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D2.3: Models

D2.3 Models
XNAL: EXTENSIBLE NAME AND ADDRESS LANGUAGE

xNAL: extensible Name and Address Language

Name and address, as a data type, have unique characteristics, which make it very difficult to manage them. This data is often volatile: customers come and go, addresses change, names change. This data is often cluttered when entered. Name and address fields on front-end screens are usually free format and ripe for users to enter comments and extra data, without any edits.

Name and address, as a data type, have unique characteristics, which make it very difficult to manage them. This data is often volatile: customers come and go, addresses change, names change. This data is often cluttered when entered. Name and address fields on front-end screens are usually free format and ripe for users to enter comments and extra data, without any edits.

xCIL: extensible Customer Information Language

Although name and address data is the key identifier of a customer, other data helps to uniquely identify a customer. Customer addresses frequently change and it is not trivial to link the customer across multiple addresses with just name information.

In the example below, a customer can have two completely different addresses and it is nearly impossible to uniquely identify the customer with the name alone. Customer centric data such as telephone numbers, e-mail addresses, account numbers, credit card numbers etc. will be necessary to achieve this. This helps in achieving single customer view, customer relationship management strategies, understanding customer profiles, etc.

Following are the customer data elements that xCIL Standard supports:

1. Customer Name and address Details
2. Customer Identifier
3. Organisation Details (Branches, Stocks, etc)
4. Birth Details
5. Age Details
6. Gender
7. Marital Status
8. Language Details
9. Nationality Details
10. Occupation Details
11. Qualification Details
12. Passport Details
13. Religion Details
14. Ethnicity
15. Telephone Details
16. Facsimile Details
17. Cellular Phone Details
18. Pager Details
19. E-mail Details
20. URL
21. Financial Account Details
22. Identification card Details
23. Person Physical Characteristics
24. Tax number Details
25. Vehicle Information Details
26. Family Member Details
27. Income Details
28. Reference Contact Details
29. Hobbies
30. Habits
31. Residency Details
32. Visa Details

xCRL: extensible Customer Relationships Language

Customer relationship management is the key to build effective customer relationships.

Customer relationships could be categorised into the following:

Organisation to organisation relationship
Organisation to person relationship, and
Person to person relationship

A standard way to represent customer relationship helps to achieve interoperability between different systems, processes and platforms and in building effective single customer views. There are no standards for representing customer relationship and hence, this work attempts to define a standard in XML to capture and represent such relationships.

Some examples of Person to Person relationships

Mrs Mary Johnson and Mr. Patrick Johnson, where Mary is the "Wife" of Patrick and Patrick is the "Husband" of Mary
Mrs Mary Johnson and Mr. Patrick Johnson, where Mary is the "Wife" of Patrick and Patrick is the "Husband" of Mary

Mrs Mary Johnson and Mr. Patrick Johnson "IN TRUST FOR" Mr. Nick Johnson, where Mary and Patrick are the trustees of Nick and Nick is the beneficiary
Mrs Mary Johnson and Mr. Patrick Johnson "IN TRUST FOR" Mr. Nick Johnson, where Mary and Patrick are the trustees of Nick and Nick is the beneficiary

Mrs. Mary Johnson, Care of Mr. Patrick Johnson, where Mary is dependent on Patrick
Mrs. Mary Johnson, Care of Mr. Patrick Johnson, where Mary is dependent on Patrick

Complete Organisation Structure (Employee-Employee Relationship)
Complete Organisation Structure (Employee-Employee Relationship)

Some examples of Person to Organisation relationships

Mrs. Mary Johnson and Mr. Patrick Johnson "DOING BUSINESS AS" Johnson & Associates, where Mary and Patrick are persons who are jointly doing a business under the name of a company called Johnson & Associates
Mrs. Mary Johnson and Mr. Patrick Johnson "DOING BUSINESS AS" Johnson & Associates, where Mary and Patrick are persons who are jointly doing a business under the name of a company called Johnson & Associates

Mrs and Mr. Johnson "IN TRUST FOR" Mr. Patrick Johnson "DOING BUSINESS AS" Johnson & Associates
Mrs and Mr. Johnson "IN TRUST FOR" Mr. Patrick Johnson "DOING BUSINESS AS" Johnson & Associates

Mrs and Mr. Venkatachalam "IN TRUST FOR" Mr Ram Kumar and Mr Laxmana Samy "ADMINISTRATORS OF" Sakthisoft Pty. Ltd "TRADING AS" Mantra Corporation
Mrs and Mr. Venkatachalam "IN TRUST FOR" Mr Ram Kumar and Mr Laxmana Samy "ADMINISTRATORS OF" Sakthisoft Pty. Ltd "TRADING AS" Mantra Corporation

Mr. Ram Kumar, Care of MSI Business System Pty. Ltd, where Ram is the person and MSI Business Systems is the company.
Mr. Ram Kumar, Care of MSI Business System Pty. Ltd, where Ram is the person and MSI Business Systems is the company.

Contact Management

Examples of Contact Management could be, a person maintaining a list of personal contacts, an account manager of an organisation maintaining a list of potential and or existing business contacts, a list management service provider maintaining a list of customers subscribed to their services, etc.

Reference

http://www.oasis-open.org/committees/tc_home.php?wg_abbrev=ciq

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