Jobs and Tasks

Customer Tasks

This section describes customer tasks.

Location Mass Assignment

This task searches Customer transaction histories in a selected date range and assigns each Customer to a Home Location, based on where the Customer shopped most frequently over the chosen date range.

In the database, there are two location fields: Home Location and Sign-Up Location. The system expects to see the Sign-Up Location populated from the POS or other data entry client. This field is static.

The Home Location field is intended to be the location to which the Customer is assigned as their primary location. As an example; it is possible that a Customer signs up in a location during a trip. However, there is a location in the Customer's neighborhood and subsequent to sign up, the Customer is seen to shop there regularly. As a basic management function, the administrator wants to assign the Customer to this location.

As Customers move around and as a retailer opens and closes locations it is a common, on-going requirement to assign and re-assign Customers to a home location. The Location Mass Assignment task will re-assign Customers to the home location where they shopped most frequently during the selected date range.

See Location Mass Assignment for job scheduling details.

Duplicate Search

This process allows you to schedule a search for duplicate Customer records. The search will identify potential duplicate Customer records by comparing information in each record and grouping them into Duplicate Sets.

See Duplicate Search for job scheduling details.

Duplicate Merge

This task performs the process of actually merging duplicate Customer records identified by the Duplicate Search job.

The Merge process that runs on this schedule will merge all duplicate sets that are marked as Approved regardless of the search strategy used to find them. After the merge, Customer Engagement will clean out all duplicate sets (Approved, Not Approved, and Merged) from the database.

Duplicates can be approved through a Duplicate Search job using the Automatic Approval option (see Duplicate Search), or in the Customer Merge Review procedure.

See Duplicate Merge for job scheduling details.

Household Identification

The Household Identification task determines which Customers belong to the same household. This is useful when creating mailing lists, as this allows you to limit the number of mailings sent out to one per household. Only primary home addresses are evaluated.

See Household Identification for job scheduling details.

Home Location Re-Assignment

The Home Location Re-Assignment task changes the Home Locations assigned to Customers.

See Home Location Re-Assignment for job scheduling details.

Franchisee Assignment

The Franchisee Assignment task assigns Franchisees to Customers.

See Franchisee Assignment for job scheduling details.

Customer Sync Export

Creates a file of customer data for export to a marketing system or a business intelligence/analytics system. The data includes the customers name, address, email address, phone number, and additional information.

Depending on the selected batch export type, the export task may also generate a listing of customer records that have been deleted as a result of Customer Housekeeping or Customer Merge, or include deleted customer records in a single customer export file.

See Customer Sync Export for job scheduling details and generated files.

Customer Activity Sync Export

Creates a file for export to a marketing system. The data includes details on customer transactions.

See Customer Activity Sync Export for job scheduling details and generated files.

Customer Attributes Sync Export

Create a file for export to a marketing system or a business intelligence/analytics system. The data includes details on customer attributes.

See Customer Attributes Sync Export for job scheduling details and generated files.

Customer Address Sync Export

Create a file for export to a business intelligence/analytics system. The data includes details on the customer‚ Äôs address.

See Customer Address Sync Export for job scheduling details and the generated address file.

Customer Household Sync Export

Create a file for export to a business intelligence/analytics system. The data includes details on the association of a customer with a household.

See Customer Household Sync Export for job scheduling details and generated files.

Rebuild Category Totals

Recalculate the totals in the CST_DEPARTMENT_TOTALS tables for all customers active within a specified number of days, months, or years, for example: rebuild totals for customers active within the last 4 weeks. The maximum period of time is up to three years.

See Rebuild Category Totals for job scheduling details.

BI/Analytics Package Exporter

The BI/Analytics Package Exporter task enables you to package the export files into a zip file for export to the business intelligence/analytics system. This task should be the last task performed for a single job, running after the individual exports.

See BI/Analytics Package Exporter for job scheduling details.

Reset Customer YTD Totals

Resets the YTD totals for all Customers to zero.

See Reset Customer YTD Totals for job scheduling details.

Associate Assignment Tasks

This section describes associate assignment tasks.

Automated Associate Assignment

This task automatically assigns Associates to Customers, based on a set of selected criteria.

See Automated Associate Assignment for job scheduling details.

Associate Mass Re-assignment

This task automatically reassigns the Customers assigned to a selected Associate to one or more new Associates.

See Associate Mass Re-assignment for job scheduling details.

Customer Segment Tasks

This section describes customer segment tasks.

Unstratified Segment

This task finds Customers to be entered into an Unstratified Segment and counts the number of Customers in the Segment. For more information on Unstratified Segments, see Unstratified Segments.

See Unstratified Segment for job scheduling details.

Stratified Segment

This task organizes Customers into user-defined levels and counts the number of Customers in each strata level. For more information on Stratified Segments, see Stratified Segments.

See Stratified Segment for job scheduling details.

Segment Sync Export

This task generates a CSV file of customers within a stratified, unstratified, or manual segment for export to a marketing system or a business intelligence/analytics system.

See Segment Sync Export for job scheduling details and generated files.

Account Tasks

This section describes account tasks.

Export Card Series

This task creates an export file for Cards created using a SOAP Message or batch file.

When a Generate Card message is processed, individual Cards are created and, depending on configuration, assigned to Customers; however, the Card and Customer information is not exported to an XML file. This job will create an export file that includes the Customer Engagement-generated Card numbers and the Customer assigned to each Card.

Note:

The export file for this type of job is not compressed.

See Export Card Series for job scheduling details and generated files.

Release Expired PreAuthorizations

This task releases (removes) expired pre-authorization amounts that have not been settled or post-authorized. It searches Tender Accounts for PreAuth amounts that are older than their configured expiration time and removes them from the associated Tender Account.

See Release Expired PreAuth for job scheduling details.

Points/Awards Transfer Notification Export

This task creates CSV files for notifications about points transfers and/or award transfers. A separate file is generated for each type of transfer, and information is included to notify both the source (originating) Customer for the transfer and the target (recipient) Customer.

The integrated system, such as Responsys, can use the information to generate transfer notification emails to the originator and recipient of the award or points transfer, based on each Customer‚Äôs Contact Permissions. SMS messages can also be generated if the integrated system supports it.

The Enable Responsys Transfer Notification configuration property controls whether to send the notification in real time, or capture the data in a separate table and generate notifications through a batch export file. See the Oracle Retail Customer Engagement Implementation Guide for more information about System Configuration.

When interactive notification requests are sent through a web service message, use of the export file occurs only if an interactive request to generate the notification did not succeed. In this case, the details of the transfer are retained in the database until a scheduled notification export job runs.

See Points/Awards Transfer Notifications Export for job scheduling details and generated files. The Marketing Integration Properties chapter of the Oracle Retail Customer Engagement Implementation Guide describes the configuration required for transfer notification integration with a marketing system such as Responsys.

Notify Card Renewal

This task notifies Customers that they need to renew Cards that are set to expire within a certain, defined period of time.

See Notify Card Renewal for job scheduling details.

Tender Sync Export

This task generates a file of tender accounts and tender account activity for export to an external system.

See Tender Account Sync for job scheduling details and generated files.

Award Account Tasks

This section describes award account tasks

Issue Anniversary Awards

This task searches for Customers who have a birthday or signup date anniversary within the time frame specified and issues an eAward.

This process schedules the Issue Anniversary Awards process.

This task will look behind and ahead of the run date for Customers who have birthdays or signup anniversaries within the time period. The Customers that are found will receive an award coupon as created in this process. When this task is run, an export file (birthday or signup anniversary) is created.

See Issue Anniversary Awards for job scheduling details.

Notify Awards Expire

This task searches for Customers whose awards are scheduled to expire within a defined time window, and creates an export file containing award expiration notification information for those Customers.

See Notify Awards Expire for job scheduling details.

Award Sync Export

This task generates a file of award accounts and a file of award coupons for export to a marketing system.

See Award Sync Export for job scheduling details and generated files.

Loyalty Tasks

This section describes loyalty tasks.

Distribute Loyalty Awards

This task creates an export file for all pending awards.

See Distribute Loyalty Awards for job scheduling details.

Create Loyalty Awards

This task converts loyalty points into awards, based on the parameters set for the program and program level.

See Create Loyalty Awards for job scheduling details.

Earn Loyalty Points

This task converts pending (escrow) loyalty points into earned loyalty points.

See Earn Loyalty Points for job scheduling details.

Expire Loyalty Points

This task expires (deletes) loyalty points based upon parameters in the Program/Level.

See Expire Loyalty Points for job scheduling details.

Reset Loyalty YTD Points

This task resets the YTD points earned by each Customer. This task should be run at the end of each calendar/fiscal year to reset YTD Points balances to zero. This task is used for reporting purposes only; it does not affect the actual loyalty points on an account. Life-to-date (LTD) points are not affected by this process.

See Reset Loyalty YTD Points for job scheduling details.

Loyalty Account Sync Export

This task generates a file of customer loyalty data for export to a marketing system or a BI/analytics system.

See Loyalty Account Sync Export for job scheduling details and generated files.

Loyalty Account Activity Sync Export

This task generates a file of customer loyalty account activity to a BI/analytics system.

See Loyalty Account Activity Sync Export for job scheduling details and generated files.

Loyalty Program Sync Export

This task generates a file of loyalty programs to a BI/analytics system.

See Loyalty Program Sync Export for job scheduling details and generated files.

Loyalty Award Transaction Sync Export

This task generates a file of loyalty award transactions to a BI/analytics system. See Loyalty Award Transaction Sync Export for job scheduling details and generated files.

Housekeeping Tasks

This section describes housekeeping tasks.

When a database contains large amounts of old data, database performance and response may be slowed. To prevent the overburdening of the database with old, unneeded information, housekeeping tasks can be performed to remove old information.

Delete Award Inquiry Activities

This task deletes old award inquiry activities.

See Delete Award Inquiry Activities for job scheduling details.

Delete Batch Process Tracking

This task deletes old Batch Process Tracking records. Consolidated daily, weekly, and monthly records are stored in XMLAPI record tables in the database, and used to display information at the Batch Process Tracking pages.

See Delete Batch Process Tracking for job scheduling details.

Delete Customers

The Delete Customers task removes old Customer records that are no longer needed.

See Delete Customers for job scheduling details.

Delete Gift Registries

This task deletes all database information for Gift Registries that expired prior to a certain, defined period of time in the past.

See Delete Gift Registries for job scheduling details.

Delete Inactive Customer Addresses

This task deletes Customer addresses that are flagged as inactive.

See Delete Inactive Customer Addresses for job scheduling details.

Delete Inactive Customer Email Addresses

This task deletes Customer email addresses that are flagged as inactive.

See Delete Inactive Customer Email Addresses for job scheduling details.

Delete Inactive Customer Phone Numbers

This task deletes Customer phone numbers that are flagged as inactive.See Delete Inactive Customer Phone Numbers for job scheduling details.

Delete Inactive Customers

This task deletes old Customer records that are inactive.See Delete Inactive Customers for job scheduling details.

Delete Inactive Item Registries

This task deletes all database information for inactive Wish Lists that have not been updated within a certain, defined period of time.See Delete Inactive Item Registries for job scheduling details.

Delete Inactive Segment

This task deletes all database information for inactive segments.

See Delete Inactive Segment for job scheduling details.

Delete Job History

This task deletes old job history information.

See Delete Job History for job scheduling details.

Delete Loyalty Accounts and Activities

This task deletes old loyalty accounts and activities.

See Delete Loyalty Accounts and Activities for job scheduling details.

Delete Loyalty Inquiry Activities

This task deletes old loyalty inquiry activities.

See Delete Loyalty Inquiry Activities for job scheduling details.

Delete Loyalty Program Summary

This task clears down the Loyalty aggregation tables based on the YEAR and MONTH values and the "Number of Months" parameter value.

See Delete Loyalty Program Summary for job scheduling details.

Delete Merged/Archived Customers

This task deletes old Customer records that have been merged into other Customer records and archived.

See Delete Merged/Archived Customers for job scheduling details.

Delete Promotion

This task deletes old promotions. It also has the ability to delete an Offer that is associated with the Promotion which is being deleted.

Note:

This method deletes an Offer, provided it is not associated with any other Promotion and if it is associated with any other promotion, the Offer will not be deleted.

See Delete Promotion for job scheduling details.

Delete Segment History

This task deletes old segment history information.

See Delete Segment History for job scheduling details.

Delete Segments

This task deletes old segments.

See Delete Segments for job scheduling details.

Delete Social Activity

This task deletes all social activities from the database that were posted before a certain number of days in the past.

See Delete Social Activity for job scheduling details.

Delete Tasks

This configuration is for a job that deletes tasks from the system. Users can select either or both the Status and Last Update check boxes to close all tasks based on a status only, status and time period, or only a time period.The default option for status is closed.

See Delete Tasks for job scheduling details.

Delete Stored Files

This task deletes old transfer files.

See Delete Stored Files for job scheduling details.

Delete Transaction History

This task deletes old transaction information.

See Delete Transaction History for job scheduling details.

Delete Web Service Tracking

This task deletes old Web Service Tracking records.

See Delete Web Service Tracking for job scheduling details.

Delete Import Files

The Delete Import Files task removes files in import directories that have not been modified in a specified number of days.

See Delete Import Files for job scheduling details.

Delete Batch Import History

This task deletes old records from the XMLAPI_PROCESSED_RECORD table. This information is displayed at the Batch Import Review screen.

See Delete Batch Import History for job scheduling details.

OLAP Tasks

This section describes OLAP tasks.

Aggregate Award Program Summary

As part of the Online Analytical Processing (OLAP), this task summarizes data by program and month for award activity and account data for the Award Program Scorecard.

See Aggregate Award Program Summary for job scheduling details.

Aggregate Loyalty Program Summary

As part of the Online Analytical Processing (OLAP), this task summarizes data by program and month for loyalty activity and account data for the Loyalty Program Scorecard.

See Aggregate Loyalty Program Summary for job scheduling details.

Aggregate Tender Program Summary

As part of the Online Analytical Processing (OLAP), this task summarizes data by program and month for tender activity and account data for the Tender Program Scorecard.

See Aggregate Tender Program Summary for job scheduling details.

Aggregate Loyalty Facts

As part of Online Analytical Processing (OLAP), information about the loyalty program must be aggregated into a summary that can then be retrieved. This task aggregates loyalty information into a summary that can be used by OLAP processes.

See Aggregate Loyalty Facts for job scheduling details.

Aggregate Tender Facts

As part of Online Analytical Processing (OLAP), information about Tender Accounts must be aggregated into a summary that can then be retrieved. This task aggregates Tender Account information into a summary that can be used by OLAP processes.

See Aggregate Tender Facts for job scheduling details.

Campaign Tasks

This section describes campaign tasks.

Dynamic Promotions

This task updates the Targets for all dynamic Promotions.

See Dynamic Promotions for job scheduling details.

Promotion Response Data Import

This task imports customer event data from a marketing system such as Responsys.

See Promotion Response Data Import for job scheduling details and import file formats.

Social Network Integration Tasks

This section describes social network integration tasks.

Social Network Listener

This task searches social networks for Customer posts that meet search criteria defined by Social Listeners.

See Social Network Listener for job scheduling details.

Social Network Update

This task checks for new Social Profiles to add to Customer records.

See Social Network Update for job scheduling details.

Clienteling Tasks

This section describes clienteling tasks.

Task Generator

Generate tasks for Segments with Task Generation enabled. See Segments.

See Task Generator for job scheduling details.

Email Notification Tasks

This section describes email notification tasks.

Batch Import Review

Allows the Batch Import Review settings to be maintained.

See Batch Import Review for job scheduling details.

System Tasks

This section describes system notification tasks.

OCDS Sync

This task generates requests to the Omnichannel Cloud Data Service (OCDS) for updates on item and merchandise hierarchy data as well as location and franchise data.

See ODCS Sync for job scheduling details.

Data Sync

This task is responsible for moving data from the multiple pending Queues to the InProgress Queue in batches. Once the movement of each batch is complete, the records are deleted from the respective Pending Queue. After the data is transferred into the InProgress Queue, the job creates a message based on the operation and the object Name associated with each record. Next, one by one, each message is transferred to the third party application.

See Data Sync for job scheduling details.