Oracle Customer Hub (UCM) Master Data Management Reference

What's New in This Release

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Overview of Oracle Master Data Management Applications

Oracle Master Data Management Applications

About Oracle Master Data Management Applications Modules

Product Components Included with Oracle Master Data Management Applications

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Architecture and Framework of Oracle Customer Hub (UCM)

About Oracle Customer Hub (UCM) Framework and Interactions

About Oracle Customer Hub (UCM) Functions and Services

Administering Oracle Customer Hub

About Oracle Customer Hub (UCM) Architecture

Oracle Customer Hub (UCM) User Interface Layer

Oracle Customer Hub (UCM) Business Objects Layer

Oracle Customer Hub (UCM) Data Objects Layer

Oracle Customer Hub (UCM) Prebuilt Business Services

About Oracle Customer Hub (UCM) Workflows

UCM Account Batch Data Management Workflow

UCM Account Data Decay Process

UCM Async Realtime Publish Workflow

UCM Batch Process

UCM Batch Process - Single Step

UCM Contact Batch Data Management Workflow

UCM Contact Data Decay Process

UCM Customer Profile Integration Process

UCM Customer Profile Integration Process (File Transport Test Workflow)

UCM Daily Publish

UCM Financial Asset Customer Profile Integration SOAP Process

UCM Group Customer Profile Integration SOAP Process

UCM Import File Processing

UCM Master List Import Process

UCM Organization Customer Profile Integration SOAP Process

UCM Organization Hierarchy Management Integration SOAP Process

UCM Person Customer Profile Integration SOAP Process

UCM Process Merge Request

About Oracle Customer Hub (UCM) Server Components

About the Universally Unique Identifier

About Oracle Customer Hub (UCM) Concepts

Scenario for Deploying Oracle Customer Hub (UCM)

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Configuring the List Import Function

About List Management in Oracle Customer Hub (UCM)

Scenarios for Using the List Import Function with Oracle Customer Hub (UCM)

Configuring List Import Function

About List Import Settings

About the ConsolidateListImportService

Setting List Import System Preferences

Configuring Import Field Mapping

Configuring Additional Child Objects for the List Import Function

Supported Child Objects for List Import

Administering the List Import Function

Creating and Scheduling Import Jobs

Working with Import Job Data Mapping

Viewing the Status of an Import Job

Viewing Processed Import Files

Viewing Import Exception Files

Viewing and Correcting Incomplete Import Transactions

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Configuring Source Data History and Cross-Reference Functionality

Configuring Source Data History and Cross-Reference Functionality for Oracle Customer Hub

Loading Data into Oracle Customer Hub (UCM) and Updating External Systems

Activating Oracle Customer Hub (UCM) External Systems

Running Data Management in Batch Mode

About System Preferences for Oracle Customer Hub (UCM)

About System Publish and Subscribe Modes

Configuring System Publish and Subscribe for Oracle Master Data Management Applications

Additions and Enhancements for Social Profile Child Object Cross Reference Functionality

New Applets for Source Data History Functionality

Administering Source Data and Cross-Reference Functionality for Oracle Customer Hub (UCM)

About Cross-Referencing Parent and Child Records with External Systems

Cross-Referencing Parent Records with External Systems

Cross-Referencing Child Records with External Systems

Source Data History Tables

SDH Type Codes

Monitoring the History of Oracle Customer Hub (UCM) Records

Monitoring Source Data of Oracle Customer Hub (UCM) Records

Purging Source Oracle Customer Hub (UCM) Data

About Oracle Customer Hub (UCM) Data Management Services

Registering Systems Connected to Oracle Master Data Management Applications

Setting System Privileges for Oracle Master Data Management Applications

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Configuring Oracle Customer Hub (UCM) to Resolve Duplicate Records

Configuring Duplicate-Resolution Functionality

Configuring Oracle Customer Hub (UCM) Auto Merge and Manual Review Threshold Values

About Suspect Matching

Scenario for Creating a New Record with Suspect Matching

Configuring Suspect Match

Suspect Match Object Additions

Enabling the Link and Update Feature

Scenario for Using Account and Contact Merge and Unmerge

Configuring Merge Request

About Guided Merge for Oracle Customer Hub (UCM)

Scenario for Using Guided Merge

Configuring Guided Merge

Additions and Enhancements for Account and Contact Merge and Unmerge Object

Administering Duplication Resolution Functionality

Managing Duplicate Records from External Systems with Suspect Match

Managing Duplicate Records from External Systems with Link and Update

About Merge and Unmerge

Merging Duplicate Records in Oracle Customer Hub (UCM)

Duplicate Resolution of Suspects Within Existing Duplicates View in B2C Deployment

Unmerging Previously Merged Records in Oracle Customer Hub (UCM)

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Configuring the Survivorship Settings for Oracle Customer Hub (UCM)

Configuring Survivorship Settings for Oracle Customer Hub (UCM)

About Oracle Customer Hub (UCM) Survivorship Settings

Configuring UCM Transaction Manager for Data Management and Survivorship

Disabling Data Quality Synchronization in UCM Transaction Manager Business Service

Configuring Advanced Survivorship Features

Configuring Survivorship Custom Date Fields

Example of Configuring Survivorship for Haley Rules Engine

Example of Configuring Any Child Entity Survivorship for Haley Rules Engine

Configuring Survivorship to Use Haley Rules Engine

Administering Survivorship for Oracle Customer Hub (UCM)

About Oracle Customer Hub (UCM) Survivorship Rules

Example of Using Survivorship Rules

Example of Using Child Survivorship Rules

Considerations When Using Child Survivorship Rules

Process of Creating Survivorship Rules

Creating Attribute Groups for Survivorship Rules

Creating Oracle Customer Hub (UCM) Survivorship Rules

Creating Oracle Customer Hub (UCM) Survivorship Rules for Child Entities

Creating Field Value Based Rules for Entity Survivorship

Activating Oracle Customer Hub (UCM) Survivorship Rules

About Default Survivorship Rules in Oracle Customer Hub (UCM)

Example Process of Creating a New Attribute Group for the Contacts Default Rule

Creating a New Attribute Group for the Contacts Default Rule

Attaching the New Attribute Group to the Contact Default Rule

New and Enhanced Applets for the Survivorship Engine

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Configuring Data Decay Functionality in Oracle Customer Hub (UCM)

About Data Decay Functionality

Configuring Data Decay Functionality

Activating Data Decay Run-Time Events

Configuring the NetChart Server

Additions and Enhancements for the Data Decay Functionality

Administering Data Decay Functionality

Managing Data Decay Functionality

Data Decay Action Sets for the Account Object

Data Decay Action Sets for Contact

Account Run-Time Events

Contact Run-Time Events

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Configuring Oracle Customer Hub (UCM) Privacy Management

About Oracle Customer Hub (UCM) Privacy Management

About Privacy Management Features and Capabilities

About Privacy Management Configuration

About Privacy Management Administration

Overview of Requirements for Privacy Management

About Oracle Customer Hub (UCM) Rules Engine Helper

About Privacy Management Workflow Processes

About UCM Privacy Process Workflow

About UCM Privacy Process-Pending Expired

About UCM Privacy Process-Reevaluate Privacy Batch

Process of Configuring Privacy Management

Deploying Privacy Management Workflow Processes

Setting Privacy-Related User Properties

Administering Privacy Management

Managing Privacy Data

Managing Privacy Rule Modules

Managing Privacy Run-Time Events

Run-Time Events for the Default Settings in Privacy Management

About HaleyAuthority in Oracle Customer Hub (UCM) Privacy Management

About the Business Rules Architecture in Oracle Customer Hub (UCM) Privacy Management

Privacy Vocabulary

Modules with Privacy Rules

Customization Methods

Guidelines for Customizing the Sample Knowledge Base

Required Customizations

Examples of Customizing the Sample Knowledge Base

About Blank Privacy Source Data and History Records

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Using Oracle Data Governance Manager

About Oracle Data Governance Manager

Logging into Oracle Data Governance Manger

Overview of Data Governance Manager Modules

Scenarios for Using Oracle Data Governance Manager

Configuring Cleanse Functionality

Viewing Mastered Records

Administering Batch Imports

Viewing Incomplete Records

Viewing Merge Activity

Viewing the Suspect Queue and Performing a Merge

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Configuring the MDM Foundation and Workflows

Configuring Workflows and the MDM Foundation

About Oracle Master Data Management Applications Integration Services

Configuring UCM Server Components for Data Management and Survivorship

Configuring Run-Time Events for UI Interaction

Configuring Default System for UI Interaction

Configuring UCM Inbound Server Communication

Process of Configuring Inbound Communication Using Siebel EAI MQSeries Transport

Configuring Named Subsystems

Configuring MQSeries Server Receiver of Siebel Server Component

Process of Configuring Siebel EAI JMS Transport to Integrate Data

Configuring Named Subsystems

Configuring JMS Receiver Siebel Server Component

Process of Configuring Siebel EAI HTTP Transport

Configuring the Siebel Web Engine to Run Inbound HTTP Transport

Configuring Oracle Customer Hub (UCM) to Run the Extension Service

About the Integration of Oracle Customer Hub (UCM) with Siebel Business Applications

Extending the Integration of Oracle Customer Hub (UCM) with Siebel Business Applications

Configuring Siebel Master Data Integration Objects

About Siebel Master Data Application Integration Objects

Modifying Siebel Master Data Application Integration Objects

Modifying UCM Envelope Integration Objects

Extending UCM Integration Objects

Modifying the Map Property of Siebel Master Data Application Integration Objects

Adding the Status Key Property to Oracle Customer Hub (UCM) Integration Objects

Configuring Exact Match Functionality in Oracle Customer Hub (UCM)

Configuring Siebel Data Quality Cleansing for Oracle Customer Hub (UCM)

Configuring Data Matching for Oracle Customer Hub (UCM)

Flags for Controlling Cleansing and Survivorship in Workflows

Cleansing Batch Data and Matching Data

Parameters in Data Quality Batch Jobs

Cleansing Data Using Batch Jobs

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Configuring Oracle Higher Education Constituent Hub

About Oracle Higher Education Constituent Hub

Viewing Constituent Data in Oracle Higher Education Constituent Hub

Scenarios for Using Oracle Higher Education Constituent Hub

Configuring Oracle Higher Education Constituent Hub

Administering Oracle Higher Education Constituent Hub

Creating New Constituent Records

Editing Constituent Records

Adding Additional Constituent Addresses

Adding Affiliations to Constituent Records

Creating Email Addresses for Constituents

Entering Constituent Identification Numbers

Entering Constituent Names

Creating Constituent Phone Numbers

Viewing All Constituent Data

About External ID Records

Viewing a Constituent's Historical Record

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Oracle Automotive Captive Finance Customer Hub

About Oracle Automotive Captive Finance Customer Hub

Oracle Automotive Captive Finance Customer Hub Views

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Oracle Case Hub

About Oracle Case Hub

Oracle Case Hub Views

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Oracle Life Sciences Customer Hub

About Oracle Life Sciences Customer Hub

Oracle Life Sciences Customer Hub Views

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Embedded EDQ Access

About Embedded EDQ Access

Setting Up Embedded EDQ Access

Using Embedded EDQ Access

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Oracle Customer Hub (UCM) and Data Governance Manager Web Services Reference

About Oracle Customer Hub (UCM) Web Services and Oracle CRMML

Core Oracle Customer Hub (UCM) Web Services

OrganizationService

PersonService

GroupService

Financial Account Service

OrganizationMatchService

PersonMatchService

OrganizationCrossReferenceService

PersonCrossReferenceService

GroupCrossReferenceService

FinancialAssetCrossReferenceService

Overview of Siebel Outbound Web Services

Publish Subscribe Service

Configuring Publish and Subscribe

Modifying the Newly Created Proxy Business Service

Registering the Web Services

Enabling or Disabling Oracle Customer Hub (UCM) Services

About Merge Publish Service

Verifying Merge Publish Settings

Overview of Oracle Customer Hub (UCM) Data Enrichment Web Services

Process of Configuring Data Enrichment

Creating the Proxy Business Service

Modifying the Newly Created Proxy Business Service

Modifying Data Enrichment Business Service User Properties

Registering the Data Enrichment Web Services

Configuring the Run-Time Event

Third-Party Data Enrichment Fields

Oracle Data Governance Manager Web Services

SystemsRegistrationService

ConsolidateListImportService

MasterService

ConsolidateService

ShareService

CleanseCompletenessService

GovernService

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ASIs and Messages for Oracle Master Data Management Applications

Application Services Interfaces for Oracle Master Data Management Applications

About CRMML Messages

Messages for Oracle Master Data Management Applications

Contact Profile

Contact Address

Contact Activity

Contact Product

Contact Relationship

Contact

Household

Personal Address

FINCORP Account

Account Profile

Account Address

Account Activity

Account Product

Account Relationship

Account

Cross-Reference

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Schema Changes for Oracle Customer Hub (UCM) Version 8.2

Schema Changes for Oracle Customer Hub (UCM) for Siebel Innovation Pack 2014

New Tables for Oracle Customer Hub (UCM) for Siebel Innovation Pack 2014

S_CONSMPROF_UPD Table

S_UCM_CN_SMPROF Table

S_UCM_CN_SMATTR Table

S_CIF_SMPROFMAP Table

S_CIF_SMATTRMAP Table

Modified Tables for Oracle Customer Hub (UCM) for Siebel Innovation Pack 2014

S_CON_SM_PROF Table

Schema Changes for Oracle Customer Hub (UCM) Version 8.2

New Tables for Oracle Customer Hub (UCM) Version 8.2

S_CIF_ADDR_MAP Table

S_CIF_CON_NM_MP Table

S_CIF_CM_ADR_MP Table

S_FLD_VAL_RULE Table

S_FLD_CONF_LVL Table

S_COMM_ADDR_UPD Table

S_CON_NAME_UPD Table

S_CON_IDNTY_UPD Table

S_ASSET_UPD Table

S_ADDR_PER_UPD Table

S_PARTY_REL_UPD Table

S_PARTY_REL_UPD Table

Modified Tables for Oracle Customer Hub (UCM) Version 8.2

S_UCM_ASSET Table

S_CIF_AST_MAP Table

S_CONTACT_NAME Table

S_CONTACT_IDNTY_DOC Table

S_CONTACT_UCMX Table

S_CONTACT Table

S_DYN_HRCHY Table

S_PARTY_UCMX Table

S_UCM_ADDR_PER Table

S_UCM_ATGP_RULE Table

S_UCM_CONTACT Table

S_UCM_CON_CHILD Table

S_UCM_HRCHY Table

S_UCM_HRCHY_REL Table

S_UCM_ORG_EXT Table

S_UCM_ORGGRP Table

S_UCM_RULE_SET Table

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Oracle Customer Hub (UCM) Data Model Tables

About Oracle Customer Hub (UCM) Data Model Tables

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Additional License Restrictions

Additional License Grants and Restrictions Regarding Oracle Master Data Management Applications

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Troubleshooting Oracle Master Data Management Applications

Troubleshooting Oracle Master Data Management Applications

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