Oracle® Fusion
Applications Customer Data Management Implementation Guide 11g Release 5 (11.1.5) Part Number E20433-05 |
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This chapter contains the following:
Trading Community Model Data Import Objects: Explained
Using Data Quality Services During Data Import: Explained
Defining the Import Process for Customers and Consumers: Points to Consider
Defining the Import Process for Customers and Consumers: Worked Example
Defining the Import Process for Resources and Partners: Points to Consider
Defining the Import Process for Resources and Partners: Worked Example
Performing What-If Analysis on Data Import Batches: Worked Example
FAQs for Define Trading Community Import
Import objects are business entities that can be imported into the trading community model registry, for example, competitors, partners or resource teams. When you create a data import batch you should choose which business entity, or object, you are importing from the batch into the trading community model registry. For example, if you are responsible for resource management, you might want to import objects such as employee resource and resource team.
The import process flow will change according to which object you have selected. There are two import process flows for the following sets of objects:
Customer, reference, competitor, and custom party.
Employee resource, resource team, partner, and partner contact.
When you select these objects you will receive the option to check for duplicates within the import batch before the import, and the option to check for duplicates between the import batch and the trading community model registry before import. You will also be able to choose to preview data before it is imported, specify if addresses will be cleansed before import, and set the how many errors you will allow before the import is terminated.
If you choose to import these objects you will not be able to deduplicate the batch or registry data. However, you will be able to choose to preview data before it is imported, specify if addresses will be cleansed before import, and set the how many errors you will allow before the import is terminated.
Data Quality Services help you ensure the quality of data being imported into the Trading Community Model registry. You can select how to use the services before importing data into the registry.
The data quality services are:
Batch Deduplication: Batch deduplication allows you to define deduplication within the data being loaded.
Registry Deduplication: Registry deduplication allows you to define deduplication of the data being loaded against the records that already exist in the Trading Community Model registry.
Import to Registry options: Import to Registry options allow you to define the import process mode, data cleansing, and geography validation.
You can configure a batch import or file import process to invoke these services before importing data into the database.
The file-based data import process allows you to define process criteria, file mapping, and import schedule for importing external files containing business objects into staging tables. You cannot define Data Quality Services for a file-based import activity during the file-based import process. However, an import activity can be paused and sent for administrator review after preprocessing and before importing the data. The administrator such as a data steward can then review the import process and configure data quality services.
Import activities are paused and sent for administrator review if the HZ_IMP_PAUSE_FILE_IMPORT profile option is set to Yes in the Manage Import Profile Options page. If the profile option is set to Yes, all submitted import activities are sent for administrator review and appear in the Data Import Batches Overview page. The administrator can then review and edit import activity details and options. Based on the review, the administrator can decide to approve and schedule the import batch or reject the import batch.
You can configure data quality services for batch import in the Define Import pages. For both the deduplication methods, you can select a match configuration to identify duplicates and also specify the action to perform on the duplicate records. In the Define Import: Import to Registry page, you can specify whether to run the import process in preview mode, whether to cleanse data before import, and whether to perform geography validation of data before import.
You can also configure geography validation for batch import at the site level using the HZ_IMP_DEFAULT_GEO_VALID_ADDRESS profile option in the Manage Import Profile Options page. The addresses are validated if the profile option is set to Yes in the Manage Import Profile Options page. The addresses are validated against the master reference geography data, according to the geography-based address validation settings for each country. The addresses with validation errors are not imported.
You can use the import process to import a batch from the interface tables into the Trading Community Model registry. Before the data is imported into the registry you need to decide if you want to use the data quality services and if so, how you want to configure the data quality services. The data quality services are:
Batch deduplication
Registry deduplication
Import to registry options
Within the batch deduplication page you can decide if you want to identify and resolve duplicates within the batch that you are importing from the interface tables. If you want to check for duplicates you need to choose what match configuration rule you want to use to identify duplicates for each entity. Then you need to specify what action will be taken on the persons, organizations, and address duplicates found within the batch. Your specified actions will be performed on the batch before the data is imported into the registry.
Similar to batch deduplication, registry deduplication identifies duplicates between the data in the batch and the data in the registry before the data is imported into the registry. If you want to check for duplicates you need to choose what match configuration rule you want to use to identify duplicates for each entity. Then you need to specify what action will be taken on the persons, organizations, and address duplicates found in the registry deduplication check. Your specified actions will be performed when you import the batch into the registry.
When defining an import process you can decide whether to run the import process in preview mode, or you can choose to load the data directly into the registry without previewing the data. You can also choose to cleanse addresses prior to import, validate addresses in an import batch against geography data, and define an error limit for the batch.
You can choose to run the import batch in preview mode, or you can skip the preview and load the data directly into the registry.
If you select to run the batch in preview mode you will be able to review information about the level of duplicates or incorrect addresses in the batch data before the data is actually imported. You will also be able to preview how many records will be created and how many records will be updated for each entity. You can then continue to import the batch, or you can amend the match configuration rules and actions to be taken on the identified duplicates and then rerun the batch to review the data again.
If you do not want to review the batch data before it is imported into the registry, then you can choose to skip the preview and allow the data to be loaded into the registry as soon as preprocessing is complete. You may prefer not to preview the batch data if the data source is frequently used.
Note
The Define Import: Import to Registry page is the only place that you can specify if you want to run the batch in preview mode. Once the option to skip the preview mode is selected, and you submit the batch for processing, you will not be able to review the batch data before it is imported.
You can choose to validate the addresses in the interface tables before importing them into the registry. The addresses are validated using an integrated third party service that verifies addresses and corrects them if they are incorrect.
You can choose to validate the addresses in an import batch against geography data before importing them into registry. The addresses are validated against the master reference geography data, according to the geography-based address validation settings for each country. The addresses with validation errors are not imported. However, Geography Name Referencing is run on all imported addresses regardless of this profile option setting.
You can define how many process errors can be generated by the import batch process before the process terminates automatically. Error reports are generated by the application for you to review.
This example demonstrates how to create an import batch, and how to define the import process data quality services you want to use on the data prior to completing the import.
Note
Once an import is completed, the data is loaded into the Trading Community Model registry.
Create an import batch containing customer and consumer objects, load the import data into the interface tables, and configure the data import process so that you can view the batch in preview mode to check that all duplicate data are removed.
Field |
Value |
---|---|
Batch Name |
Customer Import Batch |
Source System |
Comma separated values |
Object |
Customer and Consumer |
Estimated Number of Records |
300 |
Batch Description |
Import of customer data |
You want to check the batch for address, organization, and person duplicates; you also want to remove all of these duplicates from the batch.
Field |
Value |
---|---|
Addresses |
Batch Location Basic Duplicate Identification |
Organizations |
Batch Organization Basic Duplicate Identification |
Persons |
Batch Person Basic Duplicate Identification |
Field |
Value |
---|---|
Select Action for Persons and Organizations |
Remove all duplicates |
Select Action for Addresses |
Remove all duplicates |
You want to check for address, organization, and person duplicates between the import batch and the Trading Community Model registry; you also do not want to import duplicate records.
Field |
Value |
---|---|
Addresses |
Batch Location Basic Duplicate Identification |
Organizations |
Batch Organization Basic Duplicate Identification |
Persons |
Batch Person Basic Duplicate Identification |
Field |
Value |
---|---|
Select Action for Persons and Organizations |
Do not import duplicate records |
Select Action for Addresses |
Do not import duplicate records |
You want to configure the data import process so that you can view the batch in preview mode, enabling you to review the data after preprocessing. You want to cleanse addresses before they are imported, and specify an error limit for the batch. You also want to validate all addresses in the import batch against geography data. This validates all incoming addresses as per the geography structure and validation level setup in Manage Geographies task. The addresses that are reported as Error during validation are not imported.
When defining an import process you can decide whether to run the import process in preview mode, or you can choose to load the data directly into the registry without previewing the data. You can also choose to cleanse addresses prior to import, validate addresses in an import batch against geography data, and define an error limit for the batch.
You can choose to run the import batch in preview mode, or you can skip the preview and load the data directly into the registry.
If you select to run the batch in preview mode you will be able to review information about the level of duplicates or incorrect addresses in the batch data before the data is actually imported. You will also be able to preview how many records will be created and how many records will be updated for each entity. You can then continue to import the batch, or you can amend the match configuration rules and actions to be taken on the identified duplicates and then rerun the batch to review the data again.
If you do not want to review the batch data before it is imported into the registry, then you can choose to skip the preview and allow the data to be loaded into the registry as soon as preprocessing is complete. You may prefer not to preview the batch data if the data source is frequently used.
Note
The Define Import: Import to Registry page is the only place that you can specify if you want to run the batch in preview mode. Once the option to skip the preview mode is selected, and you submit the batch for processing, you will not be able to review the batch data before it is imported.
You can choose to validate the addresses in the interface tables before importing them into the registry. The addresses are validated using an integrated third party service that verifies addresses and corrects them if they are incorrect.
You can choose to validate the addresses in an import batch against geography data before importing them into registry. The addresses are validated against the master reference geography data, according to the geography-based address validation settings for each country. The addresses with validation errors are not imported. However, Geography Name Referencing is run on all imported addresses regardless of this profile option setting.
You can define how many process errors can be generated by the import batch process before the process terminates automatically. Error reports are generated by the application for you to review.
This example demonstrates how to create an import batch, and how to invoke the data quality address cleansing service you want to use on the data prior to completing the import.
Note
Once an import is completed, the data is loaded into the Trading Community Model registry.
Create an import batch containing partner objects, load the import data into the interface tables, and configure the data import process so that you can view the batch in preview mode to check the address cleansing results.
Field |
Value |
---|---|
Batch Name |
Customer Import Batch |
Source System |
Comma separated values |
Object |
Customer and Consumer |
Estimated Number of Records |
300 |
Batch Description |
Import of customer data |
You want to configure the data import process so that you can view the batch in preview mode, enabling you to review the data after preprocessing. You want to cleanse addresses before they are imported, and specify an error limit for the batch. You also want to validate all addresses in the import batch against geography data. This validates all incoming addresses as per the geography structure and validation level setup in Manage Geographies task. The addresses that are reported as Error during validation are not imported.
This example demonstrates how to perform What-If analysis on a data import batch that has been processed and has completed with a status of pre-import completed. The match configuration is redefined and the import process is resubmitted. The batch deduplication actions are then amended, and the batch import is completed.
The following table summarizes key decisions for this scenario.
Decisions to Consider |
In This Example |
---|---|
Do you want to redefine batch deduplication match configuration? |
Yes, a different match configuration is selected for the organizations entity. |
Do you want to redefine registry deduplication match configuration? |
Yes, a different match configuration is selected for the persons entity. |
What actions do you want to take on Persons, Organizations, and Addresses duplicates? |
|
The results of the batch and registry deduplication are not as expected and so the match configurations need to be redefined.
You want to view the What-If analysis for the new match configurations that you selected for the batch.
Yes. If the data is still available in the interface tables and the batch status is Preimport Completed, Completed with Errors, Error, or Terminated when Error Limit Reached, then you can redefine the data import process and reimport the batch. However, once a batch has been successfully imported then you will not able to reimport the batch, even if the data is present in the interface tables.
You can view any errors that occurred after submitting the batch for import by selecting the batch in the data import batches Overview page, and then click Report.
You permanently remove all records in the batch from the import interface tables. You should purge batches after the batch has been imported successfully and you are sure that the data in the interface tables is no longer required.
Purging the interface tables improves import performance. To archive imported data, you should copy the data to a set of custom tables.
Data import batches cannot be purged when they have a status of Processing. Purging a batch purges the batch data in the interface tables and so cannot be carried out while the batch is importing the data from the interface tables into the registry.
The Oracle Fusion Trading Community Data Quality service may be unavailable, or you may not have the necessary licenses for the Data Quality service.
Yes. You can reimport a batch to correct validation errors if the import process status is either Preimport Completed, Completed With Errors, Error, or Terminated When Error Limit Reached.