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  • Title and Copyright Information
  • Preface
  • 1 What’s New in This Release
    • What’s New in Siebel Data Quality Guide for Oracle Customer Hub, Siebel CRM 25.7 Update
    • What’s New in Siebel Data Quality Guide for Oracle Customer Hub, Siebel CRM 21.4 Update
    • What’s New in Siebel Data Quality Guide for Oracle Customer Hub, Siebel CRM 20.1 Update
    • What’s New in Siebel Data Quality Guide for Oracle Customer Hub, Siebel CRM 19.1 Update
  • 2 Overview of Data Quality
    • Overview of Data Quality
    • Data Profiling
    • Data Parsing and Standardization
    • Data Matching and Data Cleansing
      • Data Cleansing
      • Data Matching
    • Data Quality Products for Data Matching and Data Cleansing
      • Embedded Data Quality products
        • Open Connector to Third-Party Data Quality Vendors
      • Oracle Data Quality Matching Server
        • About Using the Oracle Data Quality Matching Server
      • Oracle Data Quality Address Validation Server
        • About Using the Oracle Data Quality Address Validation Server
      • Oracle Enterprise Data Quality Matching Server
      • Oracle Enterprise Data Quality Address Validation Server
      • Universal Connector
    • How Data Quality Relates to Other Entities in Siebel CRM
  • 3 Data Quality Concepts
    • Data Quality Concepts
    • Data Cleansing
    • Data Matching
    • Match Key Generation
      • Match Key Generation with the Oracle Data Quality Matching Server
      • Match Key Generation Using the Universal Connector with Third-Party Data Quality Vendors
    • Identification of Candidate Records
      • Identification of Candidate Records with the Oracle Data Quality Matching Server
      • Identification of Candidate Records with the Universal Connector
    • Calculation of Match Scores
      • Calculation of Match Scores Using the Universal Connector with Third-Party Data Quality Vendors
    • Displaying Duplicates
    • Fuzzy Query
  • 4 Enabling and Disabling Data Matching and Data Cleansing
    • Enabling and Disabling Data Matching and Data Cleansing
    • Levels of Enabling and Disabling Data Cleansing and Data Matching
    • Enabling Data Quality at the Enterprise Level
      • Configuring Data Matching and Data Cleansing Settings at the Enterprise Level
    • Specifying Data Quality Settings
      • Disabling Data Matching and Cleansing Without Restarting the Siebel Server
    • Enabling Data Quality at the Object Manager Level
      • Enabling Data Quality Using the GUI
      • Enabling Data Quality Using the Command-Line Interface
    • Enabling Data Quality at the User Level
    • Disabling Data Cleansing for Specific Records
    • Enabling and Disabling Fuzzy Query
      • Enabling Fuzzy Query
      • Disabling Fuzzy Query
    • Identifying Mandatory Fields for Fuzzy Query
  • 5 Configuring Data Quality with Universal Connector
    • Configuring Data Quality with Universal Connector
    • Data Quality Configuration Overview
    • Installing the Universal Connector
      • Installing Third-Party Application Software for Use with the Universal Connector
      • Installing Third-Party Data Cleansing Files for Use with the Universal Connector
      • Universal Connector Libraries
    • Process of Configuring New Data Quality Connectors
      • Registering New Data Quality Connectors
      • Configuring Business Components and Applets for Data Matching and Data Cleansing
    • Configuring Vendor Parameters
    • Mapping of Vendor Fields to Business Component Fields
      • Mapping Data Matching Vendor Fields to Siebel Business Components
      • Adding a Field Mapping for Data Matching
      • Mapping Data Cleansing Vendor Fields to Siebel Business Component Fields
    • Configuring the Windows Displayed in Real-Time Data Matching
      • Changing a Window Name
      • Adding a Deduplication Window for an Applet
      • Configuring a Real-Time Deduplication Window for Child Applets
    • Configuring the Mandatory Fields for Fuzzy Query
    • Data Quality User Properties
      • Account - Business Component User Properties
      • Contact - Business Component User Properties
      • List Mgmt Prospective Contact - Business Component User Properties
      • DeDuplication - Business Service User Properties
      • Data Cleansing - Business Service User Properties
      • DQ Sync Services - Business Service User Properties
      • ISS System Services - Business Services User Properties
    • Optimizing Data Cleansing Performance
    • Optimizing Data Matching Performance
  • 6 Configuring Data Quality with Oracle Enterprise Data Quality
    • Configuring Data Quality with Oracle Enterprise Data Quality
    • Overview of Oracle Enterprise Data Quality
    • Installing Oracle Enterprise Data Quality (EDQ)
      • Requirements for Installing Oracle Enterprise Data Quality
      • Compatibility of Released Versions of Oracle Enterprise Data Quality Customer Data Services Pack (EDQ-CDS)
    • Process of Configuring Oracle Enterprise Data Quality for Matching and Address Verification
      • Configuring the Siebel Server Under Windows
      • Configuring the Siebel Server Under UNIX
      • Configuring the Siebel Server to Use Oracle Enterprise Data Quality
      • Configuring a New Data Quality Vendor
      • Disabling Informatica Identity Resolution Synchronization
    • Process of Configuring the Staging Database for Oracle Enterprise Data Quality
      • Creating Tables
      • Configuring Connections
    • Process of Configuring Oracle Enterprise Data Quality to Find Contact and Address Matches
      • Activating Oracle Enterprise Data Quality Rules
      • Configuring Siebel Match Threshold Settings
    • Vendor Parameters for Oracle Enterprise Data Quality
    • Oracle Enterprise Data Quality Field Mappings for Siebel Business Components
      • Account - Data Cleansing
      • Account - DeDuplication
      • CUT Address - Data Cleansing
      • CUT Address - DeDuplication
      • Personal Address - Data Cleansing
      • Personal Address - DeDuplication
      • Contact - Data Cleansing
      • Contact - DeDuplication
      • List Mgmt Prospective Contact - Data Cleansing
      • List Mgmt Prospective Contact - DeDuplication
    • Configuring Third-Party Key Generation for Oracle Enterprise Data Quality
    • Enabling Support of Multiple Child Entity Deduplication for Oracle Enterprise Data Quality
    • Data Format for Deduplication of Multiple Child Entities
    • Overview of Configuring Oracle Enterprise Data Quality for Deduplication of Child Entities
    • Process of Configuring Additional Child Entities for Deduplication
      • Modifying the Data Quality Integration Object for Additional Child Entity Deduplication
      • Modifying the Data Quality Business Service for Additional Child Entity Deduplication
      • Deploying the Integration Object for Additional Child Entity Deduplication
      • Mapping the Third Party Vendor Field for Additional Child Entity Deduplication
      • Setting the Third Party Vendor Parameter for Additional Child Entity Deduplication
      • Configuring Data Maps for Additional Child Entity Deduplication
      • Configuring Oracle Enterprise Data Quality-Siebel Connector for Additional Child Entity Deduplication
    • Sample Message from Siebel CRM to EDQ Siebel Connector for Additional Child Entity Deduplication
    • Overview of Configuring Social Media Child Objects for Matching
    • Sample Message from Siebel CRM to EDQ Siebel Connector for Social Media Child Object Matching
  • 7 Configuring Data Quality with Oracle Data Quality Servers
    • Configuring Data Quality with Oracle Data Quality Servers
    • Process of Installing the Oracle Data Quality Matching Server
      • Setting Up the Environment and the Database
        • Java Runtime Environment
        • Network Protocol
        • ODBC Driver
      • Installing Oracle Data Quality Matching Server
        • Installing Oracle Data Quality Matching Server on Microsoft Windows
        • Installing Oracle Data Quality Matching Server on UNIX
      • Creating Database Users and Tables for Oracle Data Quality Matching Server
        • Testing Connectivity
      • Configuring Oracle Data Quality Matching Server
        • Configuring Oracle Data Quality Matching Server on Microsoft Windows
        • Configuring Oracle Data Quality Matching Server on UNIX
      • Modifying Configuration Parameters for Oracle Data Quality Matching Server
      • Deploying Workflows for Oracle Data Quality Matching Server Integration
      • Initial Loading of Siebel Data into Oracle Data Quality Matching Server Tables
    • Upgrading to Informatica Identity Resolution 9.01
    • Configuring Oracle Data Quality Matching Server
    • Universal Connector Parameter and Field Mapping Values for Oracle Data Quality Matching Server
      • Preconfigured Vendor Parameters for Oracle Data Quality Matching Server
      • Preconfigured Field Mappings for Oracle Data Quality Matching Server
        • Preconfigured Field Mappings for Business Component - Account
        • Preconfigured Field Mappings for Business Component - Contact
        • Preconfigured Field Mappings for Business Component - List Mgmt Prospective Contact
        • Field Mappings for Business Component - CUT Address
    • Configuring a New Field for Real-Time Data Matching
    • Loading Data Incrementally
    • Process of Configuring Data Synchronization Between Siebel CRM and Oracle Data Quality Matching Server
      • Configuring the Data Source
      • Configuring Object Managers for ISS Data Source
    • Siebel CRM DQ Sync Action Sets
      • DQ Sync Action Sets for Account
        • DQ Sync DeleteRecord Account
        • DQ Sync PreDeleteRecord Account
        • DQ Sync PreWriteRecord Account
        • DQ Sync WriteRecord Account
      • DQ Sync Action Sets for Contact
        • DQ Sync DeleteRecord Contact
        • DQ Sync PreDeleteRecord Contact
        • DQ Sync PreWriteRecord Contact
        • DQ Sync WriteRecord Contact
      • DQ Sync Action Sets for List Mgmt Prospective Contact
        • DQ Sync DeleteRecord Prospect
        • DQ Sync PreDeleteRecord Prospect
        • DQ Sync PreWriteRecord Prospect
        • DQ Sync WriteRecord Prospect
      • Generic DQ Sync Action Sets
        • DQ Sync UpdateAddress
        • DQ Sync WriteRecordNew
        • DQ Sync WriteRecordUpdated
    • Configuring Deduplication Against Multiple Addresses
    • Configuring Multiple Language Support for Data Matching
    • Configuring Multiple Mode Support for Data Matching
    • Sample Configuration Files for Oracle Data Quality Matching Server
      • ssadq_cfg.xml
    • Process of Installing the Oracle Data Quality Address Validation Server
      • Installing Oracle Data Quality Address Validation Server
      • Modifying Configuration Parameters for Oracle Data Quality Address Validation Server
      • Acquiring the License Key and Postal Directories for Oracle Data Quality Address Validation Server
    • Configuring Siebel CRM for the Oracle Data Quality Address Validation Server
    • Universal Connector Parameter and Field Mapping Values for Oracle Data Quality Address Validation Server
      • Preconfigured Vendor Parameters for Oracle Data Quality Address Validation Server
      • Preconfigured Field Mappings for Oracle Data Quality Address Validation Server
        • Preconfigured Field Mappings for Business Component - Account
        • Preconfigured Field Mappings for Business Component - Contact
        • Preconfigured Field Mappings for Business Component - List Mgmt Prospective Contact
        • Preconfigured Field Mappings for Business Component - CUT Address
        • Preconfigured Field Mappings for Business Component - Personal Address
    • Sample Configuration File for Oracle Data Quality Address Validation Server
      • ssadq_cfgasm.xml
    • Siebel CRM ISSSYNC Action Sets
      • ISSSYNC Action Sets for Account
        • ISSLoad Account
        • ISSSYNC DeleteRecord Account
        • ISSSYNC PreDeleteRecord Account
        • ISSSYNC PreWriteRecord Account
        • ISSSYNC WriteRecord Account
      • ISSSYNC Action Sets for Contact
        • ISSLoad Contact
        • ISSSYNC DeleteRecord Contact
        • ISSSYNC PreDeleteRecord Contact
        • ISSSYNC PreWriteRecord Contact
        • ISSSYNC WriteRecord Contact
      • ISSSYNC Action Sets for List Mgmt Prospective Contact
        • ISSLoad Prospect
        • ISSSYNC DeleteRecord Prospect
        • ISSSYNC PreDeleteRecord Prospect
        • ISSSYNC PreWriteRecord Prospect
        • ISSSYNC WriteRecord Prospect
      • Generic ISSSYNC Action Sets
        • ISSSYNC WriteRecordNew
        • ISSSYNC WriteRecordUpdated
    • Activating Action Sets in Your Siebel Application
    • Sample SQL Scripts
      • IDS_IDT_ACCOUNT_STG.SQL
      • IDS_IDT_CONTACT_STG.SQL
      • IDS_IDT_PROSPECT_STG.SQL
      • IDS_IDT_CURRENT_BATCH.SQL
      • IDS_IDT_CURRENT_BATCH_ACCOUNT.SQL
      • IDS_IDT_CURRENT_BATCH_CONTACT.SQL
      • IDS_IDT_CURRENT_BATCH_PROSPECT.SQL
      • IDS_IDT_LOAD_ANY_ENTITY.CMD
      • IDS_IDT_LOAD_ANY_ENTITY.sh
    • Sample SiebelDQ.sdf File
  • 8 Administering Data Quality
    • Administering Data Quality
    • Data Quality Modes of Operation
      • Real-Time Data Cleansing and Data Matching
      • Batch Data Cleansing and Data Matching
    • Data Quality Rules
      • Creating a Data Quality Rule
    • Data Quality Batch Job Parameters
    • Cleansing Data Using Batch Jobs
    • Matching Data Using Batch Jobs
      • Example of Batch Data Matching Using the Universal Connector
        • Full Data Matching Jobs
        • Incremental Data Matching Jobs
      • Generating or Refreshing Keys Using Batch Jobs
      • Customizing Data Quality Server Component Jobs for Batch Mode
    • Merge Algorithm in the Object Manager Layer
      • Example of the Merge Records Process
      • Overview of Merge Algorithm
        • One-to-Many Relationship
        • Many-to-Many Relationship
    • Merging Duplicate Records
      • Sequenced Merges
      • Field Characteristics for Sequenced Merges
    • Process of Merging Duplicate Records
      • Filtering Duplicate Records
      • Merging Duplicate Records
      • Merging Child Duplicate Records
    • Using Fuzzy Query
      • Using Fuzzy Query for Accounts
      • Using Fuzzy Query for Contacts
        • Using Fuzzy Query for Prospects
        • Example of Enabling and Using Fuzzy Query with Accounts
    • Calling Data Matching and Data Cleansing from Scripts or Workflows
      • Scenario for Data Matching Using the Value Match Method
      • Scenario for Data Cleansing Using Data Cleansing Business Service Methods
      • Deduplication Business Service Methods
        • Value Match Method
      • Data Cleansing Business Service Methods
        • Get Siebel Fields Method
        • Parse Method
    • Troubleshooting Data Quality
    • Viewing Parameter and Field Mapping Values for Universal Connector
      • Viewing Preconfigured Field Mappings
  • 9 Related Data Quality Objects in Siebel Tools
    • Related Data Quality Objects in Siebel Tools
    • Siebel Data Quality Objects
  • 10 Universal Connector API
    • Universal Connector API
    • About the Terminology in This Chapter
    • About the Universal Connector API
    • About Universal Connector API Terminology
    • Vendor Libraries
    • Connector Initialization and Termination Functions
      • sdq_init_connector Function
      • sdq_shutdown_connector Function
    • Session Initialization and Termination Functions
      • sdq_init_session Function
      • sdq_close_session Function
    • Parameter Setting Functions
      • sdq_set_global_parameter Function
      • sdq_set_parameter Function
    • External Key Generation Function
      • sdq_get_dedup_keys Function
    • Error Message Function
      • sdq_get_error_message Function
    • Real-Time Data Matching Functions
      • sdq_dedup_realtime Function
      • sdq_dedup_realtime_nomemory Function
    • Batch Mode Data Matching Functions
      • sdq_set_dedup_candidates Function
      • sdq_start_dedup Function
      • sdq_get_duplicates Function
    • Real-Time Data Cleansing Function
      • sdq_datacleanse Function
    • Batch Mode Data Cleansing Function
      • sdq_data_cleanse Function
    • Data Matching and Data Cleansing Algorithms
      • Batch Data Matching Algorithm
      • Real-Time Data Matching Algorithm
      • Batch Data Cleansing Algorithm
      • Real-Time Data Cleansing Algorithm
      • New Key Generation Algorithm
  • 11 Finding and Using Data Quality Information
    • Finding and Using Data Quality Information
    • Data Quality Resources
      • Technical Documentation on Oracle Technology Network
      • Information about Data Quality on My Oracle Support
    • Data Quality Seed Data