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 Dashboard 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 Dashboard 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)
  in Customers Online link
Data Quality Management (DQM)
  Dashboard page search 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 Dashboard page link
  moving parties link
  overview link
  updating relationships link
  viewing 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
install 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 Customers Online Superuser responsibility
  Administration tab link
Oracle Common Application Calendar
  tasks link
Oracle Common Application Calendar
  notes link
Oracle Common Application Calendar
  calendar link
  notes link
  tasks link
Oracle Customer Data Librarian (CDL)
  assigning certification levels link
  assigning certification levels 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
  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
Other tab
  overview 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
  Oracle Customers Online Superuser link link
  Trading Community Manager link
roles
  employees link
roots
  defining for new hierarchies link

S

service requests link
shortcuts
  Dashboard 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