Contents
1 What's New in This Release
- What’s New in Oracle Customer Hub (UCM) Master Data Management Reference, Siebel CRM 24.4 Update
- What’s New in Oracle Customer Hub (UCM) Master Data Management Reference, Siebel CRM 23.6 Update
- What’s New in Oracle Customer Hub (UCM) Master Data Management Reference, Siebel CRM 21.11 Update
- What’s New in Oracle Customer Hub (UCM) Master Data Management Reference, Siebel CRM 21.10 Update
- What’s New in Oracle Customer Hub (UCM) Master Data Management Reference, Siebel CRM 21.9 Update
- Whats New in Oracle Customer Hub (UCM) Master Data Management Reference, Siebel CRM 20.1 Update
2 Overview of Oracle Master Data Management Applications
- Overview of Oracle Master Data Management Applications
- Oracle Master Data Management Applications
- About Oracle Master Data Management Applications Modules
- Product Components Included with Oracle Master Data Management Applications
3 Architecture and Framework of Oracle Customer Hub (UCM)
- Architecture and Framework of Oracle Customer Hub (UCM)
- About Oracle Customer Hub (UCM) Framework and Interactions
- About Oracle Customer Hub (UCM) Functions and Services
- Administering Oracle Customer Hub
- About Oracle Customer Hub (UCM) Architecture
- Oracle Customer Hub (UCM) User Interface Layer
- Oracle Customer Hub (UCM) Business Objects Layer
- Oracle Customer Hub (UCM) Data Objects Layer
- Oracle Customer Hub (UCM) Prebuilt Business Services
- UCM Account Source Data and History Service
- UCM Batch Manager
- UCM Contact Source Data and History Service
- UCM Converter
- UCM Cross-Reference Service
- UCM Data Decay Service
- UCM Data Governance Manager
- UCM Data Governance Manager Service
- UCM Data Mgmt Util Service
- UCM Data Quality Manager
- UCM Data Steward UI Service
- UCM Dispatcher
- UCM FINCORP Account Source Data and History Service
- UCM Household Source Data and History Service
- UCM List Import Services
- UCM File Manager Service
- UCM Merge Service
- UCM Publish/Subscribe Service
- UCM Security Manager
- UCM Source Data and History Service
- UCM Survivorship Engine
- UCM System Task Service
- UCM Transaction Manager
- UCM UI Interaction Service
- UCM Unmerge Service
- UCM Utility Service
- Transport Adapter
- Siebel Enterprise Integration Manager and Integration of Oracle Customer Hub (UCM)
- About Oracle Customer Hub (UCM) Workflows
- UCM Account Data Decay Process
- UCM Async Realtime Publish Workflow
- UCM Batch Process
- UCM Contact Data Decay Process
- UCM Daily Publish
- UCM Financial Asset Customer Profile Integration SOAP Process
- UCM Group Customer Profile Integration SOAP Process
- UCM Import File Processing
- UCM Master List Import Process
- UCM Organization Customer Profile Integration SOAP Process
- UCM Organization Hierarchy Management Integration SOAP Process
- UCM Person Customer Profile Integration SOAP Process
- UCM Process Merge Request
- About Oracle Customer Hub (UCM) Server Components
- About the Universally Unique Identifier
- About Oracle Customer Hub (UCM) Concepts
- Scenario for Deploying Oracle Customer Hub (UCM)
4 Configuring the List Import Function
- Configuring the List Import Function
- About List Management in Oracle Customer Hub (UCM)
- Scenarios for Using the List Import Function with Oracle Customer Hub (UCM)
- Configuring List Import Function
- About List Import Settings
- About the ConsolidateListImportService
- Setting List Import System Preferences
- Modifying Process Properties for UCM Batch Process Workflow
- Configuring Import Field Mapping
- Configuring Additional Child Objects for the List Import Function
- Supported Child Objects for List Import
- Administering the List Import Function
5 Configuring Source Data History and Cross-Reference Functionality
- Configuring Source Data History and Cross-Reference Functionality
- Configuring Source Data History and Cross-Reference Functionality for Oracle Customer
Hub
- Loading Data into Oracle Customer Hub (UCM) and Updating External Systems
- Activating Oracle Customer Hub (UCM) External Systems
- Running Data Management in Batch Mode
- About System Preferences for Oracle Customer Hub (UCM)
- About System Publish and Subscribe Modes
- Configuring System Publish and Subscribe for Oracle Master Data Management Applications
- Additions and Enhancements for Social Profile Child Object Cross Reference Functionality
- Enhanced Screen: CIF Administration Screen
- New View: UCM SM Contact Social Profile Cross Reference View
- UCM SM Contact Social Profile Cross Reference View Web Template Items
- New Applet: CIF SM Contact Social Profile References List Applet
- List Columns for the CIF SM Contact Social Profile References List Applet
- New Applet: CIF SM Contact Social Profile Attributes References List Applet
- List Columns for the CIF SM Contact Social Profile Attributes References List Applet
- New Applets for Source Data History Functionality
- New View: UCM SM Contact Social Profile History View
- UCM SM Contact Social Profile History View Web Template Items
- New Applet: UCM SM Contact Social Profile Source Data and History List Applet
- UCM SM Contact Social Profile Source Data and History List Applet Columns
- New Applet: UCM SM Contact Social Profile Attribute Source Data and History List Applet
- UCM SM Contact Social Profile Attribute Source Data and History List Applet Columns
- Administering Source Data and Cross-Reference Functionality for Oracle Customer Hub (UCM)
- About Cross-Referencing Parent and Child Records with External Systems
- Cross-Referencing Parent Records with External Systems
- Cross-Referencing Child Records with External Systems
- Source Data History Tables
- SDH Type Codes
- Monitoring the History of Oracle Customer Hub (UCM) Records
- Monitoring Source Data of Oracle Customer Hub (UCM) Records
- Purging Source Oracle Customer Hub (UCM) Data
- About Oracle Customer Hub (UCM) Data Management Services
- Registering Systems Connected to Oracle Master Data Management Applications
- Setting System Privileges for Oracle Master Data Management Applications
6 Configuring Oracle Customer Hub (UCM) to Resolve Duplicate Records
- Configuring Oracle Customer Hub (UCM) to Resolve Duplicate Records
- Configuring Duplicate-Resolution Functionality
- Configuring Oracle Customer Hub (UCM) Auto Merge and Manual Review Threshold Values
- About Suspect Matching
- Scenario for Creating a New Record with Suspect Matching
- Configuring Suspect Match
- Suspect Match Object Additions
- Enabling the Link and Update Feature
- Scenario for Using Account and Contact Merge and Unmerge
- Configuring Merge Request
- About Guided Merge for Oracle Customer Hub (UCM)
- Scenario for Using Guided Merge
- Configuring Guided Merge
- Additions and Enhancements for Account and Contact Merge and Unmerge Object
- Administering Duplication Resolution Functionality
- Managing Duplicate Records from External Systems with Suspect Match
- Managing Duplicate Records from External Systems with Link and Update
- About Merge and Unmerge
- Merging Duplicate Records in Oracle Customer Hub (UCM)
- Duplicate Resolution of Suspects Within Existing Duplicates View in B2C Deployment
- Unmerging Previously Merged Records in Oracle Customer Hub (UCM)
7 Configuring the Survivorship Settings for Oracle Customer Hub (UCM)
- Configuring the Survivorship Settings for Oracle Customer Hub (UCM)
- Configuring Survivorship Settings for Oracle Customer Hub (UCM)
- About Oracle Customer Hub (UCM) Survivorship Settings
- Configuring UCM Transaction Manager for Data Management and Survivorship
- Disabling Data Quality Synchronization in UCM Transaction Manager Business Service
- Configuring Advanced Survivorship Features
- Configuring Survivorship Custom Date Fields
- Configuring Oracle Customer Hub (UCM) to Send User Keys for Child Records to an External Rules Engine
- Configuring Survivorship to Use An External Rules Engine
- About Oracle Customer Hub (UCM) Survivorship Rules
- Example of Using Survivorship Rules
- Example of Using Child Survivorship Rules
- Considerations When Using Child Survivorship Rules
- Process of Creating Survivorship Rules
- About Default Survivorship Rules in Oracle Customer Hub (UCM)
- Example Process of Creating a New Attribute Group for the Contacts Default Rule
- New and Enhanced Applets for the Survivorship Engine
- New Applet: UCM Entity Rule Set List Applet
- New Applet: UCM Entity Rule Set List Applet - External
- New Applet: UCM Entity Rule Set List Applet - END Date and External
- New Applet: UCM Attribute Field Value Rule List Applet - External
- New Applet: UCM Attribute Field Value Rule List Applet
- New Applet: UCM Attrib Field Source Confidence Level List Applet
- New Applet: UCM Non Source Confidence Level Form Applet
8 Configuring Data Decay Functionality in Oracle Customer Hub (UCM)
- Configuring Data Decay Functionality in Oracle Customer Hub (UCM)
- About Data Decay Functionality
- Configuring Data Decay Functionality
- Administering Data Decay Functionality
- Managing Data Decay Functionality
- Data Decay Action Sets for the Account Object
- Data Decay Action Sets for Contact
- Action Set: UCM Contact Decay New Record
- Action Set: UCM Contact Decay Pre Write Record
- Action Set: UCM Contact Decay Set Cell Phone
- Action Set: UCM Contact Decay Set Email Address
- Action Set: UCM Contact Decay Set Home Phone
- Action Set: UCM Contact Decay Set Work Phone
- Action Set: UCM Contact Decay Update Record
- Account Run-Time Events
- Contact Run-Time Events
9 Configuring Oracle Customer Hub (UCM) Privacy Management
- Configuring Oracle Customer Hub (UCM) Privacy Management
- About Oracle Customer Hub (UCM) Privacy Management
- Overview of Requirements for Privacy Management
- About Oracle Customer Hub (UCM) Rules Engine Helper
- About Privacy Management Workflow Processes
- Process of Configuring Privacy Management
- Administering Privacy Management
- About HaleyAuthority in Oracle Customer Hub (UCM) Privacy Management
- About the Business Rules Architecture in Oracle Customer Hub (UCM) Privacy Management
- Privacy Vocabulary
- Modules with Privacy Rules
- Account Type Change Event Module
- Consumer Address Change Event Module
- Contact Inactivated Event Module
- Core Privacy Rules Module
- Generate Output Module
- Initialization Module
- Input Interpretation Module
- New Financial Account_New Contact Event Module
- Pending Period Expired Event Module
- Reevaluate Privacy Module
- Customization Methods
- Required Customizations
- Examples of Customizing the Sample Knowledge Base
- Capturing Privacy Elections for a New Business Channel
- Changing the Address for Privacy Preferences
- Changing the Address for Privacy Preferences (Solution Two)
- Implementing a New Company Policy to Be Compliant with OFAC
- Modifying New State Default Privacy Options upon Pending Expiration
- Modifying the State Restrictiveness Ranking Table
- Using New Business Components in Oracle Customer Hub (UCM) to Reuse Modules or Rules in the Privacy Knowledge Base
- About Blank Privacy Source Data and History Records
10 Configuring UCM Transaction Manager Callback Functions
- Configuring UCM Transaction Manager Callback Functions
- About UCM Transaction Manager Callback Functions
- Scenarios for Using the UCM Transaction Manager Callback Functions
- Enabling UCM Transaction Manager Callback Functions
- Using UCM Utility Service Methods to Simulate External Business Service Callback Functions
- Sample eScript for Custom Business Service After Commit
11 Configure Siebel UCM using Event Driven Architecture
- Configuring Siebel UCM using the Event Driven Architecture
- Overview of Siebel UCM using Event Driven Architecture
- Incoming Event Flow
- Data Steward Initiated Flows
- Configuring Siebel UCM using Event Driven Architecture
12 Using Oracle Data Goverance Manager
- Using Oracle Data Goverance Manage
- About Oracle Data Governance Manager
- Overview of Data Governance Manager Modules
- Scenarios for Using Oracle Data Governance Manager
- Using Data Governance Home Page
- Using Data Governance Master Data Module (Data Steward)
- Consolidating Records in Oracle Data Governance Manager
- Viewing and Fixing Rejected Records in Oracle Data Governance Manager
- Viewing and Fixing Multiple Rejected Records in Oracle Data Governance Manager
- Consolidating Completed Records in Oracle Data Governance Manager (Data Steward)
- Manually Reviewing Suspect Records in Oracle Data Governance Manager (Data Steward)
- Manually Reviewing Completed Records in Oracle Data Governance Manager
- Viewing Graphs of All Records That Were Part of Batch Jobs
- Cleansing Records in Data Governance Manager
- Configuring Cleanse Functionality
- Viewing Mastered Records
- Administering Batch Imports
- Viewing Incomplete Records
- Viewing Merge Activity
- Viewing the Suspect Queue and Performing a Merge
13 Configuring the MDM Foundation and Workflows
- Configuring the MDM Foundation and Workflows
- Configuring Workflows and the MDM Foundation
- About Oracle Master Data Management Applications Integration Services
- UCM Transaction Manager Business Service
- UCM Cross Reference Business Service
- UCM Dispatcher Business Service
- UCM Security Manager Business Service
- UCM Data Quality Manager
- UCM Batch Manager Business Service
- UCM Survivorship Engine
- UCM Account Source Data and History Service
- UCM Contact Source Data and History Service
- UCM FINCORP Account Source Data and History Service
- UCM Household Source Data and History Service
- Configuring UCM Server Components for Data Management and Survivorship
- Configuring Run-Time Events for UI Interaction
- Configuring Default System for UI Interaction
- Configuring UCM Inbound Server Communication
- About Oracle Master Data Management Applications Integration Services
- Process of Configuring Inbound Communication Using Siebel EAI MQSeries Transport
- Process of Configuring Siebel EAI JMS Transport to Integrate Data
- Process of Configuring Siebel EAI HTTP Transport
- About the Integration of Oracle Customer Hub (UCM) with Siebel Business Applications
- Extending the Integration of Oracle Customer Hub (UCM) with Siebel Business Applications
- Configuring Siebel Master Data Integration Objects
- About Siebel Master Data Application Integration Objects
- Modifying Siebel Master Data Application Integration Objects
- Extending UCM Integration Objects
- Adding the Status Key Property to Oracle Customer Hub (UCM) Integration Objects
- About the Exact Match Functionality
- Configuring Exact Match Functionality in Oracle Customer Hub (UCM)
- Configuring Siebel Data Quality Cleansing for Oracle Customer Hub (UCM)
- Flags for Controlling Cleansing and Survivorship in Workflows
- Cleansing Batch Data and Matching Data
14 Configuring Oracle Higher Education Constituent Hub
- Configuring Oracle Higher Education Constituent Hub
- About Oracle Higher Education Constituent Hub
- Viewing Constituent Data in Oracle Higher Education Constituent Hub
- Scenarios for Using Oracle Higher Education Constituent Hub
- Configuring Oracle Higher Education Constituent Hub
- Administering Oracle Higher Education Constituent Hub
- Creating New Constituent Records
- Editing Constituent Records
- Adding Additional Constituent Addresses
- Adding Affiliations to Constituent Records
- Creating Email Addresses for Constituents
- Entering Constituent Identification Numbers
- Entering Constituent Names
- Creating Constituent Phone Numbers
- Viewing All Constituent Data
- About External ID Records
- Viewing a Constituent’s Historical Record
15 Oracle Automotive Captive Finance Customer Hub
- Oracle Automotive Captive Finance Customer Hub
- About Oracle Automotive Captive Finance Customer Hub
- Oracle Automotive Captive Finance Customer Hub Views
16 Oracle Case Hub
17 Oracle Life Sciences Customer Hub
- Oracle Life Sciences Customer Hub
- About Oracle Life Sciences Customer Hub
- Oracle Life Sciences Customer Hub Views
18 Embedded EDQ Access
- Embedded EDQ Access
- About Embedded EDQ Access
- Setting Up Embedded EDQ Access
- Using Embedded EDQ Access
19 Oracle Customer Hub (UCM) and Data Governance Manager Web Services Reference
- Oracle Customer Hub (UCM) and Data Governance Manager Web Services Reference
- Core Oracle Customer Hub (UCM) Web Services
- OrganizationService
- PersonService
- GroupService
- Financial Account Service
- OrganizationMatchService
- PersonMatchService
- OrganizationCrossReferenceService
- PersonCrossReferenceService
- GroupCrossReferenceService
- FinancialAssetCrossReferenceService
- Overview of Siebel Outbound Web Services
- Publish Subscribe Service
- Configuring Publish and Subscribe
- Enabling or Disabling Oracle Customer Hub (UCM) Services
- About Merge Publish Service
- Verifying Merge Publish Settings
- Overview of Oracle Customer Hub (UCM) Data Enrichment Web Services
- Process of Configuring Data Enrichment
- Third-Party Data Enrichment Fields
- Oracle Data Governance Manager Web Services
- SystemsRegistrationService
- ConsolidateListImportService
- MasterService
- ConsolidateService
- ShareService
- CleanseCompletenessService
- GovernService
20 Schema Changes for Oracle Customer Hub (UCM) Version 8.2
- Schema Changes for Oracle Customer Hub (UCM) Version 8.2
- Schema Changes for Oracle Customer Hub (UCM) for Siebel CRM 14.0
- New Tables for Oracle Customer Hub (UCM) for Siebel CRM 14.0
- Modified Tables for Oracle Customer Hub (UCM) for Siebel CRM 14.0
- Schema Changes for Oracle Customer Hub (UCM) Version 8.2
- New Tables for Oracle Customer Hub (UCM) Version 8.2
- Modified Tables for Oracle Customer Hub (UCM) Version 8.2
- S_UCM_ASSET Table
- S_CIF_AST_MAP Table
- S_CONTACT_NAME Table
- S_CONTACT_IDNTY_DOC Table
- S_CONTACT_UCMX Table
- S_CONTACT Table
- S_DYN_HRCHY Table
- S_PARTY_UCMX Table
- S_UCM_ADDR_PER Table
- S_UCM_ATGP_RULE Table
- S_UCM_CONTACT Table
- S_UCM_CON_CHILD Table
- S_UCM_HRCHY Table
- S_UCM_HRCHY_REL Table
- S_UCM_ORG_EXT Table
- S_UCM_ORGGRP Table
- S_UCM_RULE_SET Table
21 Oracle Customer Hub (UCM) Data Model Tables
22 Additional License Restrictions
- Additional License Restrictions
- Additional License Grants and Restrictions Regarding Oracle Master Data Management Applications