Learn basics of the Oracle's Trading Community Architecture that forms the foundation for Oracle eBusiness Suite and Customer Data Hub applications.

1. 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

2. 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
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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3. 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.
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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4. 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, Customer
Data Modeling, Integration of Hub with heterogeneous applications,
and other additional topics associated with Customer data in
partnership with The Perera Group.
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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5. 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.
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6. 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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NorCal OAUG Bringing People, Processes and Technologies together
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7. Trading Community
Customers
Contacts
B2B/B2C
Your
Employees Suppliers
Organization
Partners Competitors
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8. Trading Community
Relationships Locations
External Entities
Internal
Entities
Suppliers Competitors Partners Others Prospects Customers
Relationships
Person Person Person Person Person Person
C
O
Orgn. Orgn. Orgn. Orgn. Orgn. Orgn. Orgn.
N S
T I
A T
C E
T
Sites
S
U
INT. S
& E
EXT. Accounts S
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NorCal OAUG Bringing People, Processes and Technologies together
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9. 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 Your
Customer 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?
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NorCal OAUG Bringing People, Processes and Technologies together
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10. What is TCA?
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11. What is TCA?
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12. What is TCA?
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13. Entering/Importing Customer Data into TCA
Other Customi-
Oracle AR Customer Data Management Group
Sales Group
Groups zations
CSV D&B
File Batch
Import Integration
Common
Customer Custom
Tele Sales Other
Customer Bulk Customer Web Party UI
Standard Programs/
eBiz Oracle
Interface Import Online Services Components
Form GUI
Center Modules
(CPUI)
TCA API’s (PL/SQL/Java)
TCA Data Model & HZ TABLES
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NorCal OAUG Bringing People, Processes and Technologies together
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14. TCA - Key Entities
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15. What is a Party?
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16. 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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NorCal OAUG Bringing People, Processes and Technologies together
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17. 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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18. 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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NorCal OAUG Bringing People, Processes and Technologies together
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19. 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)
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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20. 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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NorCal OAUG Bringing People, Processes and Technologies together
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21. 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.
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NorCal OAUG Bringing People, Processes and Technologies together
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22. 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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NorCal OAUG Bringing People, Processes and Technologies together
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23. 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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NorCal OAUG Bringing People, Processes and Technologies together
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24. 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
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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25. 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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NorCal OAUG Bringing People, Processes and Technologies together
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26. TCA Structure prior to Selling Relationship
Party
Party Relationship(s)
Party Site(s)
Party
Party
Party
Party
Party
SiteParty
Use(s)
Party
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NorCal OAUG Bringing People, Processes and Technologies together
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27. TCA Structure prior to Selling Relationship
Party Party
Relationship Type Relationship
Party
Location Party Site
Party Site
Use
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NorCal OAUG Bringing People, Processes and Technologies together
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28. TCA Structure with selling relationship(s)
Party
Party
Party Site(s) Party
Party Relationship(s)
Party
Party
Customer
Party
Account(s)
Party
Party
SiteParty
Use(s)
Party
Account Communication Payment Bank Account Profile
Contact(s)
Party Party Party Party Party Party Party
Site(s) Point(s) Method(s) Account(s) Relationships Class
Party Party Party Party Party Party Party
Communication
Role(s)
Party Party
Point(s)
Party Party
Communication Payment Bank Profile
SiteParty
Use(s) Contact(s)
Party Party Party Party Party
Point(s) Method(s) Account(s) Class
Party Party Party Party Party Party
©2005 Rhapsody Technologies, Inc.
Communication
Role(s)
NorCal OAUG Party Party
Point(s)
Party Party
Bringing People, Processes and Technologies together
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29. TCA Structure with selling relationships – Entity Modal
Party Party Account
Relationship Type Relationship Relationship Type
Account
Party Account
Relationship
Location Party Site Account Site
Party Site Account Site
Use Use
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NorCal OAUG Bringing People, Processes and Technologies together
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30. Party Centric Approach
Party 1 Party 2 Party 3
Account 1 Account 2 Account 3
Party Party Party
Site 1 Site 2 Site 3
Site 1 Site 2 Site 3
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NorCal OAUG Bringing People, Processes and Technologies together
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31. Party Centric Approach
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NorCal OAUG Bringing People, Processes and Technologies together
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32. Party Centric Approach
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NorCal OAUG Bringing People, Processes and Technologies together
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33. Party Centric Approach
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NorCal OAUG Bringing People, Processes and Technologies together
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34. Party Centric Approach
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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35. Party Centric Approach
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NorCal OAUG Bringing People, Processes and Technologies together
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36. Party Centric Approach
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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37. Party Centric Approach
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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38. Site Centric Approach
Widely known as
Old AR model
Release 11 Model
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NorCal OAUG Bringing People, Processes and Technologies together
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39. Site Centric Approach
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NorCal OAUG Bringing People, Processes and Technologies together
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40. Site Centric Approach
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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41. Site Centric Approach
©2005 Rhapsody Technologies, Inc.
NorCal OAUG Bringing People, Processes and Technologies together
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42. QUESTIONS
ANSWERS

43. Can be reached at:
Mani Kumar Manda
Rhapsody Technologies, Inc.
Phone: 630-717-1809
Email: mmanda@RhapTech.com