Oracle Customer Data Management (CDH)Functional Fundamentals

Training Information

“Guiding Clients through the lesser known path”

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Oracle Customer Data Management (CDH)

Functional Fundamentals The participants of this course learn the purpose and origins of TCA and why it was created by Oracle in R11i along with challenges of customer data management, data quality management with overview of CDI, Oracle CDH, Customers Online, etc. The training includes demos of the functionality as well as practice sessions to assimilate what has been thought to reinforce the concepts learned. Course Duration 5 Days Training Format Instructor Led Training Training Location Onsite or WebEx1 Course Materials Provided in English Instruction Language English Prerequisites Oracle eBusiness Suite Essentials Minimum Participants 5 The course is divided into 15 units. Here are the details of 15 units:

1 – Customer Data Management Challenges This unit focuses on the challenges posed by customer data that are unique to customer data with a close examination of the nature of some of its elements such as Customer Name weather it is a business name or a person name, addresses, phone numbers, etc. The participant will also understand the data quality issues and challenges due to the data entry and processing issues, global and cultural impact, regulatory influences, etc. The unit concludes with the discussion about customer data politics. 2 – What are Customer Data Integration (CDI) and Oracle Customer Data Hub (CDH)? The whole CDI place is rapidly evolving and has become a key part of enterprise Master Data Management (MDM). In this unit the participants learn about the definition of what CDI is and how Oracle CDH fits into the CDI space. The participants will also learn the concept of how Oracle CDH works. 3 – Trading Community Architecture 101 The discussion during this UNIT focuses primarily on the fundamentals of TCA and the key entities of TCA. The discussion will then progress into how these key entities are related to each other. The understanding of this is an important step to model the

1 WebEx is the only option available if the training is not planned to be continuous and scheduled over several weeks.

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customer data into TCA which will be discussed in UNIT 5 – Customer Data Management Best Practices. 4 – Overview of Customers Online Module This is a general discussion and demo UNIT where the Oracle Customers Online Module is demonstrated along with all of its functionality. 5 – Customer Data Management Best Practices Discussion This UNIT focuses on the discussion about the Trading Community and how various participants of the Trading Community are related to each other, TCA Design considerations, Customer Model (not logical data model, rather a model that is on top of logical data model), Sample customer scenarios, etc. 6 – TCA – Key Features and Functionality – Part I This Unit focuses on the discussion about key features and functionality of the TCA. The features discussed are:

Source System Management (SSM) Single Source of Truth (SST) Classifications Party Relationships Paying Relationships Data Sharing and Security Address Validation

7 – TCA – Key Features and Functionality – Part II This Unit focuses on the discussion about key features and functionality of the TCA. The features discussed are:

Extensible Attributes Phones – Formats and Time Zones

8 – Importing Customer Data into TCA The Unit begins with an overview discussion of all avenues of entering and managing customer data within Oracle eBusiness suite. The discussion then is focused specifically into File Load Utility (also known as CSV File Load), Bulk Import and Import Console.

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9 – D&B Integration The purpose of this Unit is to discuss the integration of D&B data into TCA. The discussion includes the configuration of TCA to work with D&B, importing a sample D&B file, and D&B reports. 10 – Oracle Data Quality Management This Unit focuses primarily on Data Quality Management that includes the Match process, Word Replacement Lists, Attributes and Transformations, Match Rules and Match Rule Sets, Merge Dictionary, etc. 11 – Managing Customer Information – Part I In this Unit, the participant will learn about managing the customer data including party maintenance aspects such as Party Certifications, Activation/Inactivation, Party Purge, etc. 12 – Managing Customer Information – Part II In this Unit, the participant will learn about what System Duplicate Identification Batches (SDIB) and how to work with them. 13 – TCA Programs This Unit will primarily focus on various TCA programs (concurrent) and when and how to use them. 14 – TCA Reports This unit will focus on various TCA Reports and their purpose. 15 – R12 changes to TCA This unit will focus on the new functionality as well as the changes to TCA that were made in Oracle eBusiness Suite R 12.

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