Copyright © 2012, Oracle And/Or Its Affiliates. All Rights Reserved. 18 EDQ Customer Data Services Pack

Martin Boyd – Senior Director, Product Strategy Mike Matthews – Director, Product Management

October 2012 Session – CON8834

2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Product Overview Updates & Roadmap Product Demonstration

Broadest DQ offering – Best of breed capabilities for both Party Data and Product Data – Profiling, standardization, matching, case management, governance Most usable DQ offering – Completely integrated offering – designed to work together – Designed for business and technical users – Transparent operation and results – no black boxes Pervasive operation for enterprise data quality governance – Within legacy systems and MDM Hubs – As part of migration/system load – On data entry/capture – As part of data movement/transfer

With Bad Data With Good Data

• Reduced ROI • Increased ROI on existing systems • Increased project risk, time and cost • Increased agility • Expensive downstream consequences – • Increased efficiency wrong shipment, wrong invoices, • Increased customer satisfaction incorrect parts… • Increased scalability

“Only 30% of BI/DW “Data integration and data quality are implementations fully succeed. fundamental prerequisites for the “#1 reason CRM projects fail: The top two reasons for failure? successful implementation of enterprise Data Quality” Budget constraints and data applications, such as CRM, SCM, and quality .” ERP.” ”

Better Risk Management Revenue Generation IT Agility & Customer Retention Operations & Compliance

CrossCross--SellSell / 11stst Time Accurate Lower Operations Law Enforcement UpUp--SellSell Deliveries & IT Costs / Privacy

Differentiated Accelerate New Accelerate New Fraud Prevention / Service Delivery Product Introduction IT Projects Compliance

Foundation or Rationalization for CRM Foundation or Rationalization for SCM/ ERP/Fulfillment DQ/MDM as… An addadd--onon to CRM or ERP Technology Foundation Marketing/ Compliance Application

Variation or Variation or Example Example Error Error Transcription Sequence errors • Mark Douglas or Douglas Mark • Hannah, Hamah mistakes Involuntary Missing or extra • Browne – Brown • George W Smith, George Smith, Smith corrections tokens Concatenated Foreign sourced • Khader AL Ghamdi, Khadir A. • Mary Anne, Maryanne names data AlGamdey Nicknames and Unpredictable • Chris – Christine, Christopher, Tina • John Alan Smith, J A Smith aliases use of initials • Full stops, dashes, slashes, titles, Transposed Noise • Johnson, Jhonson apostrophes characters Abbreviations • Wlm/William, Mfg/Manufacturing Localization • Stanislav Milosovich – Stan Milo • 12/10/1915, 21/10/1951, 10121951, Truncations • Credit Suisse First Bost Inaccurate dates 00001951 Prefix/suffix Transliteration • MacDonald/McDonald/Donald • Gang, Kang, Kwang errors differences Spelling & typing • P0rter, Beht Phonetic errors • Graeme – Graham errors

10hp motor 115V Yoke mount

MOT-10,115V, 48YZ,YOKE Item Motor mtr , ac(115) 10 horsepower 115volts Classification 26101600 This 10hp yoke mounted motor is rated for Power 10 horsepower 115V with a 5 year warranty Voltage 115 10 Caballos, Motor, 115 Voltios Mounting Yoke TEAO HP = 10.0 1725RPM 115V 48YZ YOKE MTR

Motor, TEAO, 1725 RPM, 48YZ, 15 Voltios, Montaje de Yugo, hp = 10

DQ + MDM Greater coverage, greater impact – Multiple Domains

DQ + MDM Hubs persist and sync data – leveraged impact – Single Domain

DQ Process/ DQ ‘Masters’ data in legacy applications with System repeatable process

DQ Tools Project based – benefits are short lived

CHAOS! No tools, no process – the Wild West!

Govern • Process metrics • Case Management Monitor effectiveness & resolve problems • Quality metrics • Remediation

• Party (individuals, • Semantic • Match review Match households) match (category) match • Merge/survivorship Identify & merge duplicates • Entity match • Statistical match

• Global parse • Transform • Substitute Standardize • Category parse • Address verification • Enrich Drive conformance to standards • Extract & geocoding • Classify

Common Access/UI Access/UI Common Common • Statistics • Duplicates Profile • Patterns • Completeness Quickly understand data content • Phrases • Max/min values

Broadest DQ offering Govern • Best of breed capabilities for both Party Data and Product Monitor effectiveness & resolve problems Data • Profiling, standardization, matching, case management, governance Match Identify & merge duplicates Most usable DQ offering • Completely integrated offering – designed to work together • Designed for business and technical users Standardize • Transparent operation and results – no black boxes Drive conformance to standards Pervasive operation for enterprise quality governance • Within legacy systems and MDM Hubs Common Access/UI Access/UI Common Common Profile • As part of migration/system load • On data entry/capture Quickly understand data content • As part of data movement/transfer

Oracle Watchlist Oracle 3rd Party Custom BI/EPM Screening Applications Applications Applications

Transaction Processing Business Intelligence Content Management Collaboration Data Services Services Services Services Services

Information Management Customer Hub Product Hub Supplier Hub Financial Hub Site Hub Oracle Oracle Enterprise Data Quality MDM Data Profiling Standardization Match/Merge Integration

ETL/E-LT Data Federation Replication Transformation Synchronization

Storage Data Warehouse/ OLTP OLAP Cube Web and Event Data Mart System Services, SOA

Product Overview Updates & Roadmap – EDQ Platform Convergence – EDQ V9.0 Update [See Appendix 1 for more detail] – EDQ for Product Data V11.1 Update [See Appendix 2 for more detail] Product Demonstration

2010 2011 2012 2013

Acquisition: Silver Deeper PIM integration Statistical Match Creek Systems Platform interoperability Fusion PIM integration (Focus on Product Data) (linked execution) Expanded remediation PIM integration certification Convergence Platform convergence (integrated process design and execution) Single Admin environment Acquisition: Datanomic Fusion Customer Hub & Fusion CRM integration (Focus on customer data and Customer data services Cloud-based DQ services compliance) Expanded UI localizations Siebel integration certification Customer data health checks Platform interoperability Expanded Siebel integration (linked execution)

Platform interoperability (integrated execution)

Integration Advanced Core Platform Governance Across Oracle Techniques

Continue to drive Expand Governance Out-of-the-box DQ ease of use & time to to include operational Auto-tuning of rules for Fusion Apps value confidence reporting

Continue best-of- Auto -detection of breed capabilities for Enhanced metadata SaaS /Cloud Services anomalies (outlier Customer and integration for Fusion detection) Product DQ

Expand process Entity identification & intelligence, rules Endeca, ATG, EBS… extraction for Big and reference data Data across locales

Additional UI Localizations

Customer Data Services Pack (9.0.3) – Pre-packaged services for ‘attached DQ’ in applications working with party data Integrated Address Verification

– Pre-packaged with CDS for on-board international address verification and geocoding New UI Localizations – French, Italian & Spanish in addition to German, now provided Siebel Connector upgrade (9.0.4) – Certified with Siebel UCM v8.1.1.x and is 8.1.1.9 / 8.2.2.2 “ready” (subject to Siebel availability) Simplified administration and configuration – See appendix – New Server Console UI, improved access control and closer integration between profiling & matching

• Developed services, processes and reference data for party data (persons, organizations, addresses, contact points…) • Advanced services for verifying and cleaning addresses, and matching individuals and entities, in batch or real-time • Highly effective address verification and matching for all major locales • Advanced capabilities for Japanese, Chinese, Arabic, Korean, Russian • Over 4m rows of reference data provided to support optimum multi-locale matching • Works with the OEDQ Siebel Connector • Certified with Siebel UCM 8.1

• Extends EDQ to provide out-of-the-box: • Identity Resolution • Address Verification, Standardization & Geocoding • Supports batch and real-time interfaces • Highly effective address verification and matching for all major locales • Advanced capabilities for Japanese, Chinese, Arabic, Korean, Russian • Over 4m rows of reference data provided to support optimum multi-locale matching • Pre-integrated with Siebel (certified with Siebel UCM 8.1)

• Matching • Transliteration/Transcription of over 40 writing systems • Out-of-the-box handling of all typical identifiers (email, phone numbers, addresses, SSN, etc.) • Wide variety of fuzzy matching algorithms used • Recognizes name variants using large multi -locale dictionaries • Address Verification, Standardization and Geocoding • Supports all populated territories in the world • Confidence thresholds to control address update • Standardizes addresses in the format presented • Standardization • Customizable services for person and organization standardization

• New UI localizations for French, Italian and Spanish (from 9.0.5) • Full list of UI Localizations: • US English • French • Italian • German • Spanish

• Hierarchical Case/Alert functionality • Fully configurable workflows • Automatic prioritization of cases/alerts • Timers • Email notification support • Full access control • Comprehensive audit trail • Immediate ad-hoc reporting • MI reporting of Case Management data in OEDQ

Advanced Matching Interface Expanded Services CDS – prebuilt global intelligence, reference data, rules EDQ Cluster Generation services Universal Interface Improved candidate selection Multiple keys per record Uses Siebel’s Universal DQ connector Multiple child entity matching support Matching entities (Contacts/Accounts/Prospects) using all available child entities (Addresses/Aliases/Emails/Phone Numbers etc.) Engineered for High performance Scalability Stability

Addition of Statistical Matching – Fast, flexible out-of-the-box matching without need for knowledge building Endeca Connector – Standardize data to optimize Guided Navigation and provide flexible and efficient integration to Endeca Governance Studio – Remediation Capabilities in Governance Studio with integrated AutoLearn – Enhanced AutoLearn Workflow with Automated Task Creation Translated Smart Glossaries to Eight ‘Oracle Admin’ Languages Next Generation Web Based Application Launcher and Administration Console Metadata Synchronization Enhancements for R12 & Fusion PIM

Out of the box Precision, deployment tuning & control

Statistical Deterministic Semantic Similarity match based on frequency Variety of techniques incl. fuzzy, Category-based semantic distribution soundex etc. recognition & standardization Approach: Probabilistic match based on word/token Deterministic match based on Probabilistic match based on category- similarity scored by uniqueness within the transparency and ability to tune based on based semantic parsing and recognition set requirements Good for: • Quick match of even verbose text • Customer/party (Name, address and • Product/item (Product/item description & • Classification by example related attributes) attributes) • Can be used for search • Almost any data with minimal tuning • Form-fit-function parse and match within • Rapid duplicate assessment categories • Dup-prevention on initial load • Classification by rule Advantages • Fast/easy to deploy • Well-understood and easy to tune with • Delivers cleansed, structured & : • No rules building or tuning non-expert resources standardized data • Category & language independent • Precise Form-Fit-Function standardization & match Limitations: • Does not interpret or standardize data • Best with some tuning to specifics of • Highly dependent on detailed rules and data and match requirements reasonably rich data

27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Statistical Recognition & Match Fast and light match and search What – Finds similar items based on ststistical similarity – Complements non-standardized descriptions – Works out-of-the-box with no tuning or knowledge creation – Fast, scalable, language independent Used for – Quick data assessment – Classification by example – Search – Matching “unknown” items

Integrated Data Quality: – Populate – Identify, extract and standardize product Improved data dimensions & properties improves user – Integrate – Automatically create required dimensions experience within Endeca (avoid manual dimension setup)

Data Preparation Online Search

DataDataData Endeca Endeca Client SourceSourceSource Load Engine Browser EDQP Endeca PIM or any other data source Configure navigation metadata to streamline integration Standardize data structure Standardize data values EDQP Integrated directly into Endeca pipeline

Any format, any Short Description Disney - Tinker Bell Metallic Tote Bag domain Bullets Novelty graphics Zippered main compartment Zippered interior pocket Double O-ring straps Measures Extract required approximately: 12"W x 11"H x 4"D; 9" drop information Imported fuschsia Attribute Extracted Extract Item_Name Tote Bag Brand or Model Name Disney SizeCharacters Tinker Bell12"W x 11"H x 4"D Optimized for Color Fuschia Guided Closure Zippered main compartment Navigation Strap type Double O-ring straps Drop length 9" Standardize Attribute Standardized Avoid creating and Item_Name Tote Bag Brand or Model Name Disney maintaining tens of Characters Tinker Bell thousands of Size Large Color Pink standardization rules Closure Zippered Strap type Dual Straps Drop length 9 to 11 inches

Product Overview Roadmap Product Demonstration

32 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 34 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. APPENDIX 1

EDQ Version 9.0

• New Server Console UI for Operations and Support Users • Dynamic Data Interface - ability to run the same job on different data at the same time • Dynamic Configuration Interface - ability to expose configuration options for override at runtime • Ability to Stage Results Summaries and view in Server Console • Integrated version control (Subversion) • New integrated international Address Verification capability

Granular access control • Permissions for nearly all operations in all UIs • Elegant read-only handling • View Data permissions in all user applications Case Management improvements • Multi -select assignment • Block assignment to users without case/alert permission • Multiple link parsing (External Sources) • Enablement of links in Comments • Restrict ability to drill-down to view alerts • Import/export filters • Ability to delete all cases (via JMX)

Improved Active Directory Integration • Password expiry (or near expiry) notification with custom message • Ability to customize Launchpad (remove ‘Change Password’ link) Event Log Improvements • Logging of start and end events for all tasks and jobs • Improved search Task Progress Improvements • Detailed progress reporting from matching Improved Web Service resilience • Ability to continue processing in the event of a message failure (for example in a lookup) New Replace All processor • Further improves data transformation capability and Director user productivity

• Dedicated Multi-Server Management UI for Operations/Support users • Capabilities include: • Run/Schedule Jobs • Monitor Current Tasks • Search the Event Log • View Results output by the Job • Supports a popup window for multi- server task monitoring • Capabilities are permission controlled • Uses improved progress reporting and event logging

• Run the same job on different data (e.g. files/database tables) at the same time • Promotes more configuration reuse, and better Configuration Management • Results are stored separately and navigable by Run Label in the Server Console UI • Only results that the job designer decides to output are written, improving end-to-end performance for many jobs

• Externalize configuration settings: • File downloads • External task commands • Snapshot data sources • Snapshot options (sampling etc.) • Processor options • Match clustering and rules • Job phases • Export data targets • Externalized configuration settings can be overridden at runtime • From the command line interface • Using a stored Run Profile in Server Console

• Results summaries can now be staged: • Allows results to be used in rules • For example, automatically use profiling results to drive match rules based on frequency of values in data • Allows results to be viewed in Server Console • Allows operations/support users to sanity-check that jobs have run with expected results • Allows multiple results views to be collated as data, for improved publishing to Reporting and Business Intelligence applications

• Allows all Director configuration to be mastered in Subversion as files • Many EDQ servers can use the same repository • Enables central control of configuration across the enterprise • Version controls are built-in to the Director UI • Markers on each object where configuration has changed since commit • Ability to add/update/commit/delete directly in the Director UI • Command line interface may be used to automatically update / promote to production using standard source code control techniques

• Integrated International Address Verification • Supports Batch and Real-time execution • Covers >240 countries worldwide to different verification levels • Built -in Geocoding • Provides address standardization and enhancement when used in an EDQ process • Oracle intend to provide full service including data updates • Also available in OEDQ 8.1

45 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. CDS: Individual Matching Capabilities include: – Transliteration/Transcription of over 40 scripts – Multi-locale name variant recognition – Abbreviated names and initials – Additional names – Typos and phonetics – Reversed names – Noise data in name fields – Changes of surname – Accented character standardization – Advanced established rules for matching addresses, phone numbers, email addresses, tax numbers, dates of birth, company names etc. – Rule scoring to enable simple sorting of most likely matches, and easily tuned match thresholds

46 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. CDS: Entity Matching Capabilities include: – Transliteration of over 40 scripts – Recognition of suffixes – Recognition of common business words – Typos and phonetics – Missing and out-of-order names – Noise data in name fields – Ordinal and cardinal standardization – Joined name and location – Accented character standardization – Advanced established rules for matching addresses, phone numbers, websites, tax numbers etc. – Rule scoring to enable simple sorting of most likely matches, and easily tuned match thresholds

The Customer Data Services Pack contains [Insert Logic here] processes for Contact and Account standardization/cleansing These can be simply extended to requirements using standard OEDQ functionality The services are pre-integrated with Siebel

EDQ for Product Data Version 11.1

Statistical Matching Module with Quick Configuration Endeca Connector Remediation Capabilities in Gov Studio with integrated AutoLearn Enhanced AutoLearn Workflow with Automated Task Creation Translated Smart Glossaries to Eight Admin Languages Next Gen ADF Web Based App Launcher and Administration Console Metadata Synchronization Enhancements for R12 & Fusion PIM OUI Installation OPSS and SSO Integration for Enhanced Security

Out of the box Precision, deployment tuning & control

• Fast start-up without need for prebuilt DQ rules • Build indexes for millions of rows in minutes, no configuration required • Leverage indexes for match or classification of verbose data • Integrated with Governance Studio with real time match options • All matches ranked by similarity score • Batch and real time services • Matched strings highlighted for ease of use

• Probabilistic Matching algorithm tuned for semi structured data • Prioritizes terms by frequency, high frequency terms are given less importance (Feature Index) • Feature Index Optimized to avoid full table scans at match time • Easy to use SQL Free Configuration • Language independent • Index management views for administrators

Duplicate Identification and Prevention during Consolidations, Initial PIM Loads, on-going loads – No rules building required – Works for verbose descriptions with poor attribution – Index can be built on one or more fields. Making it format independent. – Highly desirable when use requires duplicate prevention without extensive data standardization and attribute extraction. Matching for RFQ’s, GPO’s, Code Assignments

Data Preparation

DataDataData Endeca Endeca Client SourceSourceSource Load Engine Browser

PIM or any other EDQP data source EDQP ‘pushes’ required Standardize data structure metadata into Endeca to create required navigation dimensions Standardize data values Integrated directly into Endeca pipeline

Colors Size apple 12"W x 11"H x 4"D Note: foamy aqua < 250 ci = small asparagus 12"W x 5"H x 4"D Standardized Colors 9"W x 9"H x 4.5"D 250 to 450 ci = medium Bronze Green 9"W x 11"H x 5"D cement Blue > 450 ci = large Rules are Cognac Green 14"W x 10"H x 4"D eggplant Brown 9"W x 4.5"H x 5"D emerald Standardized • Simple to create and maintain Gray 9"W x 5"H x 3"D Expresso Brown Sizes faded yellow Purple 9.5"W x 7"H x 3.5"D Small • Category-specific fuchsia Green 10"W x 12"H x 6"D Ivory Brown Medium jade Yellow 8.5"W x 5"H x 4"D Large khaki Pink 9"W x 5"H x 4.5"D lavander White 11"W x 3.5"H x 4"D bright lemon Green Brown 9"W x 4"H x 2.5"D Purple 10"W x 7"H x 3.5"D Drop Length Business users can Yellow 10" drop 11" drop Character review and maintain Cuties 12" drop rules directly – and Eeyore 13"19" drop Grumpy 20" drop have them online in hannah montana 4.5" drop Hannah Montana 5" drop minutes instead of High School Musical Standardized Characters 5.5" drop Standardized Drop HighSchool Musical Cuties 6" drop Length weeks Mickey Mouse Eeyore 7" drop Under 6 inches Grumpy Mickey Mouse East/West 7.5" drop 6 to 8 inches Hannah Montana Sponge Bob Square Pants 8" drop 9 to 11 inches SpongeBob SquarePants High School Musical 9.5" drop 12 inches or More Mickey Mouse 8.5" drop Tinker Bell Tinker Bell Sketch SpongeBob SquarePants 9" drop Tinker Bell East/West Tinker Bell Tinker Bell Pop Tinker Bell Shimmer

• Improved AutoSuggest usability • Data steward remediation assisted by list of valid values for each attribute. • Two new rule creation flows allow the user to remediate data o Adding new variants recognition to existing attribute valid values o Suggesting potential new valid values from unrecognized data • Integrated with AutoLearn workflow

58 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 58 Remediation with Integrated AutoLearn Create DQ rule • AutoLearn Augmentations include approved system suggestions in addition to new remediation generated rules o Adding new variants recognition to existing attribute valid values o Suggesting potential new valid values Review from unrecognized data Summary • New DQ Augmentations Summary Review • Automated Task Generation • Single Button Lens Updates Automated Task Assignments

59 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 59 Translated Smart Glossaries • Smart Glossaries Translated o Colors o Counts o Materials & Finishes o Product Packaging o Units of Measure • Eight Languages o Japanese o Korean o French o German o Italian o Portuguese (Brazilian) o Spanish

• Welcome Page features o Application Launcher for Governance & Configuration UI’s o Personalized Views of user’s Tasks, Jobs, DQ Rules and Services • Admin Console Features o New Security Roles, Privileges, Access Controls o Enhanced job scheduling functions o Improved Database Connection Admin o SSO & OPSS

• Real-time results • Proposed item class Classify • Automated alternate catalog assignment • Matching results review • Standardized description generation

Match • Standardized attributes conforming to PIM Standards

Extract Standardize

New Certifications • WebLogic Server 11gR1 (10.3.6) • SPARC Solaris 10 and Solaris 11 • Microsoft Office 2010 64bit • IE9, Firefox 5, Google Chrome 12, Safari 5 • Oracle RDBMS 11.2.0+ • Oracle SSO 10.1.4.x • Oracle Access Management 11 gR1 (11.1.1.5.0) • LDAP Support via Oracle Platform Security Services 11gR1

De-supported Platforms • Tomcat** • Windows XP Client • Linux 4 Server

*For full list of certified platforms, please review the Enterprise Data Quality for Product 11.1.1.6 Certification Matrix ** Tomcat is not supported for this release, but is planned for future releases – please check with PM for latest status