R12%20 Features%20and%20 Functionality%20in%20 Tca%20and%20 Cdh
- 1. R12 New Features and Functionality in TCA/CDH Mani Kumar Manda Rhapsody Technologies, Inc. NCOAUG Training Day 22nd February 2008 – Oakbrook, IL This document is protected under the copyright laws of the United States and other countries as an unpublished work. This document contains information that is proprietary and confidential to Rhapsody Technologies or its alliance partners, which shall not be disclosed in whole or in part or reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise except as permitted in writing. Any unauthorized use or disclosure in whole or in part of this information without the express written permission of Rhapsody Technologies is prohibited. Your use of this document constitutes your agreement for the above conditions. If you do not agree with the above conditions, you must delete all electronic (email as well as files) and destroy printed copies of this document immediately and notify Rhapsody Technologies of your disagreement. Learning Objectives As a result of this presentation, you will be able to: Learn high level overview of enhancements and modifications made in TCA infrastructure in Oracle eBusiness Suite Release 12. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 2
- 2. Speaker’s Qualifications Mani Kumar Manda is the President and Founder of Rhapsody Technologies, Inc., a consulting firm with specialization in implementing Customer Master/Customer Hub solutions. Mr. Manda had been working with Oracle Applications for over a decade and has implemented Technology Solutions for clients in many industries. Mr. Manda is an active speaker of topics associated with Customer Data Management and presented over 30 sessions in several conferences. Mr. Manda is also the founder and chair for Customer Data Management SIG. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 3 About Rhapsody ■ Founded in 1998 ■ A boutique firm in implementing Customer Data Management solutions both in Oracle eBusiness Suite and Oracle Customer Data Hub environments. ■ Offers Customer Data Quality Assessment Services ■ Offers CDM Evaluation Services ■ Offers Onsite Seminars (one day to one week project kick-off seminars) that include Customer Data Management, Customer Data Hub, TCA, Implementation strategies, Customer Data Modeling, etc. ■ Provides half day and one day CDI awareness sessions for C level executives, functional/departmental heads. ■ Rhapsody is in the process of offering a series of web seminars on Customer Data Management covering Customer Data challenges with real life examples, Global challenges, Data Governance, Customer Data Modeling, Integration of Hub with heterogeneous applications, and other additional topics associated with Customer data. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 4
- 3. About Rhapsody Partial list of our Customers ADP DoubleClick Motorola Haworth Hologic KCI Office Depot Overland Storage Torrington Some of Our Partners Oracle Dun & Bradstreet Trillium Deloitte Consulting Hub Design Transitions II eAlliance RAMP ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 5 R12 Enhancements and Modifications New Business Object API’s Business Object Events Geographic Hierarchies Customer UI in Receivables Supplier Integration with TCA Enhancements Bulk Import Data Librarian DQM D&B Configuration ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 6
- 4. What are Business Object APIs? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 7 Business Object APIs A business object is an abstract grouping of Oracle Trading Community Architecture (TCA) entities to form an operable, logical business unit. Easier Integration and faster development of custom code due to management of multiple TCA entities with one call. Fewer calls to Database Has embedded granular TCA API calls that map to TCA entities/tables. Total of 16 Business Objects Four procedures per Business Object Create Update Save Get Business Objects can embed other business objects Bank Accounts assignment entity that is part of Customer Account business object is owned by iPayments ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 8
- 5. List of Business Objects Organization Party Site Organization Contact E-Mail Organization Customer Phone Person SMS Person Customer Telex Customer Account Web Customer Account EDI Contact EFT Customer Account Site ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 9 What are Business Object Events? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 10
- 6. Business Events Business Events facilitate to react to changes in TCA Party Data at the business object level in synching spoke systems with the hub.. Business events are raised when customer data has been created or modified. Raised through concurrent program or API calls Each event generates an EVENT_ID which is sent to subscribing applications. Subscribing applications can obtain event details via Get calls of corresponding business objects. Some business events are at the Business Object level and rest are at the TCA entity levels. Configure using profile option HZ: Raise API Events which can be set to All events disabled Only Granular (V2) events enabled Only Business Object events enabled All events enabled HZ: Number of Days to Preserve Business Object Business Event Information. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 11 Business Events Business Events can be subscribed either using Workflow or CDH Advanced Queue Workflow is used to synchronize customer data with local spoke systems Customer data is received in a database object format Advanced Queue is used to synchronize customer data with external spoke systems. Customer data is received in serialized XML objects. Events are raised through Workflow. Business object events can be raised in bulk (since last processing) using concurrent program ‘TCA Business Object Events: Raise Events Program’ ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 12
- 7. What are Geographic Hierarchies? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 13 Geographic Hierarchies An ability to create and maintain hierarchies between multiple address elements or tax authorities for the purpose of real time address validation and/or tax calculation. Does not include street level data Hierarchies can be created from Tax Vendor provided Data using utility provided by eBusiness Suite Tax application Users can further extend the hierarchies that were created based on data provided by Tax Vendors. Configuration Define Country specific structures for geographic hierarchies. Manage Geography Details Manage Data Validation Levels during Data Entry ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 14
- 8. New Customer UI in Receivables! ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 15 New Customer UI in Receivables Old Customer standard form that has been existing from ages is finally gone. Oracle introduced a brand new HTML user interface built using Oracle Applications framework leveraging TCA that can be used to manage Customers, Accounts, Account Sites, etc. New UI is fully backward compatible with the form Has more features than the form UI’s built using OA Framework can be personalized New UI displays both Party level as well as account level information which is separated into Customer Overview and Account Overview. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 16
- 9. New Customer UI in Receivables Find Customer screen now uses DQM (Simple and Advanced Search Match Rules) similar to what you see in Customers Online or Customer Data Librarian. After search, you can create new customer or see customer overview. From here you can add accounts or modify accounts and so on. You can update customer information from customer overview page. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 17 Release 11i and before - Customer Standard structure ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 18
- 10. Release 12 – Customer Tab Structure in New Receivables UI ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 19 Create Customer Flow in Receivables Facilitates the creation of customer in one single page with most common elements. The UI has 5 Regions Customer Information Account Information Account Site Address Account Site Details Business Purposes This UI embeds DQM functionality for duplicate prevention. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 20
- 11. What is Supplier Integration with TCA? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 21 Supplier Integration with TCA Suppliers are now integrated with TCA. Supplier entity level (party) level information can be viewed in Oracle Customers Online. Employees who were created as Suppliers for expense reimbursement now are associated with Person Parties. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 22
- 12. What are Bulk Import Enhancements? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 23 Bulk Import Changes Generate (Create) and Activate an Import Batch UI Used to write code for batch creation before Generate Batch process require you to enter following attributes: Batch Name Batch Description Data Source Estimated Record Volume Activate button can be used to trigger the import of the batch. Import progress now can be monitored Fuzzy key generation can now be disabled optionally during import to speed up the performance. Overall performance enhancements during post processing Bulk API for synchronizing large number of parties Phone Number Transposing Etc. Improved Error Management during import resulting in loading of maximum amount of data. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 24
- 13. What are DQM Enhancements? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 25 DQM Enhancements Administration and Seed data enhancements New Administration Landing Page to provide readily available details such as Notification if DQM staging has not been run Notifies the current DQM synchronization setting Notifies if certain records failed to synchronize correctly Notifications for any changes in DQM setups New values added to replacement lists are marked as “Staging Required” New validations on removal and inactivation of attributes and transformations. Search Match Rules threshold now a percentage New Adjusted score column See Data Enhancements Selected word replacements have been changed Improved algorithms for attributes and transformations Etc. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 26
- 14. DQM Enhancements Diagnostic Reports Two diagnostic reports to validate DQM configuration. DQM Setup – Basic General DQM Staging information DQM Staging Program Results Index Statistics Synchronization Status DQM Setup – Advanced All of the data from Basic Report plus Details of Match Rules Details of Active Attributes and their Transformations (even if transformations are inactive) DQM Profile Options Report outputs can be in PDF or HTML format. You can give names to these reports and also export the outputs for archival. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 27 DQM Enhancements Synchronization Improvements Real Time is now called Automatic Automatic synchronization no longer uses workflow instead it uses concurrent request. New UI to configure DQM Synchronization method instead of profile option ‘HZ: DQM Synchronization Method’. Synchronization options are Automatic Batch Disabled ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 28
- 15. DQM Enhancements DQM Search object UI A new search object API named ‘FIND_PARTY_BOS’ has been added this a wrapper around existing DQM APIs. Provides an ability to search within a source system Search criteria is passed as an object instead of PL/SQL record structure and the results are passed in out parameter of the API. Will facilitate the better synchronization of customer data between spoke systems and the hub. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 29 What are Data Librarian Enhancements? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 30
- 16. Data Librarian Enhancements Two new business events to facilitate the better synchronization of customer data between Hub and spoke systems. Party Merge Event Account Merge Event This also includes two APIs to get the merge details: GET_PARTY_MERGE_EVENT_DATA using Merge Batch ID and Master Party ID which were published as part of Party Merge Event Extracts details such as Batch name, merge type, automerge flag value, master party ID and the party numbers, names, types and source system management mappings for all parties involved in the merge GET_ACCOUNT_MERGE_EVENT_DATA Using Customer Merge Header ID which was published as part of Account Merge Event Extracts details such as Customer merge ID, request ID and the associated party info, merge-to account ID, account number, account name, and source system management mappings for all accounts involved in the merge ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 31 Data Librarian Enhancements … Introduced a new API ‘CREATE_DUP_MERGE_REQUEST’ to initiate the merging of potential duplicates. SDIB Enhancements Match within Subset feature View Match Details feature Batch Scheduling feature ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 32
- 17. What are D&B Configuration Changes? ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 33 D&B Configuration In R11i Used to be configured using profile options HZ: D&B URL HZ: D&B User Name HZ: D&B Password In R12 Release 11i profile options are obsolete. Oracle provides a seeded D&B Adapter using TCA Adapters table that is more secure and centralized. As part of the Adapter definition you will provide/modify following attributes: Host Address D&B HTTPS URL User Name User Name provided by D&B Password Password provided by D&B You can add multiple User Names and Passwords ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 34
- 18. CDM SIG – To Become a Member Do one of Send a blank email to cdmsig-subscribe@yahoogroups.com Go to CDMSIG Yahoo group at http://groups.yahoo.com/group/cdmsig and click on ‘Join this Group’: Or send an email to mmanda@rhaptech.com expressing your interest in becoming CDMSIG member. You will receive membership application in reply. Upon sending the completed form to mmanda@rhaptech.com, your membership will be enabled. Members can post their questions, comments, etc., by sending an email to cdmsig@yahoogroups.com. You will have to become member in order to post to this forum. ©2007, 2008 Rhapsody Technologies, Inc., All rights reserved. Bringing People, Processes and Technologies together 35 QUESTIONS ANSWERS
- 19. Q& QUESTIONS A ANSWERS Can be reached at: Mani Kumar Manda Rhapsody Technologies, Inc. Phone 630-717-1809 Email mmanda@rhaptech.com CDM SIG - http://groups.yahoo.com/group/cdmsig Q& QUESTIONS A ANSWERS Can be reached at: Mani Kumar Manda Rhapsody Technologies, Inc. Phone 630-717-1809 Email mmanda@rhaptech.com CDM SIG - http://groups.yahoo.com/group/cdmsig