edatausergroupsconferencesnorcal june 2006tca101 090511185453 phpapp02

Trading Community Architecture (TCA) 101

Mani Kumar Manda

Rhapsody Technologies, Inc.

Oracle TCA Panel Discussion at NorCal OAUG

15th June 2006 San Jose, CA

NorCal OAUG

2005 Rhapsody Technologies, Inc.Bringing People, Processes and Technologies together

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Learning Objectives

As a result of this presentation, you will be able to:

Trading Community Architecture

Key Entities of TCA

A Glance at Party Centric vs. Site Centric Approach


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Speakers 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.


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About Rhapsody

Founded in 1998

Oracle Partner Specialists in implementing Customer Data Management solutions

both in eBizSuite and Customer Data Hub environments. Offers Onsite Seminars on Customer Data Management, TCA,

Implementation strategies, Customer Data Modeling, etc.

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, CustomerData Modeling, Integration of Hub with heterogeneous applications,

and other additional topics associated with Customer data in partnership with The Perera Group.


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About Rhapsody

Sample list of Customers ADP

DoubleClick

Motorola

Haworth

IRI

Office Depot

Torrington

Etc.

Rhapsodys Partners Deloitte Consulting

Dun & Bradstreet

Oracle

Trillium Software

Etc.


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Trading Community

Trading Community is defined as a group of entities taking part in commerce.

Trading Community includes both persons and organizations.

Entities in Trading Community may play roles other than Seller and Buyer such as Partner, Contact, Dealer, Distributor, Agent, Influencer, etc.


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Trading Community

Your

Organization

Contacts

SuppliersEmployees

Customers

B2B/B2C

CompetitorsPartners


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Trading Community

Relationships

Accounts

Relationships

Sites

Locations

External Entities

Customers

Person

Orgn.

CONTACTS

INT.&

EXT.

SITE

USES

Prospects

Person

Orgn.

Others

Person

Orgn.

Partners

Person

Orgn.

Competitors

Person

Orgn.

InternalEntities

Orgn.

Suppliers

Person

Orgn.


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Key Questions?

Is your Contact Diane Miller at XYZ Corporation same as your customer Diane Miller?

Who are your Customers, Competitors, Suppliers, Partners?

Are there any Influencers in your business?

What is your Customers Organizational Hierarchy?

Is someone who used to be your Employee is now a Contact at YourCustomer or Supplier?

How do you manage dynamic nature of ever changing Customer Data?

What about Mergers and Divestitures?

Does your Organization sell products/services via multiple faces (brands)?

How do you deal with Cultural and Geographic influences on Customer Data?

Can you accurately project your risk exposure for top line and bottom line numbers that are stated on 10Ks?


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What is TCA?


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What is TCA?


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What is TCA?


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TCA Data Model & HZ TABLES

TCA APIs (PL/SQL/Java)

Oracle AR

Customer

Standard

Form

Customer

Interface

Customer Data Management Group

Bulk

Import

CSV

File

Import

Customer

Online

D&B

Batch

Integration

Web

Services

Common

Party UI

Components

(CPUI)

Customi-

zations

Custom

Programs/

GUI

Sales Group

Tele Sales

eBiz

Center

Other

Groups

Other

Oracle

Modules

Entering/Importing Customer Data into TCA


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TCA - Key Entities


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What is a Party?


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Party

A real thing that exists, such as a Person or Organization

Represents a Trading Partner

Can enter into business relationships

And exists independent of any business relationship

Can be an Organization, Person, Relationship or Group

Person Parties and Organization Parties can be created

Relationship party gets created behind the scenes

No functionality yet for Group Party

Can be related to any number of other Parties in any number of ways

Can be modeled using D&B data including D-U-N-S Number (Data Universal Numbering System)


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Party

Can exist independent of an Account

Can be classified

SIC (SIC-87, SIC-72, SIC-77), NAICS

Custom (user-defined)

Unlimited cross references to Source Systems

Party Attributes

Organization

Name

(Registry) Number

Classification

DUNS Number

Number of employees

Category Code

Etc.


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Party

Party Attributes

Person

Name (First, Middle and Last)

No DUNS Number

Etc.

Examples

John Smith

Mary Smith

Echo Consulting Services

John Smith, an employee of Echo Consulting Services (Relationship

Party between John Smith and Echo Consulting Services)

Smith Family (Group Party No functionality to create or use

Group party yet)


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Party Relationships

Binary relationship between two parties

Inter-Company and Intra-company relationships

Non-business relationships too

Are reciprocal

Unlimited in number

Dynamic in nature

Both seeded or user-defined Relationship Types

Relationship itself is stored as a party

Any number of relationships between two organizations (org-to-org) or two persons (person-to-person) or an organization and a person (org-to-person)


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Party Relationships

Build any type of relationship between Organizations, including

the ability to capture branches, locations, competitors, suppliers, resellers, business partners, etc.

Examples

John Smith is an employee of Echo Consulting Services

Echo Consulting Services is the employer of John Smith

John Smith is a contact for XYZ Consulting, Inc.

John Smith is the spouse of Donna Smith


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Accounts

Represents the Selling Relationship

Exists only when a Selling Relationship exists

Each unique business relationship is an Account

Equates to Old Customer (R10.7 and R11)

Account Attributes Account Number

Account Name (Optional, but shouldnt be Company Name)

Account Class Code

Etc.


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Accounts

An Account cannot be created without a Party

Examples

Savings Account of John Smith with American Bank

Checking Account of John Smith with American Bank

CD Account of John Smith with American Bank

Investment Account of John Smith with American Bank

Consulting Services Account for Infinity Technologies, Inc.

Master Account for Infinity Technologies, Inc.


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Party vs. Account

Within TCA model, the concept of Customer is

separated into two layers: the Party layer and the

Account layer

CRM applications are referring to the Party layer when they refer to Customer

ERP Applications, on the other hand, are referring to the Account layer, when they refer to Customer

Confusion arises because CRM and ERP suites are

both using the word Customer to refer to two

different things


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Party Vs. Customer

Per TCA Best Practices, the word Customer is the

combination of both the Party layer and the

Account layer, where

Party layer exists independent of any selling or buying relationship

Customer Account layer exists in the context of a Party and only when a selling relationship exists


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Locations

A geographic location

Is a Party Site with one or more site uses

Only one of the Party Sites can become an Identifying Address for the Party

An Account Site in the context of an Account

Examples [Each location resulting in one Party] New York location (HQ) of Echo Consulting services

Chicago location (Branch) of Echo Consulting Services

Detroit location (Division) of Echo Consulting Services


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TCA Structure prior to Selling Relationship

Party

Party

PartyParty Relationship(s)

PartyParty

Party Site(s)

PartyParty

Party

Site Use(s)


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TCA Structure prior to Selling Relationship

Party

Relationship

Party

Party Site

Party Site

Use

Party

Relationship Type

Location


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TCA Structure with selling relationship(s)

Party

Party

PartyParty

Relationship(s)PartyPartyParty Site(s)

PartyPartyParty

Site Use(s)

PartyPartyCustomer

Account(s)

PartyPartyAccount

Site(s) PartyPartyContact(s)

PartyPartyCommunication

Point(s) PartyPartyPayment

Method(s) PartyPartyBank

Account(s) PartyPartyAccount

Relationships PartyPartyProfile

Class


Point(s) PartyPartyRole(s)

PartyPartySite Use(s)

PartyPartyContact(s)


Point(s) PartyPartyPayment

Method(s) PartyPartyBank

Account(s) PartyPartyProfile

Class


Point(s) PartyPartyRole(s)


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TCA Structure with selling relationships Entity Modal

Account

Relationship Type

Account

RelationshipAccount

Account Site

Account Site

Use

Party

Relationship

Party

Party Site

Party Site

Use

Party

Relationship Type

Location


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Party Centric Approach

Party 1

Account 1

Site 1Party

Site 1

Party 2

Account 2

Site 2Party

Site 2

Party 3

Account 3

Site 3Party

Site 3


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Site Centric Approach

Widely known asOld AR modelRelease 11 Model


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Q U E S T I O N SQ U E S T I O N SA N S W E R SA N S W E R S

Can be reached at:

Mani Kumar Manda

Rhapsody Technologies, Inc.

Phone: 630-717-1809

Email: [email protected]

edatausergroupsconferencesnorcal june 2006tca101 090511185453 phpapp02

Documents

customer data challenges

customer data modeling

customer diane

customer data hub environments

data governance

oracle applications

oracle tca panel discussion

group of entities