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Oracle Customer Hub (UCM) 8.2 Release Overview

Oracle MDM Product Management

Copyright © 2006, Oracle. All rights reserved.2

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Copyright © 2006, Oracle. All rights reserved.3

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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.

1. Oracle and Partner Field Enablement

2. Deep Dive into Customer Hub (UCM) 8.2 Functionality

3. Hands-on Training

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Training Objectives

Day-19-11am: Kick-off/Introductions, 8.2 Release Overview11-2pm: Data Stewardship 2-3.30pm: List Import 3.30-5pm: Data Governance Manager

Day-28-11.30pm: Data Quality Matching & Address Validation12.30-2.30pm: Data Quality Profiling, Parsing & Standardization Server3-4pm: AIA for Customer MDM4-5pm: Data Relationship Management for Customer Hub

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2-DayTraining Agenda

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 challengesWhat 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 (on-

going 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

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Unclean to clean data(Initial & Delta load)

Operational exchanges Hub / Apps

End-to-EndIntegration

Siebel

EBS

SAP

JDE

Custom

MDM Aware Apps

End-to-End Data Governance

Trusted Master Data

Oracle Customer Hub (UCM) 8.2Pushing the limits of MDM to achieve faster time to value

End-to-EndData Quality

SourceSystems

Siebel

EBS

SAP

JDE

Custom

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ApplicationIntegration

Architecture

Siebel

EBS

SAP

JDE

Custom

MDM Aware Apps

Hyperion DRM for Customer HubData Governance Manager

MDM AnalyticsSource

Systems

Siebel

EBS

SAP

JDE

Custom

Customer Hub 8.2

OracleData

Quality

New

Oracle Customer Hub (UCM) 8.2The Solution Components

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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

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End to End Data Quality

Customer Hub (UCM) 8.2 – Release HighlightsBest in Class MDM Solution

- Rules based Data Decay

- 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)

End to End Integration

- Expanded WS Library- 50+ Composite Methods

- Expanded PIP Certification- Siebel 8.0, 8.1- EBS 11i10, R12- Interoperability with Order to

Cash and Telco PIP’s

- New Integrations- SAP ECC 6, R/3 4.7

(Jan2010)- Oracle BRM 7.4

- SOA Governance- PIP Auditor, XMAN- Artifact Generator

End to End Data Governance

- Data Governance Manager

- 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

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1. Data Governance Manager for MDM Hubs

2. Data Decay Management

3. Wizard based New/Child Entity Mastering

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Patents

Trusted Customer Data

Web ServicesLibrary

Publish &Subscribe

Transports &Connectors

Authorization

Registry

Profile & Correct

History& Audit

Privacy Mgmt

Events & Policies

List Import Workbench

Identification & Cross-Reference

Source DataHistory

Rules based Survivorship

Parse

Address Validation

Enrich

Manage Decay

Enhanced Match & Merge

Unmerge

Roles & Relationships Party

Vertical VariantsRelated Data

Entities

Hierarchy Mgmt

Data Governance

Manager

Multi-language

Key Components of Oracle Customer Hub (UCM) The source of clean data for your enterprise

Pre-built library of extensible fine grain & composite web service

World class data governance

High performance “heavy duty” import

Robust DQ & unique Knowledge Based MDM offering

Deep & easily configurable yet upgradeable Industry specific schema

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SourceSystems

Siebel

EBS

SAP

JDE

Custom

Prof

ile

Stan

dard

ize

De-

Dup

Valid

ate

Add

ress

Trusted

Master Data

Oracle Customer Hub (UCM) 8.2The Product Offering – End to End Data Quality

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End to End Data Quality Framework

Rules Execution Engine

(Workbench)

Rules Manager - Design, Develop & Validation

Relational and Flat Files

Loans

Legacy

ERP

Other

CRM / MDM

Objective:Zero

rejectsCandidatesError Report

Correction Files

Credit Card

Exception Management Process (Data Quality Assistant)ETL

MergedSinglesManual Rêviez

Scorecards & Reporting(Report Viewer)

Corrective

Actions

Analyze / Profile EnrichMatch &

De-duplicateStandardize & Cleanse

OracleData

Quality

16

Profile, Analyze & Identify Initial Assessment: What are the issues?

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Completeness 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?

OracleData

Quality

FunctionalityFeature

Profiling/Pattern Detection

Parsing and Standardization

Address Validation / Cleansing

Matching and Linking

Enrichment

Understand data status & deduce meaning from unstructured patterns

Create structured records from unstructured dataSpot and correct errors; transform to std format

Valid address identification and correction

Spot / eliminate duplicates & identify related entities

Attach additional attributes and categorizations

New Data Quality Offerings

Examples

Name: LN+FN (CHS, KOR, JPN); FN+MN+ PN+LN (Latin); Tel# is null 30%

Address field -> Address Line 1, City, State,…Nationality: US, USA, American-> USA

809 Newel rd, PALO ALTO 94301 -> 809 Newel Road, Palo Alto, CA 94303-3453

Oracle Offering

Universal DQ Connector + D&B connector + AIA

2.4 PIP for Acxiom

ODQ Matching Server

ODQ Address Validation Server

ODQ Parsing & Standardization

Server

ODQ Profiling Server

Haidong Song = 宋海东 =

Haidong Song: “single, 1 child, Summit Estate,

DoNot Mail”

OracleData

Quality

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Data QualityNew and Enhanced Functionality

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

OracleData

Quality

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Siebel

EBS

SAP

BRM

Custom

MDM Aware Apps

Match

Sync

Merge

FetchTrusted

Master Data

Oracle Customer Hub (UCM) 8.2The Product Offering – End to End Pre-build Integration

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Out of the box integration Support for Oracle BRM and SAP with AIA 2.5

Customer Hub

AIA Customer Party EBO

Siebel

JDELegacy

ilex

Retek

BRM

ODS

EBS

SAP

Third Party

Fetch Process: Once candidate selected, returns the entire profile of the customer / prospect

Match Process: returns the list of candidates to a list of selection criteria

Sync Process: Bi-directional data sync between customer hub and applications

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Merge Process: Publish Merge to all applications4Enrich Process: Customer Hub to AIA connector to enrich consumer data from third party 5

Siebel

EBS

SAP

BRM

Custom

MDM

Aware Apps

Match

Sync

Merge

Fetch

Trusted Master Data

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Customer Hub PIP for Communications

Siebel

BRM

Revenue Management

Customer Management

• Continue to support the Order Capture flow customer sync to BRM

• Sync Customer updates to BRM from UCM

CustomerHub

UCM 8.2

External Updates (D&B) …

Match / Fetch

& Sync

Sync *

Sync

Siebel

EBS

SAP

BRM

Custom

MDM

Aware Apps

Match

Sync

Merge

Fetch

Trusted Master Data

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IntegrationNew & Enhanced Functionality

1. Expanded Web Services Library• 50+ Composite Methods

2. Expanded MDM PIP Certification & Interoperability• Siebel 8.0, 8.1 and EBS 11i10, R12• MDM PIP’s with Order to Cash PIP and Communications & Media PIP’s.

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

Siebel

EBS

SAP

BRM

Custom

MDM

Aware Apps

Match

Sync

Merge

Fetch

Trusted Master Data

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Oracle Customer Hub (UCM) 8.2The Product Offering – End to End Data Governance

Define Operate Monitor Fix

Trusted Master Data

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Comprehensive Data Governance Program Components

• Vision and Mission• Alignment with

Corporate Objectives

• Operating Model• Implementation

Plan

• Arbiters and Escalation points• Stakeholders• Roles and Responsibilities • Data Stewards• Decision Rights• Accountability and Ownership

• Standardized methods and data definitions

• Controls• Metadata Management

• Statistics and Analysis• Tracking of progress• Monitoring of issues• Continuous Improvement• Score-carding

• Flexibility to change• Open and common

standards• End to End Data

security / lineage• Data Discovery,

Cleanse, Match, Maintain

• Metadata Management

• Reporting• Integration

• Training and Awareness• Mass – Wiki or Intranet• Individual Updates• Pertinent, specific and

timely• Maintain interest and

commitment

Source – First San Francisco Partners 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

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Hyperion DRM for Customer HubEmbedding 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

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MDM Analytics Better Insight with Completeness & Accuracy Dashboards

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Stewardship FeaturesNew 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

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List ImportNew 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

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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

Enterprise grade MDM solution

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

Prevents the need from extensive design and construction work

Fast tracks the implementation

Verticalised MDM solution for Telco, FINS, Public Sector, Retail, High Tech, Manufacturing, Higher Ed, ...

Massively scalable hubs yet easy to install, operate and maintain

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