2. Oracle Master Data Management
400+ Customers; 2 Billion+ records mastered
3. References – Cleanse & Match Detail
Customer Cleanse Match Volume Canal
Areva (France) D&B DQMS* 100K B2B
L’Oréal (France) Exalto DQMS * 15M B2C
target +100M
(Trillium) (Trillium)
Darty (France) Uniserv 2 Trillium DQMS * 16M B2C
Home Depot FirstLogic FirstLogic 20M B2C
Endesa Informatica Informatica 22M B2C
Nokia Trillium Trillium 3M (B2B) B2C + B2B
target +200M
Telecom Italia Mobile Trillium DQMS* 25M B2C + B2B
ENI D&B DQMS* 800K B2B
KPN N/A DQMS* 17M B2C + B2B
Turkcell ISS** ISS** 15M B2C + B2B
UMB Bank Trillium DQMS* 2M B2C
MCI US Ascentials*** Ascentials*** 10M B2C
* DQMS (Oracle Data Quality Matching Server) is a third party matching engine (from Identity Software) fully integrated to the platform
and sold as an option of the Oracle Customer Hub.
** ISS is an other product from Identity Software
** Ascentials is now WebSphere Data Quality Stage sold by IBM.
4. Key Industry Drivers - Oracle MDM Solutions provide Common Customer
View and Common Product view for retailer to build
Customer Intelligence customer intelligence on segment and preferences
across different systems, channels and regions
Harnessing intelligence about customer
segmentation and customer preferences can Connected customer experience across channels
be directly translated to profits can allow to tap into high spend customer
Customer intelligence to know your top
customers and tightening the bond
with them allows to capture additional
30-40% share of the wallet
Source: Mckinsey Retail Practice
5. Introduction to MDM
Types of Data in an Enterprise
• Describes an Enterprise’s Operational State
Transactional • Ex. Quantities, Orders, Opportunities,
Inventory, Balances, Leads, Service Requests,
Data
Payments, Promotions, etc.
• Describes an Enterprise’s Business Objects
• Objects upon which transactions are executed
Master
Data • App specific data remains federated
• Dimensions around which analysis is done
Enterprise
Data
• Describes an Enterprise’s Performance
Analytical • Ex. Trends, Segmentation, Forecasts, Sales
Data history, Buying patterns, Propensity to buy in
the future, etc.
6. MDM Analysts View
Source: Forrester Research (December 2006)
Source: Gartner Research (July 2007)
• Oracle Siebel Customer Hub (UCM) is part of the leader quadrant with the biggest market
share.
• Oracle has the biggest capacity to execute MDM projects with the largest internal expert
team and trained ecosystem of partners.
7. Oracle is #1 for Customer and Product Hubs
(Source ARC report 2007)
• Oracle has more 400 customers world wide using the MDM solution. As per
ARC report 2007, Oracle #1 for customer and product hubs solution in 2006
market share.
• We also have a large set of references on which we will link you when needed.
8. Standard Customer Create Process
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
9. UCM Leverages Customer Process Creation
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
UCM
CRM
10. Load & Store
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
11. Application Authorization
Full access
Authorization
Call
Center
Assigns differentiated
Create / Read / Update /
BI Loan
Delete rights to the
Update
individual operational
Full access
Accounts
applications
Configurable at the
Mortgage
PLM
Account, Person,
Household level
Create / Update
Full access
Persons
GUI configuration screen
Leasing
Partner
Read only Full access
Web site Treasury
Create / Update
Read only
Accounts
12. Load
High-Volume Batch Integration
Siebel Application Server
UIWeb
Layer
Server
• Full Import / Update / Export / Bus Logic Layer EAI
Delete / Merge Functionality Enterprise Integration Manager
• Optimized for Millions of
Transactions per Hour
• Interface Tables Provide Fixed, UCM
Simplified View of Data Model
• Allows underlying data model to
grow Interface Base
Tables Tables
without breaking integrations
XML
External Data
Flat Files
Applications
Stores
13. Store
UCM Dedicated Schema
Source Data and History Best Version Information:
Current 8.x Party Model
Name & Contact Info
• Name & Contact Info
Relationships
S_ORG_EXT Name
Relationships
S_CONTACT •• Name
S_ORG_EXT Personal Address
• Employee of a Company
S_CONTACT •• Personal Address
• Employee of a Company Phone Numbers
• Customer of a Company •• E-mail Numbers
Phone
• Customer of a Company
•• E-mail
• Affiliations with Org …
• Affiliations with Org • …
• Member of a Household Privacy
• Member of a Household
• Privacy Option
Privacy
•• Privacy Option
Don’t e-mail
•• Don’t e-mail
Don’t call
•• Don’t call
Don’t mail
•• Don’t mail
….
• ….
Consumer Profile
Party Consumer Profile
asdf;lka
Party • Personal
sfdlkasd S_UCM_ORG_EXT S_UCM_CONTACT •• Personal
Financial
asdf;lka
S_UCM_ORG_EXT S_UCM_CONTACT •• Financial
fasdafsd ….
Person
sfdlkasd • ….
Person
fjk;k asdf;lka
fasdafsd
sfdlkasd
fjk;k Household Products Purchased
Household
fasdafsd Products Purchased
fjk;k
Company
Company
Interactions
S_CIF_EXT_SYST Interactions
S_CIF_EXT_SYST • Sales calls
•• Branchcalls
Sales visits
• Branch visits
• Customer service calls
• Customer service calls
Customer Value
S_UCM_ORG_CHLD S_UCM_CON_CHLD Customer Value
S_UCM_ORG_CHLD S_UCM_CON_CHLD
14. Cleanse
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
15. Cleanse Data through Universal Connector
Data Cleansing
Cleanse Cleanse step invokes the Siebel
Universal Connector, a uniform way
for partners to integrate data quality
Universal solutions with Siebel software
Connector
Partner solutions plug data
cleansing engines into the UCM data
management process
Alliance
Partner Data cleansing provides:
Address correction and
validation
Corporate standardization of
information, including correct
capitalization and punctuation
16. Enhance Customer
Acxiom Knowledge Data Base Integration
Call
Web
Center
SCM
site
SCM
Marketing
SFA legacy
Integration Layer
Oracle MDM Web Services
Cross
Services
Consolidate Audit & Control
Oracle
MDM
Reference
Govern
Manage Events Publish
Oracle MDM Schema
Batch or Interactive Delivery
Acxiom Customer Data Integration Services
Clean Recognize Enrich Protect
Acxiom Knowledge Base
17. Data Quality functionality in a glance
Feature Functionality CDI example
Deduce meaning Name: LN+FN
from unstructured (CHS,KOR,JPN);
Profiling
Profiling
patterns FN+MN+PN+LN
(Latin);
Create structured Addr = #, street,
records from city, state, zip,
Parsing
Parsing
unstructured data country;
Spot and correct
Bill = William
Comprehensive Cleansing and data errors;
Comprehensive Cleansing and St, Str = Street
data quality Standardization transform to std
data quality Standardization (ENU/DEU)
format/phrase
St = Saint (FRA)
Haidong Song = 宋
Spot and
海东 =
eliminate
Matching and
Matching and
duplicates
de-duplication
de-duplication
Haidong Song:
Attach additional
“single, 1 child,
attributes and
Enrichment Summit Estate,
Enrichment
categorizations
DoNot Mail”
Batch and Realtime
18. Match
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
19. Embedded Matching Server
Data Matching
Match step in the process invokes
the Siebel Data Quality Matching
Server embedded matching engine
Match
Optionally, the Match step could call
the Universal Connector to invoke a
partner matching engine
Universal
Connector Data Matching provides a match
Siebel Data
Quality score, which is a confidence level that
Matching a record being processed is a
Server Alliance duplicate of existing Best Version
Partner
Record(s) within the system
20. Flexible Matching Thresholds
100%
Auto-Match,
Consolidated Records
97% Auto-match Threshold
Suspect Match,
Flag for Manual Review Configurable
80% Manual Threshold
No Match,
Create New Record
0%
21. New
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
22. Flexible Universal ID Creation
Universal ID
Petit
Bateau
Universal ID can be
Yves
generated for non-party
Stanhome
Rocher
objects instead of just party
objects in previous versions
The column to store
Universal ID can be
PLM
configured, which offers more
Custom
flexibility for use
Customers can plug in their
Universal ID: own Universal ID generation
1ASCLSCC algorithm to customize the
Web
Partner
format and content of
universal ID
OSS SCM
23. Link
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
24. Links Source ID to Universal ID
New Customer
Cross-Referencing
UCM Cross-Referencing
Petit
component links the newly
Bateau
Pierre created Universal ID to the
Yves
Ricaud
Rocher
existing source customer ID
Customer ID:
23-3445 UCM maintains these identifier
relationships over time
After this link is established,
Custom
source systems can reference a
PLM
customer by the Universal ID, or
continue to use the source
Universal ID:
customer ID
1ASCLSCC
Web
Partner
UID App ID
1ASCLSCC Yves 23-3445
OSS SCM
Rocher
25. History and Audit Trail
Enhanced Audit Trail
UCM captures incoming source
records from contributing
systems
Provides data stewards the
ability to restore customer
profiles from any point in time
Allows users to view all
changes that have occurred to a
record including old and new
values and who made the change
Audit records merge and
unmerge events
26. Publish
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
27. Publish and Subscribe
Publish/Subscribe Service
The publish/subscribe service
publishes new and updated
customer information to
subscribing systems
Data stewards enter source
system subscribe preferences
including:
Which source systems
Which data entities: Individuals,
Companies, etc.
Transport protocols
Real-time or nightly batch
28. UCM integration modes
Application
UI
Web Server
Integration
Siebel Application Server
UI Rendering Layer
Application
Service Oriented Business
EAI LogicWeb
Integration Layer
Serve
r
EAI
Data Layer
High-Volume
Batch Integration UCM
29. High-Volume Batch Integration
Siebel Application Server
UIWeb
Layer
Server
• Full Import / Update / Export / Bus Logic Layer EAI
Delete / Merge Functionality Enterprise Integration Manager
• Optimized for Millions of
Transactions per Hour
• Interface Tables Provide Fixed, UCM
Simplified View of Data Model
• Allows underlying data model to
grow Interface Base
Tables Tables
without breaking integrations
XML
External Data
Flat Files
Applications
Stores
30. UI Integration
• UCM to display its content in a Portal
UCM Data in Custom UI
Enterprise Server
Web Server SWSE
Siebel Application Server
UI Layer
Busines
s Logic EAI
Layer
EAI
Data Layer
UCM
31. Service Oriented Integration
Standards
based
Integration
• Siebel’s Service Oriented,
Support for
Business Logic Integration
packages Web Server
allows applications
XML
• Consuming and Providing Siebel Application Server
Web Services
Services UI Layer
JMS
• Strong Interoperability Integration
MQ/MSMQ
Servers
Siebel
JCA Bus Logic
JDB Layer
EAI
BAPI/IDOC EAI
SAP Data Layer
CORBA
ORACLE
…
Legacy
Unix MSFT
32. Application Integration Architecture
Oracle’s Open, Standards
& SOA-Based Approach Oracle Fusion Middleware
to Cross-Applications Process • Best in class technical foundation for
developing packaged integrations
Orchestration
• SOA Suite provides the methodology and tools
to control deployments
Process Integration Packs
• Based on pre-defined business objects and
web services
• Pre-built, BPEL-based, sustainable
integrations
Industry Reference Models
• Documented best-practice business processes
by industry
• Create unique, upgrade-protected flows across
heterogeneous environments
33. UCM Pre-Built Business Services
Siebel UCM Services
Interfaces
Look Up Customer Look Up Profile
Look Up Relationship Manage Product
Manage Address Look Up Product
Look Up Address Look Up External ID
Manage Profile Update Contact
Lookup Accnt Activity Insert Account Profile
Lookup Household Delete Account
Insert Contact Relationship …
Data Administration
Merge Unmerge
Match Cleanse
Suvivorship Audit
History Management UID
Security Visibility
… …
34. SOA Pre-Packaged Business Services
• Common Modules
• Sales/Marketing Modules
• Products
• Opportunities
• Assets
• Leads/Prospects
• Pricing
• Quotes
• Orders
• Sales Process Coach • Persons/Contacts
• Sales Tools • Companies
• Forecasts • Households
• Territory Management • Employees/Users
• Partners/Competitors
• Core Services
• Hierarchies
• Reports
• Address/Contact Points
• Import/Export • Attachments
• Search • Activities
• List Management • Notes
• Assignment • Referrals
• Recycle Bin • Approvals
• Platform
• Help
• Analytics (including UI)
• Audit Trail
• Handheld
• Company Administration
• Word/Excel/Outlook/SharePoint/IM
• Voice/CTI Integration
• Rules • Multi-tenancy
• Service Modules • Site Administration (company signup
and provisioning)
• Service Requests
• Site monitoring/diagnostics
• Entitlements/Service
• User and Password Mgmt
Agreements
• Security/Access Control/Data Visibility
• Solutions
• Run-Time Customization (fields,
LOVs, layouts)
• Business Processes
• Globalization
35. Proactive Events and Policies
Privacy Management
Proactive Events and Policies
Responds proactively to
customer lifecycle events
Rules Editor (GUI)
(change of address, opening of
new account, etc.) with
meaningful alerts and triggers
Rules Engine
Defines and executes privacy
and regulatory rules to ensure
compliance
Rules Repository /
Knowledge Base Privacy, Regulatory,
Corporate
Manages and audits events
and policies centrally and
consistently across the
enterprise
36. Survivorship
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
37. Survivorship
Consolidates multiple records into Master
First Mary First Mary Name Mary
Last Smith Last Evans Last Smith
Which last name doesAddress1 1867 Pierce
Address1 1867 Pierce Address1 2333 Harrison
Address2 #4 use today?
Mary Address2 #4 Address2
City San Francisco
City San Francisco City Piedmont
State CA 94110
State CA 94110 State CA 95810
Tel. 415-437-1790
Tel. 510-681-1399
is Tel.
correct?415-437-1790
Which address
ID 117-78-1856
ID 117-78-1856 SSN 117-78-1586
Status Divorced
Status Single Status Divorced
Since 1990
Since 1974 Since 1996
Is this her latest phone number?
38. Consolidate Customer Information
Survivorship Infrastructure
Survivorship
Survivorship rules govern the
resolution of data conflicts –
when different sources have
different values for the same
attribute
Attribute Comparison
Groups method Survivorship rules comparison
methods:
– Recent – Most recent data
“wins”
– History – Oldest data “wins”
– Source – Data with highest
confidence ‘wins”
Survivorship Rules are created
for Attribute Groups – logical
groupings of customer attributes
39. Consolidate Customer Information
Unmerge
Unmerge
Merge Unmerge Records that were merged by
Timeline event event
mistake can be split apart
UCM leverages Source Data
and History capability to
A A” “resurrect” the profiles from
the time of the merge
A’ A”
Any updates to the combined
B B
profile since the merge
events will be applied to one
of the unmerged records
There are changes All changes an
and updates to the updates are applied
profile after the to the surviving
merge record. The victim
record is resurrected
from before the
merge
40. Link
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
41. Link - Survivorship
Cross-Referencing
Petit
Bateau Stores all customer identifiers
for the operational applications
Yves Rocher Customer ID: Stanhome
GH78GH connected to Siebel UCM
Customer ID:
Customer ID:
A31-32Z
23-3445 Provides critical mappings used
Customer ID: for data synchronization,
B37-84U
reporting, and analytics
Supports 1-to-many cases in
Custom
PLM
which multiple customer records
exist in an application that map
to one master customer record
Universal ID:
1ASCLSCC
Useful to integrate with product-
Web
Partner
centric applications
UID App ID
1ASCLSCC Yves Rocher A31-32Z
OSS SCM
1ASCLSCC Yves Rocher B37-84U
1ASCLSCC Petit Bateau GH78GH
1ASCLSCC Stanhome 23-3445
… … …
42. Manual Review
Survivor-
ship
Yes
Yes
Maybe
Load & Manual
Cleanse Match Publish
Link
Store Review
No
No
New
43. Manual Review
Data Steward UI for Decisions and Corrections
• Data Stewards are provided a
rich User Interface for Manual
Lookup and Correction
• Review professional and
personal relationships
• New types of relationships can
be easily defined by business
users
• Data Management Delegation
to Business
• Unique Framework for
managing the Global
Customer Life Cycle
44. Data Profiling and Customer Insight
• Data Profiling Dashboards
• Data completeness
• Data accuracy and validity
• Data duplication
• Customer Insight Dashboards
• Hierarchical rollups
• Market and LOB segmentation
• Customer value
• Integration with OBIEE
• Siebel UCM can feed OBIEE
ETL
• OBIEE can provide in flight
dashboards for data stewards
and business users
45. Modularité du traitement de la qualité
des données
• Option 1 : Siebel CRM + ISS
Siebel
ISS
• Base CRM CRM
• Services de Qualité de Données (ISS)
• Profiling
• Parsing
• Cleansing and Standardization
• Matching and de-duplication
• Enrichment
46. Data Quality functionality in a glance
Feature Functionality CDI example
Deduce meaning Name: LN+FN
from unstructured (CHS,KOR,JPN);
Profiling
Profiling
patterns FN+MN+PN+LN
(Latin);
Create structured Addr = #, street,
records from city, state, zip,
Parsing
Parsing
unstructured data country;
Spot and correct
Bill = William
Comprehensive Cleansing and data errors;
Comprehensive Cleansing and St, Str = Street
data quality Standardization transform to std
data quality Standardization (ENU/DEU)
format/phrase
St = Saint (FRA)
Haidong Song = 宋
Spot and
海东 =
eliminate
Matching and
Matching and
duplicates
de-duplication
de-duplication
Haidong Song:
Attach additional
“single, 1 child,
attributes and
Enrichment Summit Estate,
Enrichment
categorizations
DoNot Mail”
Batch and Realtime
47. Modularité du traitement de la qualité
des données
• Option 1 : Siebel CRM + ISS
• Base CRM Siebel
ISS
• Services de Qualité de Données (ISS) CRM
• Option 2 : Siebel CRM + UCM Add On
• Base CRM
• Services de Qualité de Données
• Services Référentiel Unique
Siebel
• Gestion des autorisation des applications
CRM
• Gestion de l'identifiant unique Legacies
• Référencement croisé UCM
ISS
• Fusion Intelligente
• Unmerge
• et perspectives :
• Moteur de la gestion de la vie privée
• Profiling des données
• Data Decay
• Publication
48. Modularité du traitement de la qualité
des données
• Option 1 : Siebel CRM + ISS
Siebel
ISS
• Base CRM CRM
• Services de Qualité de Données (ISS)
• Option 2 : Siebel CRM + UCM Add On
Siebel
• Base CRM
CRM
• Services de Qualité de Données Legacies
UCM
• Services Référentiel Unique ISS
• Option 3 : UCM Stand Alone
Siebel
• Services de Qualité de Données CRM
• Services Référentiel Unique UCM
• Référentiel d’Entreprise Legacies
ISS
49. Instances séparées ou combinées
Instances combinées
combiné Instances isolées
isolé
UCM
CRM
UCM
CRM
• Accélération des développements • Autonomie des implémentations
Bénéfices
• Simplification de la gestion des bases et • Gestion de la qualité de donnée facilitée
plateformes • Meilleures performances
• Pas de synchronisation UCM vers CRM • Meilleur adhésion des utilisateurs de
tous les domaines contributeurs et
destinataires
• CRM et UCM sous la même version de • Synchronisation entre UCM et le CRM
Inconvénients
Inconvé
Siebel • Peut nécessiter du matériel et des
• Utilisateurs CRM directement impactés logiciel séparés
par la qualité du référentiel
• Fédérer plusieurs métiers
• Architecture simple • Environnement technique complexe
Utilisation
avec de nombreuses applications
• Référentiel client CRM multi canal
spécialisées
50. Typical Enterprise Topology
Ever proliferating island of
information
…in disparate applications covering
multiple channels, divisions &
functions
Web
Call Fusion
SFA Partner
site
Center Apps …duplicated, incomplete, inaccurate,
expensive to integrate & maintain
Impact operations efficiency
Prevent effective marketing, sales
& customer retention activities
Hide risk & fraud and makes
regulatory compliance harder
Fusion Slow enterprise agility
ERP 1 SCM Legacy
HR Apps
Need to be dealt with at each
project
51. BI provide an analytical single view
but fall short of solving the problem operationally
Datawarehouse / BI projects
provide enterprise with an
ETL
analytical single view of
customers, products, … along
Web
Call Fusion
SFA Partner
site
Center Apps
with transaction data
Yet, this does not solve the
problem in operational
BI/DW
applications
Links are expensive to build
and maintain
Data quality, consolidation of
data, cross referencing has to
Fusion
ERP 1 SCM Legacy
HR Apps
be dealt with at each project
ETL
52. MDM Definition MDM provides the ability to…
Consolidate/Federate master &
shared information into one place
Cleanse and Enrich data
ETL
centrally
Web Distribute data as a single
Call Fusion
SFA Partner
site
Center Apps
point of truth as a service to
consuming applications,
enterprise business processes
Real-time / near real-time Master Data
and decision support systems
MDM
Middleware
BI/DW
Real-time / near real-time Master Data
Integrated Best of Breed -
Consistency in a siloed environment
Enterprise agility (easier
Fusion
migration ability)
ERP 1 SCM Legacy
HR Apps
BI Accelerator
ETL
53. Information Flow MDM provides the ability to…
Consolidate/Federate master &
Event in operational apps
shared information into one place
(e.g. new address)
Cleanse and Enrich data
ETL
centrally
Web Distribute data as a single
Call Fusion
SFA Partner
site
Center Apps
point of truth as a service to
consuming applications,
enterprise business processes
Real-time / near real-time Master Data
and decision support systems
MDM
Middleware
BI/DW
Real-time / near real-time Master Data
Match Integrated Best of Breed -
Cleanse & Consistency in a siloed environment
Enrich Enterprise agility (easier
Consolidate
Fusion
migration ability)
ERP 1 SCM Legacy
HR Apps
(Dedup & build
BI Accelerator
golden record)
ETL
X-reference
54. Information Flow – Push Mode
Distribution of clean, consolidated, complete MDM provides the ability to…
master object to all subscribing applications
Consolidate/Federate master &
shared information into one place
ETL
Cleanse and Enrich data
Web centrally
Call Fusion
SFA Partner
site
Center Apps
Distribute data as a single
point of truth as a service to
Real-time / near real-time Master Data
consuming applications,
enterprise business processes
and decision support systems
MDM
Middleware
BI/DW
Real-time / near real-time Master Data
Integrated Best of Breed -
Consistency in a siloed environment
Enterprise agility (easier
Fusion
ERP 1 SCM Legacy migration ability)
HR Apps
BI Accelerator
ETL
Update BI Dashboard maps and
DW cross reference
55. Information Flow – Pull Mode
MDM provides the ability to…
Need clean & up to date info to support
Consolidate/Federate master &
specific business process
shared information into one place
ETL
Cleanse and Enrich data
centrally
Web
Call Fusion
SFA Partner
site
Center Apps Distribute data as a single
point of truth as a service to
consuming applications,
Real-time / near real-time Master Data
enterprise business processes
and decision support systems
MDM
Middleware
BI/DW
Real-time / near real-time Master Data
Integrated Best of Breed -
MDM provides Consistency in a siloed environment
real time web
Enterprise agility (easier
services to
Fusion
migration ability)
ERP 1 SCM Legacy
HR access master
Apps
data (match / BI Accelerator
ETL
request entire
profile / request
selected info)
56. Oracle MDM Solutions
UCM – Value Proposition
• Policy Hubs
• Privacy Management
• Consolidated Data Quality
Configuration UI
• Hierarchy management
• Communication Pref. and Privacy
Sharing model
• Party Globalization enhancement
• Globalization
• ‘Read’ Audit Trail
• Enhance support for combined
CRM-UCM deployment
• Pre-built CRM – UCM integration
57. Forrester Current Offering Definition
Siebel UCM Full Coverage
Offering Definition Siebel UCM
Data acquisition •Enhanced EIM
•Staging Area
Data cleansing •In house Real Time function
Data deduplication •Flexible & Reversible End User Engine
Relationship hierarchy mapping/management •Dedicated Customer Data Hub Model
Integration and synchronization •Publish & Subscribe
•Cross Referencing
Event management •Siebel Workflow
•Publish & Subscribe
Data models and management •Extended Data Model for:
Enhanced Audit Trail, Staging Area & Data deduplication
Security and privacy •Standard Security Management
•Dedicated Privacy Management Module
Data stewardship •Data Steward
Architecture •Standard Siebel Architecture
58. Siebel UCM v.s Siebel CRM
Qualité de Données Etendue
Information Client Unique
Best customer record – Matching
Modèle de données verticalisé :
personnes physiques et morales, Merge / Unmerge
hiérarchie et connexité
Survivorship engine & rules
Réf. croisées (Cross referencing)
Connecteur universel avec: Ascential,
Parties,
Flexible Universal ID First Logic, SSA, QAS, Trillium
Roles and
Relationships
Historique & Audit Trail (Amélioré) Data Profiling (Analytics)
History Related
Extensible: Activité, Data Enrichment (e.g. Credit Score)
and data
Audit
Produit, Service & Marketing Masters entities
trail
Identification
Vue Client Unifiée et Distribuée Gestion Evénementielle
Autorisation des applications Moteur de Workflow
Business Services préconstruits Communication multi-canal
Support pour toutes les méthodes Moteur de règles pour la gestion de la
d’intégration / transport protocols vie privée
Batch (EIM)