Fusion Customer Hub Haidong Song May 2012

Introducing Fusion Customer Hub

Introducing Fusion Customer Hub ONLY enterprise grade purpose-built cloud customer hub solution COMPREHENSIVE trusted party information (customer, partner, supplier, employee…) PERVASIVE and EMBEDDED customer data quality EFFECTIVE and EFFICIENT data governance and business process management EASY to create, consolidate and share trusted data

Two Ways to Manage Information Change Pattern 1: Data Quality Pattern 2: Add the Hub

Pattern 1 – Leveraging Fusion Data Quality Feature Functionality Oracle Offering Fusion Data Quality Matching** Fusion Data Quality Address Cleansing** Oracle EDQ Parsing & Standardization* Oracle EDQ Profile & Audit* Profiling/Pattern Detection Understand data status & deduce meaning from unstructured patterns Create structured records from unstructured data. Spot and correct errors; transform to standard format Parsing and Standardization Address Validation / Cleansing Valid address identification and correction Matching and Linking Spot / eliminate duplicates & identify related entities **Prerequisite for Fusion DQ Options Fusion Customer Data Management Foundation (for Connector with Fusion CRM) Fusion Customer Hub Data Steward (for DQ UI Access) *On Premise Option Only Not Integrated with Fusion 5

Key Components of Oracle Customer Hub The Source of Clean Data for Your Enterprise Deep & easily configurable yet upgradeable Industry specific schema World class data governance Pre-built library of extensible fine grain & composite web service GOVERN Web Services Library Events & Policies Publish & Subscribe SHARE Data Governance Manager Transports & Connectors History & Audit Trusted Master Data Registry Roles & Relationships Brands Vertical Variants Related Data Entities Authorization List Import Workbench Multi-language Manage Decay Identification & Cross-Reference High performance “heavy duty” import Address Validation Robust DQ & unique Knowledge Based MDM offering Source Data History CONSOLIDATE Rules based Survivorship Enhanced Match & Merge Unmerge CLEANSE Enrich

Fusion Customer Hub Solution Overview

Comprehensive Party Model Not Just Customers - Partners, Suppliers, Employees Too Single party record to model all interactions Complete history of changes to customer information Support 1:M and M:M relationships Multiple hierarchies for the same corporate family with versioning Single view of customer attributes, relationships and child entities Single party record to model all interactions between party and the deploying company Complete history of changes to customer information is tracked Capture all relationships between two parties Multiple hierarchies for the same corporate family supported Single view of customer attributes, relationships and child entities delivered

Pervasive and Embedded Data Quality Across All Data Entry Points Integrated REAL TIME and BATCH cleansing and matching Integrated metrics and dashboards for continuous monitoring of data quality. Guided merge process to genenrate best version record Flexible duplicate resolution options Easily configurable multi-language, multi-locale data quality rules Change the screenshot, remove the gray background; add one slide on DQ + cleansing – 60 countries/language Talking notes: Data management history captured to enable future recovery Build: enter, cleanse, then match.

Effective and Efficient Data Governance Streamline Data Management Best Practices Consolidated steward dashboard provides single landing page for all steward tasks. Embedded analytics provides contextual insight into data management status Improved Steward productivity via task assignment and escalation Enterprise merge agreement rules enforced using business rules engine What-if analysis/ simulation capability to reduce errors and efforts in governance Consolidated steward dashboard provides single landing page for all steward tasks. Embedded analytics provides contextual insight into data management status Improved Steward productivity via task assignment and escalation Enterprise merge agreement rules enforced using business rules engine What-if analysis/ simulation capability to reduce errors and efforts in governance

Easy to Consolidate and Share Trusted Data Deliver Unified Enterprise View High performance bulk import with embedded data quality checks and simulation capability Comprehensive cross reference management (1:1, 1:M) Composite and granular web service library Enterprise Manager integration for Business Transactions and Services Monitoring Business events raised based on customer record operations

Single Platform for Multi-Domain MDM Best-of-Breed Standard Based Platform Oracle Fusion Middleware Oracle Exa* / Database Customer Supplier Asset Product Location Employee Financial MDM Platform Foundation Enterprise Schema & Common Services Enterprise Data Quality Fusion MDM 11g R1 Data Governance & Compliance Enterprise Analytical MDM Supports multiple MDM deployment styles Integrated application composers Centralized deployment templates and tasks Streamlined migration utility Integrated diagnostic tests Embedded business rules engine and change management workflows Complex event processing and business activity monitoring Single platform for best of breed multi domain master data management. Supports all MDM deployment styles from consolidation to registry to transactional. Integrated application composers delivers ease of extension and configurability Centralized deployment template and tasks reduces deployment and maintenance efforts

Fusion Customer Hub Architecture Color Key: Fusion Customer Hub Architecture UI Layer Web Based UI Web Services Framework Tooling Steward Dashboard CPUI CDM/Hub Configuration Extensibility Admin Jdeveloper/ADF Web Services Interfaces Logic Layer CRM Extensibility EO VO Merge Rule Agreement Extensibility Schema Data Quality Services Merge Framework UI Workflow Fusion Middleware Integration Layer BPEL OBR ESS ODI Fusion Schema DQ Schema 3rd Party Schema Data Copyright © 2011, Oracle and/or its affiliates. All rights reserved.  Oracle Proprietary and Confidential

Fusion Customer Hub 11g R1 – EAP Customers Separate out Customer Master functionality and update with a more modern and easier to use technology stack. Uses Fusion Customer Hub as the foundation for phased migration of global single instance of EBS onto Fusion Customer Master on the Cloud to consolidate data from multiple CRM, ERP applications, improve data quality, and enforce enterprise governance. Customer data management foundation for Fusion CRM, evolving into a full scaled customer master in Phase II. Customer Master to deliver consolidated customer/prospect information for marketing and sales operations Customer Master to consolidate data from CRM and ERP. 14

Supported on On Premise but not SaaS Direct Access to Database Able to view database information via SQL Able to conduct batch data loading using ETL Bulk Import functionality is available and supported Direct Access to Fusion Middleware Able to subscribe to events raised and registered by the application Able to utilize Fusion middleware for orchestrated integration Access to data warehouse Embedded analytics and dashboards utilizing DW Copyright ©2011, Oracle. All rights reserved. Oracle Confidential

Migration Patterns

Complete Choice Customers Choose the Next Steps Continue on Your Current Path Upgrade to the latest release of your existing Oracle applications portfolio Adopt a Co-Existence Strategy Add new Fusion Applications modules or pillars to your existing Oracle applications portfolio Embrace the Complete Suite Deploy the comprehensive suite of Fusion Applications products

Fusion Customer Hub with Existing Applications Deployment Scenarios Registry Hub Transaction Hub CRM ERP SCM HCM FIN Web Fusion Customer Hub CRM ERP SCM HCM FIN Web Fusion Customer Hub u New/Updated Customer u New/Updated Customer Consoli-date Consoli-date Cleanse Cleanse Master Master v DW v Consolidated Customer Govern DW Consolidated Customer Govern Share Share Fusion Customer Hub will link customer data and distribute to datawarehouse, Customer data in txn apps are not impacted Fusion Customer Hub will consolidate customer data and distribute to txn apps and datawarehouse

Starting Point: All Modules in eBS All application modules reside in the eBS global single instance eBS integrates with DW and other applications eBS Global Single Instance Customer Data Hub ERP FINS HCM CRM We’ll walk through each integration point Web Legacy DW

Fusion – eBS Coexistance: Consolidate Customer Data Into Fusion Consolidate customer data into Fusion Customer Hub New applications integrated to Fusion, no change to existing app Cross reference in Fusion can be utilized by orchestrated flows Fusion eBS Customer Data Hub Customer Hub ERP FINS HCM CRM We’ll walk through each integration point New App1 New App2 New DW Web Legacy DW

Fusion – eBS Coexistance: Synchronization between Fusion and AU, Dual Master Sync between Fusion Customer Hub and eBS Customer Hub Start to migrate integration to eBS into Fusion Customer Hub Migrate selected application modules from eBS to Fusion Fusion eBS Customer Hub Customer Data Hub ERP CRM FINS HCM We’ll walk through each integration point New App1 New App2 New DW Web Legacy DW

Fusion – eBS Coexistance: Synchronization between Fusion and AU, Fusion as Master Sync between Fusion Customer Hub and eBS Customer Hub All other applications integrated into Fusion as the master Migrate selected application modules from eBS to Fusion Fusion eBS Customer Hub Customer Data Hub CRM ERP FINS HCM We’ll walk through each integration point New App1 New App2 New DW Web Legacy DW

Fusion – eBS Migration: Fusion as Enterprise App Platform All application modules migrated from eBS to Fusion All other applications integrated into Fusion as the master Fusion Customer Hub CRM FINS HCM ERP We’ll walk through each integration point New App1 New App2 New DW Web Legacy DW

Q&A