This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 19 MAR 2021 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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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.
Features Delivered Disabled = Action is needed 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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Specify the Processing Option for Duplicate Resolution Requests |
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Validate Customer Data Management Setup
Validate that Customer Data Management configurations are consistent and complete. You can run the setup validation process to validate the setup options you selected in the Duplicate Resolution Options tab to ensure that they are logically consistent. You can then review the Rule Name and Recommendation columns for potential issues with the configurations, and view their resolutions.
Reduce implementation time and reduce unnecessary support engagements by providing programmatic analysis of the configuration. This feature helps ensure that dependent setups are properly executed and make logical sense as a whole.
Steps to Enable
Validate the Customer Data Management setup using the Validate Setup tab available in the Manage Customer Data Management Options task.
Tips And Considerations
Validate the Customer Data Management setup using the Validate Setup tab available in the Manage Customer Data Management Options task. Navigate to the screen in Setup and Maintenance work area using the following:
- Offering: Customer Data Management
- Functional Area: Customer Hub
- Task: Manage Customer Data Management Options
Key Resources
- See the "Duplicate Resolution Setup" chapter in the Implementing Customer Data Management for CX Sales and B2B Service guide.
Role Information
- Sales Administrator
- Master Data Management Application Administrator
- Application Implementation Consultant
Specify the Processing Option for Duplicate Resolution Requests
Control whether duplicate resolution requests created using the Create Resolution Request task are automatically processed or require a final data steward review before processing.
Duplicate resolution requests that were created using the Create Resolution Request task have an option to allow automatic processing or to require data steward review. This makes the feature consistent and also gives you the flexibility to choose the mode of processing.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You specify this option in the Manage Customer Data Management Options page. In the Duplicate Resolution Control section, select Allow Processing Without Approval or Process Subject to Approval for the Data Steward Merge Handling configuration.
Key Resources
- See the "Duplicate Resolution Setup" chapter in the Implementing Customer Data Management for CX Sales and B2B Service guide.
Role Information
- Sales Administrator
- Master Data Management Application Administrator
- Application Implementation Consultant