Oracle Customer Hub (UCM) 8.2 Release Overview Oracle MDM Product Management Oracle Training Materials Usage Agreement Use of this Site (Site) or Materials constitutes agreement with the following terms and conditions: 1. Oracle Corporation (Oracle) is pleased to allow its business partner (Partner) to download and copy the information, documents, and the online training courses (collectively, Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partners employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties. 2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials. 3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, and noninfringement. 4. Under no circumstances shall Oracle be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partners use of the Materials. 2 Copyright 2006, Oracle. All rights reserved. Purpose: This document provides an overview of features and enhancements included in the Higher Education Constituent Hub (HECH ) for Oracle Customer Hub 8.1.1. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to HECH, or implementing completely new Oracle developed products, and planning your I.T. Projects. Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive
property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracles prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality are always at Oracles sole discretion. This document is not considered part of the applicable program documentation. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code. 3 Copyright 2006, Oracle. All rights reserved. Training Objectives 1. Oracle and Partner Field Enablement 2. Deep Dive into Customer Hub (UCM) 8.2 Functionality 3. Hands-on Training 4 2-DayTraining Agenda Day-1 9-11am: Kick-off/Introductions, 8.2 Release Overview 11-2pm: Data Stewardship 2-3.30pm: List Import 3.30-5pm: Data Governance Manager Day-2 8-11.30pm: Data Quality Matching & Address Validation 12.30-2.30pm: Data Quality Profiling, Parsing & Standardization Server 3-4pm: AIA for Customer MDM
4-5pm: Data Relationship Management for Customer Hub 5 Release Overview Agenda Business Challenges & Release Objectives Solution Components Customer Hub 8.2 Release Highlights End-to-End Data Quality Oracle Application Integration Architecture for MDM 2.5 Oracle Data Governance Manager Hyperion DRM for Customer Hub Key Takeaways 6 Release Overview Agenda Business Challenges & Release Objectives Solution Components Customer Hub 8.2 Release Highlights End-to-End Data Quality Oracle Application Integration Architecture for MDM 2.5 Oracle Data Governance Manager Hyperion DRM for Customer Hub Key Takeaways 7 MDM Implementation challenges What we hear loud and clear Achieve material & sustainable data
quality improvements Effort grows exponentially with source systems / domains covered Clean the data (Initial load) vs. keep it clean (ongoing operations) Raising / evolving data quality criteria Cost of integration Intrusive to consuming applications Legacy applications Hub web services too granular Implement true enterprise data governance Agree on an enterprise model Communicate & enforce enterprise data policies Easily operate and monitor the hub 8 Oracle Customer Hub (UCM) 8.2 Pushing the limits of MDM to achieve faster time to value Source Systems End-to-End Data Governance Siebel EBS SAP MDM Aware Apps Siebel
End-to-End Data Quality Trusted Master Data End-to-End Integration EBS SAP JDE JDE Custom Custom Unclean to clean data (Initial & Delta load) Operational exchanges Hub / Apps 9 Oracle Customer Hub (UCM) 8.2 The Solution Components Source Systems Hyperion DRM for Customer Hub
Data Governance Manager MDM Analytics New Siebel EBS SAP MDM Aware Apps Siebel Oracle Data Quality Customer Hub 8.2 Application Integration Architecture EBS SAP JDE JDE Custom Custom
10 Agenda Business Challenges & Release Objectives Solution Components Customer Hub 8.2 - Release Highlights End-to-End Data Quality Oracle Application Integration Architecture for MDM 2.5 Oracle Data Governance Manager Hyperion DRM for Customer Hub Key Takeaways 11 Customer Hub (UCM) 8.2 Release Highlights Best in Class MDM Solution End to End Data Governance End to End Data Quality - Data Governance Manager - Rules based Data Decay - DRM for Customer Hub - Customer Analytical MDM - Advanced Hierarchy Management - MDM Analytics - OBIEE Maps & Dashboards
- Enhanced Stewardship - Rules Engine & Household Survivorship - Household Merge, Guided Merge, Merge Request - Enhanced Un-Merge/Un-link - Enhanced Suspect Match - New List Import End to End Integration - Expanded WS Library - 50+ Composite Methods - Real Time Address Validation - Enhanced Matching - Multi-mode (RT & Batch) - Multi-language, - Multi-source system - Multi-criteria (rules based) - Multiple Address - High Performance - Session Management - Enhanced Index Management (Faster Incremental Loads) - Expanded PIP Certification - Siebel 8.0, 8.1 - EBS 11i10, R12
- Interoperability with Order to Cash and Telco PIPs - New Integrations - SAP ECC 6, R/3 4.7 (Jan2010) - Oracle BRM 7.4 - SOA Governance - PIP Auditor, XMAN - Artifact Generator 12 Patents 1. Data Governance Manager for MDM Hubs 2. Data Decay Management 3. Wizard based New/Child Entity Mastering 13 Key Components of Oracle Customer Hub (UCM) The source of clean data for your enterprise High performance heavy duty import Data History Governance Events & & Audit Manager Policies Hierarchy
Profile & Privacy Mgmt Correct Mgmt List Import Workbench Identification & CrossReference Source Data History Rules based Survivorship Deep & easily configurable yet upgradeable Industry specific schema World class data governance Trusted Customer Data Roles & Relationships Party Vertical Variants Related Data Entities Pre-built library of extensible fine grain & composite web service Web Services
Library Publish & Subscribe Transports & Connectors Authorization Registry Multi-language Address Manage Validation Decay Enrich Enhanced Parse Match & Merge Unmerge Robust DQ & unique Knowledge Based MDM offering 14 Oracle Customer Hub (UCM) 8.2 The Product Offering End to End Data Quality Source Systems De-Dup Validate Address
SAP Profile EBS Standardize Siebel Trusted Master Data JDE Custom 15 End to End Data Quality Framework Oracle Data Quality Rules Manager - Design, Develop & Validation Rules Execution Engine (Workbench) Relational and Flat Files Loans Analyze /
Profile Credit Card Standardize & Cleanse Match & De-duplicate Enrich Legacy Scorecards & Reporting (Report Viewer) ERP CRM / MDM Other Correcti ve Actions Error Repo rt Correcti on Files
Manual Rviez Candidates Singles Merged Objective: Zero rejects Exception Management Process (Data Quality Assistant) ETL 16 Profile, Analyze & Identify Initial Assessment: What are the issues? Completeness Oracle Data Quality What data is missing or unusable? Conformity What data is stored in a non-standard format? Consistency What data values give conflicting information? Accuracy
What data is incorrect or out of date? Duplicates What data records or attributes are repeated? Integrity What data is missing or not referenced? 17 New Data Quality Offerings Feature Profiling/Pattern Profiling/Pattern Detection Detection Functionality Understand data status & deduce meaning from unstructured patterns Oracle Data Quality Examples Name: LN+FN (CHS, KOR, JPN); FN+MN+ PN+LN (Latin); Tel# is null 30% Oracle Offering
ODQ Profiling Server Create structured records from unstructured data Spot and correct errors; transform to std format Address field -> Address Line 1, City, State, Nationality: US, USA, American-> USA ODQ Parsing & Standardization Server Valid address identification and correction 809 Newel rd, PALO ALTO 94301 -> 809 Newel Road, Palo Alto, CA 94303-3453 ODQ Address Validation Server Matching Matching and and Linking Linking Spot / eliminate duplicates & identify related entities
Haidong Song = = ODQ Matching Server Enrichment Enrichment Attach additional attributes and categorizations Haidong Song: single, 1 child, Summit Estate, DoNot Mail Universal DQ Connector + D&B connector + AIA 2.4 PIP for Acxiom Parsing Parsing and and Standardization Standardization Address Address Validation Validation // Cleansing Cleansing 18
Data Quality New and Enhanced Functionality Oracle Data Quality 1. Rules Engine based Data Decay Provide proactive Data Quality capabilities leveraging Decay scores Rules Engine Integration 2. Integrated Address Validation Real-Time and Batch Support for Address Validation for over 240 Countries Monitor and Fix fallouts 3. Enhanced Matching Full Globalization Support with Multi-language support for RT & Batch Matching Multiple Address Matching Configure match rules based on source system, RT/Batch, any other criteria. 4. High Performance
Enhanced connector with Session Pool Management Enhanced Index Management due to Synchronization improvements for faster processing of Incremental Loads 19 Oracle Customer Hub (UCM) 8.2 The Product Offering End to End Pre-build Integration MDM Aware Apps Trusted Master Data Match Siebel Fetch EBS Sync Merge SAP BRM Custom 20
Out of the box integration MDM Match Support for Oracle BRM and SAP with AIA 2.5 Fetch Trusted Master Data Sync Merge SAP JDE SAP SAP BRM BRM Custom Custom Legacy BRM EBS ilex
Retek Siebel Third Party Siebel Siebel Aware Apps EBS EBS ODS AIA Customer Party EBO Customer Hub 1 2 3 4 5 Match Process: returns the list of candidates to a list of selection criteria Fetch Process: Once candidate selected, returns the entire profile of the customer / prospect Sync Process: Bi-directional data sync between customer hub and applications Merge Process: Publish Merge to all applications Enrich Process: Customer Hub to AIA connector to enrich consumer data from third party
21 Customer Hub PIP for Communications MDM Match Fetch Siebel Siebel Aware Apps EBS EBS Trusted Master Data Sync Merge SAP SAP BRM BRM Custom Custom External Updates (D&B)
Customer Management ch F et / t ch Ma ync S & Sync Customer Hub UCM 8.2 Siebel Sy nc * Revenue Management BRM Continue to support the Order Capture flow customer sync to BRM Sync Customer updates to BRM from UCM 22 Integration New & Enhanced Functionality MDM
Match Fetch Siebel Siebel Aware Apps EBS EBS Trusted Master Data SAP SAP Sync BRM BRM Merge Custom Custom 1. Expanded Web Services Library 50+ Composite Methods 2. Expanded MDM PIP Certification & Interoperability
Siebel 8.0, 8.1 and EBS 11i10, R12 MDM PIPs with Order to Cash PIP and Communications & Media PIPs. 3. New Products Integrated via MDM PIP SAP ECC 6.0 & R/3 4.7 (Feb 2010) Oracle Billing & Revenue Management (BRM) v7.4 3. SOA Governance and Productivity PIP Auditor Provides Technical Governance with 114 rules across 65000 artificats Enhanced XMAN Provides Content Governance to do interoperability checks Enhanced Artifact Generator Jumpstart integration of new operational systems 23 Oracle Customer Hub (UCM) 8.2 The Product Offering End to End Data Governance Define Operate
Monitor Fix Trusted Master Data 24 Comprehensive Data Governance Program Components Training and Awareness Mass Wiki or Intranet Individual Updates Pertinent, specific and timely Maintain interest and commitment Flexibility to change
Open and common standards End to End Data security / lineage Data Discovery, Cleanse, Match, Maintain Metadata Management Reporting Integration Statistics and Analysis Tracking of progress Monitoring of issues Continuous Improvement Score-carding Source First San Francisco Partners Vision and Mission Alignment with Corporate Objectives Operating Model Implementation Plan
Standardized methods and data definitions Controls Metadata Management Arbiters and Escalation points Stakeholders Roles and Responsibilities Data Stewards Decision Rights Accountability and Ownership 25 Data Governance Manager Easy to use hub operations Centralized administration Embedded data quality analytics Tracking source system bad data sources Monitoring hub loads Easy access to all hub engines and watch & repair applications Web 2.0 like UI accessing hubs through web services
26 Hyperion DRM for Customer Hub Embedding Analytical MDM capabilities in Customer Hub Sophisticated Management of Operational & Reference (DNB) Hierarchies Manipulate, Compare, Blend & Merge/Restore Hierarchies Enterprise Customer Hierarchy Management, Hierarchy History, Audit & Versioning 27 MDM Analytics Better Insight with Completeness & Accuracy Dashboards 28 Stewardship Features New and Enhanced Functionality 1. Enhanced Survivorship Rules Engine Based survivorship to define any rule beyond the seeded Rule Types New Rule Types Master Wins / Slave Wins Data Steward Override of survivorship engine results
Household Survivorship 2. Enhanced Merge Guided Merge using Task Base UI Enhanced Suspects Match by posting records as a Suspect awaiting Resolution Merge Request Includes Web Services support that provides ability to post merge request from operational systems Household Merge 3. Enhanced Un-Merge/Un-link Un-link of Incoming records that are linked by Data Steward 29 List Import New Functionality 1. Empowering Business Users to load data in Hub Full configurability due to Metadata driven approach Ability to Pre-define Templates, schedule jobs, monitor status
Flat Files, Excel and XML can be uploaded 2. Incomplete View for Error Resolution New view to fix incomplete transactions 3. List Import available as a Web Service Automate batch loads using Web Service Monitor/Fix the batch loads like any manually loaded job 30 Agenda Business Challenges & Release Objectives Solution Components Customer Hub 8.2 Release Highlights End-to-End Data Quality Oracle Application Integration Architecture for MDM 2.5 Oracle Data Governance Manager Hyperion DRM for Customer Hub Key Takeaways 31 Oracle MDM helps organization turn their data into corporate assets
Best in class Customer, Product, Site, Supplier, Financial and Analytical hubs First Data Governance Solution of the market Best in class Data Quality: framework for controlled path to higher DQ levels Oracle MDM enables fast deployment and one of the lowest TCO solution of the market MDM pre-integrated (AIA) with Oracle and Non Oracle Apps made MDM Aware Fast tracks the implementation Verticalised MDM solution for Telco, FINS, Public Sector, Retail, High Tech, Manufacturing, Higher Ed, ... Prevents the need from extensive design and construction work Enterprise grade MDM solution Massively scalable hubs yet easy to install, operate and maintain
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