Fusion Customer Hub – Integration

Presentation Overview Fusion Apps and CRM – Integration Tools, Interfaces and Patterns Fusion Customer Hub Interfaces for Process/Data Integration Interfaces for Batch Integration Integration Patterns Roadmap

Fusion Applications: Composers Need Screen Shot for Page Composer Need Screen Shot for Processor Composer Need Screen Shot for Report Composer Application Composer enables business users to extend the application with new objects and attributes Page Composer enables business users to customize the look and feel of the user interface Process Composer enables business users to easily modify business processes Report Composer enables business users to easily create & modify reports

Customization and Integration Tools The Fusion stack provides many composers and tools to assist with application customization. Fusion CRM provides an additional composer to assist with changes to the object model and dependent artifacts. These tools must be used in concert to build full featured integrations.

Tools and Deployment Options Family of Composers Application Composer Page Composer Process Composer Report Composer Family of Composers used regardless of deployment option…

Three Primary Integration Styles UI Integrations / Mash Ups Process and Data Integration Bulk Data Management Web Services Events / Scripting Flow Control / Orchestration

UI Integrations & Mash Ups Show data from external sources in fusion apps, or vice- versa Interactive or read only Hyperlinks/deep linking

Process and Data Integrations Rich library of public web services for CRM objects SOAP 1.1 Stateless Supports object model extensions from Application Composer Configurable events and workflow for outbound messaging Custom business logic through Groovy script Web Services BPEL

Process/Data Management Standard Web Service Operations Type Method Name Description Create Createobjectname Creates a single record along with associated child records GetByKey Getobjectname Retrieves single record information by Primary key (e.g. Opportunity ID) Find Findobjectname Finds and returns a list of object view rows based on the selected view object's query statement Update Updateobjectname Updates a single object view row Merge Mergeobjectname Updates an object view row if one exists; otherwise, creates a new one Delete Deleteobjectname Deletes a single object view row Deletechildobjectname Deletes associated child objects , such as “deleteOpportunityRevenue” Process processobjectname Performs a Create, Update, Delete, or Merge operation on a list of object rows. The specified operation is applied to all object rows in the given list. ProcessChangeSummary processCSobjectname Performs a Create, Update, or Delete operation on a list of object rows. Different operations may be applied to different object rows

Process/Data Management Events and Scripting Configure events/scripts declaratively at runtime via CRM Composer Available events and actions Scripts are authored in Groovy Perform complex operations (conditional branching, loops, etc.) Event Action Object Workflow create, update Send Email Create a task Update fields on the associated object or its child object(s) Call an external web service (e.g. outbound call) Server Events (EDN) pre/post insert, update, commit, rollback On-premise Integration – Create subscriptions and call external events.

Bulk Data Management Flat file Import and Export Scheduling csv/xml formats Immediate, future, recurring Any size file Supports object model extensions from Application Composer Reusable mappings Import Export Flat File Flat File Fusion CRM

Bulk Data Management File Based Data Export ADF Setup & Schedule Export External system or user Invoke Export via Web Services Bulk Export Request & Retrieve .csv .csv file ADF ADF Bulk Export Generator Custom Extension ADF objects Fusion CRM OD Fusion CRM Schema CRM Composer

Bulk Data Management File Based Data Import ADF Bulk Import Generator Interface Tables Fusion CRM Schema Text delimited or xml file Bulk Import ODI File Repository Web-based Import Tool Bulk Import Generator CRM Composer ADF Custom Extension ADF objects

Oracle Enterprise Repository (OER) Unified Repository for Integration Assets Oracle Fusion Applications CRM HR Financials Supply Chain Projects Oracle Apps Unlimited Custom Applications Legacy Third Party ISV SaaS Oracle Enterprise Repository Catalog of Your Integration Assets: Web Services Service Data Objects SOA Composites Interface Tables Events And more… Oracle Fusion Middleware

Integration Interfaces and Options Fusion Customer Hub Integration Interfaces and Options

Fusion Customer Hub Interfaces for Process/Data Integration – Web Services FCH exposes standard web-services for Org, Person, Group, Locations and other key entities. OrganizationService – create/update/get/find operations PersonService - create/update/get/find operations GroupService - create/update/get/find operations LocationService - create/update/get/find operations Granular web-services for other child FCH entities. Support for CRM extensible attributes in all services. Standard Operations in all services Create, Update, Delete, Merge (Upsert), Process (for a list of rows) Special operations like getPersonByOriginalSystemReference, getPersonsFilteredByPartyUsageCode, getPersonsFilteredByPartyUsageFilterRuleCode Sync and Async versions available for standard operations.

Fusion Customer Hub Interfaces for Process/Data Integration – Web Services Data Quality Web Services – Matching and Cleansing Matching enabled for person, organization and address objects OOTB Cleanse service cleanses and validates addresses across all countries. Support for CRM extensible attributes in all services. Operations: matchOrganization - Find duplicate Organization records in Fusion App DB matchPerson - Find duplicate Person records in Fusion App DB matchLocation - Find duplicate Location records in Fusion App DB cleanseAddress - Validate and correct address

Fusion Customer Hub Interfaces for Process/Data Integration – Object Workflow Support for creation of Object Workflows available on key Hub Entities: Organization Profile, Person Profile, Group Profiles (REL6+)Address, Contact Define actions like Create Tasks or Notes; Send Emails etc. Call external web-service – can be used to publish messages from Fusion when Hub records get modified. Can be used in Cloud or On-Premise deployment scenarios.

Fusion Customer Hub Interfaces for Process/Data Integration – EDN Events EDN events defined on all FCH entities. Events raised upon creation/modification of records. Define Mediator SOA composites to listen on EDN events and build integrations with external systems. Limitation: Not an option for Cloud deployments. Mediators need to deployed on same SOA server and domain as Fusion App

Fusion Customer Hub Interfaces for Batch Integration - Import Support for loading Customers(Organizations), Contacts (Persons), Groups, Hierarchies, Employee/Resources, Classification Codes etc. File-based import For use in Cloud or On-premise deployment scenarios. Can use CSV or XML files. Web-services available to submit and monitor file-import jobs. Support for CRM extensible attributes. Data Import For On-premise deployment scenario. Populate interface tables using SQL scripts or ETL tools. Allows precise definition of data to be created or updated.

Fusion Customer Hub Interfaces for Batch Integration - Export Each FCH entity can be exported as a CSV file at a table level Supports filtering of data based on last-update-date or other attributes Limitations: Data between different objects/files hard to correlate No correlation to Import – Exported files cannot be import.

FCH Integration – Possible Topologies Cloud to Cloud Integration logic can be hosted on OPC using Java Service or Messaging Service (Preview) Oracle Public Cloud Customer Cloud Oracle Java Service Customer App FCH Oracle Messaging Service Oracle Public Cloud Oracle SOA Suite or other Integration Middleware Customer On Premise Cloud to On Premise or On Premise to On premise. Integration logic should typically be hosted on a on-premise integration middleware. Web Services, File Import, Object Workflow FCH Customer App On Premise Oracle SOA Suite or other Integration Middleware Customer On Premise Web Services, File Import, Object Workflow FCH Customer App

Fusion Customer Hub Cloud based Integration - Interfaces Real-time Process/Data Integration Interfaces: Use standard web-services to create/update data in Hub Publish data from Hub using Object Workflows Use Find or DQ web-services to query data from Hub Batch Integration Interfaces Use File based import to batch create/update customers, contacts, groups etc Use File based export or Find operations, to query data in bulk from Fusion. Deployment for integration logic: Can be hosted on Oracle Public Cloud using Messaging Service (Preview) or Java Service

Fusion Customer Hub On Premise Integration Options All options available in cloud deployment + Real-time Process/Data Integration: Can use subscriptions to EDN events to receive event notifications and publish to external systems Batch Integration Can use Data Import to directly load interface tables and import in bulk for create/update of customers, contacts, groups etc Data can be queried using ETL tools directly from Fusion Hub.

Fusion Customer Hub Roadmap for Integration Features Uniform Import and Export with consistent Objects Consistent data formats. Support for round-trip between import and export. Enhanced Composite Web-services. Eg: Encapsulate support for creation of addresses when creating Organizations or Persons. Composite EDN Events: Org, Person, Group business object level events that encapsulate child objects. Comprehensive Integration Framework integrated with Oracle Public Cloud Out-of-Box integration with Oracle Messaging Service and Java Service. Eg: ability to publish to JMS queues on Oracle Public Cloud. Spoke specific publish and subscribe definitions.