Skip Headers
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
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