Oracle Enterprise Data Quality for Siebel provides data quality services for Siebel CRM. It uses Siebel's universal connector interface to connect to EDQ web services for standardization, matching, and duplicate identification. Records are passed between Siebel and EDQ in real-time or batch jobs. EDQ matches records and returns possible matches to Siebel without storing the working data. Templates are provided for common data quality tasks like contact and account matching, verification, and standardization.

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Oracle Enterprise Data Quality for Siebel
March 2013
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2. Architecture
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3. Architecture
Siebel Server
• Uses Siebel’s Universal DQ Connector
Universal DQ Connector interface
interface EDQ Siebel Connector
• EDQ Web Services are used for
standardization and matching, and EDQ
Shared
Jobs are used for batch/incremental Staging
Database
batch duplicate identification
• A shared database is used for batch
duplicate identification jobs (only)
Web Services Jobs
EDQ Server
Customer Data Services Pack
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4. Deployment example 1 – Single EDQ server
EDQ Server
Shipped CDS
reference data EDQ-CDS Prepared CDS
Siebel Initialize Reference Data
Server Initialization Project
Universal DQ Connector
interface
Real-time requests EDQ-CDS
EDQ Siebel Connector Web Services
Project
Jobs
Batch jobs
Shared Staging
Database (Oracle /
PostgreSQL)
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5. Deployment example 2 – Multiple EDQ servers
EDQ
Server 1
Shipped CDS
reference data EDQ-CDS Prepared CDS
Siebel Initialize Reference Data
Server Initialization Project
Universal DQ Connector
interface
EDQ Siebel Connector Web Services EDQ-CDS
Real-time requests Project
(load balanced) Jobs
Batch jobs
Shared Staging
Database (Oracle /
PostgreSQL)
EDQ
Server 2
Web Services EDQ-CDS
Project
Jobs
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6. Matching
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7. Matching
• EDQ uses Siebel’s Universal DQ Interface to prevent duplicate contacts or
accounts being entered into a Siebel CRM
• The same interface is used to match records in real-time in Siebel UCM
• In both cases, the EDQ server does not hold a copy of the working data
• Instead, records are passed between the application and the DQ service.
This is a three step process:
– Cluster Generation (Siebel)
– Candidate Selection (Siebel)
– Matching (EDQ web service)
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8. Matching Process (1) - Offline
• First, the Siebel Key Generation job is run in Batch on all records to populate the keys
• This uses the Query Expression configured in Siebel to generate the keys for each
entity
Siebel Server
All records Update table
Siebel Key Generation Job
Id Key
1-7K4E MATTCB23
• The same Siebel job is used to refresh keys for all 1-9J4G FRAN4564
1-8K3F CLUB5471
records, or a subset of records, e.g. on Query Expression 1-7JEZ GWALFL4
change, or if records exist with missing keys 1-2NXE MMATTCA7
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9. Matching Process (2) - Online
Siebel uses the Query Expression to generate a
key for a new or updated record…
Siebel Server
1 New/updated record
Driving Id ClusterKey Siebel Key Generation
Record Key
1-LJZJ MATTCB23
Generation
2 Siebel then Id Key …and submits
looks up all 1-7K4E MATTCB23 driving and
Candidate records that candidate
Selection 1-9J4G FRAN4564
share a key records to the
with the driving 1-8K3F CLUB5471 matching
record… 1-7JEZ MATTCB23 service as a
single message
1-2NXE MMATTCA7
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10. Matching Process (3) - Online
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Matching
CRM/UCM displays
possible matches
• Driving record and candidates passed to matching service
• Matching candidates passed back, ranked by Match Score
• Siebel then handles transaction commit (including commit to Cluster Key table), or not (if user
picks an existing record)
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11. OEDQ Advantages
• Stateless real-time DQ services easier to scale and
make Highly Available
• Fully configurable matching processes with all the
power of OEDQ transformation and matching available
• Transactional commit integrity controlled by Siebel – no
complex replication/synchronization issues
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12. Functionality
• Records can be checked, cleaned and checked for matches as they are entered
• Supports real time, batch and incremental batch modes
• No integration code is required – the service interface and functionality are all defined in
configuration
• Templates and complete configuration instructions for both Siebel and EDQ are provided to
ease initial deployment
• Function-rich templates are provided in the Customer Data Services Pack for:
– Real-time contact matching
– Batch contact matching
– Real-time account matching
– Batch account matching
– Real-time/Batch address verification/cleaning
• ‘Insert logic here’ templates are provided for:
– Real-time/Batch account standardization/cleaning
– Real-time/Batch contact standardization/cleaning
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13. Standardization
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14. Example Account Standardization
Example Account
standardization
service (running)
Account details
instantly standardized
by the service as data
is entered
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15. Address Verification & Standardization
• Address Cleaning service works in real-time and batch
• Uses EDQ Address Verification
• Country-specific ‘thresholds’ are used to control whether or not to change the input address
based on the confidence of the address verification result – default settings are provided
• Siebel can easily be customized to display return verification codes/messages and geocodes
from the service
Address details instantly verified
and cleaned. Partial or incorrect
addresses corrected automatically.
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16. Account Matching
• OEDQ provides a multi-locale enabled matching process for entities (companies)
• Match scoring allows Siebel UCM to apply standard decision on survivorship
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17. Example Contact Standardization
Example Contact
standardization
service
Contact
details
standardized
and common
errors
corrected
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18. Example Contact Matching
Possible matching
contacts immediately
identified and scored
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19. Editing the Interface
• Where required, changing the interface is a simple two-
step process (no change to Connector):
– Edit the Field Mappings in Siebel (GUI)
– Edit the Web Service in EDQ Director (GUI)
Siebel Field Mappings EDQ Web Service Definition
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20. Editing the Services
• Standardization and Matching services can easily be
customized using EDQ
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21. Integrated Service/Job Control
• EDQ Real Time services can be started automatically on Siebel
startup
• Batch Jobs can be initiated from Siebel Administration or the
command line
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22. Siebel Data Quality Reporting
• Use EDQ’s built-in Dashboard capability to provide up
to the minute reporting on the quality of data in the
Siebel system as reported by the running services and
jobs
• Additional jobs can be set up to profile data
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23. Example Dashboard
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24. Example Dashboard
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25. Example Dashboard
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26. Example Dashboard
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