2Implementation Overview

This chapter contains the following:

Overview of Implementing Customer Data Management

To start an implementation of Customer Data Management Cloud, a user with the Application Implementation Consultant role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) must opt into the offerings applicable to your business requirements. Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to manage the opt-in and setup of your offerings.

Customer Data Management Offering

Use the Customer Data Management offering to configure the customer data management processes to clean, consolidate, and enrich customer information, and to create a trusted master customer profile.

The following table specifies the primary functional areas of the Customer Data Management offering. For the full list of functional areas and features in the Customer Data Management offering, use the Associated Features report that you review when you plan the implementation of your offering.

Functional Area Description

Data Quality

Manage data quality configurations to define how the data quality services, such as data quality matching and cleansing, are run during real time and during batch execution. Data quality services use these configurations to call appropriate services of the embedded data quality engine to consolidate, cleanse, and enrich customer data.

Customer Hub

Manage setup for the following features:

  • Customer Information Management: Import, create, and manage customer information, such as profile, usage assignments, relationships, classifications, source system references, hierarchy memberships, linked records, accounts, and contacts, in the Organizations, Persons, and Groups work areas.

  • Hierarchy Management: Manage the hierarchy of your customers across business processes. For example, you can use the hierarchy management capability to capture your customer's corporate hierarchy and to show how headquarters, branches, subsidiaries, and so on are related. You can use the corporate hierarchy information to process payments from one customer and apply them to another customer in the same hierarchy.

  • Data Enrichment: Enrich account and contact data to ensure it's comprehensive. Data enrichment improves the quality of your existing account or contact data and address information as well as enriches that data with additional information.

  • Duplicate Identification: Identify potential duplicates during data entry, data integration, or among records already in the application.

  • Duplicate Resolution: Resolve duplicates either by directly merging them or by creating duplicate resolution request, such as merge or link. The resolution request can be verified, approved or rejected, and processed later.

  • Address Cleansing: Cleanse address data existing in the registry and ensures data accuracy over time. Real-time address cleansing ensures that the incoming data from source systems follows the same convention as the target system for consistent information.

Where You Perform Customer Data Management Setup Tasks

For most Customer Data Management setup tasks, you use the Setup and Maintenance work area to access the setup pages associated with the component or feature. The Setup and Maintenance work area is also known as the Functional Setup Manager.

Note: To start an implementation of Customer Data Management, a user with the Configure Oracle Fusion Applications Offering privilege (ASM_CONFIGURE_OFFERING_PRIV) such as Application Implementation Consultant, must opt into the offerings applicable to your business requirements. Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to manage the opt-in and setup of your offerings.

For Customer Data Management setup tasks, a user with the Master Data Management Application Administrator role performs many, if not most, of the setup and configuration tasks.

You navigate to the Customer Data Management offering to access setup tasks:

  1. Sign in as the Master Data Management Application Administrator or as a setup user and navigate to the Setup and Maintenance work area. The Setup page appears with an offering selected.

    Tip: To navigate to Setup and Maintenance, you can use the Navigator menu or the menu underneath your user image or name in the global header.
  2. In the Setup page, select the Customer Data Management offering.

    The Setup: Customer Data Management page appears with a list of functional areas.

  3. In the list of functional areas, click the functional area that has the tasks you need to access. A list of required tasks for the area is displayed.

  4. In the list of tasks that appears, find the task you want and select it. (If the task you want isn't in the list, select All Tasks in the tasks filter.)

    The setup page for the task appears.

For more information about Functional Setup Manager, see the Oracle Applications Cloud Using Functional Setup Manager guide and the related topics.

Computer and Other System Requirements

Before using Oracle cloud applications in browsers and on your mobile devices, check the operating systems, supported browsers, and other computer requirements. For information about system requirements, see https://www.oracle.com/system-requirements/. For previous releases, scroll to the end of the page and find the system requirements link for the applicable previous release.

Verify the Need for Additional Licenses

You can only enable the functional areas for which your company has purchased licenses.

Customer Data Management is shipped free of cost with some Oracle Cloud Services such as Oracle CX. An Oracle CX license provides you access to the following customer data management functionality:

  • Data Steward Productivity Tools

  • File-Based Import and Import Management

  • Reporting and Analytics

  • Audit Reporting

  • Customer Hub

  • Customer Hierarchy Management

To make use of Data Quality, Data Enrichment, and Address Verification capabilities, you require the following additional licenses:

  • Oracle Fusion Data Quality Cloud Service: This service enables you to identify and resolve potential duplicates records in the database or potential duplicates of the records in the database within an import batch. You can use this service for both real-time and batch duplicate identification.

  • Oracle Address Verification Cloud Service: This service enables you to cleanse and verify addresses.

  • Oracle Account Enrichment Cloud Service and Oracle Contact Enrichment Cloud Service: These Data as a Service (DaaS) licenses enable you to enrich company and contact data.

  • Oracle DataFox: This service enables you to elevate business performance across the enterprise with account intelligence data.

Considerations for Migrating Data Between Environments

When you implement and maintain your Oracle Cloud Applications, you almost always need to migrate data from one environment to another during the application life cycle. For example, one typical use case in any enterprise application implementation is to first implement the applications in a development or test application environment and then deploy it to a production application instance after thorough testing. You use various methods or tools to accomplish the migration of data.

Note: When you migrate data to a new environment, the application doesn't retain all user-set values for various parameters. You need to add these values manually. For example, you need to set some profile option values again, even if they were previously set.

For more information on migrating data between environments, see the Setup Data Export and Import chapter in the Oracle Applications Cloud Using Functional Setup Manager guide.