This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 20 SEP 2019 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
Customer Action Required |
||
Customer Data Management General Enhancements
Some general enhancements have been made to the Customer Data Management pages to improve the overall usability of the application:
- Added the master party number and assignee fields to the duplicate identification batch details page and to the corresponding list export format to facilitate offline review of duplicate identification batches
- Added a hyperlink to the linked parties in the duplicate set details table for link requests
- Added the ability to search, filter, and export party links based on the link name attribute
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
See these guides on Oracle Help Center:
- Oracle Engagement Cloud Implementing Customer Data Management
- Oracle Engagement Cloud Using Customer Data Management
Role Information
- Customer Data Steward
- Data Steward Manager
- Master Data Management Application Administrator
Use Optimized Source Confidence Survivorship
Use an optimized mechanism for implementing source confidence-based attribute survivorship. If you want to use pure source-based attribute survivorship, you can select a setting option instead of configuring rules.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The new Source Confidence attribute survivorship mode provides enhanced performance and it does not require configuration of custom survivorship rules.
Key Resources
See these guides on Oracle Help Center:
- Oracle Engagement Cloud Implementing Customer Data Management
- Oracle Engagement Cloud Using Customer Data Management
Role Information
- Master Data Management Application Administrator
Use Simplified Customer Data Management Setup Options
Use the new simplified Customer Data Management setup options page to configure a wide range of duplicate resolution options in a consolidated and simplified interface. This configuration interface is available in Setup and Maintenance as the Manage Customer Data Management Options task. The configuration page lets you specify Fusion Data Quality duplicate resolution options for three general areas: performance tuning, functional control, and merge behavior.
Performance tuning settings control the types of data entities handled by a party merge, called 'Merge Scope'; whether the merge process triggers business and integration events, called 'Merge Mode'; and the number of concurrent processing threads and merge tasks per thread that are used to process the duplicate resolution queue, called 'Maximum Concurrent Merge Jobs' and 'Merge Request Job Size', respectively.
Functional Control settings control which duplicate resolution process type are selected by default, called 'Default Resolution Type'; the duplicate matching score threshold which enable automatic merging or linking of duplicate sets, called 'Automerge Threshold' and 'Autolink Threshold' respectively; whether merge requests can be submitted directly from the Customer Center account and contact list pages, called 'Customer Center Merge Requests'; and whether manually submitted merges should require review by a data steward, called 'User Merge Handling'.
Merge Behavior settings control the type of logic that duplicate resolution processes use to select which record of a duplicate set is designated as the master record, called 'Master Record Selection'; whether certain types of child records should be merged with each other when having identical attributes, called 'Merge Identical Child Records'; and whether attribute level change-by-source tracking which is used for certain types of merge processing options should be turned on, called 'Enable Attribute Source Tracking'.
Manage Customer Data Management Options Page
The setup page also validates the compatibility of selected setup options to make sure that the configuration works exactly as expected.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Oracle recommends that, as a best practice, you use this new setup page to configure your duplicate resolution options, instead of directly editing the related profile options.
Key Resources
See the Oracle Engagement Cloud Implementing Customer Data Management guide available on Oracle Help Center.
Role Information
- Master Data Management Application Administrator