Data Quality Guide for Oracle Customer Hub

What's New in This Release

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Overview of Data Quality

Data Profiling

Data Parsing and Standardization

Data Matching and Data Cleansing

Data Quality Products for Data Matching and Data Cleansing

Oracle Data Quality Matching Server

Oracle Data Quality Address Validation Server

Oracle Enterprise Data Quality Matching Server

Oracle Enterprise Data Quality Address Validation Server

Universal Connector

How Data Quality Relates to Other Entities in Siebel Business Applications

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Data Quality Concepts

Data Cleansing

Data Matching

Match Key Generation

Match Key Generation with the Oracle Data Quality Matching Server

Match Key Generation Using the Universal Connector with Third-Party Data Quality Vendors

Identification of Candidate Records

Calculation of Match Scores

Displaying Duplicates

Fuzzy Query

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Enabling and Disabling Data Matching and Data Cleansing

Levels of Enabling and Disabling Data Cleansing and Data Matching

Enabling Data Quality at the Enterprise Level

Specifying Data Quality Settings

Enabling Data Quality at the Object Manager Level

Enabling Data Quality Using the GUI

Enabling Data Quality Using the Command-Line Interface

Enabling Data Quality at the User Level

Disabling Data Cleansing for Specific Records

Enabling and Disabling Fuzzy Query

Identifying Mandatory Fields for Fuzzy Query

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Configuring Data Quality with Universal Connector

Data Quality Configuration Overview

Installing the Universal Connector

Process of Configuring New Data Quality Connectors

Registering New Data Quality Connectors

Configuring Business Components and Applets for Data Matching and Data Cleansing

Configuring Vendor Parameters

Mapping of Vendor Fields to Business Component Fields

Mapping Data Matching Vendor Fields to Siebel Business Components

Adding a Field Mapping for Data Matching

Mapping Data Cleansing Vendor Fields to Siebel Business Component Fields

Configuring the Windows Displayed in Real-Time Data Matching

Changing a Window Name

Adding a Deduplication Window for an Applet

Configuring a Real-Time Deduplication Window for Child Applets

Configuring the Mandatory Fields for Fuzzy Query

Data Quality User Properties

Account - Business Component User Properties

Contact - Business Component User Properties

List Mgmt Prospective Contact - Business Component User Properties

DeDuplication - Business Service User Properties

Data Cleansing - Business Service User Properties

DQ Sync Services - Business Service User Properties

ISS System Services - Business Services User Properties

Optimizing Data Cleansing Performance

Optimizing Data Matching Performance

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Configuring Data Quality with Oracle Enterprise Data Quality

Overview of Oracle Enterprise Data Quality

Installing Oracle Enterprise Data Quality (EDQ)

Process of Configuring Oracle Enterprise Data Quality for Matching and Address Verification

Configuring the Siebel Server Under Windows

Configuring the Siebel Server Under UNIX

Configuring the Siebel Server to Use Oracle Enterprise Data Quality

Configuring a New Data Quality Vendor

Disabling Informatica Identity Resolution Synchronization

Process of Configuring the Staging Database for Oracle Enterprise Data Quality

Creating Tables

Configuring Connections

Process of Configuring Oracle Enterprise Data Quality to Find Contact and Address Matches

Activating Oracle Enterprise Data Quality Rules

Configuring Siebel Match Threshold Settings

Vendor Parameters for Oracle Enterprise Data Quality

Oracle Enterprise Data Quality Field Mappings for Siebel Business Components

Account - Data Cleansing

Account - DeDuplication

CUT Address - Data Cleansing

CUT Address - DeDuplication

Personal Address - Data Cleansing

Personal Address - DeDuplication

Contact - Data Cleansing

Contact - DeDuplication

List Mgmt Prospective Contact - Data Cleansing

List Mgmt Prospective Contact - DeDuplication

Configuring Third-Party Key Generation for Oracle Enterprise Data Quality

Enabling Support of Multiple Child Entity Deduplication for Oracle Enterprise Data Quality

Data Format for Deduplication of Multiple Child Entities

Overview of Configuring Oracle Enterprise Data Quality for Deduplication of Child Entities

Process of Configuring Additional Child Entities for Deduplication

Modifying the Data Quality Integration Object for Additional Child Entity Deduplication

Modifying the Data Quality Business Service for Additional Child Entity Deduplication

Deploying the Integration Object for Additional Child Entity Deduplication

Mapping the Third Party Vendor Field for Additional Child Entity Deduplication

Setting the Third Party Vendor Parameter for Additional Child Entity Deduplication

Configuring Data Maps for Additional Child Entity Deduplication

Configuring Oracle Enterprise Data Quality-Siebel Connector for Additional Child Entity Deduplication

Sample Message from Siebel CRM to EDQ Siebel Connector for Additional Child Entity Deduplication

Overview of Configuring Social Media Child Objects for Matching

Sample Message from Siebel CRM to EDQ Siebel Connector for Social Media Child Object Matching

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Configuring Data Quality with Oracle Data Quality Servers

Process of Installing the Oracle Data Quality Matching Server

Setting Up the Environment and the Database

Installing Oracle Data Quality Matching Server

Creating Database Users and Tables for Oracle Data Quality Matching Server

Configuring Oracle Data Quality Matching Server

Modifying Configuration Parameters for Oracle Data Quality Matching Server

Deploying Workflows for Oracle Data Quality Matching Server Integration

Initial Loading of Siebel Data into Oracle Data Quality Matching Server Tables

Upgrading to Informatica Identity Resolution 9.01

Configuring Oracle Data Quality Matching Server

Universal Connector Parameter and Field Mapping Values for Oracle Data Quality Matching Server

Preconfigured Vendor Parameters for Oracle Data Quality Matching Server

Preconfigured Field Mappings for Oracle Data Quality Matching Server

Configuring a New Field for Real-Time Data Matching

Loading Data Incrementally

Process of Configuring Data Synchronization Between Siebel and Oracle Data Quality Matching Server

Configuring the Data Source

Configuring Object Managers for ISS Data Source

Siebel Business Applications DQ Sync Action Sets

DQ Sync Action Sets for Account

DQ Sync Action Sets for Contact

DQ Sync Action Sets for List Mgmt Prospective Contact

Generic DQ Sync Action Sets

Configuring Deduplication Against Multiple Addresses

Configuring Multiple Language Support for Data Matching

Configuring Multiple Mode Support for Data Matching

Sample Configuration Files for Oracle Data Quality Matching Server

ssadq_cfg.xml

Process of Installing the Oracle Data Quality Address Validation Server

Installing Oracle Data Quality Address Validation Server

Modifying Configuration Parameters for Oracle Data Quality Address Validation Server

Acquiring the License Key and Postal Directories for Oracle Data Quality Address Validation Server

Configuring Siebel Business Applications for the Oracle Data Quality Address Validation Server

Universal Connector Parameter and Field Mapping Values for Oracle Data Quality Address Validation Server

Preconfigured Vendor Parameters for Oracle Data Quality Address Validation Server

Preconfigured Field Mappings for Oracle Data Quality Address Validation Server

Sample Configuration File for Oracle Data Quality Address Validation Server

ssadq_cfgasm.xml

Siebel Business Applications ISSSYNC Action Sets

ISSSYNC Action Sets for Account

ISSSYNC Action Sets for Contact

ISSSYNC Action Sets for List Mgmt Prospective Contact

Generic ISSSYNC Action Sets

Activating Action Sets in Your Siebel Business Application

Sample SQL Scripts

IDS_IDT_ACCOUNT_STG.SQL

IDS_IDT_CONTACT_STG.SQL

IDS_IDT_PROSPECT_STG.SQL

IDS_IDT_CURRENT_BATCH.SQL

IDS_IDT_CURRENT_BATCH_ACCOUNT.SQL

IDS_IDT_CURRENT_BATCH_CONTACT.SQL

IDS_IDT_CURRENT_BATCH_PROSPECT.SQL

IDS_IDT_LOAD_ANY_ENTITY.CMD

IDS_IDT_LOAD_ANY_ENTITY.sh

Sample SiebelDQ.sdf File

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Administering Data Quality

Data Quality Modes of Operation

Real-Time Data Cleansing and Data Matching

Batch Data Cleansing and Data Matching

Data Quality Rules

Data Quality Batch Job Parameters

Cleansing Data Using Batch Jobs

Matching Data Using Batch Jobs

Example of Batch Data Matching Using the Universal Connector

Generating or Refreshing Keys Using Batch Jobs

Customizing Data Quality Server Component Jobs for Batch Mode

Merge Algorithm in the Object Manager Layer

Example of the Merge Records Process

Overview of Merge Algorithm

Merging Duplicate Records

Sequenced Merges

Field Characteristics for Sequenced Merges

Process of Merging Duplicate Records

Filtering Duplicate Records

Merging Duplicate Records

Using Fuzzy Query

Using Fuzzy Query for Accounts

Using Fuzzy Query for Contacts

Calling Data Matching and Data Cleansing from Scripts or Workflows

Scenario for Data Matching Using the Value Match Method

Scenario for Data Cleansing Using Data Cleansing Business Service Methods

Deduplication Business Service Methods

Data Cleansing Business Service Methods

Troubleshooting Data Quality

Viewing Parameter and Field Mapping Values for Universal Connector

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Related Data Quality Objects in Siebel Tools

Siebel Data Quality Objects

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Universal Connector API

About the Terminology in This Appendix

About the Universal Connector API

About Universal Connector API Terminology

Vendor Libraries

Connector Initialization and Termination Functions

Session Initialization and Termination Functions

Parameter Setting Functions

External Key Generation Function

Error Message Function

Real-Time Data Matching Functions

sdq_dedup_realtime Function

sdq_dedup_realtime_nomemory Function

Batch Mode Data Matching Functions

sdq_set_dedup_candidates Function

sdq_start_dedup Function

sdq_get_duplicates Function

Real-Time Data Cleansing Function

Batch Mode Data Cleansing Function

Data Matching and Data Cleansing Algorithms

Batch Data Matching Algorithm

Real-Time Data Matching Algorithm

Batch Data Cleansing Algorithm

Real-Time Data Cleansing Algorithm

New Key Generation Algorithm

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Finding and Using Data Quality Information

Data Quality Resources

Technical Documentation on Oracle Technology Network

Third-Party Documentation

Information about Data Quality on My Oracle Support

Data Quality Seed Data

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