Customers Online (OCO)
  overview link

Oracle Customers Online Superuser responsibility
  Administration tab link
  comparing information from data sources link

Oracle Trading Community Architecture (TCA)
  description link

orders link
Organization by Industry report
  description link

Organization Enrichment Trend report
  description link

organizations link
   See also customers
  accounts link
  addresses link
  bookmarking link
  classifications link
  comparing information from data sources link
  contact points link
  contact relationships link
  creating link
  credit summaries link
  hierarchies link
  importing link
  managing contact relationships link
  marking duplicates link
  Other relationships link
  overview information link
  preventing duplicates link
  profile information link
  purchasing D&B information link link
  reports
    enrichment statistics link
    statistics by industry link
    statistics by state or province link
    statistics of duplicate records link
  searching for link
  Single Source of Truth (SST) link
  source systems link
  transactions link
  updating profile link
  visualizing relationships link link

Organizations by Country report
  description link

Organizations by State/Province report
  description link

Other relationships link link
   See also hierarchies
   See also relationships
  creating link
  managing link
  updating link

P

Party Contacts relationship group link
party records for import
  correcting errors by link
  in source files link

person-to-person contact relationships
  managing link

persons link link
   See also contacts
   See also customers
  accounts link
  addresses link
  bookmarking link
  classifications link
  contact points link
  contact relationships link
  creating link
  employment relationships link
  hierarchies link
  importing link
  managing contact/employment relationships link
  mapping validations for import link
  marking duplicates link
  Other relationships link
  overview information link
  person-to-person contact relationships link
  preventing duplicates link
  profile information link
  reports
    statistics by country link
    statistics by state or province link
    statistics of duplicate records link
  searching for link
  source systems link
  transactions link
  updating profile link
  visualizing relationships link link

Persons by Country report
  description link

Persons by State/Province report
  description link

phone numbers
  managing link

preferred contacts
  viewing and defining for purpose link

primary addresses
  viewing and defining for purpose link

primary contact points link
profile history
  organizations link
  persons link

profile options
  HZ: Display Certification Level link link
  HZ: Merge Master Party Defaulting link
  HZ: Source System Mapping Access link
  IMC: Enable Manage Reports link link

profile reports
  Customer Growth link
  Duplication Organizations link
  Duplication Persons link
  Organization by Industry link
  Organizations by Country link
  Organizations by State/Province link
  Persons by Country link
  Persons by State/Province link

programs
  Import Batch to TCA Registry link
  Import CSV Flow : Load CSV Data link

Q

quality reports
  Data Completeness link
  Organization Enrichment Trend link

quotes link

R

recent items
  accessing link

relationship groups
  Party Contacts link

relationship roles
  updating in hierarchies link

relationship types
  D&B Hierarchy link

relationships link link link
   See also contact relationships
   See also hierarchies
   See also Other relationships
  creating by moving parties in hierarchies link
  creating by updating roles in hierarchies link
  creating in hierarchies link
  date ranges link
  preventing duplicate relationships link
  updating by moving parties in hierarchies link
  updating date ranges link link
  updating in hierarchies link
  visualizing link

reloading offline corrected records link
reports
  Customer Growth link
  Data Completeness link
  Duplication Organizations link
  Duplication Persons link
  Organization by Industry link
  Organization Enrichment Trend link
  Organizations by Country link
  Organizations by State/Province link
  overview link
  Persons by Country link
  Persons by State/Province link

Resource Manager link
resources
  employees link
  groups link
  viewing availability link

responsibilities
  Oracle Customers Online Superuser link link link
  Trading Community Manager link

roles
  employees link

roots
  defining for new hierarchies link

S

service requests link
shortcuts
  Home page link

Single Source of Truth (SST)
  in Customers Online link

source attributes
  mapping to target attributes link

source files
  defining contents link
  defining format link
  description link
  loading link
  prerequisites link

source IDs link
Source System Management (SSM)
  description link

source systems
  mapping link

SSM link
   See Source System Management (SSM)

SST link
   See Single Source of Truth (SST)

T

target attributes
  mapping to source attributes link

tasks
  creating for yourself, resources, or customers link
  managing for customers link
  managing for customers from overview link
  managing for yourself and your organization link

TCA link
   See Oracle Trading Community Architecture (TCA)

TCA Registry
  importing data link

Trading Community Manager responsibility link
transactions
  viewing link

U

URLs
  managing link

V

visualization link

W

work group activities
  managing link