Trading Community Foundation Implementation Guidance
Purpose
Provides CX Customer Data Management implementation guidance for the Trading Community Foundation functional area.
When to Use
Use this functional-area skill after Customer Data Management scope is confirmed and the project needs trading community foundation setup planning, baseline export, import sequencing, or validation checkpoints.
Catalog Metadata
- Pillar:
CX - Offering:
Customer Data Management(ZCH_CDM) - Functional area / Setup Object:
Trading Community Foundation(ORA_HZ_CDM_FOUNDATION) - Effective task catalog:
knowledge/setup-task-catalog/effective/setupTasksAll.json - Effective hierarchy catalog:
knowledge/setup-task-catalog/effective/offering-functional-area-task-catalog.json - Provenance composition:
release - pre_release.removals + pre_release.items + custom.items - Source catalogs: release
setupTasksAll.json, pre-release supplement, and customsetupTasksAll.json - Exact occurrence flags for tasks 1-23 below: Available
Y, export/importY, CSV export/importY - Party hierarchy generation flags: Available
Y, export/importN, CSV export/importN
Setup Tasks
- Manage Trading Community Source Systems (
HZ_MANAGE_TRADING_COMMUNITY_SOURCE_SYSTEMS) - Manage Source System Entities (
HZ_MANAGE_SOURCE_SYSTEM_ENTITIES) - Manage Source System Lookups (
HZ_MANAGE_SOURCE_SYSTEM_LOOKUPS) - Manage Trading Community Common Lookups (
HZ_MANAGE_TRADING_COMMUNITY_COMMON_LOOKUPS) - Manage Party Usage Lookups (
HZ_MANAGE_PARTY_USAGE_LOOKUPS) - Manage Contact Point Lookups (
HZ_MANAGE_CONTACT_POINT_LOOKUPS) - Manage Trading Community Organization Lookups (
HZ_MANAGE_TRADING_COMMUNITY_ORGANIZATION_LOOKUPS) - Manage Trading Community Location Lookups (
HZ_MANAGE_TRADING_COMMUNITY_LOCATION_LOOKUPS) - Manage Trading Community Person Lookups (
HZ_MANAGE_TRADING_COMMUNITY_PERSON_LOOKUPS) - Manage Contact Lookups (
HZ_MANAGE_CONTACT_LOOKUPS) - Manage Customer Account Lookups (
HZ_MANAGE_CUSTOMER_ACCOUNT_LOOKUPS) - Manage Import Lookups (
HZ_MANAGE_IMPORT_LOOKUPS) - Manage Group Lookups (
HZ_MANAGE_GROUP_LOOKUPS) - Manage Relationship Lookups (
HZ_MANAGE_RELATIONSHIP_LOOKUPS) - Manage Data Styles (
HZ_MANAGE_DATA_STYLES) - Manage Name Formats (
HZ_MANAGE_NAME_FORMATS) - Manage Address Formats (
HZ_MANAGE_ADDRESS_FORMATS) - Manage Hierarchy Types (
HZ_MANAGE_HIERARCHY_TYPES) - Manage Hierarchy Labels (
HZ_MANAGE_HIERARCHY_LABELS) - Manage Trading Community Document Sequences (
ORA_HZ_MANAGE_DOCUMENT_SEQUENCES) - Manage Party Usage Filter Rules (
HZ_MANAGE_PARTY_USAGE_FILTER_RULES) - Manage Relationship Groups (
HZ_MANAGE_RELATIONSHIP_GROUPS) - Manage Classification Categories (
HZ_MANAGE_CLASSIFICATION_CATEGORIES) - Run Trading Community Party Hierarchy Generation (
HZ_RUN_PARTY_HIERARCHY_GENERATION) - Manage Additional Name Types (
HZ_MANAGE_ADDITIONAL_NAME_TYPES) - Run Trading Community Current Record Information Maintenance (
HZ_RUN_TRADING_COMM_CURRENT_RECORD_INFO_MAINTENANCE) - Manage Party Usages (
HZ_MANAGE_PARTY_USAGES) - Manage Classification Groups (
HZ_MANAGE_CLASSIFICATION_GROUPS) - Audit Trading Community Party Hierarchy (
HZ_RUN_HIERARCHY_AUDIT) - Run Classification Hierarchy Generation (
HZ_RUN_CLASSIFICATION_HIERARCHY_GENERATION) - Manage Phone Numbering Plans (
HZ_MANAGE_TELEPHONE_NUMBERING_PLANS) - Manage Trading Community Messages (
ORA_HZ_MANAGE_MESSAGES) - Manage Relationship Descriptive Flexfields (
HZ_MANAGE_RELATIONSHIP_DESCRIPTIVE_FLEXFIELDS) - Manage Source System Descriptive Flexfields (
HZ_MANAGE_SOURCE_SYSTEM_DESCRIPTIVE_FLEXFIELDS) - Manage Contact Point Descriptive Flexfields (
HZ_MANAGE_CONTACT_POINT_DESCRIPTIVE_FLEXFIELDS) - Manage Trading Community Organization Descriptive Flexfields (
HZ_TRADING_COMMUNITY_ORGANIZATION_DESC_FLEXFIELDS) - Manage Trading Community Organization Site Descriptive Flexfields (
HZ_TRADING_COMMUNITY_ORGANIZATION_SITE_DESC_FLEXFIELDS) - Manage Trading Community Location Descriptive Flexfields (
HZ_MANAGE_TRADING_COMMUNITY_LOCATION_DESCRIPTIVE_FLEXFIELDS) - Manage Trading Community Person Descriptive Flexfields (
HZ_MANAGE_TRADING_COMMUNITY_PERSON_DESCRIPTIVE_FLEXFIELDS) - Manage Trading Community Person Site Descriptive Flexfields (
HZ_TRADING_COMMUNITY_PERSON_SITE_DESCRIPTIVE_FLEXFIELDS) - Manage Contact Descriptive Flexfields (
HZ_MANAGE_CONTACT_DESCRIPTIVE_FLEXFIELDS) - Manage Customer Account Descriptive Flexfields (
HZ_MANAGE_CUSTOMER_ACCOUNT_DESCRIPTIVE_FLEXFIELDS) - Manage Customer Account Site Descriptive Flexfields (
HZ_MANAGE_CUSTOMER_ACCOUNT_SITE_DESCRIPTIVE_FLEXFIELDS) - Manage Customer Account Site Use Descriptive Flexfields (
HZ_MANAGE_CUSTOMER_ACCOUNT_SITE_USE_DESCRIPTIVE_FLEXFIELDS) - Manage Customer Account Contact Descriptive Flexfields (
HZ_MANAGE_CUSTOMER_ACCOUNT_CONTACT_DESCRIPTIVE_FLEXFIELDS) - Manage Customer Account Contact Role Descriptive Flexfields (
HZ_CUSTOMER_ACCOUNT_CONTACT_ROLE_DESCRIPTIVE_FLEXFIELDS) - Manage Customer Account Relationship Descriptive Flexfields (
HZ_CUSTOMER_ACCOUNT_RELATIONSHIP_DESCRIPTIVE_FLEXFIELDS) - Manage Data Format Profile Options (
HZ_MANAGE_DATA_FORMAT_PROFILE_OPTIONS) - Manage Trading Community Common Profile Options (
HZ_MANAGE_TRADING_COMMUNITY_COMMON_PROFILE_OPTIONS) - Manage Trading Community Location Profile Options (
HZ_MANAGE_TRADING_COMMUNITY_LOCATION_PROFILE_OPTIONS) - Manage Trading Community Person Profile Options (
HZ_MANAGE_TRADING_COMMUNITY_PERSON_PROFILE_OPTIONS) - Manage Customer Account Profile Options (
HZ_MANAGE_CUSTOMER_ACCOUNT_PROFILE_OPTIONS) - Manage Import Profile Options (
HZ_MANAGE_IMPORT_PROFILES) - Manage Calendar Profile Option (
ZCA_MANAGE_CALENDAR_PROFILE_OPTION) - Manage Currency Profile Options (
ZCA_MANAGE_CURRENCY_PROFILE_OPTIONS) - Manage Data Warehouse Profile Option (
ZCA_MANAGE_WAREHOUSE_ENABLE_PROFILE) - Manage Public Unique Identifier Profile Options (
ZCA_MANAGE_PUBLIC_UNIQUE_IDENTIFIER_PROFILE_OPTIONS) - Manage Trading Community Tree Structures (
ORA_HZ_MANAGE_TREE_STRUCTURES) - Manage Additional Identifier Types (
HZ_MANAGE_ADDITIONAL_IDENTIFIER_TYPES) - Manage Relationship Types (
HZ_MANAGE_RELATIONSHIP_TYPES) - Manage Hierarchies (
HZ_MANAGE_HIERARCHIES)
Inputs
implementation_objectiveproject_contexttrading_community_foundation_scopetrading_community_foundation_requirements
Outputs
functional_area_setup_planconfiguration_guidancevalidation_checkpointsskill_run_recordtoken_usage_record
Implementation Notes
Use the generated nested setup-task skills for task-level planning, sequencing, setup-data routing, and validation. Use Manage Address Formats for its task-specific whole-package migration and validation routing. Add task representations only through the catalog-backed pillar skill generator. Track token usage for any generated project artifact or skill-run record using the manifest policy.


