Contents

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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Introduction

• ORASE and Business Agility
• Oracle Retail Advanced Clustering
  • Reporting and Analysis
• Oracle Retail Assortment and Space Optimization
  • Dynamic Creation of Space Clusters
  • Conduct Micro-Space Optimization What-if Analysis
  • Preview Results Leveraging Shelf Preview Capabilities
• Oracle Retail CDT Science and DT Science
  • Customer Decision Trees
  • Demand Transference Science
• Oracle Retail Attribute Extraction
• Oracle Retail Affinity Analysis
• Common Workflow
• Interacting with ORASE
• Hardware and Software Requirements

2 Implementation Overview

• Implementation Process
  • Implementation Steps
    • Configure the Application Roles and Users
    • Data Load Overview
    • Edit and Load Common Seed Data
    • Perform Attribute Preprocessing for CDT and DT, as Appropriate
    • Mandatory Configuration Parameters

3 Customer Decision Trees

• Input Data
  • Overview
    • Transactions Data Requirements
    • Attribute Data Requirements
    • Attributes with a Large Number of Values
    • Grouped vs. Raw Attribute Values
    • Attribute Splitting
    • Functional-Fit Attributes
  • Customer Segments
    • Location Hierarchy
    • Setting Up Categories
  • Calculating Customer Decision Trees
    • Setting the Top Attribute
    • Excluding Attributes from the Calculation
    • Handling of the Brand Attribute
    • Limitations of the CDT Calculation
  • Choosing the Time Interval
  • Understanding the Filter Settings
  • Segments vs. Location
  • Setting the Escalation Path
  • How the CDT Score is Calculated
  • Understanding CDT Pruning
  • Overriding the CDT Calculation
• Using the Calculation Stage
  • Setup Stage
  • Data Filtering Stage
  • Calculation Stage
  • Advanced Use

4 Demand Transference

• DT and CDT
• Demand Transference Model
  • An Example
• Historical Similarity Data
• Historical Sales Data
• The Role of Attributes in Calculating Similarities
  • Attribute Data Requirements
  • Guidelines on Number of Attributes and Attribute Values
  • The Effect on Similarity Values
  • Avoiding Attributes with Many Values
  • Functional-Fit Attributes
• Customer Segments
  • Location Hierarchy
  • Setting Up Categories
• Using Demand Transference
  • Seasonality in Historical Sales Data
  • Assortment Elasticity and the Cannibalization Factor
  • Calculating Assortment Elasticity
  • The Substitutable Demand Percentage
  • No Need for Time Interval
    • Segments vs. Locations
  • Setting the Escalation Path
  • Automatic Updating

5 Using Demand Transference

• Seasonality in Historical Sales Data
• Assortment Elasticity
• The Importance of Assortment Changes in Historical Data
• The Meaning of the Possible Values of Assortment Elasticity
• The Substitutable Demand Percentage
• No Requirement for a Time Interval
• Segments vs. Locations
• Setting the Escalation Path
• Automatic Updating
• Avoiding Categories with Small Assortments
• Implementing DT for Fashion Categories
  • Proper Level for Fashion Categories
  • Seasonality (Life Cycle) Considerations

6 Assortment Recommender

• Prerequisites
• Producing Better Assortments
• Run Groups and Run Frequency
• The Run Group Parameters
• Data Used by the Assortment Recommender
• Halo Effects
• Troubleshooting

7 Advanced Clustering

• Overview
• Data Requirements
  • Multiple Hierarchies and Level Support
  • Clustering Criteria Supported in Store Clustering
  • Attributes in Store Clustering
  • Configuration Process
• Multiple Clustering Approach
  • New Stores or Stores with Poor History
  • Outliers
• Export to Excel

8 Assortment and Space Optimization

• Overview
• ASO Data Input Requirements
  • Assortment Data
  • Planogram Data
  • Assortment-to-Planogram Mapping
  • Assortment to POG Mapping Process
    • Input Data
    • Automated Process
    • Mapping Errors
  • Replenishment Data
• Optimization Science
  • Optimization Algorithm Overview
  • Sales and Inventory Model
    • Sales and Inventory Modeling Considers All Possibilities
    • Inventory Levels After Replenishment
    • Calculating the Facing Capacity for a Product/Fixture Combination
    • Maximum Capacity of a Product
    • Replenishment Parameters
  • Objective Function
  • Constraints
  • Product Family Group Constraints
  • Diagnosis of Visual Guidelines
  • Product Groups
  • Validation Tool (Sanity Checker)
  • Diagnosis of Dropped Products
  • Checklist for Optimization Results Diagnosis
• Monitoring Batch Processes
  • Overview
  • Batch Process Failure
  • Global Validation Issues
  • Sending Data in Data Files
    • Assortment-Related Files
    • POG-Related Files
    • Display-Style Files
    • POG Historical Data and Store CDAs
    • Mapping, Replenishment, and Other Files
• FAQs

9 Customer Segmentation

• Overview
• Data Requirements
• Multiple Hierarchies and Support
• Supported Segment Criteria
• Customer Segmentation Attributes
• Configuration Process
• Attribute Preprocessing
• Segmenting Approach
• Customer Segment Store Profile Generation
• Preprocessing

10 Configuration

• User Interface Authentication and Authorization
• User Management Configuration: Configuring Users and Roles
  • User Roles
• Configuration
  • Generic Configuration
  • Advanced Clustering Configurations
  • Assortment and Space Optimization Configurations
  • Customer Decision Tree Configurations
  • Demand Transference Configurations
  • Returns Logistics Configurations
  • Affinity Analysis Configurations
• Internationalization
• Configuration Updates
  • Configuration Tables
  • Email Notification Configuration

11 Attribute Processing

• Attribute Preprocessing
  • Process Overview
• Product Attribute Loading
  • Introduce New Attribute
  • Determine the Attribute Source and Define in the Tables
    • W_PRODUCT_D or W_PRODUCT_ATTR_D
    • W_RTL_ITEM_GRP1_D or W_RTL_ITEM_GRP2_D
    • Populate RSE_PROD_ATTR_GRP_VALUE_STG Interface
    • Populate RSE_PROD_ATTR_VALUE_XREF_STG Interface

12 Affinity Analysis

• Overview
• Data Requirements
  • MBA_ARM_SRVC_LOC_STG
• Science Algorithms/Services
  • ARM_PH
  • ARM_PH_PROMO
  • ARM_PH_CS
• Configurations
• Data Output

13 Returns Logistics

• Overview
• Data Inputs
• Data Outputs

14 Data Interfaces

• Inbound Interface Requirements by Application
  • Advanced Clustering
  • Assortment and Space Optimization
  • Customer Decision Tree
  • Demand Transference
  • Customer Segmentation
  • Returns Logistics
  • Affinity Analysis
  • RASE Web Services
    • Authentication and Authorization
    • Summary of Web Services
• Outbound Interfaces by Application
  • Advanced Clustering
  • Customer Decision Tree
  • Demand Transference
  • Assortment and Space Optimization
  • Customer Segmentation
  • Affinity Analysis
• Interface Details by Logical Group
  • Retail Insights
    • W_DOMAIN_MEMBER_DS_TL.dat
    • W_EXCH_RATE_GS.dat
    • W_INT_ORG_DHS.dat
    • W_INT_ORG_DS.dat
    • W_INT_ORG_DS_TL.dat
    • W_MCAL_PERIOD_DS.dat
    • W_PARTY_PER_DS.dat
    • W_PRODUCT_ATTR_DS.dat
    • W_PRODUCT_DS.dat
    • W_PRODUCT_DS_TL.dat
    • W_PROD_CAT_DHS.dat
    • W_RTL_CMG_PRODUCT_MTX_DS.dat
    • W_RTL_CO_HEAD_DS.dat
    • W_RTL_CO_LINE_DS.dat
    • W_RTL_CUSTSEG_DS.dat
    • W_RTL_CUST_CUSTSEG_DS.dat
    • W_RTL_ITEM_DEL_TMP.dat
    • W_RTL_ITEM_GRP1_DS.dat
    • W_RTL_IT_LC_DEL_TMP.dat
    • W_RTL_PROMO_COMP_TYPE_DS.dat
    • W_RTL_PROMO_DS.dat
    • W_RTL_RECLASS_DP_GP_TMP.dat
    • W_RTL_RECLASS_IT_SC_CL_TMP.dat
    • W_RTL_SLS_TRX_IT_LC_DY_FS.dat
    • W_RTL_SLSFC_IT_LC_WK_F.dat
    • W_RTL_TRADE_AREA_DS.dat
    • W_RTL_TRADE_ATRA_LOC_MTX_DS.dat
    • RI Market Interfaces
  • Common
    • rse_fake_cust_stg.txt
    • rse_like_loc_stg.txt
    • rse_prod_attr_grp_value_stg.txt
    • rse_prod_attr_value_xref_stg.txt
    • rse_sls_pr_lc_cs_wk_stg.txt
    • rse_sls_pr_lc_wk_stg.txt
  • Customer Decision Tree
    • attr.csv.dat (cdt_attribute_exp_vw)
    • drtyattrvaltx.csv.ovr (cdt_attr_val_prod_xref_exp_vw)
    • cdt_export.tar.gz
  • Demand Transference
    • drtyassrtelasv.csv.ovr (dt_ae_exp_vw)
    • dt_assort_mult.csv (dt_assort_mult_exp_vw)
    • ipdmdtfrpcti.csv (dt_assort_trans_exp_vw)
    • drtyattrwgtv.csv.ovr (dt_attr_wgt_exp_vw)
    • dt_new_items.csv (dt_new_items_exp _vw)
    • dt_new_item_ros.csv (dt_new_item_ros_exp_vw)
    • drtysiminv.csv.ovr (dt_sim_exp_vw)
    • dt_loc_wk_excl_stg.txt
    • dt_mdl_prod_exp_stg.txt
    • dt_prod_loc_excl_stg.txt
  • Assortment and Space Optimization – Assortment Files
    • so_assortment_finalized_stg.txt
    • so_assortment_stg.txt
    • so_assort_cluster_member_stg.txt
    • so_assort_cluster_stg.txt
    • so_assort_phprod_attr_stg.txt
    • so_assort_phprod_finalized_stg.txt
    • so_assort_phprod_like_prod_stg.txt
    • so_assort_product_strcltr_stg.txt
    • so_assort_proloc_fcst_stg.txt
    • so_assort_proloc_pricecost_stg.txt
  • Assortment and Space Optimization – POG Files
    • so_bay_fixture_shelf_stg.txt
    • so_bay_fixture_stg.txt
    • so_display_style_fixture_stg.txt
    • so_display_style_stg.txt
    • so_disp_style_orientation_stg.txt
    • so_fixture_disp_config_stg.txt
    • so_fixture_stg.txt
    • so_pegboard_disp_config_stg.txt
    • so_pog_bay_stg.txt
    • so_pog_display_style_stg.txt
    • so_pog_stg.txt
    • so_pog_store_cda_stg.txt
    • so_pog_store_stg.txt
    • so_prod_display_style_stg.txt
    • so_shelf_stg.txt
  • Assortment and Space Optimization – Miscellaneous Files
    • so_pog_assort_mapping_stg.txt
    • so_pog_assort_seas_mapping_stg.txt
    • so_prod_loc_repl_param_stg.txt
    • so_prod_stack_height_limit_stg.txt
  • Advanced Clustering
    • rsestrclst.csv (cis_cluster_set_exp_vw)
    • cis_cluster_tmpl_stg.txt
    • cis_cluster_tmpl_prod_xref_stg.txt
    • cis_cluster_tmpl_lvl_attr_stg.txt
  • Returns Logistics
    • rl_price_elasticity_stg.txt
    • rl_price_ladder_stg.txt
    • rl_shipping_cost_stg.txt
  • Affinity Analysis
    • mba_arm_srvc_loc_stg.txt
    • mba_arm_run_exp.txt
    • mba_arm_result_exp.txt
• Security
  • Web Services
    • SOAP
    • REST

15 Batch Processing

• Overview
• Custom Batch Requests
  • Managing Custom Batch Requests
• Handling Data Files
• Supported PROCESS_QUEUE Trigger Values
• Incremental Exports
• Batch Process Flow

16 Social Analytics

• Data Inputs

17 Science Innovation Workbench

• Components
  • Retailer Workspace Schema
  • Oracle APEX
    • Workspace
    • Users and Roles
  • Oracle Advanced Analytics
    • Oracle Data Mining
    • How to Invoke Oracle Data Mining
    • Oracle R
• Restful Service
• Troubleshooting
• DBMS Scheduler
  • Schema Objects

18 Offer Optimization

• Overview
  • Security
• Data Input Requirements
  • Hierarchy Data
  • Retail Sales Data
  • Historical Promotions
  • Competitor Prices
  • Product Attributes
  • Other Required Interfaces
  • Other Optional Interfaces
  • Expected Levels for Interfaces
  • Offer Optimization Forecasting
• Parameter Estimation
  • Data Preparation
    • Data Aggregation
    • Hierarchy Levels Selection
    • Data Validation
  • Preprocessing
    • Data Filters Week Level
    • Partition Filters
  • Elasticity
    • Data Filters Weekly
    • Markdowns
    • Promotion One Week
    • Promotion Two Week
    • Reliability Settings
    • Transformation
  • Seasonality
    • Seasonality Curve Setup
    • Reliability Filters
  • Promotion
  • Output
• Day Level and Returns Metrics
  • Day of the Week Profiles
• Time of Day Profiles
• Returns Metrics
• Batch Processing
• Demand Forecasting
• Offer Optimization Science
  • Business Rules
  • Optimization Algorithm Overview
  • Offer Optimization Forecasting
  • Objective Function
  • Constraints
• Frequently Asked Questions

A Appendix: Innovation Workbench Workshop

• Overview
• Lab Innovation Workbench
• Lab Analysis
  • Browse Existing Data
  • Using ReST to Load Data
  • Other Methods for Loading Data
• Explore Data Analysis
  • Review customer behavior analysis using Text Mining
  • Oracle R Graphics
• Innovate
  • Churn Analysis using ODM
  • Decision Tree Model Details
  • Display Decision Tree Rules
• Lab Share Insights - ReST API
• Lab Share Insights - Task Navigation
• Database Tools
  • How to Allocate Privileges
  • How to Execute a Job using DBMS Scheduler

Glossary of Acronyms