5Configuring Data Quality with Universal Connector

Configuring Data Quality with Universal Connector

This chapter describes the data quality configuration that you can perform for Siebel CRM and Oracle Customer Hub. It covers the following topics:

Note: You must be familiar with Siebel Tools before performing some of the data quality configuration tasks. For more information about Siebel Tools, see Using Siebel Tools and Configuring Siebel Business Applications.

Data Quality Configuration Overview

The following table summarizes the data quality configuration that you can perform for Siebel CRM and Oracle Customer Hub.

Table Data Quality Configuration Options

Type Configuration See...

Generic data quality configuration for all data quality products

Configure new connectors for data matching and data cleansing for the Universal Connector

Process of Configuring New Data Quality Connectors

Configure vendor parameters. You can configure the parameters for each of the software vendors.

Configuring Vendor Parameters

Configure field mappings for business components. You can change or add field mappings.

Mapping of Vendor Fields to Business Component Fields

Configure the windows displayed in real-time data matching

Configuring the Windows Displayed in Real-Time Data Matching

Configure the mandatory fields for fuzzy search.

Configuring the Mandatory Fields for Fuzzy Query

Oracle Data Quality Matching Server Configuration

Data Matching

Configuring Oracle Data Quality Matching Server

Configuring a New Field for Real-Time Data Matching

Loading Data Incrementally

Oracle Data Quality Address Validation Server Configuration

Data Cleansing

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

Installing the Universal Connector

As a preliminary step in installing data quality software, including the Universal Connector software, you must use the Siebel Image Creator utility and Siebel CRM media files (from your DVD or FTP site) to create a network-based Siebel CRM installation image. For installation instructions, including instructions on creating the installation image, see Siebel Installation Guide for the operating system you are using.

To use the Universal Connector, you must install the Data Quality Connector component when running the InstallShield wizard for Siebel Server Enterprise. For information about installing the Universal Connector on a network, see Installing Third-Party Application Software for Use with the Universal Connector.

Note: If using the Data Quality Applications product media pack on Oracle Software Delivery Cloud to install data quality products, then the Universal Connector component is installed as part of that installation process.

    Installing Third-Party Application Software for Use with the Universal Connector

    Unlike most other third-party software, you must install third-party software for use with the Universal Connector after you install Siebel Business Applications. Install the third-party software in the SDQConnector directory where your Siebel Business Applications are installed; that is, the Siebel_Server_root/SDQConnector directory. See the documentation provided by the third-party vendor for instructions.

      Installing Third-Party Data Cleansing Files for Use with the Universal Connector

      To perform data cleansing, the third-party vendor software usually needs a set of files for standardization and data cleansing. For information about specifying the location of such files, see the documentation provided by the third-party vendor.

        Universal Connector Libraries

        The Universal Connector uses standard Siebel CRM business services for data matching and cleansing. These business services call a generalized adapter that can communicate with an external data quality application through a set of library files.

        The names of the shared libraries are vendor-specific, but must follow naming conventions as described in About the Universal Connector API.

        The Siebel CRM installation process copies these DLL or shared library files to a location that depends on the operating system you are using, as shown in the following table.

        Table Storage Locations for Universal Connector Library Files by Operating System

        Does Vendor Support Multiple Languages? DLL Storage Locations (Windows) Shared Library Storage Locations (UNIX)

        No

        For Siebel Server:

        Siebel_Server_root\bin\
        

        For Developer Web Client:

        Client_root\bin\
        

        For Siebel Server:

        Siebel_Server_root/lib
        

        Yes

        For Siebel Server:

        Siebel_Server_root\bin\langua
        ge_code
        

        For Developer Web Client:

        Client_root\bin\language_code
        

        where language_code is the appropriate language code, such as ENU for U.S. English.

        For Siebel Server:

        Siebel_Server_root/lib/
        language_code
        
        Note: The DLLs or shared libraries for each vendor can be specific to certain operating systems or external product versions, so it is important that you confirm with your vendor that you have the correct files installed on your Siebel Server.

        The Universal Connector requires that you install third-party applications on each Siebel Server that has the object managers enabled for data quality functionality. If you plan to test real-time mode using a Siebel Developer Web Client, you must install the third-party Data Quality software on that computer, as well.

        Note: When installing data quality products using the Data Quality Applications product media pack on Oracle Software Delivery Cloud, the DLL or shared library files are copied to a location that depends on the operating system you are using.

          Process of Configuring New Data Quality Connectors

          You can define your own connectors for data matching and data cleansing for the Universal Connector. To configure new data quality connectors, perform the following tasks:

          1. Registering New Data Quality Connectors

          2. Configuring Business Components and Applets for Data Matching and Data Cleansing

          Note: These processes do not cover vendor-specific configuration. You must work with Oracle-certified alliance partners to enhance data quality features for your applications.

            Registering New Data Quality Connectors

            Data Quality connector definitions are configured in the Third Party Administration view. You can specify one external application for data matching and a different application for data cleansing for the Universal Connector. You do this by setting the correct input values for each external application.

            Note: The vendor parameters in the Siebel application are specifically designed to support multiple vendors in the Universal Connector architecture without the need for additional code. The values of these parameters must be provided by third-party vendors. Typically, these values cannot be changed because specific values are required by each software vendor. For more information about the values to use, see the installation documentation provided by your third-party vendor.

            The Deduplication and Data Cleansing business services include a generalized adapter that communicates with the external data quality application through a set of dynamic-link library (DLL) or shared library files.

            The DLL Name setting in the Third Party Administration view tells the Siebel application how to load the DLL or shared library. The names of the libraries are vendor-specific, but must follow naming conventions as described in About the Universal Connector API. The Siebel application loads the libraries from the locations described in Levels of Enabling and Disabling Data Cleansing and Data Matching.

            Use the following procedure to register a data quality connector. This topic is a step in Process of Configuring New Data Quality Connectors.

            To register a data quality connector

            1. Navigate to the Administration - Data Quality screen, then the Third Party Administration view.

            2. In the Vendor List, create a new record and complete the necessary fields, as shown in the following table.

              Name Library Name

              The name of the vendor.

              For a data matching connector, the name must match the value specified in the server parameter DeDuplication Data Type.

              For a data cleansing connector, the name must match the value specified in the server parameter Data Cleansing Type.

              The name of the vendor DLL or shared library.

              Configuring Business Components and Applets for Data Matching and Data Cleansing

              This topic describes how to configure business components and applets, whether existing ones or new ones you create, for data matching and data cleansing.

              You can configure existing business components or create additional business components for data matching for the Matching Server and for data matching and data cleansing for the Universal Connector.

              Typically, you configure existing business components; however, you can create your own business components to associate with connector definitions. For information about how to create new business components and define user properties for those components, see Configuring Siebel Business Applications.

              Note: You must base new business components you create only on the CSSBCBase class to support data cleansing and data matching, or make sure that the business component uses a class whose parent is CSSBCBase. This class includes the specific logic to call the DeDuplication and Data Cleansing business services.

              To configure business components for data matching and data cleansing, complete the steps in the following procedure. This topic is a step in Process of Configuring New Data Quality Connectors.

              To configure business components for data matching and cleansing

              1. Associate the business component with a connector.

                This includes configuring the vendor parameters shown in the following table.

                Name Value

                For data matching

                Business_component_name DeDup Record Type

                Business_component_name

                For data matching

                Business_component_name Token Expression

                Consult the vendor for the value of this field.

                Note: Applies to the Universal Connector, where key generation is carried out by the Siebel application.

                For data matching

                Business_component_name Query Expression

                Consult the vendor for the value of this field.

                Note: Applies to the Universal Connector, where key generation is carried out by the Siebel application.

                For data matching

                Parameter 1

                "global", "iss-config-file", "ssadq_cfg.xml"

                Note: Applies to the Oracle Data Quality Matching Server only, where match keys are generated by the Oracle Data Quality Matching Server.

                For data cleansing

                Business_component_name DataCleanse Record Type

                Business_component_name

              2. Configure the field mappings for each business component and operation.

              3. Create a DeDuplication Results business component and add it to the Deduplication business object.

              4. Configure an applet as the DeDuplication Results List Applet.

              5. Configure Duplicate views and add them to the Administration - Data Quality screen.

              6. Add the business component user properties as shown in the following table.

                Property Value

                DeDuplication Results BusComp

                The buscomp that you created in Configuring Business Components and Applets for Data Matching and Data Cleansing.

                DeDuplication Results List Applet

                The applet that you created in Configuring Business Components and Applets for Data Matching and Data Cleansing.

              7. Add a field called Merge Sequence Number to the business component and a user property called Merge Sequence Number Field.

                Configuring Vendor Parameters

                For each of the third-party software vendors that data quality uses for data cleansing or data matching, you can configure the vendor parameters that the Siebel application passes to the vendor software. You configure the vendor parameters in the Administration - Data Quality screen, Third Party Administration view, which also contains the DLL or shared library name for each vendor.

                There are preconfigured vendor parameters for the Universal Connector with Oracle Data Quality Matching Server and Oracle Data Quality Address Validation Server as examples.

                To configure vendor parameters

                1. Navigate to the Administration - Data Quality screen, then the Third Party Administration view.

                2. In the Vendor List, select the record for the required vendor.

                3. Click the Vendor Parameters view tab.

                4. In the Vendor Parameters List, create new records as required, or configure the values of existing vendor parameters.

                Mapping of Vendor Fields to Business Component Fields

                For each vendor who supports data cleansing or data matching, there are field mappings that specify:

                • The fields that are used in data cleansing and data matching

                • The mapping between the Siebel application field names and the corresponding vendor field names.

                There are mappings for each supported business component and data quality operation (DeDuplication and Data Cleansing). There are preconfigured field mappings for the Oracle Data Quality Matching Server Connector, see Preconfigured Field Mappings for Oracle Data Quality Matching Server.

                You can configure the field mappings for a business component to include new fields or modify them to map to different fields. There might also be additional configuration required for particular third-party software.

                Note: You must contact the specific vendor for the list of fields that the vendor supports for data cleansing and data matching and to understand the effect of changing field mappings.

                Related Topics

                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

                  Mapping Data Matching Vendor Fields to Siebel Business Components

                  This topic explains how to map data matching vendor fields to Siebel business component fields.

                  To map a data matching vendor field to a Siebel business component field

                  1. Navigate to the Administration - Data Quality screen, then the Third Party Administration view.

                  2. In the Vendor List, select the record for the required vendor.

                  3. Click the BC Vendor Field Mapping view tab.

                  4. In the BC Operation list, select the record for the required business component and the DeDuplication operation. The field mappings are displayed in the Field Mapping list.

                  5. In the Field Mapping list enter the required values for Business Component Field and Mapped Field.

                    Adding a Field Mapping for Data Matching

                    In addition to the preconfigured fields that are used in data matching, you can configure your data quality implementation to inspect certain additional fields during data matching, such as a date of birth field for Contacts, or a D-U-N-S number field for Accounts.

                    For the Universal Connector, if the key token expression changes, you must regenerate match keys. Therefore, if you are adding a new field and the new field is added to the token expression, you must generate the match keys.

                    The following procedure describes how to add a field mapping.

                    To add a field mapping for data matching

                    1. Navigate to the Administration - Data Quality screen, then the Third Party Administration view.

                    2. In the Vendor List, select the record for the required vendor.

                    3. Click the BC Vendor Field Mapping view tab.

                    4. In the BC Operation list, select the record for the required business component and operation

                      • For example, to include a date of birth as a matching criterion, select the record for Contact and DeDuplication.

                      • For example, to include a D-U-N-S number as a matching criterion, select the record for Account and DeDuplication.

                      The field mappings are displayed in the Field Mapping list.

                    5. In the Field Mapping list, create a new record and complete the necessary fields as in the example shown in the following table.

                      Business Component Field Mapped Field

                      Birth Date

                      Contact.Birth Date

                      DUNS Number

                      Account.DUNS Number

                    6. If required, modify the corresponding real-time and batch mode data flows to incorporate the new field so that data quality considers the new field during data matching comparisons.

                      Mapping Data Cleansing Vendor Fields to Siebel Business Component Fields

                      Data cleansing is triggered when a record is saved after a field that is defined as an active data cleansing field is updated.

                      Default settings are preconfigured for the Account, Contact, Prospect, and Business Address business components to support integration with Oracle Data Quality Address Validation Server, but you can configure the mappings to your requirements or to support integration to other vendors.

                      Note: For Siebel Industry Applications, the CUT Address business component is enabled for data cleansing rather than the Business Address business component.

                      For example the following are active data cleansing fields for the Contact business component:

                      • Last Name

                      • First Name

                      • Middle Name

                      • Job Title

                      Tip: Only fields that are preconfigured as data cleansing fields in the vendor properties trigger real-time data cleansing when they are modified.

                      To map a data cleansing vendor field to a Siebel business component field

                      1. Navigate to the Administration - Data Quality screen, then the Third Party Administration view.

                      2. In the Vendor List, select the record for the required vendor.

                      3. Click the BC Vendor Field Mapping view tab.

                      4. In the BC Operation list, select the record for the required business component and Data Cleansing operation.

                        The field mappings are displayed in the Field Mapping list.

                      5. In the Field Mapping list enter the required values for Business Component Field and Mapped Field.

                        Configuring the Windows Displayed in Real-Time Data Matching

                        In real-time data matching when the user saves a new account, contact, or prospect record, the Siebel application displays the duplicate records in a window.

                        You can change the name of the windows that are displayed, and you can specify that a window is displayed for some other applets. This can be a similar applet to the Contact List, Account List, or List Mgmt Prospective Contact List applet or a customized applet. Both list and detail applets are supported, as long as they are not child applets.

                        For more information about configuring the windows displayed in real-time data matching, see the following procedures:

                          Changing a Window Name

                          Use the following procedure to change the name of a window displayed.

                          To change the name of the window displayed

                          1. Login to Web Tools, open workspace.

                          2. In the Object Explorer, select the Applet, and then select the applet of interest, for example, Contact List Applet.

                          3. In the Object Explorer, select Applet User Prop.

                          4. Select the DeDuplication Results Applet user property and change its value as required.

                          5. Save the changes and submit the workspace for delivery.

                            Adding a Deduplication Window for an Applet

                            Use the following procedure to add a Deduplication Window for an applet.

                            To add a Deduplication Window for an applet

                            1. Login to Web Tools, open workspace.

                            2. In the Object Explorer, select the Applet object, and then select the applet of interest, for example, Account Form Applet

                            3. In the Object Explorer, select Applet User Prop.

                            4. Add a new record with the following settings:

                              • Name. DeDuplication Results Applet

                              • Value. DeDuplication Results (Account) List Applet

                            5. Save the changes and submit the workspace for delivery.

                              Configuring a Real-Time Deduplication Window for Child Applets

                              Configuration changes are required in Siebel Tools to set up the real-time Deduplication Window on child applets.

                              To configure the real-time Deduplication Window for a child applet, an applet user property must be added to the respective applet where the Deduplication Window is required. For example, to generate a window from the Account Contact view, add the applet user property to Account Contact List Applet, as described in the following procedure.

                              To configure the real-time Deduplication Window for a child applet (Account Contact view)

                              1. In Web Tools, open the workspace and query for the following applet:

                                Account Contact List Applet

                              2. Add the following user property to this applet:

                                • Name. DeDuplication Results Applet

                                • Value. DeDuplication Results (Contact) List Applet

                              3. Save the changes and submit the workspace for delivery.

                                Configuring the Mandatory Fields for Fuzzy Query

                                For a business component you can configure the mandatory fields for fuzzy query, or query. These fields must include values for the Siebel application to use in Fuzzy Query mode. Identifying Mandatory Fields for Fuzzy Query shows the preconfigured mandatory fields that Oracle provides.

                                Use the following procedure to configure the mandatory fields for a business component.

                                To configure the fields that are mandatory for fuzzy query

                                1. Login to Web Tools, open the workspace.

                                2. In the Object Explorer, expand Business Component and then select the business component of interest in the Business Components pane.

                                3. In the Object Explorer, select Business Component User Prop.

                                  Tip: If the Business Component User Prop object is not visible in the Object Explorer, you can enable it in the Development Tools Options dialog box (View, Options, Object Explorer). If this is necessary, you must repeat Step 2 of this procedure.
                                4. In the Business Component User Properties pane, select Fuzzy Query Mandatory Fields, and enter the required field names in the Value column.

                                Data Quality User Properties

                                  Account - Business Component User Properties

                                  Data quality uses the Account business component user properties listed in the following table.

                                  Table Account - Business Component User Properties

                                  Name Value Comment

                                  DQ Business Object

                                  DQ Vendor

                                  These business component user properties for Account specify the business object and business component used in the data quality Administration views in Siebel business application.

                                  DQ Field Mapping Info BC

                                  DQ Field Mapping Info

                                  DQ Mapping Config BC

                                  DQ Mapping Config

                                  DQ Vendor Info BC

                                  DQ Vendor Info

                                  DQ Key BusComp

                                  Account Key

                                  For the Universal Connector, DQ Key BusComp is used to specify the Name of the buscomp that stored the deduplication key generated in Siebel.

                                  DeDuplication Key BusComp

                                  DeDuplication - SSA Account Key

                                  For SDQ Matching Server, DeDuplication Key BusComp is used to specify the Name of the buscomp that stored the dedup key generated by SSA.

                                  DeDuplication Results BusComp

                                  DeDuplication Results (Account)

                                  Specifies the Name of the buscomp that will store the returned duplicated record data.

                                  DeDuplication Results List Applet

                                  DeDuplication Results (Account) List Applet

                                  Specifies the Name of the pick applet used to prompt the user to resolve duplicates.

                                  Fuzzy Query Mandatory Fields

                                  "Name"

                                  Specifies the mandatory fields for Fuzzy Query; that is, the query fields that must include values so that the Siebel application can use the fuzzy query mode.

                                  DQ Associate BC 1

                                  CUT Address: Address Id

                                  Specifies the Name of the child MVG buscomp, and the field in the parent buscomp that comes from this MVG. This business component applies to the data quality Multiple Address Deduplication feature.

                                  Note: MVG stands for multiple value group.

                                  For each field used in Multiple Address Deduplication that comes from the child MVG buscomp, a field user property is specified to map it to the child business component field, as shown in the following table.

                                  Table Account Business Component - Field User Properties for Multiple Address Deduplication

                                  Field Name Value

                                  Primary Account City

                                  DQ Associate BC Map

                                  DQ Associate BC 1: City

                                  Primary Account Country

                                  DQ Associate BC Map

                                  DQ Associate BC 1: Country

                                  Primary Account Postal Code

                                  DQ Associate BC Map

                                  DQ Associate BC 1: Postal Code

                                  Primary Account State

                                  DQ Associate BC Map

                                  DQ Associate BC 1: State

                                  Primary Account Street Address

                                  DQ Associate BC Map

                                  DQ Associate BC 1: Street Address

                                    Contact - Business Component User Properties

                                    Data quality uses the Contact business component user properties listed in the following table.

                                    Table Contact - Business Component User Properties

                                    Name Value Comment

                                    DQ Business Object

                                    DQ Vendor

                                    These business component user properties for Contact specify the business object and business component used in the data quality Administration views in Siebel business application.

                                    DQ Field Mapping Info BC

                                    DQ Field Mapping Info

                                    DQ Mapping Config BC

                                    DQ Mapping Config

                                    DQ Vendor Info BC

                                    DQ Vendor Info

                                    DQ Key BusComp

                                    Contact Key

                                    For the Universal Connector, DQ Key BusComp is used to specify the Name of the buscomp that stored the deduplication key generated in Siebel.

                                    DeDuplication Key BusComp

                                    DeDuplication - SSA Contact Key

                                    For SDQ Matching Server, DeDuplication Key BusComp is used to specify the Name of the buscomp that stored the dedup key generated by SSA.

                                    DeDuplication Results BusComp

                                    DeDuplication Results (Contact)

                                    Specifies the Name of the buscomp that will store the returned duplicated record data.

                                    DeDuplication Results List Applet

                                    DeDuplication Results (Contact) List Applet

                                    Specifies the Name of the pick applet used to prompt the user to resolve duplicates.

                                    Fuzzy Query Mandatory Fields

                                    "Last Name", "First Name"

                                    Specifies the mandatory fields for Fuzzy Query; that is, the query fields that must include values so that the Siebel application can use the fuzzy query mode.

                                    DQ Associate BC 1

                                    CUT Address: Personal Address Id

                                    Specifies the Name of the child MVG buscomp, and the field in the parent buscomp that comes from this MVG. This business component applies to the data quality Multiple Address Deduplication feature.

                                    Note: MVG stands for multiple value group.

                                    For each field used in Multiple Address Deduplication that comes from the child MVG buscomp, a field user property is specified to map it to the child business component field, as shown in the following table.

                                    Table Contact Business Component - Field User Properties for Multiple Address Deduplication

                                    Field Name Value

                                    Primary Personal City

                                    DQ Associate BC Map

                                    DQ Associate BC 1: City

                                    Primary Personal Country

                                    DQ Associate BC Map

                                    DQ Associate BC 1: Country

                                    Primary Personal Postal Code

                                    DQ Associate BC Map

                                    DQ Associate BC 1: Postal Code

                                    Primary Personal State

                                    DQ Associate BC Map

                                    DQ Associate BC 1: State

                                    Primary Personal Street Address

                                    DQ Associate BC Map

                                    DQ Associate BC 1: Street Address

                                      List Mgmt Prospective Contact - Business Component User Properties

                                      Data quality uses the List Mgmt Prospective Contact business component user properties listed in the following table.

                                      Table List Mgmt Prospective Contact - Business Component User Properties

                                      Name Value Comment

                                      DQ Business Object

                                      DQ Vendor

                                      These business component user properties for List Mgmt Prospective Contact specify the business object and business component used in the data quality Administration views in Siebel business application.

                                      DQ Field Mapping Info BC

                                      DQ Field Mapping Info

                                      DQ Mapping Config BC

                                      DQ Mapping Config

                                      DQ Vendor Info BC

                                      DQ Vendor Info

                                      DQ Key BusComp

                                      Prospect Key

                                      For the Universal Connector, DQ Key BusComp is used to specify the Name of the buscomp that stored the deduplication key generated in Siebel.

                                      DeDuplication Key BusComp

                                      DeDuplication - SSA Prospect Key

                                      For SDQ Matching Server, DQ Key BusComp is used to specify the Name of the buscomp that stored the dedup key generated by SSA.

                                      DeDuplication Results BusComp

                                      DeDuplication Results (Prospect)

                                      Specifies the Name of the buscomp that will store the returned duplicated record data.

                                      DeDuplication Results List Applet

                                      DeDuplication Results (Prospect) List Applet

                                      Specifies the Name of the pick applet used to prompt the user to resolve duplicates.

                                      Fuzzy Query Mandatory Fields

                                      "Last Name", "First Name"

                                      Specifies the mandatory fields for Fuzzy Query; that is, the query fields that must include values so that the Siebel application can use the fuzzy query mode.

                                        DeDuplication - Business Service User Properties

                                        Data quality uses the DeDuplication business service user properties listed in the following table.

                                        Table DeDuplication - Business Service User Properties

                                        Name Value Comment

                                        DQ Vendor BO

                                        DQ Vendor

                                        These business service user properties for DeDuplication specify the business object and business component used in the data quality Administration views in Siebel business application.

                                        DQ Vendor BC

                                        DQ Vendor Info

                                        DQ Mapping Config BC

                                        DQ Mapping Config

                                        DQ Field Mapping Info BC

                                        DQ Field Mapping Info

                                        DQ Vendor Param BC

                                        DQ Vendor Parameter

                                          Data Cleansing - Business Service User Properties

                                          Data quality uses the Data Cleansing business service user properties listed in the following table.

                                          Table Data Cleansing - Business Service User Properties

                                          Name Value Comment

                                          DQ Vendor BO

                                          DQ Vendor

                                          These business service user properties for Data Cleansing specify the business object and business component used in the data quality Administration views in Siebel business application.

                                          DQ Vendor BC

                                          DQ Vendor Info

                                          DQ Mapping Config BC

                                          DQ Mapping Config

                                          DQ Field Mapping Info BC

                                          DQ Field Mapping Info

                                          DQ Vendor Param BC

                                          DQ Vendor Parameter

                                            DQ Sync Services - Business Service User Properties

                                            The DQ Sync Services business service is used when synchronizing data between the Siebel application and Oracle Data Quality Matching Server (Informatica Identity Resolution). The Siebel application uses it to insert records into the NSA table belonging to the Oracle Data Quality Matching Server.

                                            Data quality uses the DQ Sync Services business service user properties listed in the following table.

                                            Table DQ Sync Services - Business Service User Properties

                                            Name Value Comment

                                            Account Integration Object Name

                                            SyncAccount

                                            These business service user properties specify the Integration Objects and Components used by the Siebel application to synchronize with Oracle Data Quality Matching Server (Informatica Identity Resolution).

                                            Account Address Component Name

                                            Account_Business Address

                                            Contact Integration Object Name

                                            SyncContact

                                            Contact Address Component Name

                                            Contact_INS Personal Address

                                            Prospect Integration Object Name

                                            SyncProspect

                                            ISS System Name

                                            siebeldq

                                            These business service user properties specify the default Informatica Identity Resolution system name and IDT table names.

                                            Account IDT Name

                                            IDS_01_IDT_ACCOUNT

                                            Contact IDT Name

                                            IDS_01_IDT_CONTACT

                                            Prospect IDT Name

                                            IDS_01_IDT_PROSPECT

                                            Account Record Length

                                            1090

                                            These business service user properties specify the Account record fields, data type, and length.

                                            Account_DeDupFlds

                                            Name|DUNS Number|Id

                                            Account_DataType

                                            W|W|C

                                            Account_ExtLen

                                            200|120|30

                                            Contact Record Length

                                            1850

                                            These business service user properties specify the Contact record fields, data type, and length.

                                            Contact_DeDupFlds

                                            Birth Date|Cellular Phone #|Email Address|First Name Last Name|Home Phone #|Middle Name|Account|Id|Social Security Number|Work Phone #

                                            Contact_DataType

                                            W|W|W|W|W|W|W|C|W|W

                                            Contact_ExtLen

                                            120|120|120|200|120|200|200|30|120|120

                                            Prospect Record Length

                                            1770

                                            These business service user properties specify the Prospect record fields, data type, and length.

                                            Prospect_DeDupFlds

                                            Account|Cellular Phone #|City|Country|Email Address|First Name Last Name|Home Phone #|Middle Name|Postal Code|Social Security Number|State|Street Address|Work Phone #|Id

                                            Prospect_DataType

                                            W|W|W|W|W|W|W|W|W|W|W|W|W|C

                                            Prospect_ExtLen

                                            200|120|120|60|120|200|120|200|40|120|40|200|200|30

                                            Account_Business Address_DeDupFlds

                                            City|Country|Postal Code|State|Street Address|Address Id

                                            These business service user properties specify the Account Business Address record fields, data type, and length.

                                            Account_Business Address_DataType

                                            W|W|W|W|W|C

                                            Account_Business Address_ExtLen

                                            200|120|120|40|200|60

                                            Contact_INS Personal Address_DeDupFlds

                                            INS Personal City|INS Personal Country|INS Personal Postal Code|INS Personal State|INS Personal Street Address|INS Personal Address Id

                                            These business service user properties specify the Contact INS Personal Address record fields, data type, and length.

                                            Contact_INS Personal Address_DataType

                                            W|W|W|W|W|C

                                            Contact_INS Personal Address_ExtLen

                                            120|40|40|40|200|60

                                            Filter Characters

                                            <Enter characters separated by a single space>

                                            Note: ^ (code separator)| (code separator)\r (carriage return)\n (new line)\t (horizontal tab)\f (form feed)

                                            This business service user property is used to specify any special characters that need to be removed from data sent to the Oracle Data Quality Matching Server.

                                            Note: Enter all filter characters separated by a single space. For control characters, enter the ASCII code in the following format: ^nnn (where nnn is the code in decimal).

                                            IIR Server on Little Endian Operating System

                                            Yes

                                            This business service user property is used to specify the Endian of the Operating System where the Oracle Data Quality Matching Server is installed.

                                              ISS System Services - Business Services User Properties

                                              When synchronizing data in Multiple Languages Support mode between the Siebel application and Oracle Data Quality Matching Server (Informatica Identity Resolution), the ISS System Services Business Service is used to specify the system name and database number in Informatica Identity Resolution, where each system corresponds to a specific country or language.

                                              Siebel Data quality uses the ISS System Services business service user properties listed in the following table.

                                              Table ISS System Services - Business Service User Properties

                                              Name Value Comment

                                              Account Default System

                                              siebeldq

                                              These business service user properties specify the default Informatica Identity Resolution system name for each support object.

                                              Contact Default System

                                              siebeldq

                                              Prospect Default System

                                              siebeldq

                                              siebeldq

                                              01

                                              These are sample business service user properties. You must enter the actual Informatica Identity Resolution system name and corresponding database number. The default system has a database number of 01.

                                              siebeldq_Denmark

                                              02

                                              siebeldq_UNITED_STATES

                                              03

                                              Related Topic

                                              Configuring Multiple Language Support for Data Matching

                                                Optimizing Data Cleansing Performance

                                                The following are recommendations for achieving good performance with data cleansing when working with large volumes of data:

                                                • Include only new or recently modified records in the batch data cleansing process.

                                                • Cleansing all records in the Siebel database each time a data cleansing is performed can cause performance issues. Include an Object WHERE clause when you submit your batch job, as shown in the following table. Split the tasks into smaller tasks and run them concurrently.

                                                Table Recommended Data Cleansing Object WHERE Clause Solutions

                                                To Cleanse Use This in Your Object WHERE Clause

                                                Updated records

                                                [Last Clnse Date] < [Updated]

                                                New records

                                                [Last Clnse Date] IS NULL

                                                Updated and new records

                                                [Last Clnse Date] < [Updated] OR [Last Clnse Date] IS NULL

                                                To speed up the data cleansing task for large databases, run batch jobs to cleanse a smaller number of records at a time using an Object WHERE clause. For more information about data cleansing for large batches, see Cleansing Data Using Batch Jobs.

                                                Optimizing Data Matching Performance

                                                The following are recommendations for achieving good performance with data matching when working with large volumes of data:

                                                • Work with a database administrator to verify that the table space is large enough to hold the records generated during the data matching process.

                                                  During the batch data matching process, the information on potential duplicate records is stored in the S_DEDUP_RESULT table as a pair of row IDs of the duplicate records and the match scores between them. The number of records in the results table S_DEDUP_RESULT can include up to six times the number of records in the base tables combined. Remember that:

                                                  • If the base tables contain many duplicates, more records are inserted in the results table.

                                                  • If different search types are used, a different set of duplicate records might be found and will be inserted into the results table.

                                                  • If you use a low match threshold, the matching process generates more records to the results table.

                                                • Remove obsolete result records manually from the S_DEDUP_RESULT table by running SQL statements directly on this table.

                                                  When a duplicate record is detected, the information about the duplicate is automatically placed in the S_DEDUP_RESULT table, whether or not the same information exists in that table. Running multiple batch data matching tasks therefore results in a large number of duplicate records in the table. Therefore, it is recommended that you manually remove the existing records in the S_DEDUP_RESULT table before running a new batch data matching task. You can remove the records using any utility that allows you to submit SQL statements.

                                                  Note: When truncating the S_DEDUP_RESULT table, all potential duplicate records found for all data matching business components are deleted.
                                                • Match performance is slow when the SOH string is set as follows:

                                                  S_POSTN_CON.CON_LAST_NAME = 'SOH' 
                                                  

                                                  Setting the following values improves match performance:

                                                  • Navigate to the Contact Business Component.

                                                  • Add the following user property and value under the Last Name field:

                                                    User Property Value

                                                    Sort Search Optimization

                                                    FALSE

                                                For more information about running batch data matching, see Matching Data Using Batch Jobs.