Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel Data Quality Guide for Oracle Customer Hub, Siebel CRM 21.4 Update
• What’s New in Siebel Data Quality Guide for Oracle Customer Hub, Siebel CRM 20.1 Update
• What’s New in Siebel Data Quality Guide for Oracle Customer Hub, Siebel CRM 19.1 Update

2 Overview of Data Quality

• Overview of Data Quality
• Data Profiling
• Data Parsing and Standardization
• Data Matching and Data Cleansing
  • Data Cleansing
  • Data Matching
• Data Quality Products for Data Matching and Data Cleansing
  • Embedded Data Quality products
    • Open Connector to Third-Party Data Quality Vendors
  • Oracle Data Quality Matching Server
    • About Using the Oracle Data Quality Matching Server
  • Oracle Data Quality Address Validation Server
    • About Using the 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 CRM

3 Data Quality Concepts

• 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
  • Identification of Candidate Records with the Oracle Data Quality Matching Server
  • Identification of Candidate Records with the Universal Connector
• Calculation of Match Scores
  • Calculation of Match Scores Using the Universal Connector with Third-Party Data Quality Vendors
• Displaying Duplicates
• Fuzzy Query

4 Enabling and Disabling Data Matching and Data Cleansing

• 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
  • Configuring Data Matching and Data Cleansing Settings at the Enterprise Level
• Specifying Data Quality Settings
  • Disabling Data Matching and Cleansing Without Restarting the Siebel Server
• 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
  • Enabling Fuzzy Query
  • Disabling Fuzzy Query
• Identifying Mandatory Fields for Fuzzy Query

5 Configuring Data Quality with Universal Connector

• Configuring Data Quality with Universal Connector
• Data Quality Configuration Overview
• Installing the Universal Connector
  • Installing Third-Party Application Software for Use with the Universal Connector
  • Installing Third-Party Data Cleansing Files for Use with the Universal Connector
  • Universal Connector Libraries
• 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

6 Configuring Data Quality with Oracle Enterprise Data Quality

• Configuring Data Quality with Oracle Enterprise Data Quality
• Overview of Oracle Enterprise Data Quality
• Installing Oracle Enterprise Data Quality (EDQ)
  • Requirements for Installing Oracle Enterprise Data Quality
  • Compatibility of Released Versions of Oracle Enterprise Data Quality Customer Data Services Pack (EDQ-CDS)
• 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

7 Configuring Data Quality with Oracle Data Quality Servers

• Configuring Data Quality with Oracle Data Quality Servers
• Process of Installing the Oracle Data Quality Matching Server
  • Setting Up the Environment and the Database
    • Java Runtime Environment
    • Network Protocol
    • ODBC Driver
  • Installing Oracle Data Quality Matching Server
    • Installing Oracle Data Quality Matching Server on Microsoft Windows
    • Installing Oracle Data Quality Matching Server on UNIX
  • Creating Database Users and Tables for Oracle Data Quality Matching Server
    • Testing Connectivity
  • Configuring Oracle Data Quality Matching Server
    • Configuring Oracle Data Quality Matching Server on Microsoft Windows
    • Configuring Oracle Data Quality Matching Server on UNIX
  • 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
    • Preconfigured Field Mappings for Business Component - Account
    • Preconfigured Field Mappings for Business Component - Contact
    • Preconfigured Field Mappings for Business Component - List Mgmt Prospective Contact
    • Field Mappings for Business Component - CUT Address
• Configuring a New Field for Real-Time Data Matching
• Loading Data Incrementally
• Process of Configuring Data Synchronization Between Siebel CRM and Oracle Data Quality Matching Server
  • Configuring the Data Source
  • Configuring Object Managers for ISS Data Source
• Siebel CRM DQ Sync Action Sets
  • DQ Sync Action Sets for Account
    • DQ Sync DeleteRecord Account
    • DQ Sync PreDeleteRecord Account
    • DQ Sync PreWriteRecord Account
    • DQ Sync WriteRecord Account
  • DQ Sync Action Sets for Contact
    • DQ Sync DeleteRecord Contact
    • DQ Sync PreDeleteRecord Contact
    • DQ Sync PreWriteRecord Contact
    • DQ Sync WriteRecord Contact
  • DQ Sync Action Sets for List Mgmt Prospective Contact
    • DQ Sync DeleteRecord Prospect
    • DQ Sync PreDeleteRecord Prospect
    • DQ Sync PreWriteRecord Prospect
    • DQ Sync WriteRecord Prospect
  • Generic DQ Sync Action Sets
    • DQ Sync UpdateAddress
    • DQ Sync WriteRecordNew
    • DQ Sync WriteRecordUpdated
• 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 CRM 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
    • Preconfigured Field Mappings for Business Component - Account
    • Preconfigured Field Mappings for Business Component - Contact
    • Preconfigured Field Mappings for Business Component - List Mgmt Prospective Contact
    • Preconfigured Field Mappings for Business Component - CUT Address
    • Preconfigured Field Mappings for Business Component - Personal Address
• Sample Configuration File for Oracle Data Quality Address Validation Server
  • ssadq_cfgasm.xml
• Siebel CRM ISSSYNC Action Sets
  • ISSSYNC Action Sets for Account
    • ISSLoad Account
    • ISSSYNC DeleteRecord Account
    • ISSSYNC PreDeleteRecord Account
    • ISSSYNC PreWriteRecord Account
    • ISSSYNC WriteRecord Account
  • ISSSYNC Action Sets for Contact
    • ISSLoad Contact
    • ISSSYNC DeleteRecord Contact
    • ISSSYNC PreDeleteRecord Contact
    • ISSSYNC PreWriteRecord Contact
    • ISSSYNC WriteRecord Contact
  • ISSSYNC Action Sets for List Mgmt Prospective Contact
    • ISSLoad Prospect
    • ISSSYNC DeleteRecord Prospect
    • ISSSYNC PreDeleteRecord Prospect
    • ISSSYNC PreWriteRecord Prospect
    • ISSSYNC WriteRecord Prospect
  • Generic ISSSYNC Action Sets
    • ISSSYNC WriteRecordNew
    • ISSSYNC WriteRecordUpdated
• Activating Action Sets in Your Siebel 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

8 Administering Data Quality

• Administering Data Quality
• Data Quality Modes of Operation
  • Real-Time Data Cleansing and Data Matching
  • Batch Data Cleansing and Data Matching
• Data Quality Rules
  • Creating a Data Quality Rule
• Data Quality Batch Job Parameters
• Cleansing Data Using Batch Jobs
• Matching Data Using Batch Jobs
  • Example of Batch Data Matching Using the Universal Connector
    • Full Data Matching Jobs
    • Incremental Data Matching Jobs
  • 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
    • One-to-Many Relationship
    • Many-to-Many Relationship
• Merging Duplicate Records
  • Sequenced Merges
  • Field Characteristics for Sequenced Merges
• Process of Merging Duplicate Records
  • Filtering Duplicate Records
  • Merging Duplicate Records
  • Merging Child Duplicate Records
• Using Fuzzy Query
  • Using Fuzzy Query for Accounts
  • Using Fuzzy Query for Contacts
    • Using Fuzzy Query for Prospects
    • Example of Enabling and Using Fuzzy Query with Accounts
• 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
    • Value Match Method
  • Data Cleansing Business Service Methods
    • Get Siebel Fields Method
    • Parse Method
• Troubleshooting Data Quality
• Viewing Parameter and Field Mapping Values for Universal Connector
  • Viewing Preconfigured Field Mappings

9 Related Data Quality Objects in Siebel Tools

• Related Data Quality Objects in Siebel Tools
• Siebel Data Quality Objects

10 Universal Connector API

• Universal Connector API
• About the Terminology in This Chapter
• About the Universal Connector API
• About Universal Connector API Terminology
• Vendor Libraries
• Connector Initialization and Termination Functions
  • sdq_init_connector Function
  • sdq_shutdown_connector Function
• Session Initialization and Termination Functions
  • sdq_init_session Function
  • sdq_close_session Function
• Parameter Setting Functions
  • sdq_set_global_parameter Function
  • sdq_set_parameter Function
• External Key Generation Function
  • sdq_get_dedup_keys Function
• Error Message Function
  • sdq_get_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
  • sdq_datacleanse Function
• Batch Mode Data Cleansing Function
  • sdq_data_cleanse 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

11 Finding and Using Data Quality Information

• Finding and Using Data Quality Information
• Data Quality Resources
  • Technical Documentation on Oracle Technology Network
  • Information about Data Quality on My Oracle Support
• Data Quality Seed Data