Overview of Geography Setup
You must import and set up reference geography data for the countries where you do business. You can use this data to set up validation for address elements, such as states and cities, to prevent address data entry errors.
Oracle licenses geography data from Loqate that you can import, at no additional cost. You can also license geography data from another supplier. For more information about importing third party geography data, see the Import Country Structure and Import Geographies topics of the Understanding Import and Export Management for CX Sales and B2B Service.
Alternatively, you can verify your address data using Oracle Address, Email, and Phone Verification. This service lets you verify that an address is an actual postal address as well as cleanse the address to conform to postal requirements. However, note that you require a separate license for Oracle Address, Email, and Phone Verification.
Vision Corp., the organization in our case study, imports and sets up reference geography data from Loqate for the countries it's available. For the rest of countries where it does business, it uses Oracle Address, Email, and Phone Verification to prevent address data entry errors.
This table lists the tasks you must complete to set up geography data. You can access all the tasks for this setup from the Setup Geography Data folder in your implementation project.
|
Step |
Description |
Task Name |
Where to Get More Details |
|---|---|---|---|
|
Import Geography Data |
Import Oracle-licensed geography data for the countries you do business from Loqate. Search for the country for which you want to import geography data on the Manage Geographies page and select the Import Geography Data action. The Import Geography Data action is disabled if Loqate doesn't support the country; or Oracle-licensed geography data or any third-party geography data is already imported for the country; or geography data and hierarchy data is already manually created for the country. |
Manage Geographies |
See the topic: Import Geography Reference Data Licensed by Oracle |
|
Set up Geography Validation |
For the countries for which you imported geography data, enable validation down to address level required for your business, such as sales territories, and specify which address elements require lists of values. When you enable validation on an address element, the application suggests alternatives during address entry. Enabling a list of values requires the user to make a selection from a list. Both validation and lists of values are enforced in the UIs. |
Manage Geographies |
See the topic: Set Up Geography Validation. |
|
Enable Address Mapping |
Enable the mapping of account and contact addresses. With mapping enabled, your salespeople on the go can view their contacts on a map and obtain directions on their mobile phones with the click of a button. |
Manage Geographies |
See the topic: Enable Address Mapping Using Geocoding |
|
Turn on Real Time Address Cleansing |
Enable real time address cleansing to validate and correct geography attributes and the address line attributes as you enter address information in the application. Note: To use the address cleansing functionality, a separate
license for Oracle Address, Email, and Phone Verification is required.
|
Manage Geographies |
See the topic: Enable Real Time Address Cleansing |
|
Turn on Validation for Address Import |
The validation selection you make on the Manage Geographies page affects entries made in the application UI only. You must use the task Manage Administrator Profile Values to set the profile option Geography Address Validation Enabled to Yes to validate the addresses you import. You must also make sure that the address data you
import matches what the geography reference data expects. In case
of data mismatch, add an alternate geography data in the Manage Geographies
UI. For example, for the |
Manage Administrator Profile Values |
See the topic: Set Up Geography Validation |