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UCM Overview
Jan Echarlod
Principal CRM Sales Consultant
Oracle Master Data Management
400+ Customers; 2 Billion+ records mastered
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.
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
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.
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.
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.
Standard Customer Create Process


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
UCM Leverages Customer Process Creation



                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
          Cleanse   Match                              Publish
                                                Link
 Store                              Review
                                          No

                       No
                                      New

    UCM

    CRM
Load & Store


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
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
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
Cleanse


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
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
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
Match


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
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%
New


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
Link


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
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
Publish


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
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
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
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
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
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
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
                  …                             …
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
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
Survivorship


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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?
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
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
Link


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
             …               …              …
Manual Review


                                    Survivor-
                                      ship
                      Yes
                                          Yes

                            Maybe
Load &                              Manual
         Cleanse   Match                               Publish
                                                Link
 Store                              Review
                                          No

                      No
                                      New
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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)
Questions
For More Information


       http://search.oracle.com

        SIEBEL UCM




                     or
             oracle.com
Oracle Ucm General Presentation Linked In

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Oracle Ucm General Presentation Linked In

  • 1. <Insert Picture Here> UCM Overview Jan Echarlod Principal CRM Sales Consultant
  • 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)
  • 60. For More Information http://search.oracle.com SIEBEL UCM or oracle.com