MDM Partner Summit 2015 Oracle Enterprise Data Quality Overview & Roadmap

MDM Partner Summit 2015 Oracle Enterprise Data Quality Overview & Roadmap Steve Tuck Senior Director, Product Strategy Todd Blackmon Senior Director, Sales Consulting David Gengenbach Sales Consultant Copyright 2015 Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement 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. Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 2

New and Notable North American EDQ Customers Oracle FY2015 35% growth in new customer accounts in FY15 Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 3

Program Agenda 1 2 3 4 5 6 EDQ: Accelerated, Integrated, Governed EDQ 12.1.3 & Product Roadmap EDQ and the Cloud OWS Oracle Watchlist Screening EDQ Demo Partner Education and Support Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 4

EDQ: Accelerated Market-leading usability for all types of data Unparalleled time-to-value Fully integrated data analysis Manual and automatic rule generation Out-of-the-box health check, matching and address verification services for global party data Simple deployment of DQ configuration as services Generated web services Integrated test UI Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 5

EDQ: Integrated Enterprise Data Quality 12c EDQ Matching & Address Verification Profile Audit Transform Match Parse Your Applications, Databases, Files EDQ Matching & Address Verification Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 6

EDQ: Governed Data Analysts creates rules to identify data issues Data Stewards and Data Analysts resolve DQ issues: Suggest rule Update source system/hub Remediate record(s) directly Update ETL configuration Resolve Identify Govern Monitor Data Stakeholders monitor the results of rule checks published from the Identify stage Reject/close issue Prioritize Data Stewards conduct initial prioritization and assignment of apparent DQ issues Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 7

Oracle Enterprise Data Quality 12.1.3 Released June 2014 Performance Improvements Improved performance of Director UI when working with large databases Deeper Integration with the Oracle Stack 12c Certification Simplified Installation on WebLogic Server Oracle Access Manager Integration Recertification of ODI tool integration Automated Rule Generation Ability to generate rules by writing Reference Data directly from processes Improved Processor Toolkit Choose whether or not to package Reference Data with Published Processors Copyright 2015 Oracle and/or its affiliates. All rights reserved. 9

EDQ Product History & Roadmap EDQ 9.0 Customer Data Services Pack Product Data Processor New Address Verification (Loqate) Connector Dynamic Configuration & Data Overrides Operations UI (Server Console) Oracle Data Integrator integration EDQ 11.1.1.7 Fusion Middleware Integration Case Management expansion Reference Published Processors UI Localization to 9 Languages New Job Manager Real-time performance improvements EDQ 12.1.3 Oracle Access Manager integration Reference Data Generation Improved processor toolkit EDQ 12.2.1 WebLogic Clustering Support Improved Match Flexibility Big Data Connectivity Salesforce Connectivity Extended Event Auditing Autotune matching services Future DQ Governance 2.0 Profiling as a Service Accessibility Type-ahead entity resolution 2012 January 2013 June 2015 May 2015 2016 2017 Address Verification 12 Transliteration Performance Improvements EDQ Product Data 5.6.2 Address Verification 13 Point-level Geocoding EDQ Product Data Extensions 11g R1 Endeca Integration StatSim Matching Address Verification 14 PowerSearch CASS, SERP, AMAS Certification EDQ in Oracle Sales Cloud R9 Duplicate Prevention Address Verification and Search Address Verification 15 Improved Typo Handling Data Pack Improvements Geocoding Accuracy Improvements EDQ JCS Certified Automated customercontrolled provisioning, backup, patching, scaling with cloud tooling Address Verification Future Irish Postcodes Standalone Parsing Cloud Future Data as a Service Enrichment Service Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 10

EDQ 12.2.1 (CY2015) WebLogic Clustering Support Simplified multi-server provisioning and operation Improved Matching Flexibility Enabling advanced external configuration of matching Match on any identifier, configure weightings Construct and reuse multi-rule algorithms for identifiers Big Data Connectivity Pull data from Hadoop (Hive) Auto-tune Matching Services Automatically optimize matching services to in-scope data REST Web Services Dynamic Web Services support either REST and SOAP Configuration Web Services v1 (get Projects, Jobs) Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 11

Summary: Oracle Investing to Exploit Expanding DQ Market Apps/Solutions Data Governance Cloud Big Data Integrated and Accelerated DQ Data Governance Foundation Cloud Services Big Data Reservoir Faster, more flexible deployment, with more pre-built integrations Use DQ as part of foundation for broad Data Governance process, tooling and organizational alignment 1. Matching service 2. Address Verification service 3. Enrichment service 4. Integration platform services Use DQ techniques to identify, extract, enrich, merge data from Hadoop repositories Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 14

EDQ in Oracle Sales Cloud Customer Hub Pre-configured and fully integrated Supports duplicate identification, address cleansing and address verification Fields or attributes for matching can be changed via internet based browser and changes tested before publishing Supports custom or extensible fields Control the quality of the match returned by setting score threshold Additional license for Fusion Data Quality Matching Cloud Service & Fusion Data Quality Cleansing Cloud Service is required Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 16

Enterprise DQ and Fusion DQ Cloud Services Enterprise Data Quality Full DQ platform can be fully configured and applied to any data type, source or target Includes Profiling of data sources Comprehensive data preparation with fully customizable behavior for parsing, standardization, enrichment, match and merge Address Verification and Geocoding Management reporting dashboards and ability to export results for reporting in any BI tool Case management for data remediation workflows Highly intuitive user interface Deploy as batch process or web services Priced by processor Can be deployed on-prem, or hosted in-cloud (but currently not with subscription pricing) Fusion Data Quality Matching Cloud Service Pre-configured matching service dedicated to Fusion Sales Cloud only Account Matching uses 8 core attributes plus extended attributes Contact Matching Uses 7 core attributes plus extended attributes Configuration of matching attributes is managed through Fusion Sales Cloud. No other configuration is possible Priced by hosted records Address Verification Cloud Service Cloud service for address verification and geocoding Priced by transaction Can be called by any application, in-cloud or on-prem Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 17

Feature Comparison EDQ Platform Fusion DQ Services Data Profiling x Parsing x Extraction x Transformation x Standardization x Address Verification/ Cleansing and Geocoding 'Simple' Matching (party match on given fields) 'Complex' Matching (any match strategy, including multi-step) x Case Management Native to Fusion App DQ Reporting Native to Fusion App Any data type or entity x Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 18

EDQ Java Cloud Services Coming Soon Enables full capabilities of EDQ in the Cloud Dedicated virtual machines preconfigured with WebLogic Self-managed with automated cloud tooling Fully scalable Enterprise grade for mission critical applications Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 19

Oracle Watchlist Screening an application built on EDQ Different problem, different team OWS is almost exclusively a sale into the compliance function of the business Compliance / regulation driven sale Customer buying because they have to? Less need creation, shorter sales cycle? OWS a one trick pony OWS solves a very specific business problem Highlights DQ issues but customer cannot use underlying EDQ platform to resolve Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 21

What To Look For The number of disparate systems and processes used in screening Challenges managing compliance screening across the enterprise Lack of control and configurability of incumbent solution A need for IT to be heavily involved in preparing data A lack of integrated review tools Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 23

Partner Education & Support Education options: OU Courses Partner Learning Library Oracle Learning Library Support from Product Management Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 26

Support from Product Management Win, Win, Win Successful Partners + Successful Product = Successful Customer Project EDQ PM Team small but keen to help make you successful We actively monitor the EDQ Forum on OTN Willing to provide mentoring support to partners Copyright 2015 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 30