8Configuring Data Decay Functionality in Oracle Customer Hub (UCM)
Configuring Data Decay Functionality in Oracle Customer Hub (UCM)
This chapter describes how to configure data decay in Oracle Customer Hub (UCM). It includes the following topics:
About Data Decay Functionality
Data decay is the way in which managed information becomes degraded or obsolete. You manage data decay in contact and account records from the Data Decay dashboard. The following two factors cause data decay:
Data management is not up-to-date. When a data management module is unable to catch up with data changes or suffers from a lack of proper attention.
Data storage application does not respond in time. When the data storage application does not respond in time to a new standard.
How Is Data Decay Managed?
You use the following methods to manage data decay:
Decay metrics. These are a set of configurable criteria that allows you to determine how stale data has become during a period. The decay metrics include:
Decay indicator. Indicates a numeric code, ranging from 0-100. Over a period, this number is counted down. The countdown is based on a set of configurable rules when updates do not occurs.
Decay last updated date. The initial value for the Decay Last Updated Date field is set by the record’s Last Updated Date entry. Subsequently, the attribute and relationship level decay updated date is captured at real-time and set for the Decay Last Updated Date.
Decay granularity. Decay granularity is addressed through attribute decay. With attribute decay, decay metrics are calculated based on an individual attribute.
Decay management. Decay management can be divided into the following main components:
Decay detection. Captures updates to the monitored attributes and relationships of a record and configures the metrics
Decay metrics recalculation. Indicates a process to retrieve the decay metrics for the monitored attributes and relationships of a record. It uses a set of predefined rules to calculate the new metrics value and update the metrics.
Decay correctness. Identifies the stale data. The identification is based on certain criteria and this component triggers a defined action.
Decay report. Generates the Decay Metrics reports regularly.
Configuring Data Decay Functionality
The following topics describe how to configure data decay functionality for Oracle Customer Hub (UCM):
Activating Data Decay Run-Time Events
Data decay run-time events are inactive by default, so you must first activate them. Use the following task to activate data decay run-time events.
To activate data decay run-time events
In the Siebel Web Client, choose Administration-Runtime Events, Action Sets.
In the Action Sets view, query for the data decay action sets by entering the following search specification: *Decay*.
For each data decay action set, click the Active flag, then from the application-level menu, choose Reload Runtime Events.
Configuring the NetChart Server
To enable data decay functionality, you must have installed the Siebel edition of NetChart server and set the server parameters. Following the successful installation and setup, perform the following task to make sure that certain parameters are set.
To configure the NetChart server
In the Siebel Server installation, change the Siebel Server parameter.
Update the following ServerDataSrc named subsystem parameters:
DSChartServer. Set this value to the ChartServerInstallMachineName with the port number set to the default of 8001.
DSChartImageFormat. Set this value to PNG.
Additions and Enhancements for the Data Decay Functionality
This topic includes information about the additions and enhancements to the data decay object. It includes the following information:
New or Enhanced Screens for the Data Decay Functionality
The following information lists the new or modified screens for data decay functionality. The UI controls are New, Delete, and Query buttons.
Table New or Enhanced Data Decay Screens
| New or Modified | Screen | Comments |
|---|---|---|
Modified |
CIF Administration Screen |
UCM Account Data Decay Dashboard was added. UCM Contact Data Decay Dashboard was added. |
New or Enhanced Views and Applets for Data Decay Functionality
The following information lists the new and enhanced views and applets for data decay functionality.
Table New or Enhanced Data Decay Views and Applets
| New or Modified | View | Applet |
|---|---|---|
New |
UCM Contact Data Decay Dashboard |
UCM Decay Contact List Applet |
UCM Contact Work Phone # Decay Gantt Chart |
||
UCM Contact Home Phone # Decay Gantt Chart |
||
UCM Contact Cellular Phone # Decay Gantt Chart |
||
UCM Contact Email Address Decay Gantt Chart |
||
New |
UCM Account Data Decay Dashboard |
UCM Decay Account List Applet |
Account Main Phone Number Decay Gantt Chart |
||
UCM Account Main Email Address Decay Chart Applet |
||
UCM Account Main Email Address Decay Gantt Chart |
||
New |
UCM Contact Decay Management View |
UCM Contact Home Phone # Decay Chart Applet |
UCM Contact Work Phone # Decay Chart Applet |
||
UCM Contact Cellular Phone # Decay Chart Applet |
||
UCM Contact Email Address Decay Chart Applet |
||
New |
UCM Account Decay Management View |
UCM Account Main Phone Numbers Decay Chart Applet |
UCM Account Main Fax Numbers Decay Chart Applet |
||
UCM Account Main Email Address Decay Chart Applet |
Administering Data Decay Functionality
The following topics describes how to administer data decay functionality in Oracle Customer Hub (UCM):
Managing Data Decay Functionality
This topic gives the following example of how Oracle Customer Hub (UCM) might be used. You might use Oracle Customer Hub (UCM) differently, depending on your business model.
Data decay functionality allows a data steward to access Contact and Account address records that have not changed over a set span of time. A data steward is responsible for deployed customer information in Oracle Customer Hub (UCM). After logging in the data steward receives an alert notification that a number of records have become stale. The records in question are three Account records and two Contact records. For accounts A, B, and C, the Account Main Phone Number and Account Email Address values have changed. Also two contact records have email addresses that have changed.
Data Decay Action Sets for the Account Object
This topic contains information on data decay functionality action sets for the account object.
Action Set: UCM Account Decay New Record
The following table contains information on the UCM Account Decay New Record action.
Table UCM Account Decay New Record
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Account Decay New Set Field |
BusService |
1 |
UCM Data Decay Service |
SetDecayMetrics |
Primary Address ID: Primary CUT Address |
Action Set: UCM Account Decay Pre Write Record
The following table contains information on the UCM Account Decay Pre Write Record action.
Table UCM Account Decay Pre Write Record
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Account Decay Pre Write Record |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
Primary Address ID |
Action Set: UCM Account Decay Set Main Email Address
The following table contains information on the UCM Account Decay Set Main Email Address action.
Table UCM Account Decay Set Main Email Address
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Account Decay Set Main Email Address |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
None |
Action Set: UCM Account Decay Set Main Fax Number
The following table contains information on the UCM Account Decay Set Main Fax Number action.
Table UCM Account Decay Set Main Fax Number
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Account Decay Set Main Fax Number |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
None |
Action Set: UCM Account Decay Set Main Phone Number
The following table contains information on the UCM Account Decay Set Main Phone Number action.
Table UCM Account Decay Set Main Phone Number
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Account Decay Set Main Phone Number |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
None |
Action Set: UCM Account Decay Update Record
The following table contains information on the UCM Account Decay Update Record action.
Table UCM Account Decay Update Record
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Account Decay Update Set Field |
BusService |
1 |
UCM Data Decay Service |
SetDecayMetrics |
Primary Address Id: Primary CUT Address |
Data Decay Action Sets for Contact
This topic contains information on data decay action sets for the contact object.
Action Set: UCM Contact Decay New Record
The following table contains information on the UCM Contact Decay New Record action.
Table UCM Contact Decay New Record
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Contact Decay New Set Field |
BusService |
1 |
UCM Data Decay Service |
SetDecayMetrics |
Primary Personal Address Id: Primary Personal Address |
Action Set: UCM Contact Decay Pre Write Record
The following table contains information on the UCM Contact Decay Pre Write Record action.
Table UCM Contact Decay Pre Write Record
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Contact Decay Pre Write Record |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
Primary Personal Address Id |
Action Set: UCM Contact Decay Set Cell Phone #
The following table contains information on the UCM Contact Decay Set Cell Phone # action.
Table UCM Contact Decay Set Cell Phone #
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Contact Decay Set Cell Phone # |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
None |
Action Set: UCM Account Decay Set Email Address
The following table contains information on the UCM Set Email Address action.
Table UCM Contact Decay Set Email Address
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Contact Decay Set Email Address |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
None |
Action Set: UCM Contact Decay Set Home Phone #
The following table contains information on the UCM Contact Decay Set Home Phone # action.
Table UCM Contact Decay Set Home Phone #
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Contact Decay Set Home Phone # |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
None |
Action Set: UCM Contact Decay Set Work Phone #
The following table contains information on the UCM Contact Decay Set Work Phone # action.
Table UCM Contact Decay Set Work Phone #
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Contact Decay Set Work Phone # |
BusService |
1 |
UCM Data Decay Service |
CreateDecayFieldMap |
None |
Action Set: UCM Contact Decay Update Record
The following table contains information on the UCM Contact Decay Update Record action.
Table UCM Contact Decay Update Record
| Action Name | Action Type | Sequence | Business Service Name | Business Service Method | Business Service Context |
|---|---|---|---|---|---|
UCM Contact Decay Update Set Field |
BusService |
1 |
UCM Data Decay Service |
SetDecayMetrics |
Primary Personal Address Id: Primary Personal Address |
Account Run-Time Events
The following table contains information on data decay run-time events for the account object.
Table UCM Account Decay Update Record
| Sequence | Object Name | Event | Subevent | Conditional Expression | Action Set Name |
|---|---|---|---|---|---|
1 |
Account |
SetField Value |
Main Phone Number |
None |
UCM Account Decay Set Main Phone Number |
1 |
Main Fax Number |
None |
UCM Account Decay Set Main Fax Number |
||
1 |
Main Email Address |
None |
UCM Account Decay Set Main Email Address |
||
2 |
Account |
WriteRecordNew |
None |
GetProfileAttr('UCMDecayField Updated:Account')="Y" |
UCM Account Decay New Record |
3 |
Account |
PreWriteRecord |
None |
None |
UCM Account Decay Pre Write Record |
3 |
Account |
WriteRecordUpdate |
None |
GetProfileAttr('UCMDecayField Updated:Account')="Y" |
UCM Account Decay Update Record |
Contact Run-Time Events
The following table contains information on data decay run-time events for the account object.
Table Contact Run-Time Events
| Sequence | Object Name | Event | Subevent | Conditional Expression | Action Set Name |
|---|---|---|---|---|---|
1 |
Contact |
SetField Value |
Work Phone # |
None |
UCM Contact Decay Set Work Phone # |
1 |
Cellular Phone # |
None |
UCM Contact Decay Set Cell Phone # |
||
1 |
Home Phone # |
None |
UCM Contact Decay Set Home Phone # |
||
1 |
Email Address |
None |
UCM Contact Decay Set Email Address |
||
4 |
Contact |
WriteRecordNew |
None |
GetProfileAttr('UCMDecayField Updated:Contact')="Y" |
UCM Contact Decay New Record |
3 |
Account |
PreWriteRecord |
None |
None |
UCM Contact Decay Pre Write Record |
2 |
Account |
WriteRecordUpdate |
None |
GetProfileAttr('UCMDecayField Updated:Contact')="Y" |
UCM Contact Decay Update Record |