Creating Customer Profiles

This chapter provides an overview of customer profiles and discusses how to:

Create populations.
Use advanced population setup.
Create profiles.
Build profiles.
View profiles.

Understanding Customer Profiles

A customer profile is a data set that you extract and aggregate from PeopleSoft Enterprise Warehouse tables. Once you create your customer data set, you can append to it data from an external source. You can then export the customer profile to a data mining tool for predictive modeling or for use in other applications.

Here is the easiest and most common approach to creating a profile:

Define a population that you use as a starting point for the profile.
Define the profile using the predefined initial population.
Build the profile data.
View the results.

Creating Populations

To create populations, use the Target Population (CR_DATASET_DEF) component.

To build a customer profile that comprises a large data set, define a number of smaller populations, then add all of them to the profile. The profile engine assembles all of the data.

Pages Used to Create Populations

Page Name	Object Name	Navigation	Usage
Filter (various pages)	PF_FILTER_DEFN component of Maintain Warehouse	Customer Behavior Modeling, Setup, Warehouse Metadata, Filters, Filter Click the View/Edit Constraint link, select the Details tab, and click the Modify Filter link.	Create a filter on which to build a constraint.
Constraint (various pages)	PF_CONSTR_DEFN component of Maintain Warehouse	Customer Behavior Modeling, Setup, Warehouse Metadata, Constraints, Constraint Click the View/Edit Constraint link on the Define Population page.	Build a constraint that feeds a population.
Define Population	CR_DATASET_DEF	Customer Behavior Modeling, Customer Analysis, Target Populations, Population	Modify or define a population, or view the results of a population.
Preview Population Data	CR_DATASET_VIZ	Click the Preview Population button on the Define Population page.	Define population preview input.

Creating Populations

Access the Population search page.

To create a population:

Select one of the existing populations or enter a new Population Name and Description.
If you select one of the existing populations, you access the Define Population page.
If you are creating a new population, enter the Population Name and Description in the Define Population page.
Because constraints are the source for a population, if you know a new constraint is needed, you can click the View/Edit Constraint link to build one from a filter.

If you need an entirely new filter, you must create that first before building a constraint. A constraint is built from a filter, which is built from a datamap, and so on.
1. To add a filter to the population, access the Filter page.
2. To add a constraint, access the Constraint page. The system takes you to the Constraint component of PeopleSoft Enterprise Warehouse, where you can select or modify an existing constraint, or create a new one.
You can click the Setup Warehouse Metadata link to go to the Warehouse Metadata homepage, where you can set up recordsets, datamaps, tablemaps, filters, and constraints.
Return to the Existing Population page and click Create.
You access the Define Population page.
You can click the Preview Population button to go to the Preview Population Data page. To preview a population, you must have compiled (built the SQL) the population.

To specify the population criteria:

Select the value for the Dimension field that is associated with the population.
Select or modify the Constraint Code by choosing from the available options.

Click View/Edit Constraint to view or modify the constraint details.
Information appears by default in the Dim. Column (dimension column) field based on the datamap associated with the constraint.
Select the Error Check check box to verify that the population returns only one row per customer, ensuring the data is in the proper format; the profile builder ends abnormally if the data is in the incorrect format.
In the Fields for Data Selection group box, the system lists the datamap fields.

In the Select column, you may select up to 10 fields. The system automatically selects the dimension field that you specified in the Dim. Column.
Indicate the Aggregate Type.

Values are Average, Count, Max, Min, or Sum.

Use this field to aggregate a field and to ensure the population returns only one row per dimension object. Generally, you use aggregates on numeric data fields.
In the Last Update group box, the system displays the Last User to Update and Last User to Compile fields.

The SQL Obj ID Prfx (SQL object ID prefix) field displays the SQL object ID that can be used to debug if the population Get Data process fails with an error.
Click Preview Population Data to access the Preview Population Data page.

After viewing the data, you can select additional columns on the population definition or change the constraint definition that sources the population.

Creating Profiles

To create profiles, use the Profile Definition (CR_COMP_DEF) component.

Create a profile by selecting an initial population. An initial population can have up to 10 columns of data. To include more data in your profile, add other populations or data elements to the profile.

Pages Used to Create Profiles

Page Name	Object Name	Navigation	Usage
Profile	CR_COMP_DEF	Customer Behavior Modeling, Customer Analysis, Target Profiles, Profile	Complete the profile definition.
Profile - View Data Elements	CR_COMP_SEQ	Click the Add/View Data Elements link on the Profile page.	Add elements to the profile.
Profile - Element Search	CR_PRJ_SRCH1_PNL	Click the Add Data Elements button on the Profile - View Data Elements page.	Search for elements to be added to the profile.
Profile - Search Results	CR_PRJ_SRCH1_RLT	Click the Search button on the Profile - Element Search page.	View and select the fields that you want to add to your profile.

Defining Profiles

Access the Profile page.

To create a profile:

Select a population to attach to the profile.
Enter a new profile name in the Profile Details group box.

Enter a brief description of the profile and select a dimension. Click theBuild Profile button.
The system transfers you to the Build Profile page and attaches to the profile for the initial population that you defined.
On the Profile page, the system displays the Profile Details: Effective Date, Status, Description and Dimension.
Access the Profile - Add/View Data Elements page.

The Profile Elements group box displays the initial population that you defined. Click Add Data Elements button to join other data elements to this population.
Access the Profile - Element Search page.
Select one of the available element types: KPI, Model Score (from Data Mining tool), Population, or Profile.
Depending on the element type that you select, the Search Fields group box displays different fields.

Specify an Object Type by selecting from one of the available options, but your object type must be consistent with the profile dimension. For each of the search fields, specify whether you want the intersection (AND) or union (OR) of the data (in the KPI Attributes group box).
1. If the element type is KPI, the Search Fields group box displays the optional KPI Attributes. Enter the KPI ID, or KPI Usage (Operation or Strategic), and Owner ID. Select a value for the Perspective field. Values are Customer, External, Financial, Internal, Learning, Multiple, or Supplier. Enter a Description of the KPI.
2. If the element type is Model Score, the Search Fields group box displays the Model Score Attributes. Enter information in these fields: Model, Input Field, Output Field, and Description.
3. If the element type is Population, the Search Fields group box displays the Population Attributes. Enter the Population, Constraint, and Descr (description).
4. If the element type is Profile, the Search Fields group box displays the Profile Attributes. Enter the Profile name or Descr (description).
Click Search to scan for data based on the specified element type, or you can further restrict your search by defining additional fields in the Search Fields group box. Click the View Search Description button to display the query statement.
Click Search to access the Profile - Search Results page, where the system displays all of the data that satisfies your search criteria.
Select the rows that you want to add to your profile and click the Add Elements button.

You access the Profile - Element Search page.
Click OK to access the Profile - View Data Elements page.

On the Properties tab, the system displays the elements and element types that you have selected. On the Advanced tab, the system also selects the Initial Population check box that serves as the master population to which additional elements are joined. In the Join With field, select Union (less restrictive, allows null values) or Intersection (more restrictive) to join each element.

If the profile element is a KPI, you can include additional KPI-specific values in your profile on the Advanced tab. Select one or more of these values per KPI: KPI Value, KPI Assessment, Current Target, or Percent of Target.

Save your profile.

Building Profiles

After defining the profile, you are ready to build it.

To build profiles, use the Run Engine to Create Segment (RUN_CR_COMP_JBSTRM) component.

Page Used to Build Profiles

Page Name	Object Name	Navigation	Usage
Build Profile	RUN_CR_COMP_JBSTRM	Click the Build Profile button on the Profile page and then click the Build button.	Build the profile.

Generating Profiles

When you have finished defining the profile, click Build Profile on the Profile page to access the Build Profile page. Click Build to create the profile.

See Using the Standard PeopleSoft Customer Behavior Modeling Process Page.

This table lists the jobstream ID, engine, and tables used during processing:

Note. The jobstreams listed are for the sample data PeopleSoft delivers. You may choose to create your own jobstreams.

Process	Delivered Jobstream ID	Engine ID	Tables Accessed	Tables Updated
Build profile	CR_COMP	CR_COMP	CR_COMP_DEF, CR_COMP_SEQ, CR_DATASET_SEQ, CR_DATASET_DEF, KP_KPI_DEFN, KP_KPI_CALC_F00, KP_KPI_ASMT_F00, CUST_DMDELM_R00, CR_DMI_MDL_DEF, CR_DMI_MDL_OSQ, CR_DM_SCORE, PF_DATAMAP_COL, PF_DATAMAP_DEFN, PF_CONSTR_DEFN, RUN_CR_COMP_JOB	CR_COMPCOL_F00, CR_COMPVAL_F00, CR_COMP_AUDIT, CR_COMPSAT_F00, CR_COMPFREQ_F00

Viewing Profiles

To view profiles, use the Profile Definition (CR_COMP_DEF) component.

This section discusses how to:

View customer profile data.
Use charts.

Pages Used to View Profiles

Page Name	Object Name	Navigation	Usage
Profile Summary	CR_INTRO_INQ_XFER1	Customer Behavior Modeling, Customer Analysis, Target Profiles, Profile, Profile Summary	View the data after you have built a profile.
View Profile Elements	CR_COMPINQ_PG	Click the View Profile button on the Profile page.	Select the profile that you want to view.
View Profiles	CR_COMP_VIZ_PG	Click the Chart button on the View Profile Elements page.	View the chart.
Profile Contents	CR_COMPOBJ_PG	Click the View Profile Content link on the View Profile Elements page.	View the profile objects.
Object Details	CR_COMP_INQ_VAL	Click an object ID link in the grid on the Profile Contents page.	View the customer detail.

Viewing Customer Profile Data

Access the Profile Summary page.

On the Profile page, click the View Profile button.

The system displays the profile Element Descriptions, Field Descriptions, Field Type (Char for character, DTTM for date/time, and Number), Variable Type (Discrete or Continuous).

For Char and DTTM field types, the system charts discrete values by default. For the Number field type, indicate whether you want to chart Discrete or Continuous values.

Enter a check mark in the Select column to view one or more of the Elements, then click the Chart button. You access the View Profiles page.

The system displays an interactive chart in which you can view discrete and continuous values, control the zoom level and resolution, and manually bucket continuous data.

See Using Charts.

You can expand the Statistics-KPI Value group box where the system displays the statistics for the selected profile elements.

On the View Profile Elements page, you can click the View Profile Content link to view the profile objects. You access the Profile Contents page.

Click any of the Object ID links to access the Object Details page.

Using Charts

You can use the interactive chart feature to view profile statistics.

The charts offer you data viewing options:

The system charts discrete and continuous values.
Select the Empty Values check box to include empty values in the chart.
Select a zoom level to set the range of values that you want to view at once.

Values are All values, 3/4 of all values, 1/2 of all values, 1/4 of all values, and One value. Click Go to rechart.
The system charts continuous values in buckets.

You can control the number of buckets with the Resolution field by selecting from the available values: Summary, Less Summarized, Detailed, More Detailed, and Most Detail. Click Go to rechart.