10/10
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