Overview of Customer Data Management

You can use Oracle Customer Data Management Cloud to clean, consolidate, and enrich customer information, and to create a trusted master customer profile.

Customer data management comes with these capabilities and components:

• Work areas to manage customer information

• Data quality configurations

• Data quality management capability during import process

• Separate work areas for duplicate identification, duplicate resolution, and address cleansing

• Work area for hierarchy management

• Data enrichment capability

Customer Information Management

You can 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. You can also use these work areas to create customers.

Data Quality Configurations

You use data quality configurations to define how data quality services, such as data quality matching and cleansing, 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.

Data Quality Management During Data Import

You can configure the import process to:

• Define deduplication within the data being loaded.

• Define deduplication of the data being loaded against the records that exist in the registry.

You can also select a matching configuration to identify duplicates and specify the action to perform on the duplicate records during the import process.

Duplicate Identification, Duplicate Resolution, and Address Cleansing

Duplicate identification lets you identify potential duplicates during data entry, data integration, or among records already in the application.

Duplicate resolution lets you 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 at a later date.

Address cleansing lets you 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.

Hierarchy Management

You can make use of the hierarchy of your customers in many 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

You can use data enrichment to make account and contact data more 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.