GNM_SLM_Customer_data_from_Cision_TS

• 1. .Introduction

     1. Purpose

The document GNM_SLM_Customer_Management_FS.docx is the functional specification that describes what features RCS has in relation to syndication customers.

This document is one of a set of technical specifications that provide details of how those functions are implemented in RCS.

• 1. Scope

This document focusses on loading, searching and importing of Cision customer data. Other documents describe features to search for customers, maintaining customers, and customer reporting.

This document is intended as a high-level technical document outlining how the relevant business functions are implemented in terms of software modules.

Importantly, this document does not aim to provide the level of detail that would be required in a programming specification in areas such as program structure, detailed business rules, data integrity, validation, locking considerations, data security, and calls to/from other software modules, performance considerations, and so forth.

For details of program logic and coding, the reader should refer to the program files themselves.

• 1. .Cision customer load

Cision supply files of customer data for marketing purposes in csv file format to be loaded into the RCS/SLM db. This customer can searched alongside existing SLM data by Business Objects for marketing purposes, or by the SLM search screen and imported as needed into SLM.

Individual customers from the Cision data can be chosen by a user to be imported into the SLM customer database, and will be subject to pre-approval.

Cision files will be in the following format

CSV – comma separated values and where a value itself contains a comma then the values is enclosed in double quotes.

The first row of the file will be ignored as a header record if the data matches this criteria '%Owner, Firm%'.

The data values on each line (which may be blank) will represent the following data elements, in the order listed:

Owner, Firm

Media Group

Outlet

Outlet Topic

Media Type

Salutation

First Name

Last Name

Contact Title

Contact Topic

Address Line 1

Address Line 2

Address Line 3

City

Postal Code

Country

Email

Phone

Fax

Mobile

Circulation

Language

Publishing Frequency

• 1. .Cision import

A facility to import Customers into the SLM customer database is available from the Find a Customer screen, in the search results.

The import process will transfer all relevant details to SLM, and will assume the first contact is the billing contact.

All imported customers will be subject to approval, whereupon the RCS administrator shall tidy the data prior to approving it, paying particular attention to the following:

• • Potential duplication

  • Membership of a publishing group

  • Correct billing vs. correspondence addresses

  • Standardised address formats

  • Standardised counties (especially countries with pre-defined regions)

  • Standardised phone numbers (identifying country codes as needed)

• 1. .Cision configuration screen

The Cision configuration screen is used to manage lists of reference data.

Syndication → General configuration → Cision configuration

This opens the Oracle Form named rcs_cisi_010_pc.fmb

The above screen allows the user to maintain the Topic data and Country mappings.

• 1. Topics

The master list of topics is maintained in this screen. The list is added to automatically when a new Cision file is loaded and a new Topic is encountered. The RCS administrator is also able to add to the list.

• 1. Country mappings

The list of Cision country names is not identical to the RCS list of Countries (taken from the ISO list):

When new country names are encountered in the Cision data it is loaded into this list. If an identical country name is found in the RCS data then a mapping is made. Otherwise an email is sent to the RCS Administrator who can choose the appropriate country from a list Of Values.

To assist the RCS Administrator the “show unmapped” option can be used at the bottom of the screen.

End of Document