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Oracle Unity CDP Datasheet

Oracle Unity is an enterprise customer data platform that consolidates customer data from various sources to create a dynamic and accurate customer view, supporting both B2B and B2C models. It features a flexible data model, real-time behavioral signals, and built-in privacy compliance, enabling businesses to deliver personalized customer experiences. The platform also offers advanced analytics and segmentation tools to drive targeted marketing and improve customer engagement.

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0% found this document useful (0 votes)
4 views22 pages

Oracle Unity CDP Datasheet

Oracle Unity is an enterprise customer data platform that consolidates customer data from various sources to create a dynamic and accurate customer view, supporting both B2B and B2C models. It features a flexible data model, real-time behavioral signals, and built-in privacy compliance, enabling businesses to deliver personalized customer experiences. The platform also offers advanced analytics and segmentation tools to drive targeted marketing and improve customer engagement.

Uploaded by

Praveen Kumar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Data Sheet

Oracle Unity
The Enterprise Customer Data
Platform for Real Time CX

Discover Oracle Unity, the enterprise customer data platform


(CDP) solution that combines customer data from every source to
create a single, dynamic, timely and accurate customer view.

04-NOV-2023, Version 4.0


Copyright © 2023, Oracle and/or its affiliates
Dropdown Options

1 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
2 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Table of contents

The Experience Economy 6


A New Economy 6
A Strong Partner 6
A Unique Enterprise Customer Data Platform 6
Predefined and flexible data model 7
Don’t start from a white sheet 7
B2B, B2C or both? No problem 7
No constraints, maximum flexibility 7
Additional predefined data model extensions 7
Industry-specific schemas 7
Single, dynamic customer view 8
Unified Customer Profile for both B2B and B2C 8
Integrate all data sources 8
Real-time behavioural signals 8
Built-in identity stitching and resolution 8
Profile Data Quality and Enrichment 9
Customer Profile Enrichment 9
Other Entities Enrichment 9
Data quality that scales 9
Prebuilt enrichment 9
Third-party data connectors 9
Native connection to Oracle Advertising 9
Built-in Privacy compliance support 10
Personally Identifiable Information (PII) 10
Data Minimization 10
Data Protection 10
Tracking and Audit Logs 11
Consent Data 11
Data Retention and Deletion 11
More 11
Not just Accounts and Consumers 12
Unified Profile for any Business Entity which matters to you business 12
Any Entity, Over Time 12
Industry-specific master entities 12
Entity Specific deduplication 12
Enterprise data quality 12
Smart, Business Users’ Accessible Segmentation 13
Real-time segmentation 13
Behavioral scores 13

3 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Prebuilt behavioural segments 13
Advanced segmentation canvas 13
Waterfall-based segments 13
Look-alike segments 13
Real-time personalization 13
Built-in Intelligence 14
Customer Analytics 14
Realtime analytics and opportunities suggestion 14
Performance reports 14
Forensics 14
Recency, frequency, and monetary (RFM) value analysis 14
Activitate insights from campaigns 14
Intelligence built for business users 15
Intelligence workbench 15
Ready-to-use data science models 15
Explore data-science–driven use cases 15
Bring Your Own Model (BYOM) 15
Real Time Predictions powered by AI and machine learning 15
Generative AI integration 15
Unify insights for activation 15
Seamless, personalized experiences 16
Personalized Experiences 16
Data in the context of the customer 16
Push-button publishing and personalization 16
Personalize across channels 16
Business user ready 16
Real Time Personalization 17
Make relevant, timely recommendations 17
Easy deployment 17
Scalable and flexible inventory management 17
The right recommendation at the right time 17
Native integration with Oracle Responsys Campaign Management 17
Real Time Activation 18
Drive business results through your CX ecosystem 18
Rules, filters, and in-session predictions to drive action 18
Tailored experiences 18
Opportunities to drive better campaigns 18
Flexible, fast, connections 18
Connect data, tools, and teams 19
Integrations 19
A way for everyone to integrate 19
Advertising 19
4 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Marketing 19
Analytics 19
Built-in Industry content and best practices 20
Unique Industry Knowledge 20
Unique Industry Approach 20
Automotive 20
Banking 21
Communications 21
Fashion & Luxury 21
Insurance 21
Healthcare 21
High Tech & Industrial Manufacturing 21
Life Sciences 21
Retail 21
Travel & Hospitality 22
Utilities 22
Other Industries 22

List of images
Image Caption 1. Scott Galloway’s “The Four” book cover. 6
Image Caption 2. Baseline data model in data model canvas. 7
Image Caption 3. Single, dynamic customer view example. 8
Image Caption 4. Enriched Profile – Intelligent Attributes usable in
segmentation. 9
Image Caption 5. Customer opt-in information Example. 10
Image Caption 6. Asset data consolidation rules example. 12
Image Caption 7. Waterfall segmentation example. 13
Image Caption 8. Key metrics and analytical widgets examples. 14
Image Caption 9. Intelligence workbench with predefined ML models
example. 15
Image Caption 10. Campaign comparison and sub-segment
extraction example. 16
Image Caption 11. Oracle Unity real time personalization example. 17
Image Caption 12. Oracle Unity Action Centre example. 18
Image Caption 13. Unity integrations web page on [Link]. 19
Image Caption 14. Oracle covered Industries. 20

5 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
The Experience Economy

A New Economy
Today’s customers—both B2B and B2C—are firmly in the driver’s seat of the
“Experience Economy,” a once-in-a-generation shift of power from brands to
buyers. Customers place more value in the customer experience (CX) than in
the goods and services themselves —and they’re adopting new technologies to
get exactly what they want, where, when, and how they want it. As such, their
customer journey is no longer predictable and linear. The B2C and B2B worlds
have morphed into B2Me, where friction can make or break your customer
relationships.

With customers driving the evolution of CX at breakneck speeds, how can


businesses keep pace, let alone thrive? The answer lies within their customer Image Caption 1. Scott Galloway’s
data—countless data points from many different sources (sales, marketing, “The Four” book cover.

service, commerce, point of sale, field service, finance, community, social, etc.).
The problem? Harnessing that data into a single, dynamic view of the customer
so you can market to a segment of one, on an enterprise scale. “The digital age is
Heraclitus on
A Strong Partner
steroids: change is a
Data management, security, integration, governance and harnessing at scale
daily constant. In
and supporting business continuity is in our DNA since the very beginning more
than 45 years ago. We have been doing this at scale for years with big and small almost every
organizations across all industries and all countries. Our mission is to help professional
organizations and people see data in new ways, discover insights and unlock environment, we are
endless possibilities. We are the data company. We are #dataobsessed. No expected to use and
other CX vendor has this heritage. No other vendor can offer you such a master tools that did
complete customer experience story or such a comprehensive way of
not exist a decade
leveraging the new oil – your customer data. And no other vendor as a similar
ago, or even last
breadth and depth of knowledge of the industry specific requirements, data
points, and business processes as Oracle has. year.”
Scott Galloway
Whether your focus is on B2B or on B2C or on both, no matter what industry or
- The Four
industries your business model embraces, Oracle is the ideal partner to help
your brand ride the wave of the experience economy, allowing you to deliver
amazing customer experiences, which will enable you to grow your revenues
and better compete in your market.

A Unique Enterprise Customer Data Platform Related products


The Oracle Unity Customer Data Platform is our blueprint for delivering the top Oracle Fusion Sales and
line growth strategy needed to survive and thrive in the experience economy. Service

The platform enables you to link all your data, derive intelligence from it and Oracle Fusion Marketing

exploit this intelligence to deliver real time, hyper-personalized content to Oracle Integration Cloud
company contacts, households and consumers across all channels and Oracle Analytics Cloud
applications in the moments that most matter to them: connected data driving
connected intelligence driving connected experiences.

The Unity Platform encapsulates the best of Oracle technologies, and the best
practices matured over 35+ years on Oracle Applications, both horizontal and
industry specific ones.

6 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features

— Predefined and flexible data


model, supporting B2B,
B2C or both.

— Predefined data model


extensions, both industry
agnostic and industry
specific, deployable in any
order or mix at any time.

— Declarative data model


extensibility, no
programming skills
required.

Image Caption 2. Baseline data model in data model canvas.

Predefined and flexible data model


Don’t start from a white sheet
To help you jump starting your CDP project Oracle Unity gives you an industry
agnostic baseline data model foundation including a pre-packaged set of
entities based on best practices expressively conceived to optimize Unity
operations and to support a wide range of use cases around marketing, e-
commerce, sales, and service.
B2B, B2C or both? No problem
No matter which business model you have, or you choose to start your CDP
implementation with, you’ll get a solid foundation to support you and the
flexibility to add more later. You can start with B2B by implementing the B2B
industry agnostic baseline schema, or you can choose to focus initially on B2C,
and mix them later. Or you can choose to support them both from the start.
No constraints, maximum flexibility
Starting from a predefined schemas is not putting any strong constraint to your
ongoing target data model, as you can make changes to it before publishing it,
and because you’ll be always able to hide parts of it that you are not using.
Moreover, you can make all the necessary customizations to the data model
make sure that the data model meets your organization's specific needs.
Additional predefined data model extensions
We all know that customizations are a huge investment in any IT project. Oracle
has invested a lot in creating modular and composable data model extensions
that you can easily and quickly deploy over time, so that you can avoid as much
as possible to customize, and in this way, you can rapidly achieve the ROI of
your CDP implementation. Here again, no constraints. You can pick the
extensions that you want, based on the use cases you need to implement, in
any order, at any time, and mix them as you want, over time. This approach is
unique in the whole CDP market.
Industry-specific schemas
Take advantage of data model extensions built for your industry and a
metadata-driven architecture that you can fully configure and extend.

7 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
— Key features

— Data Consolidation across


heterogeneous online and
offline data sources.

— Unlimited scale and


flexibility: Unlimited scale,
flexibility, and accessibility
on a big data platform.

— Identity resolution in the


known world and Identity
stitching in the anonymous
world are capabilities that
differentiate Unity from the
competition.

— Real time identity stitching.

Image Caption 3. Single, dynamic customer view example. — Account and Consumer
Data unification and
Single, dynamic customer view deduplication with
predefined and
Unified Customer Profile for both B2B and B2C customizable rules.

Bring offline back-office and front-office (CRM) data into a unified, 360-degree — Unique data unification and
Account and/or Consumer profile. Oracle Unity Customer Data Platform deduplication for additional
standard or custom entities
gathers consumers and/or account contacts signals and applies them to their of choice, over time.
unified profile in real time, so you have the most up-to-date information about
your customer in every moment.
Integrate all data sources
Simplify and consolidate all of your online, offline, first-, second-, and third-
party data sources into a dynamic and connected Account and/or Consumer
profile.

Collect and unify individuals’ behavioral data in real time


Stream diverse, cross-channel, digital data and use Oracle Unity ID matching
capabilities to build a single behavioral view of each person. Strengthen your
data collection with Oracle’s CX tag, SDK, and API. Capture any behavior and
parameter into Infinity Behavioral Intelligence’s real-time stream. The CX tag
works across Oracle CX applications, simplifying tag management while
building a complete digital picture across applications.
Real-time behavioral signals
Stream data while a person is still visiting your digital property. With Oracle
Unity, you can observe sessions while they’re happening and adjust the
personalized experience you deliver to them in real time.
Built-in identity stitching and resolution
Connect individual identities across devices, channels, and domains. Use
advanced privacy and identity controls to build a unified, accessible profile.
Consolidate account profiles and related signals and transactions across
multiple heterogeneous systems. Build a comprehensive account 360° profile
inclusive of all contact points, relationships, hierarchies, contacts, online
signals, and transactions to support precise and deep account analysis and
scoring (including white space analysis), and effective account-based
marketing, sales planning and execution, and predictive and proactive
customer service.

8 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Predefined key indicators to


enrich customer profiles.

— Possibility to add more key


indicators over time.

— Possibility to add key


indicators for other entities.

— Third-Party data
connectors for data
enrichment.

— Built-in Address
standardization,
verification and
enrichment.

Image Caption 4. Enriched Profile – Intelligent Attributes usable in segmentation.

Profile Data Quality and Enrichment


Customer Profile Enrichment
Oracle Unity Customer Data Platform calculates key indicators for both
Accounts and Consumers from your first-party data—such as propensity to
churn, lifetime value, product interest, engagement across all channels, and
purchase consistency—and adds attributes from second- and third-party data
sources to help you understand your customers at a deeper level.
Other Entities Enrichment
Key indicators can be configured also for other entities that you organization
will identify as relevant for you customers’ experiences.
Data quality that scales
Organize and maintain data quality while consolidating all your data, including
real-time behavioral signals, into a single repository. Build consumers and/or
accounts profiles that business users can really trust and use through advanced
deduplication and data verification (example: address verification) and
cleansing capabilities. Unity Customer Data Platform cleanses, normalizes,
standardizes, and prepares that data and uses it to build rich profiles. Promotion
rules ensure that the best quality data is chosen when different values for the
same attribute is provided by the various sources.
Prebuilt enrichment
Enrich your customer profiles with over 50 prebuilt intelligent attributes or
customize attributes based on your data model and business needs. Easily
activate those relevant to you, and inactivate those that you don’t need, over
time.
Third-party data connectors
Add valuable data to your customer profiles using out-of-the box connectors to
third-party data service providers.
Native connection to Oracle Advertising
Automate profile data enrichment within Unity Customer Data Platform with
access to the world’s largest third-party data marketplace—powered by Oracle
Advertising.

9 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Easy identification of PII


data.

— User access controls.

— Role Based Access Control


(RBAC).

— Data masking for PII data.

— Encryption at rest and in


Transit.

— Tracking and Audit Logs.

— Pre-built integrations with


top Content Managements
Systems.

Image Caption 5. Customer opt-in information Example.


— Store granular consents
and opt-in/out
information.
Built-in Privacy compliance support
— Store contact preferences.
Personally Identifiable Information (PII)
— Leverage consents, opt-
Data privacy and security concerns are a persistent growing trend globally and in/out information and
as a result increasingly more governments are issuing laws or regulations contact preferences in
segmentation and
addressing the rights of their citizens in that area.
activation.
The term PII refers to information that can be used to distinguish or trace an — Data deletion to support
individual’s identity, either alone or when combined with other personal or right to be forgotten.
identifying information that is linked or linkable to a specific individual.

PII data is highly sensitive and is subject to strict privacy regulations to protect
individuals from identity theft, fraud, and other privacy breaches. Some key
privacy regulations that govern the collection, use, and protection of PII data
include:
— The General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679)

— The California Consumer Privacy Act (CCPA)


— The Protection of Persona Information (POPI) Act (POPIA)

— The Health Insurance Portability and Accountability Act (HIPAA)

Oracle Unity manages individuals’ records that contain PII data, and shares
them with many other systems and channels, and as such it is impacted by
privacy regulations active in the countries in which it is going to be used. Oracle
Unity provides many features at various levels created to help supporting
compliance to privacy regulations.
Data Minimization
Oracle Unity provides granular user access controls based on roles,
geographies, brand and other criteria of your choice. This includes privileges,
such as data access and data access type, based on the user's role,
responsibilities, brand, and business unit he/she operates in. This ensures
users only get access to the data they need to complete their job.
Data Protection
Oracle Unity provides capabilities to help protect data. Features like user access
control (including separation of duties and data segregation), data encryption
at rest and in transit, data redaction, data anonymization, data masking and

10 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
more help your organization protect personal data at the highest possible
standard.
Tracking and Audit Logs
Oracle Unity incorporates the tracking capabilities of Oracle Data Cloud and
Oracle Infinity. Oracle Unity has built-in audit and logging capabilities operating
on Oracle Cloud Infrastructure to support security and compliance
requirements.

Consent Data
Consents and contact preferences can be collected via top Consent
Management Systems and synchronized within Oracle Unity. Oracle Unity
integrates with leader Contact Management Systems like OneTrust and
SourcePoint. Oracle Unity provides the ability to model and track consents, opt-
in/opt-out information and contact preferences related to any contact point
(physical address, email, phone numbers, social accounts, and more) and usage
type, usage channel and organization. You can use this information both to
ensure that customer contact and privacy preferences are respected, and to
provide evidence of your organization compliance to privacy regulations to
inquiring authorities.
Data Retention and Deletion
To comply with customer data retention and with data deletion (“right to be
forgotten”) requirements and obligations Oracle Unity provides a
comprehensive, configurable and schedulable data deletion functionality,
which allows you to define which records you want to delete and perform the
actual deletion of those records along with any linked records. You have the
following available methods for deleting data:
— Provide a list of record identifiers for all records to be deleted.
— Delete all records in a data object.

— Delete records using segments. Records that match the segment criteria will be deleted.
— Delete all records from Activation Snapshots.

More
Read more about Oracle Unity privacy compliance here.

11 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Data unification for any


relevant business entity,
over time.

— Industry specific entities


relevant to your customers’
experiences can be easily
configured as data
unification entities.

— Entity specific deduplication


and promotion rules.

— Embedded data quality


capabilities.

Image Caption 6. Asset data consolidation rules example.

Not just Accounts and Consumers


Unified Profile for any Business Entity which matters to your business
Bring offline back-office and front-office data from any transactional and/or
analytical system into a unified, 360-degree profile for any business entity that
impacts on your customers’ experiences, over time. Oracle Unity Customer Data
Platform allows to at any time to elect any entity to become a master entity, just
configuring for it the appropriate deduplication and consolidation rules.
Any Entity, Over Time
You can elect at any time, any entity to become a special entity used for data
unification and key metrics computation. This is unique in the CDP market and
provides you the ability to consolidate and deduplicate data from different
sources into a single complete and best quality profile. Combined with the
ability to create segments from any entity, this enables business users to
effectively create segmentation and activations from any data angle. Anything
potentially impacting on your customers can be modelled and automated.
Industry-specific master entities
No matter which industry or industry combinations your business model is
operating in, you will be able to support very specific use cases. You’ll be able to
elect vehicles, assets, services, partners, stores, logistic hubs, airports, stations,
ports, flights, cruises, hotels, healthcare equipment’s, research centers,
pharmacies, financial accounts, policy portfolios, meters, gas stations, and
more as key entities for data consolidation, and compute for them very specific
key metrics to be used in segmentation and activations.
Entity Specific deduplication
Oracle Unity provides you the ability to setup deduplication and promotion
rules specific to each entity enabled for data consolidation.
Enterprise data quality
Rely on Oracle Unity data cleansing, normalization, standardization,
preparation, and deduplication for any entity that matters to your business.

12 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Real time segmentation.

— Predefined and extensible


behavioral scores.

— Prebuilt behavioral
segments.

— Advanced segmentation
canvas with declarative
segmentation built for
business users.

— Waterfall segmentation.

— Look-alike segments.

— Real time personalization.

Image Caption 7. Waterfall segmentation example.

Smart, Business Users’ Accessible Segmentation


Real-time segmentation
Drive engagement and loyalty with intelligent segmentation. Oracle Unity
Customer Data Platform highlights customer behaviors and enables marketers
to better understand customer intent and target relevant messaging to the right
groups.
Behavioral scores
Gain valuable insights about customer behavior and fine-tune targeting using
more than 80 behavioral scores, such as engagement score by channel, churn
likelihood, purchase propensity, and more.
Prebuilt behavioral segments
Go beyond traditional targeting and create more sophisticated segments. Use
more than 100 out-of-the-box behavioral segments that help you find your
most valuable customers, early adopters, bargain hunters and more.
Advanced segmentation canvas
Oracle Unity provides an intuitive and easy-to-use UI that brings powerful
advanced segmentation capabilities within the reach of marketers for the very
first time, to enable marketers to spend less time writing queries and more time
engaging customers.

Waterfall-based segments
Oracle Unity waterfall-based segmentation allows you to create and prioritize
segments within an audience, to help marketers do more relevant targeting
within an audience while preventing message fatigue.
Look-alike segments
Easily and quickly identify and target individuals who share similar
characteristics, behaviors, or attributes with an existing customer base or a
predefined segment by using Oracle Unity look-alike segments suggestions.

Real-time personalization
Gather customer intelligence in real time to inform consistent, relevant, and
personalized experiences. Deliver the right message at the right time to your
prospects and customers, across channels, devices, and interactions.

13 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Cross-channel insights:
Connect behaviors across
digital channels.

— …

Image Caption 8. Key metrics and analytical widgets examples.

Built-in Intelligence
Customer Analytics
Measure customer engagement and improve customer lifetime value using AI
and machine learning to model, predict, and recommend the optimal
experience and derive the next, best customer experience.
Realtime analytics and opportunities suggestion
Gain insight into past, current, and anticipated customer behaviors as part of
their journey. Use flexible reporting options to view data on what actions a
customer took and who they are.
Performance reports
Evaluate engagement using several out-of-the-box widgets that include
audience, campaign, and segment analyses.
Forensics
Use advanced analytics to investigate and understand exactly why things
happened the way they did.
Recency, frequency, and monetary (RFM) value analysis
Determine which are your most valuable customers by understanding recency
and frequency of purchase along with how much they spend.
Activate insights from campaigns
Instantly compare campaign results through an interactive user interface.
Optimize your campaigns by increasing the scale of high-performing attributes
and changing strategies for lower performers.

14 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Predefined AI/ML models


ready to be easily deployed
by business users.

— Support for importing


external ML models (built in
python).

— Create your custom ML


models within Oracle Unity.

— Real time predictions.

Image Caption 9. Intelligence workbench with predefined ML models example.

Intelligence built for business users


Intelligence workbench
Create, analyze, and optimize data science models to achieve the benefits of
machine learning and artificial intelligence.
Ready-to-use data science models
Use prebuilt data science models to gain new insights to identify new
opportunities and optimize campaigns or audiences.
Explore data-science–driven use cases
Target top performing channels, optimize communication with customers, and
enhance personalized messages with relevant recommendations.
Bring Your Own Model (BYOM)
Leverage ML models unique to your business by bringing in your own model
into Oracle Unity CDP. Re-train and calculate scoring values into Oracle Unity.

Improve productivity and reduce the latency for model outputs used in
decisioning & activation for customer experience.
Real Time Predictions powered by AI and machine learning
Apply probability scores in real time to predict the likelihood customers will
reach a specific objective or conversion point. Take advantage of built-in, real-
time decision-making with intelligence applied to past customer behaviors.

Use AI and machine learning to see what recommended actions could be taken
to deliver personalized customer experiences.
Generative AI integration
Oracle Unity will integrate generative AI to support message content
generation, segment generation based on segment description, and other
conversational inquiries.
Unify insights for activation
Map machine learning outcomes to your data model, segmentation,
campaigns, analytics, and more.

15 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Use consolidated enriched


360-degree profile
including key metrics for
experience personalization.

— No programming skills
required.

— Deploy. You customer


experience strategy,
measure, optimize, deploy
optimized strategy.

Image Caption 10. Campaign comparison and sub-segment extraction example.

Seamless, personalized experiences


Personalized Experiences
By providing a unified view of all your customer insights, Oracle Unity Customer
Data Platform enables you to deliver B2me experiences across engagement
channels.
Data in the context of the customer
Start to build audience segments to personalize experiences based on key
customer signals, such as purchases and product and category affinities as well
as channel preferences using more than 50 out-of-the-box intelligent
attributes.
Push-button publishing and personalization
Publish customer segments and set up real-time context for personalization
across MarTech and AdTech channels with a single click.
Personalize across channels
Get the 360-degree context of the customer natively available in your
marketing, sales, service, and commerce engagement applications as well as
AdTech channels.
Business user ready
Give the power of data to everyone in your organization. Business users get the
information they need to personalize customer experiences in real time.

16 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Individual level intelligence:


All data stored at the
individual level.

— Accuracy at scale: Accurate,


reliable visitor data and
analysis with absolutely no
sampling.

— Real time recommendations


based on real time
predictions and complete
customer profile.

— Scalable and flexible


inventory of content and
product items.
Image Caption 11. Oracle Unity real time personalization example. — Native integration with
Oracle Responsys.
Real Time Personalization — Easy integration with your
Make relevant, timely recommendations MAP.

Configure, deploy, and inject cross-channel recommendations—in real time—


personalized for each customer based on AI and machine learning algorithms.
Enable recommendations across your MarTech stack for both Oracle and non-
Oracle systems.

Easy deployment
Set up your recommendations using preconfigured widgets and algorithms and
a WYSIWYG editor. Accelerate your personalization strategy with automated
scheduling, attribute mapping, and easy error detection—all with a single
inventory across channels (email, web, API) and accessible for marketers as well
as developers.

Scalable and flexible inventory management


Use self-service inventory management functionality to ensure that the list of
recommended content and product items is accurate and up to date. Import
different inventory file formats, select scheduling options, map inventory
attributes, preview, and inject the right recommendations into every
experience.

The right recommendation at the right time


Surface the most relevant recommendations first, fully personalized to each
user, through Oracle Unity’s 1-1 recommendation model and advanced filter
logic.

Native integration with Oracle Responsys Campaign Management


Improve email click through and conversion rates by adding algorithm-driven
recommendations into Oracle Responsys. Select from a variety of strategies—
including a new 1-1 visitor affinity algorithm—and use email open-time
support to ensure that recommendations are relevant when viewed.

17 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features

— Data activation and


openness: Easy integration
of analytics data into your
marketing ecosystem
through built-in
integrations and
customizable APIs. Real
time online behavioral data
capturing and streaming.

— Predefined scenarios.

— Custom scenarios.

— Rules and filters.

— In session predictions.

— Recommended actions.
Image Caption 12. Oracle Unity Action Centre example.
— Predefined connectors for
real time activations.
Real Time Activation
Drive business results through your CX ecosystem
Use online behavioral data and the intelligent recommendations provided by
Oracle Unity to take real-time actions that result in more personalized and
relevant offers and better customer experiences (CX).

Rules, filters, and in-session predictions to drive action


Specify what steps should occur when certain trigger conditions are met.
Leverage the predictive probability of user behavior to take proactive actions to
maximize the chance of a successful conversion.

Tailored experiences
Leverage in-session behavior to provide content personalized for each person.
Improve CX and outcomes across all channels and areas of your business by
injecting the right real-time content, products, or offers into any digital
touchpoint.

Opportunities to drive better campaigns


Take advantage of prebuilt opportunities—recommended actions to take—to
improve engagement and drive better campaign results. Ramp up new team
members’ skills and partners more quickly to shrink the time to value.

Flexible, fast, connections


Take advantage of user-friendly, intuitive connectors into Oracle Responsys
Campaign Management and Oracle Eloqua Marketing Automation, as well as a
serverless webhook and SFTP connectors for integrations with any Oracle or
third-party systems.

18 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features

— Universal batch connector.

— Extensive Rest API


catalogue for real time
integration (in and out).

— Extensive catalogue of
predefined connectors with
the most popular
advertising, marketing,
sales, service, and back-
office applications.

— Use market leading


integration technologies
from Oracle to complement
and extend Oracle Unity
Image Caption 13. Unity integrations web page on [Link]. integration capabilities.

Connect data, tools, and teams


Integrations
Your stack works better when it works together. Oracle Unity Customer Data
Platform connects every system in your tech stack to other tools you use to
uncover new insights and deliver seamless customer experiences across all
touchpoints. Explore Oracle Unity's entire integration catalog.
A way for everyone to integrate
Connect data across advertising, marketing, sales, service, and back-office
applications with prebuilt connectors.
Advertising
Oracle Unity's integrations across ad platforms, such Twitter, Meta, LinkedIn,
LiveRamp, and Oracle Advertising, help you understand the entire customer
journey, target more precisely, create and deliver more targetable media
campaigns, and generate higher ROAS.
Marketing
Drive intelligent loyalty campaigns, improved email marketing efforts, and
commerce experiences that truly connect with Unity's integrations across the
Martech stack (CRM, commerce, loyalty, email, A/B testing, and more).
Analytics
Reduce the time and effort it takes to uncover new customer insights with
turnkey connectors into analytics tools.

19 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features

— Oracle unique industry best


practices are being
Aereospace Automotive Communications Education Energy & Water
Construction
& Engineering provided within Oracle
unity as predefined
reusable modular assets to
accelerate you CDP
implementation time to
Entertainment Fashion / Luxury FinServ - Bank FinServ - Insurance Food & Beverage Government Healthcare value.

— Extend your baseline data


model gradually with pre-
built industry-based
High Technology
Industrial
Manufacturing Life Sciences Media Natural Resources
Professional
Services Public Safety extensions at your peace.

— Add and mix extensions as


needed with no constraints.
RetailRetail

Wholesale
Real
2 Estate
Copyright © 2023, OracleRetail
and/or its affiliates. AllT&H - Carriers
rights reserved. T&H - Hospitality T&H – Travel Hubs Social Services Distribution

Image Caption 14. Oracle covered Industries.

Built-in Industry content and best practices


Unique Industry Knowledge
Oracle is a global technology leader with a unique industry expertise that spans
over 35 years. Through strategic investments, acquisitions, and collaborations
with customers and partners, Oracle has become a trusted innovator across all
industries. This extensive experience has allowed Oracle to develop unique
industry-specific best practices and solutions that cater to the specific needs of
businesses in sectors ranging from finance and healthcare to manufacturing
and retail. Oracle's commitment to industry excellence is not only a testament
to its longevity but also a promise to deliver cutting-edge technologies and
tailored solutions to drive success in today's rapidly evolving business
landscape. Oracle provides organizations with deep functional and industry
domain knowledge unmatched in the CDP vendor arena. In fact, Oracle is the
only CDP vendor providing a full range of purpose-built applications designed
to automate the core business processes and meet the unique needs of any
organization in any major industry.
Unique Industry Approach
Oracle Unity provides you a unique approach to industry optimization. You’ll be
able to start with a simplified baseline data model allowing you to rapidly get
up to speed with your implementation. Then you’ll be able to add industry
agnostic and industry specific data mode extensions. This allows you to quickly
and easily assemble your own data model based on your specific needs and use
cases, growing it over time in the directions taken by your business. No big
bang. Have the freedom to decide which predefined asset to adopt, and the
order of adoption. Thanks to Oracle Unity you can now enjoy the unique
possibility to mix industry assets over time to suite your specific business model
and its evolutions.
Automotive
Extend your baseline data model with Automotive specific extensions adding
support for a use cases around abandoned vehicle configurations, next best
actions for dealers, next best vehicle configuration, proactive and predictive
vehicle maintenance, vehicles recall campaigns, and many more.

20 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Banking
Gain Banking specific use cases support: abandoned/paused application/form
finalization (chatbot/agent assisted), account and customer 360° for agents,
next best action for agents, real time offers delivered at ATMs, proactive care
on excessive product fees with alternative product offers, B2B account portfolio
optimization based on current performances, and more.
Communications
Extend your baseline data model with Telco industry specific extensions adding
support for pre-paid to post-paid subscriptions migration, next best
plan/upgrade based on current plan usage, POS proximity based real time
offers, proactive customer care upon failed service, mobile app navigation
personalization based on real-time product and churn propensity, and more.
Fashion & Luxury
Level up your customers’ experiences by adding new use cases such as online
exit intent prediction, preferred POS exclusive events invitations for VIPs, new
collections preview for VIP customers, customer 360-degree profile view for
POS agents, in-POS to Online (and vice-versa) order fulfillment finalization
(even involving co-browsing), next best accessory, and many more.
Insurance
Add Insurance specific extensions to support a series of new insurance industry
specific use cases including as abandoned application/quote retargeting,
account and customer 360-degree profile view for agents, next best policy
based on existing portfolio and/or life events, white spaces fulfillment, call
center calls routing based on CLTV and policy portfolio, and many more.
Healthcare
As a healthcare or life science operator you can add industry specific extensions
to enable new use cases such as periodic checks/visits/vaccinations
campaigns, patient care centers service availability driven campaigns, next best
care plan based on patient health history and test results, patient visit/recovery
check-in and payment speed-up, post-surgery patient care plan, and more.
High Tech & Industrial Manufacturing
Take advantage of Oracle Unity HTIM specific extensions to support new use
cases such as abandoned product configurations, account and customer 360°
for sales agents, next best product, automated warranty and service contracts
up-sell and renewals, optimized scheduled maintenance for B2B asset groups,
proactive and predictive asset maintenance based on asset IoT data, and more.
Life Sciences
Adding new life science specific use cases such as periodic test retargeting,
consultative evidence-based AI supported selling, patient and account 360-
degree profiles for sales and service, real time co-sell/up-sell exclusive services
to trial site/lab visiting patients, account-based demand forecasting for key
accounts, post-trial patient care plan campaign, and many more.
Retail
Add support for new use cases like repeat purchase boost, back-in-stock
campaigns, wish-list retargeting, high loyalty specific promotions, boost loyalty
tier achievement, in-POS product proximity-based offers, shipping delay
notifications, post return customer retention, and more.

21 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Travel & Hospitality
Whether you are a carrier, a travel hub operator, a hotel chain, a cruise line or a
train operator, get support for abandoned booking retargeting, new
routes/hotels offers, boost loyalty tier achievement, boost weekend travelers,
cross-sell travel ancillaries and upgrades to upcoming travel, travel in trouble
(immediate reaction on travel issue), proactive travel information (pre-, in-, and
post-travel), overbooking management CLTV based, and many more.
Utilities
Add support for use cases around abandoned plan retargeting, chatbot
conversations driven online lead pre-qualification, next best personalized plan
upgrade based on current plan usage and online activity, churn prevention via
portfolio optimization based on plan performances and usage, mobile app
navigation personalization based upon real-time product and churn
propensity, and more.
Other Industries
Your industry is not listed above? Don’t worry. Oracle Unity industry agnostic
extensions will provide you great value by extending the baseline set of use
cases with additional ones across marketing and advertising, sales, ecommerce,
loyalty, service and back-office. Moreover, Oracle is committed to continuously
expanding the industry coverage by adding new extensions both for the already
addressed industries and for the ones not yet covered.

Connect with us

Call +1.800.ORACLE1 or visit [Link]. Outside North America, find your local office at: [Link]/contact.

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