Data Import Overview Siddhartha Das Fusion CDM/MDM, Product Management

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CORE TENETS Fusion Data Import 4

Data Acquisition Data Import Used in initial deployment of the system, to import customer data into Fusion Periodically used to import customer data, from external systems, into Fusion Used by Administrators - MDM Administrator, Data Steward, Others File Import Periodically used to import customer data, from desktop files, into Fusion Used by end users e.g. Marketing Rep, Sales Rep Leverages Bulk Import Fusion Application UI Several Fusion Application products provide User Interface for customer data entry Used by application end users e.g. Order Entry Clerk, Account Manager Foundation API and Web Services Public Web Services Public Java APIs

PROCESS OVERVIEW Fusion Data Import 6

Business Process Overview : IMPORT TCA interface tables Customer registry Address Person / Contact Contact point Organization Classification

Overview of Data Import Data Load TCA interface tables Customer registry Data Import

Data Import Flow Run Pre-Import Processes Pre-Import Details Submit Batch Preview? Define Import Batch Y N After Import Details Rerun Processing? Run Import Y N Populate Interface Tables Define Import Process Process Definition Pre-Processing What-If-Analysis Import to Registry

Data Import Flow – (Process Definition) Run Pre-Import Processes Pre-Import Details Submit Batch Preview? Define Import Batch Y N Process Output & Errors Rerun Processing? Run Import Y N Populate Interface Tables Define Import Process  Define Import Batch Define batch name Define source system Enter estimated batch size  Populate Interface Tables Outside the designated scope of Batch Import Flow Load data into interface tables using ETL tools ETL Tool of Choice - Fusion Import Wizard  Define Import Process Entity definition Choose optional enrichment (DQ) functions Flexibility to customize additional DQ services  Submit Batch Optional execution modes : -Preview (What-If-Analysis) -No Preview (Automated)

Data Import Flow – ( Preprocessing) Run Pre-Import Processes Pre-Import Details Submit Batch Preview? Define Import Batch Y N Process Output & Errors Rerun Processing? Run Import Y N Populate Interface Tables Define Import Process  Run Pre-Import Process Generate pre-import batch statistics Parsing, matching & validation services Run optional enrichment functions and services Run additional customized optional services Generates validation statistics and forecasts

Data Import Flow – (What-If-Analysis) Run Pre-Import Processes Pre-Import Details Submit Batch Preview? Define Import Batch Y N Process Output & Errors Rerun Processing? Run Import Y N Populate Interface Tables Define Import Process  Preview Pre-Import Detail Optional step with the import process Presents the user with results of validation and other DQ functions Results to be applied only on user confirmation Allows user to change the action (for duplicates, address validation, etc) based on pre- processing results  Rerun Processing Presents the user with an option to discard the given results and rerun the process Allows user to choose alternate configurations for DQ services User makes an informed decision on the choice of DQ service, and the corresponding action on the data

Data Import Flow – (Import to Registry) Run Pre-Import Processes Pre-Import Details Submit Batch Preview? Define Import Batch Y N Process Output & Errors Rerun Processing? Run Import Y N Populate Interface Tables Define Import Process  Run Import Applies the requested DQ- related action on data Cleansed and validated data is copied to TCA Registry Keeps a track of errors Generates key import statistics On reaching error limit, process aborted automatically  Process Output & Errors Generates error logs Generates output files User allowed to correct data manually and re-run process if the Import process was aborted The Import Batch is ready to be re-processed if required Or else the interface table data is purged

FEATURE HIGHLIGHTS Fusion File and Data Import 14

Bulk Import in Fusion CDM  Load both party layer and account layer data from a single bulk load interface.  Flexible administrative options and better control through status monitoring.  Flexible bulk load architecture - Extendibility to load customer-related application data  Handle both initial load and ongoing load, built in file import mechanism for flat files.  Optional Data enrichment functions for mastering and cleansing of data  Extendibility to add 3 rd party DQ services  Robust validations on the customer data to ensure data integrity  Modularization of the Bulk Load process - independent validations and enrichment  Enhanced Feature Set High performance bulk load using Fusion Middleware, ODI and messaging infrastructures for standards based design with the latest technologies Robust Event Framework - allow for the trial, configuration and extension of a bulk load batch in progress utilizing SOA infrastructure within Fusion middleware  Superior Technology

DETAILED FEATURE SET : DATA IMPORT Fusion File and Data Import 16

Data Import Work Area and Batch Management Track Batch Status Create Import Batch Search Import Batch Define Import ProcessPurge Batches (Interface table Data)

Data Import Work Area and Batch Management Search Import Batch

Search a Data Import Batch  Launched from the regional search pane  List of saved searches  Basic and Advanced search  Add/remove list of search attributes

Data Import Work Area and Batch Management Create Import Batch

Create a Data Import Batch  Launched from the task pane  Minimal Information requirement Batch Name*; Source System*; Object*, Batch Description, Estimated # of Records  On successful creation, features in the Batches List on the Overview UI  File Import or alternate services populates data into Interface Tables  Data Import Process Definition after loading of data into Interface Tables

Data Import Work Area and Batch Management Define Import Process

Define and Launch Import - Batch Deduplication  Manage duplicate entities within the data import batch  Match Configurations: Currently supports 3 entities in Fusion V 1.0  Course of action on duplicate entities, duplicate children Remove all; Keep all; Keep one

Define & Launch Import - Registry De-Duplication  Mange duplicates between the import batch and the existing data in registry  Match Configurations: Currently supports 3 entities in Fusion V 1.0  Course of action for Parties (Persons and Organization) and Addresses Insert, Remove, Merge Request, etc

Define and Launch Import – Import to Registry  Batch Import Mode  Preview Mode : Enables ‘What-if-Analysis’ for users to preview pre-processing results before Import to TCA Registry  No Preview Mode: The ‘Automated Mode’ – Once submitted, Pre-processing and Import completes without any user interference  Address Validation service provided by DQ  Error limit for import batches  Flexfield Validation Option Submit or Schedule

Data Import Work Area and Batch Management Track Batch Status

Pre-Import Details – Preview (What-if-Analysis)  Statistics  Change decisions Batch De-duplication Registry De-duplication  View results Address Validation  ‘Complete Import’ for final submission Complete Import Process

Data Import Work Area and Batch Management Track Batch Status

Post-Import Details  Statistics  View results : Batch De-duplication, Registry De-duplication, Address Validation  View Reports

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