Oracle Unity CDP Datasheet
Oracle Unity CDP Datasheet
Oracle Unity
The Enterprise Customer Data
Platform for Real Time CX
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
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Table of contents
3 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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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
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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.
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.
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
7 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features
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.
8 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features
Third-Party data
connectors for data
enrichment.
Built-in Address
standardization,
verification and
enrichment.
9 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features
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)
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
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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
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Key features
12 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
Copyright © 2023, Oracle and/or its affiliates / Public
Key features
Prebuilt behavioral
segments.
Advanced segmentation
canvas with declarative
segmentation built for
business users.
Waterfall segmentation.
Look-alike segments.
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
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Key features
Cross-channel insights:
Connect behaviors across
digital channels.
…
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
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Key features
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.
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Key features
No programming skills
required.
16 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features
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.
17 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features
Predefined scenarios.
Custom scenarios.
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).
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.
18 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features
Extensive catalogue of
predefined connectors with
the most popular
advertising, marketing,
sales, service, and back-
office applications.
19 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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Key features
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
20 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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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
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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
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22 Data Sheet / Oracle Unity Enterprise Customer Data Platform / Version 4.0
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