1. Fusion Customer Data Quality
Madhuri Nandella
Product Management, Fusion CRM

2. Agenda Fusion Customer Data Quality Solution Overview Matching
<Insert Picture Here>
Fusion Customer Data Quality Solution Overview
Matching
Cleansing
Data Quality Configuration
Oracle Confidential

3. Oracle Fusion Customer Data Quality
<Insert Picture Here>
Oracle Fusion Customer Data Quality
It was important for Fusion PRM to address these Channel Challenges, so we decided to focus in 3 Key Areas
Oracle Confidential

4. Data Quality Functionality
Feature
Functionality
Customer Data example
Profiling
Understand data status, deduce patterns
Tel# is null 30%
LName + FName (Asian Countries); FN+MN+PN+LN (Latin);
Cleansing
Spot and correct data errors; transform to std format/phrase
Addr = #, street, city, state, zip, country; St, Str = Street (ENU/DEU);
Comprehensive data quality
Matching
Identify and eliminate duplicates
Bob= Robert Catherine=Kathryn=Kathy=Cathy
Attach additional attributes and categorizations
Enrichment
Oracle USA: “Public, 500 Oracle Parkway, Redwood City, CA”
Batch and Real-time

5. Data Profiling and Standardization OEDQ (Standalone)

6. Data Profile & Standardization OEDQ (Standalone)

7. Data Profiling & Metrics Measure and Analyze
Key Day-to-Day Data Steward tool
monitors MDM data quality
Help to invoke corrective actions
Non-intrusive profiling
Effective and efficient
Multiple dimensions for analysis
Help to ensure completeness of data

8. Matching Real-Time and Batch
Offered through an integration with Informatica Identity Resolution engine
Provides matching on organization, person and address objects.
Available in real-time and batch modes
Identifies fuzzy matches in real-time during entry and presents potential matches in the order of relevancy.
Identifies duplicate records within the registry or within incoming import batches.
Provides ability to match against multiple addresses or multiple phones, s for Organizations or Person.
Configurable search strategies, available at run-time, to balance performance and comprehensiveness of search.

9. Matching Sophisticated fuzzy logic/algorithms
Unprecedented Global Coverage
56+ Languages/locales
Cross script matching
In use on systems with > 800 million records
> 250,000 txn/hour on large credit systems
> 1.5 million txn/hour on screening app
11,000 million index entries on one database
30,000,000 real time transactions in an hour
Proven Performances
Not just number of records but also volumes of Txns
Flexible & Adaptive
Smart indexing & fuzzy logic to emulate expert reasoning
Highly configurable

10. Oracle Confidential – covered under NDA
Real Time Matching
Real-Time Matching Service
Used by CPUI for duplicate prevention during real time data entry
Returns matched organizations or Persons
The real time matching service is leveraged by various CPUI components which are used by other fusion application to create and update TCA data. When a user create a person or organization along with other attributes, the real-time matching service finds all possible duplicates within the registry and provides user with all possible duplicates.
The service can be called in Error and Warning mode. When called in Error mode, the user is not restricted from entering a duplicate if the service find duplicates. The Warning mode also shows the user all the possible duplicates to the input data but gives the user an option to choose an existing record or create a new record.
The batch matching service takes either a subset of records of the registry or select the entire registry to identify duplicates. The Data Steward already has some intelligence about the registry database such as an new influx of data in a specific date range or created by a particular application or individual. Then he/she can define the the batch to select just the relevant subset of data.
The data steward has an option to find duplicates WITHIN the subset defined, or find duplicates OF the subset throughout the database. For example, if my subset is all parties last updated yesterday, I can chose to find dupes within the subset “that were entered or updated yesterday” OR duplicates of that subset within the entire database
Similarly, it is also used by the bulk import program to identify duplicate records with the interface data and to find duplicates between the interface data and the registry.
© 2008 Oracle Corporation – Proprietary and Confidential
Oracle Confidential – covered under NDA

11. Matching Real-Time Match Organization Service (Sample)
<soap:Envelope xmlns:soap="
<soap:Body xmlns:ns1="
<ns1:matchOrganization>
<ns1:input xmlns:ns2="
<ns2:DataQualityRequestId/>
<ns2:ConfigCode>RT_ORG_DUP_PREV</ns2:ConfigCode>
<ns2:ErrorCode/>
<ns2:Message/>
<ns2:DataQualityOrg>
<ns2:OrganizationName>Yamaha Inc</ns2:OrganizationName>
<ns2:OrganizationType></ns6:OrganizationType>
<ns2:AddressIdentifier></ns6:AddressIdentifier>
<ns2:AddressLine1></ns6:AddressLine1>
<ns2:AddressLine2></ns6:AddressLine2>
<ns2:City></ns6:City>
<ns2:ContactPointIdentifier></ns6:ContactPointIdentifier>
<ns2:Country></ns6:Country>
</ns2:DataQualityOrg>
</ns1:input>
</ns1:matchOrganization>
</soap:Body>
</soap:Envelope>

12. Matching Real-Time Match Person Service (Sample)
<soap:Envelope xmlns:soap="
<soap:Body xmlns:ns1="
<ns1:matchPerson>
<ns1:input xmlns:ns2="
<ns2:DataQualityRequestId/>
<ns2:ConfigCode>RT_PERSON_DUP_PREV</ns2:ConfigCode>
<ns2:ErrorCode/>
<ns2:Message/>
<ns2:DataQualityPerson>
<ns2:PersonName>Larry</ns2:PersonName>
</ns2:DataQualityPerson>
<ns3:DataQualityParam xmlns:ns3="
<ns3:ParamName>MaxNumReturn</ns3:ParamName>
<ns3:ParamValue>10</ns3:ParamValue>
</ns3:DataQualityParam>
</ns1:input>
</ns1:matchPerson>
</soap:Body>
</soap:Envelope>

13. Matching Real-Time Match Location Service (Sample)
<soap:Envelope xmlns:soap="
<soap:Body xmlns:ns1="
<ns1:matchLocation>
<ns1:input xmlns:ns2="
<ns2:DataQualityRequestId/>
<ns2:ConfigCode>RT_LOC_DUP_PREV</ns2:ConfigCode>
<ns2:ErrorCode/>
<ns2:Message/>
<ns2:DataQualityLocation>
<ns2:AddressLine1>2 Folsom Street</ns2:AddressLine1>
<ns2:AddressLine2>Suite200</ns2:AddressLine2>
<ns2:City>San Francisco</ns2:City>
<ns2:Country>US</ns2:Country>
</ns2:DataQualityLocation>
</ns1:input>
</ns1:matchLocation>
</soap:Body>
</soap:Envelope>

14. Address Cleansing Standardize & Validate against References
Powerful Parsing and Standardization
Advanced Validation of addresses
Supports over 240 countries
A single service cleanses addresses across all countries.
Can be invoked in 2 different modes: Correct and Suggest

15. Address Cleansing Real-Time and Batch
Offered through an integration with Address Doctor (acquired by Informatica)
Provides address validation and standardization to meet country specific postal standards
Available in real-time and batch modes
Real-Time address cleansing is fully integrated into Fusion CRM and Customer Hub.
Real-Time Address cleaning available as a service that can be called from spoke systems
Highly performant batch address cleansing available in automated and simulated modes.
Oracle Confidential – covered under NDA

16. Real Time Data Cleansing
Real-Time Cleansing Service
Used by CPUI for address cleansing during real time data entry
Returns matched, validated address or error code/message
The real time matching service is leveraged by various CPUI components which are used by other fusion application to create and update TCA data. When a user create a person or organization along with other attributes, the real-time matching service finds all possible duplicates within the registry and provides user with all possible duplicates.
The service can be called in Error and Warning mode. When called in Error mode, the user is not restricted from entering a duplicate if the service find duplicates. The Warning mode also shows the user all the possible duplicates to the input data but gives the user an option to choose an existing record or create a new record.
The batch matching service takes either a subset of records of the registry or select the entire registry to identify duplicates. The Data Steward already has some intelligence about the registry database such as an new influx of data in a specific date range or created by a particular application or individual. Then he/she can define the the batch to select just the relevant subset of data.
The data steward has an option to find duplicates WITHIN the subset defined, or find duplicates OF the subset throughout the database. For example, if my subset is all parties last updated yesterday, I can chose to find dupes within the subset “that were entered or updated yesterday” OR duplicates of that subset within the entire database
Similarly, it is also used by the bulk import program to identify duplicate records with the interface data and to find duplicates between the interface data and the registry.
© 2008 Oracle Corporation – Proprietary and Confidential
Oracle Confidential – covered under NDA

17. Matching Real-Time Cleanse Address Service (Sample)
<soap:Envelope xmlns:soap="
<soap:Body xmlns:ns1="
<ns1:cleanseAddress>
<ns1:input xmlns:ns2="
<ns2:DataQualityRequestId/>
<ns2:ConfigCode>RT_LOC_CLEANSE</ns2:ConfigCode>
<ns2:ErrorCode/>
<ns2:Message/>
<ns2:DataQualityAddress>
<ns2:DataQualityRecordType/>
<ns2:AddressLine1>500 oracle pky</ns2:AddressLine1>
<ns2:AddressLine2/>
<ns2:AddressLine3/>
<ns2:City/>
<ns2:Country>US</ns2:Country>
<ns2:CountrySubEntity/>
<ns2:LocationIdentifier/>
<ns2:PostalCode>94065</ns2:PostalCode>
</ns2:DataQualityAddress>
</ns1:input>
</ns1:cleanseAddress>
</soap:Body>
</soap:Envelope>

18. Data Quality Configuration
<Insert Picture Here>
Data Quality Configuration
© 2008 Oracle Corporation – Proprietary and Confidential

19. Oracle Confidential – covered under NDA
Navigation Path
Setup and Maintenance
DQ Setup Tasks
Sitemap
Oracle Confidential – covered under NDA

20. Fusion Data Quality Connector Setup Server Configuration
Register the Cleansing and Matching Server
Server Address/Host information, Server parameters
© Copyright 2008, Oracle Internal, Restricted Confidential

21. Fusion Data Quality Configuration Matching Configuration
Setup and/or edit matching configurations
Score Threshold
Search Level (Breadth of search)
Match Level (Degree of Matches returned)
Matching, filtering and ranking of the candidates returned from a search is affected by decisions on the
following Standard Population components:
Match Purpose - the fields used in Matching and the business purpose of the Match
Match Level - the degree of Match chosen
© Copyright 2008, Oracle Internal, Restricted Confidential

22. Fusion Data Quality Configuration Data Synchronization
Setup data synchronization options and kick off the synchronization process
Sync Start Time
Enable Tables to be Synced
© Copyright 2008, Oracle Internal, Restricted Confidential

23. Fusion Data Quality Configuration Cleansing Configuration
Setup and/or edit cleansing configurations (Pre-defined)
Cleansing parameters
Licensing/postal address files (Data Quality Engine)
© Copyright 2008, Oracle Internal, Restricted Confidential

24. Demo Scenario User Roles
First role – Sales Representative/Sales Administrator enters customer info
Data Quality Demo:
Create a new Customer with an address
Verify Address using the real-time address validation service
Save
Review Matches

25. Q & A
And with this, I’ll it up for questions.
Oracle Confidential

26. Oracle Confidential