Trading Community Architecture

Trading Community Architecture
Often Misunderstood and Under Utilized
Paul Cyphers, Solution Beacon
Release 11i Workshop

DCOAUG
Reston, VA
October 21, 2005
www.solutionbeacon.com
© 2005 Solution Beacon, LLC. All Rights Reserved.

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2
Introductions / Experiences
§ 30 years of Supply Chain and Manufacturing Experience in
numerous industries, APICS Certified
§ 20+ yrs experience in IT, including ERP implementation and
development
§ Work on numerous systems varying in size
§ 5+ yrs experience methodology development (Oracle Applications,
SAP, PeopleSoft, JD Edwards, Siebel)
§ Presenter of Training/Presentations multiple clients, conferences
§ Solution Beacon is a leading provider of expert-level resources to
Government Agencies and Fortune 1000 companies specializing in
the Oracle Applications marketplace, providing leading expertise in
the following areas:
t Release 11i Upgrades/Implementations
t Oracle Apps Database Administration
t Oracle Systems Architecture
t Oracle Performance Tuning
t Oracle Workflow
3
Audience Profile
n Technical
u DB Version
u Application Version
n Functional
u Current Application
u Product Suites
n TCA use
u Customers
u Projects
u CRM Apps
4
Objectives
n Understand the fundamentals of TCA
n Discuss TCA Model
n Review Components
u Parties
u Party Relationships
u Customers
u Locations
u Contacts
5
What is TCA ?
u TCA = Trading Community Architecture
u Oracle’s central customer data repository underlying all
Oracle applications
u TCA is an Architecture and a Model…Not a module
Oracle E-Business Suite Application Families*
Sales Service Marketing Financials HR
TCA
Enabling Infrastructure
Common Party UI, DQM, D&B Integration, APIs
TCA
Data Model
HZ Schema
6
TCA Data Model
n TCA is a Best of Breed Customer

Relationship Model
u It provides the functionality to create and
maintain complex, multi-tier, multi-org,
matrix relationships which mirror real-world
examples
7
Oracle CRM e-business Suite
Customer Intelligence
Analytical
Applications
Marketing Intelligence Sales Intelligence Call center Intelligence
Sales Field Depot

Marketing iStore TeleSales iSupport Contracts Scheduler
Business Online Service Repair
Partner
Applications (PRM)
Mobile
Field Sales Customer Spares Service
iMarketing MES iPayment Field Collections
Sales Comp Support Mgt Contracts
Service
Universal Work Queue Resources Territories Assignment Engine

CRM
Tasks Notes Calendar 1-on-
on-1 Fulfillment
Foundation
MES Interaction History Interaction Blending Order Capture
Interaction Call Center

Channels Telephony Manager
Email Center Web Mobile
Scripting
Predictive Dialer
E-Business
Foundation Common Application Architecture & Schema
E-Business
Platform eBusiness Platform
01/15/101 4
TCA Components
n Contacts
n Locations
n Party Layer
u Sites
u Relationships
n Account Layer
u Customer Accounts
9
AR Model vs. TCA Model
n See customer as an account n Revolves around the party model and
the relationships associated with it
n Defined by location type
(Bill-To) n Seeded Relationships Include:
Parent of/Subsidiary of
n Few Supported relationships Headquarters of/Division of
Parent Account Global Ultimate of
/Sub Account /Global Subsidiary of
Manager/Subordinate Domestic Ultimate of
Organization/Contact /Domestic Subsidiary of
n Models Intra-Company Client of/Contractor to
Relationships Only Supplier to/Distributor for
n No Customer Defined Seller to/Customer of
Relationships Reports to/Manager of
Parent of/Child of
Employer of/Employee of
Partner of
Competitor of
Spouse of
n Models Inter- and Intra- Company
Relationships
n Models Non-Business Relationships
n Supports User Defined Relationships
10
Old A/R Model
Customer Address Contacts
Bill-to Site Address Ship-to Site Contacts

Contacts Address
Contacts Issue-to Address Address Site Contacts

Site
Contacts Site Address Address Site Contacts
Address Site
Address Contacts
11
Data Model
Trading Community Architecture
n Main objectives of the Oracle Customer Model
u Separate the party entering into the
customer relationship from the information
about the customer relationship
u Support the business-to-consumer market
u Provide shared locations for customers
u Record complex customer relationships
such as hierarchies
u Utilize the latest features of to provide high
performance, availability, and
maintainability
12
From Customers and Suppliers...
Customer
Supplier
Your Business
Customer
Supplier

… to a Trading Community
Member
Employee
Tom Member
Trymer Retail Pebble Beach Golf
Headquarters
Customer Mjs
Competitor
Consumers
Customer
Rentech Customer and Member
Supplier
Customer
Legal Support Johnson & Johnson
$ Your Business Employee Household

Member Member
Customer
Subsidiary
Buying Group
Appelman Spouse
LegalSupport Supplier Son

Peter Kathy
Supplier
Supplies Inc.
Aston
David
3Com Staples

TCA Structure
Locations
Parties
(Organization People
Groups Relationships)
Party
Relationship Customer Accounts Party Sites
(Relationship types)
Contact Points
Contacts (Comm. Channels)
(Contact Role)
Customer Account
Sites

TCA Best Practice
Party Address Contacts
Division of Contract
Bill-To Ship-To Issue-To Site Site

Logistics
Account Account Account Account Account
Acct Site Acct Site Acct Site Acct Site Acct Site
16
Party Layer - Components
n Party: An entity that can enter into a business relationship
u Person (Jim Smith)
u Organization (Business World)
n Party Relationship: A relationship between two parties

u Jim Smith “Contact Of” Business World
u Business World Handhelds “Division Of” Business World
HQ
n Location: Essentially an address
n Party Site: The connection between a location and a party
that indicates that a particular location is valid for that party
n Party Site Use: Use of a Party Site (e.g. billing, shipping,
training)
17
Party - Concept
The unique set of truths about a person,
organization, group or relationship.
An entity that can enter into a business
relationship.
Person - A unique individual (dead or alive) of interest to the

owner of the software
Organization - A legal entity recognized by some government
authority
Group - a combination of two or more people, organizations or
groups of created for the use of the owner of the software
Relationship - links two Parties, regardless of type
Once a Party Relationship is formed, it may become a Party in its own right.
A Party can belong to any number of relationships.

TCA Customer Model
19
Location - Concept
Geographic location including Spatial
content
Many to Many relationship between
party and location
Location - A physical place, usually with an address.

Any number of location types. (e.g., bill-to, ship-to, mail-to).
Allows for restricted use of a location (begin / end date).
Party Site
Links a Party with a Location and describes the usage of that
Location (e.g., mailing address, billing address, home address,
etc.).
Parties may be associated to one or more Locations and any one
location may have one or more uses.

TCA Customer Model
21
Relationship
What is a Relationship?
u A relationship is a state of
connectedness between two parties

u Each relationship consists of two
entities; a subject and an object
Employee of Headquarters of
Employer of Subsidiary of
Pat Stock Vision Manufacturing
Vision Corp.
22
Relationship - Concept
Location
Contact
Point
Party Site
Party Role
Party
Person Group Relationship Organization
Relationship - Associates any two parties.

Party
Relationship
v
Participation
- Competitor
- Partner
Party Account
Role v
Territory
Participates How
Account
Product
Organization
Has a Role - Specifies the nature of the relationship between

parties (e.g., member of, contact at, married to).
Indicates the nature of the relationship - hierarchy or

matrix.
Indicates the direction of the relationship - superior -

subordinate.
Can become a party - a contact becomes a party in itself.

Relationship
Partner Of
Partner Of
Vision Corp.
Employer Of
Employee Of
Pat Business World Inc.
Division Of
HQ Of
24
Relationship Model
The relationship model enables you to:
u Understand the complex relationships among
members of your trading community

u Use this information to make better business
decisions
Contact
Spouse
Contact
Employee
Employee
Supplier
Partner
25
TCA Customer Model
PARTY
SITE
PARTY
PARTY
SITE
SITE
26
Parties Vs. Accounts
n Parties represent persons or
organizations who may, or may not
have purchased from the
implementing organization
n Accounts should be created once a
party makes a purchase or
establishes a financial agreement
n The combination of a party and its
account(s) is considered a customer
27
Parties Vs. Accounts
n The Party Layer captures intrinsic
truths about a person or organization
n The Account Layer captures the
details describing the Party’s financial
relationship with the implementing
organization
n The Account Layer cannot exist
without the Party Layer
28
TCA Customer Model
PARTY Bill to
SITE Ship to
PARTY
PARTY
SITE
SITE
Bill to Bill to
Ship to Ship to
29
Account - Concept
The financial roll-up point to track the monetary
portion of a customer’s purchases and payments.
Stores details about a customer relationship between a
Party and your business.
A Party may have one or more Customer Accounts.
Account Role
The relationship that a Party has in regard to controlling or using
an account.
Customer Account Sites
A Customer Account Site is a Party Site that is used within the
context of a Customer Account (e.g., for billing or shipping
purposes).
Customer Account Contacts

A Customer Account Contact is a Party Contact that is used in
the context of a Customer Account.

TCA Customer Model
PARTY
SITE
Division Of
PARTY
PARTY
SITE
SITE
Bill to Bill to
Ship to Ship to
Account Account Account
31
Account Layer - Components
n Account: The attributes of the implementing
organization’s financial relationship with a party,
Cannot exist without a Party
n Account Site: A Party Site that is used within the
context of an Account
n Account Site Use: Use of an Account Site (e.g.
billing, shipping)
n Account Relationships: Established between
accounts to allow sharing of billing, shipping, and
pricing information
u One way or bi-directional
u 1:1 Relationships – not used for multiple levels
of a hierarchy
32
TCA Customer Model
PARTY
SITE
Division Of
PARTY
PARTY
SITE
SITE
Bill to Bill to
Ship to Ship to

Acct
Acct
Acct
Site
Site
Site
33
Contact Point - Concept
Contact Point - A identifier for an electronic point of contact (e.g.,

telephone, email, URL, fax, cell phone etc.) This can be applied to:
• A Party (person, organization, group or relationship)
• A Site or Location
• A Party at a Site or Location
• An entity may have one or more Contact Points.

TCA Customer Model
PARTY
SITE
Division Of
PARTY
PARTY
SITE
SITE
Bill to Bill to
Ship to Ship to

Acct
Acct
Acct
Site
Site
Site
Bill to, Ship to Bill to, Ship to Bill to, Ship to
35
Participation - Concept
Location
Contact
Point
Party Site
Participation - expands the description

Party Role
Party
Person Group Relationship Organization

Party
Relationship
of role to allow for a description within

v
Participation
- Competitor
- Partner
Party Account
Role v
Territory
which of the many roles a party could

Participates How
Account
Product
Organization
participate.
• Is always in the context of a relationship
• Can be known to participate in multiple ways - e.g., partner,

associate, competitor.
• Can be described in relation to a product & / or territory

TCA Customer Model
Party PARTY Bill to
– Name SITE Ship to
– Taxpayer ID or SSN
– DUNS
Division Of
– Yr Est.
PARTY
PARTY
SITE
SITE
Bill to Bill to
Ship to Ship to

Acct
Acct
Acct
Site
Site
Site
Account
– Pay Terms
– Billing
Bill to, Ship to Bill to, Ship to Bill to, Ship to – Shipping
37
TCA Best Practices Model
How does the TCA Best Practices Model look in
TCA?
38
TCA Relationships
39
Limitations and Complications
n Old customer model

n Data duplications
n Multiple sites
n Sites vs. Locations
n Parties vs. Contacts
n Multiple parties
n Complex party relationships
40
Benefits of TCA
n Single source for customer data across
n Model all kinds of relationships and mixed
models
n Relationships: any type, any number, matrix,
hierarchical and non-hierarchical
n Process all business entities the same way:
Organizations, People, Groups, Relationships
n Multiple business relationships for each Party
n Each data is defined only once – Avoid
multiple updates
n Support current and historical relationships
n Support complex, multi-tiered, multi-org
relationships that are found in the real world
41
Data Quality Manager
n Customer Merge
n Data Cleansing
n Reduces duplicates
42
Information Sources
n Oracle Trading Community Best
Practices, Setting Up Customer and
Prospect Data, An Oracle White Paper, July
18, 2001
n Oracle CRM Data Model

Oracle CRM Development
43
Questions & Answers
Remember:
KISS
Keep It Simple and Supportablesm
Thank You!
Paul Cyphers
pcyphers@solutionbeacon.com
www.solutionbeacon.com Real Solutions for the Real World.
44

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Trading Community Architecture

Often Misunderstood and Under Utilized

Paul Cyphers, Solution Beacon

Release 11i Workshop

© 2005 Solution Beacon, LLC. All Rights Reserved.

t Oracle Apps Database Administration

t Oracle Systems Architecture

t Oracle Performance Tuning

Sales Service Marketing Financials HR

n TCA is a Best of Breed Customer

Sales Field Depot

Universal Work Queue Resources Territories Assignment Engine

Interaction Call Center

Customer Address Contacts

Bill-to Site Address Ship-to Site Contacts

Contacts Issue-to Address Address Site Contacts

Contacts Site Address Address Site Contacts

© 2005 Solution Beacon, LLC. All Rights Reserved.

$ Your Business Employee Household

LegalSupport Supplier Son

© 2005 Solution Beacon, LLC. All Rights Reserved.

© 2005 Solution Beacon, LLC. All Rights Reserved.

Party Address Contacts

Bill-To Ship-To Issue-To Site Site

Account Account Account Account Account

u Organization (Business World)

n Party Relationship: A relationship between two parties

u Business World Handhelds “Division Of” Business World

Person - A unique individual (dead or alive) of interest to the

© 2005 Solution Beacon, LLC. All Rights Reserved.

Location - A physical place, usually with an address.

© 2005 Solution Beacon, LLC. All Rights Reserved.

connectedness between two parties

entities; a subject and an object

Person Group Relationship Organization

Relationship - Associates any two parties.

Has a Role - Specifies the nature of the relationship between

Indicates the nature of the relationship - hierarchy or

Indicates the direction of the relationship - superior -

Can become a party - a contact becomes a party in itself.

© 2005 Solution Beacon, LLC. All Rights Reserved.

members of your trading community

Customer Account Contacts

© 2005 Solution Beacon, LLC. All Rights Reserved.

Account Account Account

u 1:1 Relationships – not used for multiple levels

Account Account Account

Contact Point - A identifier for an electronic point of contact (e.g.,

© 2005 Solution Beacon, LLC. All Rights Reserved.

Account Account Account

Participation - expands the description

Person Group Relationship Organization

of role to allow for a description within

which of the many roles a party could

• Is always in the context of a relationship

• Can be known to participate in multiple ways - e.g., partner,

• Can be described in relation to a product & / or territory

© 2005 Solution Beacon, LLC. All Rights Reserved.

Account Account Account

n Old customer model

n Oracle CRM Data Model

Keep It Simple and Supportablesm