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

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

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
2

Speakers 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.

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
3

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.

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
4

About Rhapsody
Sample list of Customers

ADP
DoubleClick
Motorola
Haworth
IRI
Office Depot
Torrington
Etc.

Rhapsodys Partners

Deloitte Consulting
Dun & Bradstreet
Oracle
Trillium Software
Etc.

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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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.

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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Trading Community

Employees

Contacts

Customers
B2B/B2C

Your
Organization

Suppliers

Partners

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Competitors

2005 Rhapsody Technologies, Inc.

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Trading Community
Relationships

External Entities

Internal
Entities

C
O
N
T
A
C
T
S

Orgn.

Locations

Suppliers

Competitors

Person

Person

Orgn.

Orgn.

INT.
&
EXT.

NorCal OAUG

Partners

Others

RelationshipsPerson
Person
Orgn.

Orgn.

Prospects

Customers

Person

Person

Orgn.

Orgn.

S
I
T
E
Sites

Accounts

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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U
S
E
S

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 10Ks?

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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What is TCA?

NorCal OAUG

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What is TCA?

NorCal OAUG

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What is TCA?

NorCal OAUG

2005 Rhapsody Technologies, Inc.

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Entering/Importing Customer Data into TCA

Oracle AR

Customer Data Management Group

CSV
File
Import

Customer
Standard
Form

Customer
Interface

Other
Groups

Customizations

Tele Sales
eBiz
Center

Other
Oracle
Modules

Custom
Programs/
GUI

D&B
Batch
Integration

Bulk
Import

Customer
Online

Web
Services

Common
Party UI
Components
(CPUI)

TCA APIs (PL/SQL/Java)

TCA Data Model & HZ TABLES

NorCal OAUG

Sales Group

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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TCA - Key Entities

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What is a Party?

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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)

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
16

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.

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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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)

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
18

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)

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
19

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

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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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 shouldnt be Company Name)
Account Class Code
Etc.

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
21

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.

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
22

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
NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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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

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
24

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

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
25

TCA Structure prior to Selling Relationship

Party

Party Site(s)
Party
Party

Party Relationship(s)
Party
Party

Party
SiteParty
Use(s)
Party

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
26

TCA Structure prior to Selling Relationship

Party
Relationship Type

Party
Relationship

Party

Location

Party Site

Party Site
Use

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
27

TCA Structure with selling relationship(s)

Party

PartyParty
Site(s)
Party

Customer
Party
Account(s)
Party

Party
Party
Relationship(s)
Party

Party
SiteParty
Use(s)
Party

Account
Party
Site(s)
Party

Contact(s)
Party
Party

Communication
Party
Point(s)
Party

SiteParty
Use(s)
Party

Communication
Party
Point(s)
Party

Communication
Party
Point(s)
Party

Payment
Party
Method(s)
Party

Bank
Party
Account(s)
Party

Account
Party
Relationships
Party

Communication
Party
Point(s)
Party

Payment
Party
Method(s)
Party

Bank
Party
Account(s)
Party

Profile
Party
Class
Party

Role(s)
Party
Party

Contact(s)
Party
Party

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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Role(s)
Party
Party

Profile
Party
Class
Party

TCA Structure with selling relationships Entity Modal

Party
Relationship Type

Location

NorCal OAUG

Party
Relationship

Account
Relationship Type

Party

Account

Party Site

Account Site

Party Site
Use

Account Site
Use

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
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Account
Relationship

Party Centric Approach

Party 1

Party 2

Party 3

Account 1

Account 2

Account 3

Site 1

Party
Site 1

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Site 2

Party
Site 2

2005 Rhapsody Technologies, Inc.

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Site 3

Party
Site 3

Party Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
31

Party Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
32

Party Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
33

Party Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
34

Party Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
35

Party Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
36

Party Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
37

Site Centric Approach

Widely known as
Old AR model
Release 11 Model

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
38

Site Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
39

Site Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
40

Site Centric Approach

NorCal OAUG

2005 Rhapsody Technologies, Inc.

Bringing People, Processes and Technologies together
41

QUESTIONS
ANSWERS

Can be reached at:

Mani Kumar Manda

Rhapsody Technologies, Inc.
Phone: 630-717-1809
Email: mmanda@RhapTech.com