- Title and Copyright Information
- Get Help
- 1 About This Guide
- 2 Manage Customer Information
- Overview of Customer Data Management
- Manage Organization Information
- Manage Person Information
- How do I manage group information in Customer Data Management
- How You Manage Profile Information
- Track Profile History
- How You Manage Usage Assignments
- How You Manage Activities
- How You Manage Notes
- How You Manage Relationships
- Source System References
- 3 Import Your Data
- About Import Management
- Import Data
- How do I import account data?
- How do I import contact data?
- Import Your Country Structure Data
- Example of Importing Country Structure Data
- How do I import Non-Oracle Licensed geography data?
- Can you provide an example of importing geography data?
- How do I import hierarchy data?
- Import Your Household Data
- Import Your Hub Source System Reference Data
- How do I import organization data?
- How do I import person data?
- 4 Export Your Data
- 5 Round-Trip Export-Import
- 6 Enrich Data
- Overview of Data Enrichment
- Batch Data Enrichment
- Manual Data Enrichment
- 7 Verify Data
- Verify Customer Information
- FAQs for Data Verification
- What's an Address Cleansing Batch?
- Can I resubmit an address cleansing batch?
- What's the difference between Automated Cleansing mode and Simulated Cleansing mode?
- Why did the batch cleansing process skip some records?
- Why did some records fail the batch cleansing process?
- How can I view the Oracle Address, Email, and Phone Verification usage information?
- 8 Identify Duplicates
- Identify Duplicate Customer Information
- How You Manage Duplicates
- Considerations for Creating Duplicate Identification Batches
- Add Additional Attributes to Define Subset Rules
- List of Additional Attributes for Subset Rule
- Create Duplicate Identification Batches and Define Subset Rules
- Create and Submit Resolution Requests in Duplicate Identification Work Area
- View Nonduplicate Mapping
- FAQs for Duplicate Identification
- Identify Duplicate Customer Information
- 9 Resolve Duplicates
- How do I create duplicate resolution requests?
- Considerations for Selecting the Duplicate Resolution Request Type
- Process Duplicate Resolution Requests
- Duplicate Resolution Request Statuses
- How do I merge duplicate records?
- How do I override system mapping?
- Automerge
- Perform Automerge Using a SOAP Web Service
- How You Manage Rejected Merge Requests
- How you Consolidate Confirmed Duplicate Records
- Why You Link Duplicate Records
- Manage Links
- How do you automatically link duplicate records?
- Manage Links in Redwood Sales
- How do you manually link duplicate records?
- View the list of duplicate accounts on the sales accounts page
- View the consolidated list of sales transactions on the Sales Accounts page
- How do you remove a sales account from the duplicate set?
- How do you promote a different sales account to be the main account?
- How You Purge Duplicate Resolution Data
- FAQs for Duplicate Resolution
- Can I undo a merge of records after a merge has been completed?
- Can I include a member party in more than one link?
- What happens if I include a record in a link?
- Can I create a link without a duplicate resolution request?
- Can I include members of different party types in a link?
- Can I override system mapping for all types of duplicate resolution request?
- How can I access link information?
- How can I cancel a batch process?
- How can I make sure that a merge request contains the latest merge details?
- Why am I unable to assign duplicate resolution requests?
- Why am I unable to reject duplicate resolution requests?
- Why am I unable to process a particular duplicate resolution request?
- 10 Manage Hierarchy Information
- Manage Hierarchy Information
- FAQs for Manage Hierarchy Information
- How can I create a new hierarchy type?
- Can I create multiple versions of the same hierarchy?
- How can I respond to a merge completion notification if I don't have the privileges to edit hierarchies?
- Why is the hierarchy type I created not visible in the Manage Hierarchy UI?
- Why is an active hierarchy version that has been saved recently sometimes set automatically to inactive?
- What's the table name and the column name where Hierarchy Name of customer or party hierarchies is stored?
- 11 Information Protection
- 12 View Audit Histories