Oracle TCA 101

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

2NorCal OAUG

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


3NorCal OAUG

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.


4NorCal OAUG

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.


5NorCal OAUG

About Rhapsody

■ Sample list of Customers…□ ADP

□ DoubleClick

□ Motorola

□ Haworth

□ IRI

□ Office Depot

□ Torrington

□ Etc.

■ Rhapsody’s Partners…□ Deloitte Consulting

□ Dun & Bradstreet

□ Oracle

□ Trillium Software

□ Etc.


6NorCal OAUG

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.


7NorCal OAUG

Trading Community

Your

Organization

Contacts

SuppliersEmployees

Customers

B2B/B2C

CompetitorsPartners


8NorCal OAUG

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.


9NorCal OAUG

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 10K’s?


10NorCal OAUG

What is TCA?


11NorCal OAUG

What is TCA?


12NorCal OAUG

What is TCA?


13NorCal OAUG

TCA Data Model & HZ TABLES

TCA API’s (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


14NorCal OAUG

TCA - Key Entities


15NorCal OAUG

What is a Party?


16NorCal OAUG

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)


17NorCal OAUG

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.


18NorCal OAUG

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)


19NorCal OAUG

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)


20NorCal OAUG

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


21NorCal OAUG

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 shouldn’t be Company Name)

� Account Class Code

� Etc.


22NorCal OAUG

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.


23NorCal OAUG

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


24NorCal OAUG

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


25NorCal OAUG

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


26NorCal OAUG

TCA Structure prior to Selling Relationship

Party

Party

PartyParty Relationship(s)

PartyParty

Party Site(s)

PartyParty

Party

Site Use(s)


27NorCal OAUG

TCA Structure prior to Selling Relationship

Party

Relationship

Party

Party Site

Party Site

Use

Party

Relationship Type

Location


28NorCal OAUG

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)


29NorCal OAUG

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


30NorCal OAUG

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


31NorCal OAUG



32NorCal OAUG



33NorCal OAUG



34NorCal OAUG



35NorCal OAUG



36NorCal OAUG



37NorCal OAUG



38NorCal OAUG

Site Centric Approach

Widely known as

Old AR model

Release 11 Model


39NorCal OAUG



40NorCal OAUG



41NorCal OAUG


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]

Oracle TCA 101

Technology

Transcript of Oracle TCA 101