1. Oracle Customer Hub (UCM) 8.2 – List Import Oracle MDM Product Management

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3. Copyright © 2006, Oracle. All rights reserved. 3 Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracle’s prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality are always at Oracle’s sole discretion. This document is not considered part of the applicable program documentation. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code. 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.

4. © 2008 Oracle Corporation – Proprietary and Confidential 4 Agenda Introduction End to End UCM Batch Flow using List Import List Import Configuration Demo – Use case 1 Demo – Use case 2

5. © 2008 Oracle Corporation – Proprietary and Confidential List Import - New Functionality Empower Business Users to bulk load data into the Hub Full configurability due to Metadata driven approach Ability to Pre-define Templates, schedule jobs, monitor status Flat Files and XML can be uploaded Monitor/Fix the batch loads like any manually loaded job Incomplete View for Error Resolution New view to fix incomplete transactions List Import available as a Web Service Automate batch loads using Web Service

6. © 2008 Oracle Corporation – Proprietary and Confidential 6 End to End UCM Batch Flow using List Import Load the Batch data in a Queue (xml) Batch Data is loaded to corresponding EIM Tables Load the data from EIM Tables to SDH Tables Best Version record is stored in the base table Best Version data is published to the Subscribing systems Run Batch Data Management WF.UCM Services for Cleansing, Matching and Survivorship are called internally Load the Data from a flat file using List Import Utility Load the Data from an xml file using List Import Utility Data Steward to manually correct the unprocessed records in the SDH Table from Siebel UI

7. © 2008 Oracle Corporation – Proprietary and Confidential 7 Import View Available under UCM-> Administration Universal Customer Master screen The Import is a two step process: Use the Utility to load the data into UCM SDH Tables. Run the UCM BDM batch WF that calls existing UCM services for data cleansing, data matching and survivorship to load the data to UCM Base Tables. Executing List Import

8. © 2008 Oracle Corporation – Proprietary and Confidential Configure List Import Enable Validation Process within List Import. Enable Launching UCM Batch Process (BDM) within List Import. Configure Additional Import Field Mapping. Configure Additional Child Objects for Import.

9. © 2008 Oracle Corporation – Proprietary and Confidential Enable Validation Process The Validation Process operates on records already imported into SDH tables; it checks if any required fields specified in the Import Mapping are missing in the imported records. Any record that fails the validation process will have its UCM Type Code changed from ‘Batch’ to ‘Incomplete’, and the validation status is inserted in the Error Message field. To Enable Validation Process within List Import: In System Preferences, set: Name => UCM Import: Enable Validation Value => True

10. © 2008 Oracle Corporation – Proprietary and Confidential Enable Launching BDM Process The UCM Batch Process (BDM) is an existing process to move records from staging SDH to base tables. it can be initiated as a server task outside of List Import utility. To launch BDM process automatically within List Import after records are imported into SDH tables: In “UCM List Import Service” Business Service User Prop, specify the workflow name to be used. For example: UCM Batch Process. Specify the default values in WF Process Prop; List Import will invoked the BDM process as a workflow so it will take the default values from WF Process Prop. In System Preferences, set: UCM Import: Enable Launch BDM => True

11. © 2008 Oracle Corporation – Proprietary and Confidential Configure Import Field Mapping For this release, we support import Account and Contact as parent objects. The import field mapping is specified in the Business Component User Prop for Account and Contact SDH Buscomp. The import field mapping for child objects are also included in the parent SDH Business Component User Prop. To configure additional import field mapping: Create a new user prop in Account or Contact SDH Business Component with the following format: Name => Map:[Object].[Field] Value => [SDH Business Component Name].[Business Component Field name]

12. © 2008 Oracle Corporation – Proprietary and Confidential Configure Child Object for Import – Cont. To configure additional child objects for import: Select the child SDH business component that you want to import. For this example: UCM Contact Privacy Source Data and History. In the child SDH buscomp, add the Business Component User Prop: “Parent SDH Id Field Name”. The value is the field that contains its parent SDH id. For this example: “Contact SDH Id“. In the parent SDH buscomp, add the additional field mapping for the child object. For example: Name: Map:Privacy.Do Not Call Flag Value: UCM Contact Privacy Source Data and History. FTC Do Not Call Flag

13. © 2008 Oracle Corporation – Proprietary and Confidential Configure Child Object for Import Contd.. For this release, we support import a parent Account along with its child Contacts and Addresses; we also support import a parent Contact along with its child Accounts and Addresses. To import multiple child records per parent record, for example importing a Contact with multiple Addresses, we need to use XML file format. In text file format, we can only specify a single Address per line (per Contact record).

14. © 2008 Oracle Corporation – Proprietary and Confidential 14 Demo – Scenario 1 Scenario 1 – Create a New Import Job to Import Accounts Step 1: Review the file to be imported Step 2: Create an Import Job Step 3: Create Import mapping Step 4: Run the Import Job Step 5: Review job status Step 6: Verify the records in the SDH and base table

15. © 2008 Oracle Corporation – Proprietary and Confidential 15 Demo – Scenario 2 Scenario 2 – Reviewing and Correcting the records from Incomplete Transactions View Step 1: Review the file to be imported ( Delete the Account Name from one of the records) Step 2: Create a new Import Job Step 3: Use the mapping created in Scenario 1 Step 4: Run the Import Job Step 5: Review job status Step 6: Review Incomplete Transactions Step 7: Correct Incomplete Transactions Step 8: Run BDM Workflow from the UI Step 9: Verify the records in the base table

16. © 2008 Oracle Corporation – Proprietary and Confidential 16 Additional Resources CDI Kiks Page https://kix.oraclecorp.com/KIX/display.php?labelId=3548&articleId=46757 MDM web site: http://my.oracle.com/portal/page/myo/CRM/Master%20Data%20Management For More Information about our Products http://www.oracle.com/products/ For More Information about Education http://www.oracle.com/education/index.html For More Information about Support http://www.oracle.com/support/ For Metalink Information: http://metalink.oracle.com/

17. Copyright © 2006, Oracle. All rights reserved. Thank You Narayanarao Machiraju, Principal Product Manager Narayanarao.machiraju@oracle.com