Generating a customer information file

Last Updated : Nov 09, 2022 |

About this task

If you receive a customer information request, use the Oceana Data Management utility to generate customer information in an XML file. You can modify this file before sending it to the customer if required. The Oceana Data Management utility retrieves customer information from Omnichannel and OFFLINE databases. You can search for customers based on customer ID, email address, phone number, social details, or account ID.

Procedure

  1. Log in to the Omnichannel Database server.
  2. Start the Oceana Data Management utility.
  3. In the Oceana Data Management utility, click Privacy.
  4. In the navigation pane, click Information Request.
  5. In the Customer Search area, select one of the following options from the drop-down list:

    • ID

    • E-mail

    • Phone

    • Social details

    • Account ID

  6. In the Equal To field, type the appropriate value based on the option selected in the drop-down list.
  7. Click Search.
  8. Select the customer and click Save As.
  9. Navigate to the folder where you want to save the XML file.
  10. In the File name box, type a name for the file and click Save.
  11. Click OK in the dialog box confirming the file location.
    Note:

    The time taken to generate the file depends on the size of the customer record.

  12. Optional If required, modify the file before sending it to the customer.