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.

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.