Implementing Customer Data Management (CDM)

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1 About This Guide
- Audience and Scope
- Related Guides
2 Implementation Overview
- Overview of Implementing Customer Data Management
- Where You Perform Customer Data Management Setup Tasks
- Oracle Fusion Cloud Applications System Requirements
- Verify the Need for Additional Licenses
- Considerations for Migrating Data Between Environments
3 Profile Options, Lookups, and Scheduled Processes
- What are Profile Options, Lookups, and Scheduled Processes?
- Profile Options
- Lookup Types
- Scheduled Processes
  - What are scheduled processes?
  - View Details About Predefined Scheduled Processes
4 Users and Security
- Overview of Defining Setup Users
- Configure Password Policies
- Discard Domain Emails
5 Geographies
- Overview of Geographies
- What are the best practices for managing Geography mismatches?
- Overview of Zone Types and Zones
- Import Geographies and Zones
- How You Set up Address Cleansing
- Set Up Geocoding
- FAQs for Loqate Support
- FAQs for Define Geographies
6 Personally Identifiable Information
- How you protect Personally Identifiable Information?
- How You Work with Protected Information
- How you manage Personally Identifiable Information?
- How do I assign PII privileges using security console?
7 Source Systems
- How You Set up Source Systems
- Set Up Source Systems
- Source System Entities
- Define Source System Confidence
- Manage Source System Confidence Levels
- FAQs for Define Source Systems
  - What happens if I reuse the same source system and source system reference combination?
  - What happens if I allow multiple source system references?
8 Party Usages
- How You Define Party Usage
- Manage Party Usages
- Party Usage Filter Rules
- Manage Party Usage Filter Rules
- FAQs for Define Party Usages
  - How can I compile a party usage filter rule?
9 Names and Identifiers
- Additional Name Types
- Manage Additional Name Types
- Identifier Types
- Manage Identifier Types
10 Relationships
- Relationships Types
- Relationship Groups
- Manage Relationship Types
- Manage Relationship Groups
  - Manage Relationship Groups
11 Classifications
- Classification Components
- How You Manage Organization Type Field
- FAQs for Define Classifications
12 Data Formats
- Data Styles and Data Formats
- Types of Data Formats
- How to have different contact address fields depending on the country selected?
- Update Address Formats
- Seeded Address Formats for Countries
- Create a Name Style Format
- FAQs for Define Data Formats
13 Contact Points
- Telephone Numbering Plan
- How do I create or update Telephone Numbering Plans?
- How Telephone Number Plans Setup Fits in with other Setup Tasks
- FAQs for Define Contact Points
  - Why can't I update the country information section in the Edit Telephone Numbering page?
  - How can I assign relationships when creating a contact point for a contact or an account?
14 Import Your Data
- What are my data import options?
- How do I import data?
- How You Enable Survivorship During Import
- Import Data
15 Export Your Data
- About Export Management
- Export Data
- Export Queues
- Manage Export Objects
- How You Monitor Export Activity
- How You Monitor Export Activities Using REST APIs
- Export Attachments
16 Configure Data Enrichment
- Overview of Configuring Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) for Data Enrichment
- Configure Enrichment Preferences
- Best Practices for Data Enrichment
- Manual Data Enrichment
17 Manage Profile Options
- Customer Hub Profile Options
- Data Quality Profile Options
- Foundation Profile Options
18 Duplicate Identification Setup
- How do I identify duplicates?
- Enterprise Data Quality Server Configurations
- Enterprise Data Quality Matching Configurations
- How do I manage Enterprise Data Quality matching configurations?
- Duplicate Identification Simplified Profile Options
- Unique Identifiers and Elimination Identifiers
- Manage Custom Match Rules and Scoring
- How do I create custom match rules?
- Considerations for Selecting Sources of Match Rules and Scoring
- How You Configure Synonyms and Skip-words Dictionary
- How do identify duplicates using key generation?
- Select Customer Identifying URLs During Duplicate Identification
- Identify Duplicates in Real-Time Using REST APIs and SOAP Web Services
- FAQs for Duplicate Identification Setup
  - What's the difference between matching configurations and matching server configurations?
  - What's the difference between real-time duplicate prevention and duplicate identification?
19 Data Verification Setup
- Overview of Data Verification
- Configure Customer Data Management Cloud to Verification Services Integration
- How do I enable the verification of addresses, emails, and phone numbers?
- Phone and Email Verification
- Address Cleansing Configuration
- Manage Address Cleansing Configurations
- How You Cleanse Addresses in Real-Time Using Web Services
- How You Enable Search Mode for Oracle Address, Email, and Phone Verification
- FAQs for Data Verification Setup
  - What's the difference between cleansing configurations and cleansing server configurations?
  - What's the difference between real-time address cleansing and batch address cleansing?
20 Duplicate Resolution Setup
- How do I resolve duplicates?
- Customer Profile Quality Score
- How You Assign a Customer Profile Quality Score to an Account
- Duplicate Resolution Simplified Profile Options
- How You Validate the Customer Data Management Setup
- How do I run the Request Dispatch Job?
- Set Up Duplicate Resolution Using Groovy Scripts
- Set Up Duplicate Resolution Using Oracle Business Rules
- Source System Confidence
  - Source System Confidence Levels
  - How Source System Confidence Levels Work With Survivorship Rules
  - FAQs for Source System Confidence
    - What are Set Master and Set Attribute rules?
    - Can multiple attributes of an object type have the same source system confidence level?
- Automerge
- High Volume Batch Deduplication
- FAQs for Duplicate Resolution
21 Customer Data Management Integration with Other Cloud Services
- Customer Data Management Integration Approaches
- Merge Operation Process During Integration Cloud Service Based Integration