• Title and Copyright Information
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• 1 About this Guide
  • Audience and Scope
  • How to Use This Guide
  • What You Will Be Able to Do After Completing the Setups
  • Before You Start
  • Case Study
  • Related Guides
• 2 Sign In and Perform Preliminary Tasks
  • Overview of Preliminary Tasks
  • How You Sign In for the First Time
  • Home Page Icons and What They Can Do
  • How You Access Setup Tasks
  • Enable Customer Data Management Features for Implementation
  • Verify the Need for Additional Licenses
  • Enable Quick Access to Setup Tasks with an Implementation Project
• 3 Configure User Account Preferences
  • Overview of User Account Preference Setup
  • Security Console Tabs and Their Uses
  • How You Initialize the Security Console
  • Set Up User Account Preferences
• 4 Create Setup Users
  • Overview of Setup User Creation
  • Setup Users and Security
  • Create a Job for Provisioning Setup Users
  • Create the Provisioning Rule for Setup Users
  • Create Setup Users
  • Grant the Initial User the Same Privileges as Other Setup Users
  • Reset User Passwords
  • Update E-mail Addresses
  • Provide Users Permissions to View All Scheduled Processes
• 5 Create Customer Data Management Application Users
  • Overview of Application Users Creation
  • Create Customer Data Management Application Users
• 6 Set Up Geography Data
  • Overview of Geography Setup
  • Import Geography Reference Data Licensed by Oracle
  • List of Available Countries with Loqate Geography Reference Data
  • Import Third Party Geography Data Using Import Management
  • Enable Address Mapping Using Geocoding
  • Enable Real Time Address Cleansing
  • Set Up Geography Validation
  • Turn on Validation for Address Import
• 7 Import Your Data
  • Set Up Source Systems
  • About Import Management
    • How do I import data?
    • How do I import attachments?
  • Import Data
    • How do I import account data?
    • How do I import contact data?
    • How do I import organization data?
    • How do I import person data?
• 8 Configure Profile Options
  • Overview of Profile Options Setup
  • Key Customer Data Management Profile Options
  • Data Quality Profile Options
  • Manage Customer Hub Profile Options
  • Duplicate Identification Simplified Profile Options
    • How do I set up duplicate identification simplified profile options?
    • Enable Real-Time Key Generation
    • Number of Batch Key Generation Jobs
    • Number of Batch Matching Jobs
    • Number of Real-Time Possible Duplicates
    • Batch Duplicate Identification Debug Level
    • Enable Fine Logging for Match Value Conversion
  • Duplicate Resolution Simplified Profile Options
    • How You Setup Duplicate Resolution Simplified Profile Options
    • Add Groovy to Attribute Selection Setting
    • Agreement Rules Type Setting
    • Attribute Selection Type Setting
    • Autolink Threshold Setting
    • Automerge Threshold Setting
    • Customer Center Merge Requests Setting
    • Data Steward Resolution Request Handling Setting
    • Default Resolution Type Setting
    • Enable Attribute Source Tracking Setting
    • Maximum Concurrent Resolution Request Jobs Setting
    • Main Record Selection Setting
    • Merge Mode Setting
    • Merge Scope Setting
    • Merge Identical Child Records Setting
    • Merge Request Notifications
    • Resolution Request Job Size Setting
    • What's the master record selection setting?
    • User Resolution Request Handling Setting
• 9 Configure Data Enrichment
  • Overview of Data Enrichment Setup
  • Configure Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B)
  • Configure Enrichment Preferences
• 10 Configure Data Verification and Validation
  • Overview of Data Verification and Validation Setup
  • How do I configure Oracle Address, Email, and Phone Verification service?
  • How do I enable the verification of addresses, emails, and phone numbers?
  • Manage Address Cleansing Configurations
  • Set Up Real Time Address Cleansing to Enable Verify Address Button
  • Define Real Time Address Validation
  • How You Enable Search Mode for Oracle Address, Email, and Phone Verification
• 11 Configure Duplicate Identification
  • Overview of Duplicate Identification Setup
  • Enable the Server Configuration for Matching
  • Manage Enterprise Data Quality Matching Configurations
  • Best Practices for Mapping Matching Attributes
  • Key Generation
  • Considerations for Selecting Sources of Match Rules and Scoring
  • Manage Custom Match Rules and Scoring
  • How do I create custom match rules?
• 12 Configure Duplicate Resolution
  • Overview of Duplicate Resolution Setup
  • Set Up Source Systems
  • Manage Source System Confidence
  • Configure Duplicate Resolution Using Groovy Scripts
    • How you Configure Merges Using Groovy Scripts
      • How You Enable Groovy Script-based Survivorship and Agreement Rules
      • Create an Application Composer Sandbox
      • Configure Predefined Data Quality Rules to Your Requirements in Application Composer
      • Configure Groovy Script Based Set Master Record Rules
      • Configure Groovy Script Based Set Attribute Value Rules
      • Configure Groovy Script Based Agreement Rules
      • Test the Survivorship and Agreement Rules Configuration
      • Deploy the Survivorship and Agreement Rules Configuration
      • Best Practices for Configuring Groovy Scripts Based Survivorship and Agreement Rules
    • How you Configure Link Using Groovy Scripts
      • How You Enable Groovy Script-based Linking
      • Configure Predefined Data Quality Rules to Process Link Requests in Application Composer
      • Deploy the Link Request Configuration
      • Best Practices for Configuring Groovy Scripts for Link Requests
      • Best Practices for Groovy Scripting
  • Configure Duplicate Resolution Using Oracle Business Rules
    • How You Enable and Manage Survivorship Rules
    • Define Survivorship Rules
    • Define Set Master Record Rules
    • How do I define set attribute value rules?
    • How You Manage Agreement Rules
    • Define Agreement Rules
  • Run the Request Dispatch Job
  • High Volume Batch Deduplication
  • How You Purge Duplicate Resolution Data
• 13 Configure Automerge
  • Overview of Automerge Setup
  • How Records are Selected for Automerge
  • Implement Automerge
• 14 Integrate Customer Data Management with Other Cloud Services
  • Customer Data Management Integration Approaches
  • Merge Operation Process During Integration Cloud Service Based Integration