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See What's Coming in
Oracle Transportation
Management and Oracle Global
Trade Management
Release 6.3.4
Release Content Document
2
TABLE OF CONTENTS
ORACLE TRANSPORTATION MANAGEMENT ............................................................................................. 4
ORACLE TRANSPORTATION MANAGEMENT (BASE PRODUCT) ................................................................................................. 4 Flex Fields Added for Order Release Line and Order Release Ship Unit ............................................................................. 4 Network Routing Through Point Settlement Using Secondary Charge Shipment.............................................................. 4 RIQ Network Rate and Route - Secondary Charge Shipments ........................................................................................... 4 RIQ Rate and Route - Re-Rate Shipments to Check Rate Expiration Dates ........................................................................ 5 Provide Agent Action to Insert Agent Status into I_LOG TABLE ......................................................................................... 5 e-Location Now Supports Connecting to ALK’s Hosted Mapping Service .......................................................................... 6 Oracle Spatial Validate Address Regional Options for Province vs Province Code ............................................................ 6 Kewill Address Validation Configuration ............................................................................................................................ 6 Promote to Production Enhancements.............................................................................................................................. 6 Glog.properties are now Editable Through the UI ............................................................................................................. 7
FINANCIALS .................................................................................................................................................................. 7 Invoice Added to Action Definition .................................................................................................................................... 7
TRANSPORTATION OPERATIONAL PLANNING ....................................................................................................................... 7 New Bulk Plan Performance and Tuning Section Added to Help ....................................................................................... 7 Continuous Move Enhancements ...................................................................................................................................... 8 Optimize Equipment for Ground Schedule Shipments ...................................................................................................... 9 ERU Capacity Check When Adding Orders to Schedule Instances ..................................................................................... 9 New Action – “Show Network Routing Options – Ocean” ............................................................................................... 10 3D Load Configuration Solution Quality Improvements - Tolerances .............................................................................. 11 First Leg Split Pallet Logic ................................................................................................................................................. 11 Support Via Points on Network Routing Leg .................................................................................................................... 11 Re-drive and Time Definite Service .................................................................................................................................. 11 Commitment Allocation - Allocation Group ..................................................................................................................... 12 Special Service Time Based Accessorial Costs Considered for All Rate Services .............................................................. 12
FUSION TRANSPORTATION INTELLIGENCE ......................................................................................................................... 12 Network Model Data Translations Added ........................................................................................................................ 12
ORACLE FLEET MANAGEMENT ....................................................................................................................................... 13 Create Asset Inventory Record in Object's Domain ......................................................................................................... 13
ORACLE TRANSPORTATION SOURCING ............................................................................................................................. 13 Flex Fields Added to Project ............................................................................................................................................. 13 Manual Awards Report .................................................................................................................................................... 13
ORACLE GLOBAL TRADE MANAGEMENT ................................................................................................. 14
GLOBAL TRADE MANAGEMENT (BASE) ............................................................................................................................ 14 Item Template - Copy Remarks Based On Qualifier ......................................................................................................... 14 Quantity Qualifier Type Filter for UOMs Displayed ......................................................................................................... 14 Agent Action Contact Notification Added ........................................................................................................................ 15 Grid Flattening Supported for Product Classification Data on Trade Item ....................................................................... 15 Detect Invalid Classification Performance Improvements ............................................................................................... 15 RPLS – Comprehensive How To and Configuration Documentation ................................................................................ 15 RPLS - Support Bi-Direction Match Capability for Dice Engine ......................................................................................... 16 RPLS - Separate Workflow Thread Group for Transaction Party Screening and Contact (Batch) Party Screening ........... 17 RPLS - Agency Code Management ................................................................................................................................... 17 RPLS - Null Match % ......................................................................................................................................................... 18 RPLS – Review Match Factor Action ................................................................................................................................. 18 RPLS - Contact - Name or Address Modified Event .......................................................................................................... 19 Generate Trade Item Structure Component Sequence Number ..................................................................................... 19
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Content - Purge Product Classification Data / Purge by Data Version (PC & RPL) ........................................................... 20 Content - Override Checkbox to “Force” the Download of Data Content ....................................................................... 20 Content – Notes Type Provided for Munitions List .......................................................................................................... 20 Content - Breakout Notes from Description for ECCN codes ........................................................................................... 20 Content - Update GIDs for all HTS and ECCN Codes......................................................................................................... 20
TRADE COMPLIANCE .................................................................................................................................................... 21 View related transactions from License Manager ........................................................................................................... 21 Service ID Value Now Displays on View Page of Policy .................................................................................................... 21 Service Preference Configuration: Lookup Product Classification Specify Classification Status ...................................... 21 Display Item Name on Transaction Line finder results .................................................................................................... 21
CUSTOMS MANAGEMENT ............................................................................................................................................. 22 Customs Commercial Invoice ........................................................................................................................................... 22 AES Filing Update AES EDI Template to Accommodate Regulation Changes ................................................................... 23 AES Filing Architecture Revised........................................................................................................................................ 23 AES Filing - Rules for Submitting HTS US or Schedule B ................................................................................................... 24
GLOBAL TRADE INTELLIGENCE (GTI)................................................................................................................................ 25 Product: Global Trade Intelligence (GTI) .......................................................................................................................... 25 Soft Deletes for GTI – Automation Agents ....................................................................................................................... 26 Trade Direction from Transaction Line Classification Added to GTI................................................................................. 26 Customs Shipment and Customs Shipment Line added to GTI ........................................................................................ 27
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ORACLE TRANSPORTATION MANAGEMENT
ORACLE TRANSPORTATION MANAGEMENT (BASE PRODUCT)
FLEX FIELDS ADDED FOR ORDER RELEASE LINE AND ORDER RELEASE SHIP
UNIT
Use Flex Fields (20 VARCHAR2 columns, 10 date columns and 10 number columns) on the Order Release Line
and Order Release Ship Unit.
The following fields have been added to the Order Release Line and Ship Unit tables:
20 Varchar2 fields
10 Date fields
10 Number fields
3 Currency fields
NETWORK ROUTING THROUGH POINT SETTLEMENT USING SECONDARY
CHARGE SHIPMENT
This feature provides you with the necessary Secondary Charge Shipment rule changes and rate basis changes to
support the generation and rating of Secondary Charge shipments to support the calculation of handling and
holding charges incurred at a through point (cross dock) location.
Previously the cost based planning logic handled calculating through point (cross dock) related
charges using handling shipments.
Network routing now uses Secondary Charge shipments to calculate and hold the charges related to
through points (cross docks).
Changes made to the Secondary Charge Rule include:
o The ability to Calculate Ship Unit Duration – for the purposes of calculating the charges for
holding time at a through point
o Additional Criteria
Involved Party
Contact Profile
Rate Offering
Rate Record
Shipment Type
Perspective
o Additional RBIs have been provided to calculate ship unit level handling and holding charges
RIQ NETWORK RATE AND ROUTE - SECONDARY CHARGE SHIPMENTS
Configure RIQ (Network Rate and Route) to generate secondary charge shipments that can be included the RIQ
results.
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You can now configure RIQ (Network Rate and Route) to include secondary charges in the RIQ
results.
To include secondary charge shipments in RIQ (Network Rate and Route) the “RIQ UI CREATE
SECONDARY CHARGES” parameter should be turned on. This parameter that can be found
under the “RATE INQUIRY UI CONFIGURATION” section.
RIQ RATE AND ROUTE - RE-RATE SHIPMENTS TO CHECK RATE EXPIRATION
DATES
This enhancement provides you with the option to configure RIQ Rate and Route to check the effective dates of
rates in multi-leg shipment scenarios considering each shipment’s start date.
Previously RIQ Rate and Route checked the validity of possible rates based on the “order” start date
instead the shipment's start date.
This enhancement provides the user with a new planning parameter "Re-rate All Shipments In RIQ"
that when set to true (the default is false), will re-rate the shipments and select only those rate records
that are effective for all shipments in the RIQ generated options.
Note - This feature is only for RIQ Rate and Route Find option.
PROVIDE AGENT ACTION TO INSERT AGENT STATUS INTO I_LOG TABLE
OTM agent’s can now write to the I_LOG table so that the information written to the i_log table can be sent back
to the user’s Integration layer in the Transmission report.
For integration processes, the I_TRANSMISSION_NO and I_TRANSACTION_NO have now
been added to the process propagation.
Once the workflow for a transmission is started the transmission number is now available to all
processes triggered by the transmission flow.
Once the workflow for a transaction is started the transaction number is also available to all
processes triggered by the transaction flow.
When available, the transmission number can be accessed through the agent variable $transmission.
Similarly, the transaction number can be accessed through the $transaction variable.
The agent action LOG TO TRANSMISSION REPORT is now available whenever the LOG action
is run. This action checks to see if $transmission is available (i.e. the process firing the agent was
triggered by an inbound transmission). If so, the action adds a record to the I_LOG table for
$transmission and $transaction. The action takes the parameters:
o Message Class (required). This is a drop list with the values 'Information', 'Warning' or 'Error',
mapping to the I_LOG.I_MESSAGE_CLASS values I/W/E. If set to Error, the integration
subsystem will mark the entire transmission as FAILED.
o Message Text (required). This is the free-form remarks the agent writes to
I_LOG.I_MESSAGE_TEXT. It can be up to 2000 characters long.
o Message Code (optional). This is a text code, describing the type of message being sent to
I_LOG.I_MESSAGE_CODE. If left blank, it is set to 'TRANSACTION_MESSAGE'.
Written By (optional). This is the originator of the I_LOG record, written to
I_LOG.WRITTEN_BY. If left blank it is set to 'Agent <agent GID>' where <agent GID> is the
GID of the agent invoking the action.
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E-LOCATION NOW SUPPORTS CONNECTING TO ALK’S HOSTED MAPPING
SERVICE
You now have the option to use a locally installed version of Oracle's spatial e-Location service to connect to the
ALK Map hosted mapping service to provide mapping data/map tiles for display purposes.
ALK Map is a subscription based mapping service that OTM clients can subscribe to for their mapping and distance engine requirements.
ORACLE SPATIAL VALIDATE ADDRESS REGIONAL OPTIONS FOR PROVINCE VS
PROVINCE CODE
Those who use Oracle Spatial for location address validation now have some additional External Distance Selector
options that can be used to handle the different address standards regarding Province Code versus Province. For
North and South American countries address validation will be done using Province_Code, for all other countries
the Province field will be used for address validation purposes.
Before this change the External Distance Selector options for Oracle Spatial would only send the Province_Code for address validation.
With this change – the External Distance Selector options of ORACLE_SPATIAL_ADDRESS_WESTERN_EUROPE and ORACLE_SPATIAL_LAT_LON_WESTERN_EUROPE will send the Province field from the location record for address and latitude longitude validation purposes.
With this change – the External Distance Selector options of ORACLE_SPATIAL_ADDRESS_USA_CAN and ORACLE_SPATIAL_LAT_LON_USA_CAN will send the Province_Code field from the location record for address and latitude longitude validation purposes.
KEWILL ADDRESS VALIDATION CONFIGURATION
Additional configuration has been added to the Kewill Flagship API configuration to allow you to determine if
address validation should or should not be performed.
A new parameter 'KEWILL ADDRESS VALIDATION' has been added under RATES to configure the address validation flag for KEWILL.
o Set the parameter to 'true' to validate a given address.
o Set the parameter to 'false' to skip address validation.
PROMOTE TO PRODUCTION ENHANCEMENTS
This enhancement provides you with additional options for moving export projects and also provides the user
with the ability to use a local package file for Migration Project Import instead of a package file already residing on
the application server.
You now have the ability to Email and FTP Exported Migration Project Package Files.
o This enhancement provides the you with the ability to export the package file via email and FTP
from the Migration Project Export process. Email is specified on the Notification tab on the
Contact Manager. FTP is set up on the Migration Project Export page. A new event,
MIGRATION PROJECT - EXPORT SEND PACKAGE FILE, has been created.
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You now have the option to upload a local migration project package for import.
This enhancement provides the ability to use a local package file for Migration Project Import instead of a package file already residing on the application server. Use the Migration Project Import page to facilitate importing files.
GLOG.PROPERTIES ARE NOW EDITABLE THROUGH THE UI
This enhancement provides you with Persistent Property Management which allows the user to manage Glog
properties in the OTM database/via a UI instead of in property files.
Glog.properties can now be managed using the Property Sets page.
o The Property Sets page groups properties and allows the user to set values in the properties,
along with adding or removing properties from the set.
A log is maintained to track all changes to the property set.
FINANCIALS
INVOICE ADDED TO ACTION DEFINITION
The Invoice object has been added to the list of Action Definition objects that can be configured to run a report
as a manual action.
The set of available Action Definition IDs has been extended to include the Invoice.
TRANSPORTATION OPERATIONAL PLANNING
NEW BULK PLAN PERFORMANCE AND TUNING SECTION ADDED TO HELP
A new “Bulk Plan Performance and Tuning” section has been added to the set of topics covered in the “How
To/Configuration Topics” section of Help. The new information provides the user with an excellent overview of
the bulk planning process and includes information for solution quality tuning and performance tuning.
Topics covered by the new “Bulk Plan Performance and Tuning” section include:
Overview
o Bulk Plan Performance and Tuning Overview
Data Setup
o Bulk Plan Data Setup
o Locations and Bulk Planning
o Equipment Groups and Equipment Types in Bulk Planning
o Transport Modes and Service Providers in Bulk Planning
o Rate Offerings and Rate Records in Bulk Planning
o Rate Service and Bulk Plan
o Carrier Capacities and Commitments in Bulk Planning
o Location Capacities and Bulk Planning
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o Itineraries and Bulk Plan
o Itinerary Legs and Bulk Planning
Bulk Plan Processes and Routing
o Bulk Plan Processes
o Bulk Plan Cost Based Routing
o Bulk Plan Network Based Routing
Solution Quality Tuning
o Bulk Plan Solution Quality Tuning
o Bulk Plan Tuning Order Bundling Logic
o Bulk Plan Tuning Direct Shipment Building
o Bulk Plan Tuning Container Optimization Logic
o Bulk Plan Tuning Continuous Moves Logic
o Bulk Plan Multi-stop Shipment Logic
Bulk Plan Tuning Multi-stop Shipment Logic
Bulk Plan Multi-stop Shipment Saving Algorithms
Bulk Plan Multi-stop Shipment Complete Enumeration Algorithm
Bulk Plan Multi-stop Shipment Column Generation Algorithm
Bulk Plan Multi-stop Shipment Common Scenarios
o Performance Tuning
Bulk Plan Performance Tuning
Understanding the Bulk Plan Run
Bulk Plan Multi-threading
Multi-threading Logic
Bulk Plan Partitioning
o Diagnostics
Bulk Plan Diagnostics
Bulk Plan Logs
Container Optimization
o Object and Method Instrumentation
CONTINUOUS MOVE ENHANCEMENTS
This feature provides additional solution quality improvements for continuous move/dedicated fleet planning.
The Continuous Move Link Shipment Action allows the user to select more than two shipments to
be considered for continuous move tour generation.
o The selected set of shipments is now displayed on the input screen and can be sequenced.
Lower wait time in continuous move tour. Re-drive for continuous move tours have been enhanced
to minimize the wait time in- between shipments.
Additional information has been provided on the bulk continuous move summary page. New fields
provided on the bulk continuous move summary page:
o Status Submitted/Running/Completed
o Parameter Set ID
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o Number Of Shipments Considered (in the Algorithm) Some selected shipments might be
excluded because they are on CM. This number shows the shipments that actually go into the
algorithm.
o Number Of Shipments Failed to be Linked (Not added to DB just on UI) (Number Of
Shipments Selected) - (Number Of Shipments Failed to be Linked)
o Number Of Continuous Moves Created
o Total Cost Before
o Total Cost After
o Total Empty Distance Sum of All Empty Distances in a CM added over all CMs
o Total Loaded Distance
o Total Distance Before
o Total Distance After
o Total Time of All continuous Moves
o Total Number of CM with 2 shipments
o Total Number of CM with 3 shipments
o Total Number of CM with 4 shipments
o Total Number of CM with 5 shipments
o Total Number of CM with more than 5 shipments
o Description
OPTIMIZE EQUIPMENT FOR GROUND SCHEDULE SHIPMENTS
This feature provides you with the ability to automatically assign the best equipment group (including combo
equipment) when the action to release a detachable ground schedule is run.
Previously you were required to configure an agent to call the agent action "Assign Best Equipment
group" to switch to a better equipment group than the equipment group defined on repetition
schedule template.
Now OTM will automatically invoke the "assign best equipment group" logic when the "release
schedule instance" action is run.
o Note OTM will only invoke the "assign best equipment group" logic to pick the best equipment
group considering the equipment_group_profile defined on the leg if the following conditions
are met:
Schedule instance is a detachable trip;
The Is fixed equipment group flag on the schedule instance template is unchecked
The Equipment group defined on repetition schedule is included in the equipment group profile
defined on the leg.
ERU CAPACITY CHECK WHEN ADDING ORDERS TO SCHEDULE INSTANCES
The ERU capacity check has been added to the plan order to schedule instance logic so that ERUs are now
considered when adding orders to a schedule instance. The ERU capacity check applies to all schedule instance
types.
Previously OTM did not consider ERUs when adding orders to schedule instances.
OTM’s planning logic has been enhanced to now consider ERU capacity when adding orders to a
scheduled instance.
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The ERU capacity check applies to all schedule instance types including Static, Dynamic as well as
Detachable schedule instance.
The ERU capacity check can be turned on and off using the “CHECK EQUIPMENT CAPACITY
IN REFERENCE UNITS” planning parameter.
NEW ACTION – “SHOW NETWORK ROUTING OPTIONS – OCEAN”
This feature provides you with additional multi-leg constraints and options to consider when generating the
routing options for a set of orders. The new “Show Network Routing Options – Ocean” action provides better
decision support and routing control for users tasked with planning a multi-leg ocean solution.
New constraints to be considered when generating options using this action:
o Primary Option Definition – By Itinerary or By Schedule and Equipment Group
o Max Primary Options, Max Supporting Options
o Voyage ID
o Itinerary ID
o Exclude Itinerary Profile ID
o Port of Load
o Exclude Port of Load Profile
o Port of Discharge
o Exclude Port of Discharge Profile
The new Routing Options Portion of the screen provides an expended/ocean centric information view into the available routing options
o Total Actual Cost
o Ship From
o Primary Shipment Source
o Port Of Load
o Port Of Discharge
o Primary Shipment Destination
o Ship To
o Commodity Code
o Service Provider ID
o Primary Voyage
o Planned Capacity Commitment Allocation
o Actual Capacity Commitment Allocation
o Commitment Count Actual
o Primary Total Cost
o Equipment Group
o Start Time
o End Time
o Transit Time
o Total Lead Time
o Vessel ID
o Primary Transit Time
o Est Arrival Time Source
o Est Departure Time Source
o Est Arrival Time Dest
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o Est Departure Time Dest
o Itinerary
o Transport Mode
o Primary Rate Offering
o Primary Rate Record
Capacity Limit Capacity
3D LOAD CONFIGURATION SOLUTION QUALITY IMPROVEMENTS - TOLERANCES
This feature provides you with the ability to define dimensional tolerances for items which then allows for slightly
dissimilar sized items to be considered together when generating patterns for loading equipment using Load
Configuration and 3D Patterns.
Previously items with slightly dissimilar dimensions were not considered for loading together when
using the Load Configuration 3D patterns solution. For clients with a large number of different
items - with only slightly different dimensions - this would limit the number of patterns that would be
generated.
The Tolerances feature allows for similarly sized items with similar dimensions to be considered the
same for the purposes of generating a solution using the Pattern based 3D Load Configuration
solution. For clients with a large number of different items with slightly different dimensions the
Tolerances feature increases the number of patterns generated and should yields improvements in
solution quality.
FIRST LEG SPLIT PALLET LOGIC
This feature provides you with new planning capabilities that allow the user to control the split pallet logic in OTM
from the first leg onward.
This feature derives the pallet split decision from the first leg split decision.
If the pallet is split on the first leg this split decision will be carried through to all subsequent legs.
If the pallet is not split on the first leg then the pallet will not be split/considered for splitting in the
subsequent legs.
SUPPORT VIA POINTS ON NETWORK ROUTING LEG
This feature provides you with enhanced network routing logic that now considers via points on network routing
legs.
The network routing logic now considers the via points as an additional constraint when developing
the routing solution through the network.
RE-DRIVE AND TIME DEFINITE SERVICE
This feature provides you with the ability to re-drive upstream shipments that are linked to downstream systems
that are using the time definite rate service.
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In previous versions of OTM an error would be generated whenever a user attempted to recalculate
the stop times on an upstream shipment that was linked to a second leg/downstream shipment that
was using a time definite rate service type.
With this feature you can now successfully re-drive the first leg in a multi-leg scenario when the 2nd
leg shipment uses the time definite rate service.
COMMITMENT ALLOCATION - ALLOCATION GROUP
This feature provides you with a new Allocation Group concept that provides the user with the option to manage
commitment allocations at the order level in addition to the previously available lane level commitment allocation
level.
Previously allocation commitments were managed at the lane level by carrier.
With the new Allocation Group feature multiple commitment allocations can now be utilized for the
same shipment based geographical lane.
A new Allocation Group ID has been added to the Order Release constraints tab and the
Commitment Allocation screen. The Allocation Group ID on the Order Release is used to refine the
search for applicable commitment allocation record to use when handling commitment allocation.
The Allocation Group is designed for those who need to split out the commitment allocation to
something more specific that just lane. For example - different departments within a corporation
that have different commitment allocations on the same lane, or Logistic Service Providers with
multiple customers on the same lane that require separate commitment allocations for the same
carriers on the lane.
SPECIAL SERVICE TIME BASED ACCESSORIAL COSTS CONSIDERED FOR ALL
RATE SERVICES
This feature provides you with improved rating calculation capabilities for time based special service accessorials
that use rate service options other than simulation.
Previously when the rating engine compared costs of differing rates, it only considered special service
time based accessorial costs if the rate was using a simulation rate service.
The rating engine was enhanced to use a more generic method of determining drive time for a
shipment when the rate involves time based costs. An estimated time and cost can now be calculated
for all rate service types.
FUSION TRANSPORTATION INTELLIGENCE
NETWORK MODEL DATA TRANSLATIONS ADDED
Translations were added for all network model data in FTI.
Network model translations added.
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ORACLE FLEET MANAGEMENT
CREATE ASSET INVENTORY RECORD IN OBJECT'S DOMAIN
This feature provides the ability to have OTM create the asset inventory record in the domain of the related
location object.
Previously asset inventory records were created in the domain of the user creating the record.
Asset inventory records can now be created in the domain of the location object related to the
inventory record - as opposed to the user's domain.
ORACLE TRANSPORTATION SOURCING
FLEX FIELDS ADDED TO PROJECT
The sourcing Project manager can now be customized via Manager Layouts to use flex fields. Flex fields were also
extended to the CRT Configuration and the final generated Carrier Response Template (CRT) spreadsheet.
The following fields have been added to the P_Project table:
o 20 Varchar2 fields
o 10 Date fields
o 10 Number fields
3 Currency fields
MANUAL AWARDS REPORT
The Manual Awards Report is a new sourcing report that shows you the manual awards for each lane compared to
that of demand and the total awarded.
If the Fixed option on the solution detail record is selected, then the award is considered manual. To view the report, go to Sourcing > Reports and run the Manual Awards Report. This report will only list the equipment group for lanes with a transport mode of OCEAN.
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ORACLE GLOBAL TRADE MANAGEMENT
GLOBAL TRADE MANAGEMENT (BASE)
ITEM TEMPLATE - COPY REMARKS BASED ON QUALIFIER
To improve usability the item template now uses the remark qualifier instead of the remark sequence number to
determine the remarks to be copied.
Previously, when item template remarks were copied based on the remark sequence number (instead
of the remark qualifier) the following issues were identified
o Remarks did not get copied if an existing item remark already existed with the same sequence
number as the item template remark
o The same remark qualifier could show up more than once if the remark was already on the target
item with a different sequence number.
The switch to handling template remark copies based on remark qualifier (as opposed to sequence
number) has addressed the above issues.
QUANTITY QUALIFIER TYPE FILTER FOR UOMS DISPLAYED
A Quantity Qualifier Type has been added to the definition of Quantity Qualifiers. The Quantity Qualifier Type
filters the list of UOMs shown based on the Quantity Qualifier Type selected; for example, the Quantity Qualifier
Type = Weight filters the UOMs displayed to just weight related UOMs.
The new Quantity Qualifier Type works for all Quantity Grids including:
o Transaction
o Transaction Line
o Customs Shipment
o Customs Shipment Line
o License Line
o Trade Item Structure.
Quantity Qualifier Types supported include:
o Reporting Quantity
o Length
o Weight
o Duration
o Density
o Distance
o Area
o Count
o Volume
o Quantity
o Speed
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o Temperature
User defined
AGENT ACTION CONTACT NOTIFICATION ADDED
Support for the agent action ‘Contact Notification’ was extended to other GTM business objects.
The contact notification agent action can now be used across all appropriate GTM agent types.
GRID FLATTENING SUPPORTED FOR PRODUCT CLASSIFICATION DATA ON
TRADE ITEM
You now have the ability to customize/grid flatten the Product Classification grid on Trade Item Manager.
This change provides you with the ability to customize the Product Classification grid on Trade Item
Manager. You can now configure the screen to view all relevant information (Classification Code –
Attributes) on a single screen.
DETECT INVALID CLASSIFICATION PERFORMANCE IMPROVEMENTS
The Detect Invalid Classifications process - which identifies invalid classification codes on trade items with respect
to a newly downloaded Data Versions, was changed to improve performance.
To improve performance the following changes were made:
o The Detect Invalid Classification Process now raises multiple events. One event for each
Product Classification Code
o Each event Detects Invalid Classification on Multiple Items
Change allows for more Parallel Processing
RPLS – COMPREHENSIVE HOW TO AND CONFIGURATION DOCUMENTATION
A new “How To/Configuration Topic” has been added to Help. This new topic provides the user with
comprehensive documentation for all aspects of GTM’s Restricted Party Screening capabilities
The new Restricted Party Screening covers the following topics:
Overview
o About Restricted Party Screening
Global Trade Content
o GTM Content Source
o GTM Content Source
o Download Data Content
o Restricted Party List
o Restricted Party Exclusion List
o Purge Data Content
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o Mark For Purge
Screening Service Configuration
o Screening Service Configuration
o Restricted Party List Filtering
o Exclusion Words
o Punctuation List
o Match Attributes Selection
o Party Manager Review Match Factor Action
Screening Restricted Parties
o Screening Restricted Parties
o Restricted Party Screening (Ad Hoc)
o Screening Service
o Party Screening
o Transaction Screening
Restricted Party Screening Resolution
o Restricted Party Screening Resolution
o Restricted Party Screening Workbench
o Restricted Party Screening Work Queue
Match Engine
o Match Engine Overview
o Exact Match
o Substring Match
o Keyword Match
o Dice
o Soundex
Metaphone
RPLS - SUPPORT BI-DIRECTION MATCH CAPABILITY FOR DICE ENGINE
You now have the ability to define the match direction (forward, reverse, both) and threshold at the individual
field level when using the Dice Engine. This capability allows you to configure GTM’s RPLS matching logic to
calculate a match factor for the forward case i.e., match factor based on party value length and/or the reverse case
where the match factor is based on the denied party value length. This enhancement improves the overall match
quality by reducing the number of false positives.
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The Dice Engine now supports Reverse Matching (i.e. with respect to Denied Party)
Available options are Forward, Reverse and Both
The Match Direction and Threshold can now be set at the Individual Field Level
RPLS - SEPARATE WORKFLOW THREAD GROUP FOR TRANSACTION PARTY
SCREENING AND CONTACT (BATCH) PARTY SCREENING
A new Workflow Thread groups has been created to keep the Contract Party Screening (Batch) separate from the
Transaction Party Screening.
Previously, both screen processes shared the same thread group – in some situations the transactional
party screening would be delayed while the contract party screening process was executing.
With this enhancement the two processes can be managed independently.
The Workflow Thread Groups for Contract Party Screening are:
o glog.workflow.topic.group.gtm.server.workflow.party.ScreenParty=agentGtmRPLS
o glog.workflow.topic.group.gtm.server.workflow.adhoc.ScreenParty=agentGtmRPLS
The Workflow Thread Group for Transaction Party Screening is:
o glog.workflow.topic.group.gtm.server.agent.business.transaction.ScreenTransactionParties=agent
GtmCompliance Newly supported
RPLS - AGENCY CODE MANAGEMENT
The processing and usage of the restricted party list agency code has been enhanced to support restricted party list
agency code changes.
Previously when the agency code assigned to a denied party record was changed GTM treated the
changed record as a new entry. The creation of a new record versus updating the original record
with a new agency code created “orphan” denied party records. The problem with the “orphaned”
denied party records was that these records would show-up as potential RPLS matches.
In 6.3.4 the following changes have been made:
o The Agency Code is no longer part of the Denied Party PK
o Migration
PK Modified, the latest denied party with same entry ID and Agency Code is
retained
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o An Agency Code Power Data UI has been provided which provides the user with standard
finder, finder result and new/view/edit/delete capabilities for the Agency Code list.
The Denied Party List Data Download now automatically checks the current Agency Code List to
insure that Agency Codes included in the latest download already exist in the Agency Code list – if
they do not already exist the new Agency Codes are automatically added to the list.
RPLS - NULL MATCH %
You now have the ability to configure GTM to consider null values as a match (current behavior) or as a zero
percent match (new behavior).
Previously if a denied party field did not contain a value (was null), the matching engine would
assume a match. This behavior tended to increase the number of invalid matches presented to the
user.
In 6.3.4 the following changes have been made:
o A new property has been added that allows the user to configure how the matching engine
handles null values
gtm.rpls.match.setMatchFactorTozero = false – default - provides the same
behavior as before
gtm.rpls.match.setMatchFactorTozero = true – new behavior - null values are
considered as matched with a match % of zero
Those who change this property to “true” - to take advantage of the new behavior should consider
re-evaluating their overall tolerance value setup to adjust for this change in behavior.
RPLS – REVIEW MATCH FACTOR ACTION
You now have the ability to obtain much more information about how a match factor between a party and
restricted party was calculated.
The ‘Review Match Factor’ Action provides the following information:
Displays the details on how match factor is calculated
o Forward Matching Threshold
o Reverse Matching Threshold
o Highlights the matched Word
o Modified Match Factor (based on weight age)
o Overall Tolerance Check
o Display the actual match value with tolerance values
The ‘Review Match Factor’ action is supported on the following screens
o Adhoc
o WorkQueue
o Workbench
o Review Screening Results
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The Review Match Factor action:
Internally performs RPLS screening between Party and Denied Party for a specific service preference
o Note: Match Factor on ‘Review Screening Result’ UI may not match with ‘Review Match Factor
‘ UI, due to:
Changes in DPL or Party or Service Parameters
In the situation where a particular denied party is not listed in the ‘Review Screening Result’ UI, user can now use
the ‘Review Match Factor’ action to explicitly compare Party with Denied Party and determine why it’s not part of
the potential match results.
RPLS - CONTACT - NAME OR ADDRESS MODIFIED EVENT
You can now use the "CONTACT - NAME OR ADDRESS MODIFIED" event to identify Contacts where the
data related to RPLS screening (name or address) have been modified.
A new column “Name_Address_Update_Date” has been added to the Contact table
The “Name_Address_Update_Date” on the Contact is updated when the following data is modified:
o FIRST_NAME
o LAST_NAME
o ALTERNATE_NAME
o COMPANY_NAME
o LOCATION_GID
A new column “Address_Update_Date” has been added to the Location table
The “Address_Update_Date” on the Location is updated when the following data is modified:
o CITY
o COUNTRY
o PROVINCE
o PROVINCE_CODE
o POSTAL_CODE
The new “Update _Date” values on the Contact and Location tables should now be considered when
performing restricted party screening.
GENERATE TRADE ITEM STRUCTURE COMPONENT SEQUENCE NUMBER
The Trade Item Structure Component Sequence Number is no longer a required field and can be automatically
generated for the user if left blank.
The component sequence number is now optional:
if the user enters a value that value will be used (if valid)
if the user does not enter a sequence number value the system will automatically generate the
sequence number using the basis - max(existing sequence number)+1
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CONTENT - PURGE PRODUCT CLASSIFICATION DATA / PURGE BY DATA
VERSION (PC & RPL)
You now have the ability to purge, by version, old product classification data and restricted party list data.
Generic Purge has now been extended to Data Version
The purge process is performed in 2 steps:
o Mark Data Version for Purge
o Purge Data Version
Purge is triggered only when the data is not used at the transaction level
CONTENT - OVERRIDE CHECKBOX TO “FORCE” THE DOWNLOAD OF DATA
CONTENT
You can now “force” the loading of data content via a checkbox on the Download Data Content process screen.
This option is intended to address situations where there is a need to reload the data due to file corruption, an un-
recoverable error or to re-set all of the data and start with a clean slate.
A new check box has been added to the Download Data Content process UI that allows the user to
force load all content available for loading.
The new check box replaces the existing property: gtm.dataload.force Reload.
CONTENT – NOTES TYPE PROVIDED FOR MUNITIONS LIST
The user now has visibility to different note types (when provided) for Munitions Lists product classification data.
The Note Type provides the user with information that allows them to better understand different types of notes
provided in the Munitions Lists (ie. Note Type = Technical Note, Note 1, Note 2, etc.).
The values in the Note Type field are provide by the Customs Info (content provider), GTM
consumes and shows the provided Note Type data.
CONTENT - BREAKOUT NOTES FROM DESCRIPTION FOR ECCN CODES
ECCN product classification code notes are now stored in the Note field.
Previously Customs Info provided the ECCN note data in the description field. In some cases the combination of
description and notes in the Description field would go beyond the 4k column limit of the Description field.
Customs Info has broken the notes out from the description field – making the data easier to read and consume as
well as reducing possibility of hitting the 4k column limit for notes data.
CONTENT - UPDATE GIDS FOR ALL HTS AND ECCN CODES
The GIDs provided by Customs Info for the HTS US and ECCN US product classification codes have been
changed. The new format includes the classification code itself in the GID provided. Customs Info intends to
roll this change out to all HTS and ECCN codes within GTM.
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The GIDs provided by Customs Info for the HTS US and ECCN US product classification now
include the classification code itself
TRADE COMPLIANCE
VIEW RELATED TRANSACTIONS FROM LICENSE MANAGER
You now have the ability to, from the License Balance History page, to click on the Transaction Line IDs shown
in the Balance Adjustment History portion of the License Balance History page and open up the transaction line
view page.
The Transaction Line IDs shown in the Balance Adjustment History portion of the License Balance
History page are now active links which will bring the user into a view page for the related
transaction line.
SERVICE ID VALUE NOW DISPLAYS ON VIEW PAGE OF POLICY
The Service ID value now displays on the view page of the policy.
Under Trade Compliance Management > Power Data > Compliance Rule > Policy, the Service ID
that you set up when creating a policy is now displayed on the view page.
SERVICE PREFERENCE CONFIGURATION: LOOKUP PRODUCT CLASSIFICATION
SPECIFY CLASSIFICATION STATUS
This feature allows you to specify the Item Classification State (Created, Approved and Override) and decide
whether to override current line classifications. This criterion makes the policy function the same as the 'Lookup
Product Classification' action on the Transaction and Custom Shipment.
The following “State” options have been added to the Service Preference Configuration: LOOK UP
PRODUCT CLASSIFICATION
o Classification Created
o Classification Approved
o Classification Override
DISPLAY ITEM NAME ON TRANSACTION LINE FINDER RESULTS
The Item Name field has been added to the Transaction Line finder results, edit, and view pages.
The Item Name field has been added to the pages:
Transaction Line Finder
Transaction Line Finder Results
Transaction Line View
Transaction Line Edit
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CUSTOMS MANAGEMENT
CUSTOMS COMMERCIAL INVOICE
This feature provides you with a standard customs commercial invoice that can be generated from a customs
shipment using standard GTM document determination and document management features. The custom
commercial invoice is shipped with a default set of mappings that the user can adjust through the customs
commercial invoice properties.
The properties listed below determine the data that is displayed when you generate a customs commercial invoice
from a customs shipment. To control the data shown in a customs commercial invoice, you can change settings in
the glog.properties file or the appropriate property set.
Property Description
gtm.cci.param.P_SHIP_FROM_INV_PARTY_QUAL Default: SHIP_FROM.
gtm.cci.param.P_SHIP_TO_INV_PARTY_QUAL Default: SHIP_TO.
gtm.cci.param.P_BILL_TO_INV_PARTY_QUAL Default: BILL_TO.
gtm.cci.param.P_ITN_REFNUM_QUAL Default: ITN.
gtm.cci.param.P_HBL_REFNUM_QUAL Default: BILL OF LADING NUMBER.
gtm.cci.param.P_LETTER_OF_CREDIT_REFNUM_QUAL Default: LETTER OF CREDIT NUMBER.
gtm.cci.param.P_PAY_TERM_REMARK_QUAL Default: PAYMENT TERMS.
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Property Description
gtm.cci.param.P_TX_PKG_COUNT_QTY_TYPE_QUAL Default: PACKAGE COUNT.
gtm.cci.param.P_LINE_QTY_TYPE_GID Default: ORDERED.
gtm.cci.param.P_INVOICE_DATE_QUAL Default: INVOICE DATE.
gtm.cci.param.P_LINE_SO_REFNUM_QUAL Default: SALES_ORDER_NUMBER.
gtm.cci.param.P_LINE_PO_REFNUM_QUAL Default: CUSTOMER_PO_NUMBER.
gtm.cci.param.P_LINE_UNIT_PRICE_CURRENCY_QUAL Default: UNIT_SELLING_PRICE.
gtm.cci.param.P_TX_SUB_TOTAL_CURRENCY_QUAL Default: SUB TOTAL.
gtm.cci.param.P_TX_FRIEGHT_CURRENCY_QUAL Default: FREIGHT.
gtm.cci.param.P_TX_TOTAL_PRICE_CURRENCY_QUAL Default: TOTAL PRICE.
gtm.cci.param.P_TX_TAX_CURRENCY_QUAL Default:TAX.
gtm.cci.param.P_TX_CURRENCY_TYPE_QUAL Default: TOTAL VALUE.
gtm.cci.param.P_CLASSIFICATION_CODE_FOR_QTY No default value. Shipment line will have both the control codes but the quantity value is based on the qualifier which is specified in this property.
AES FILING UPDATE AES EDI TEMPLATE TO ACCOMMODATE REGULATION
CHANGES
The AES filing EDI template has been changed to accommodate the new foreign trade regulations (FTR) export
requirements published on March 14, 2013. These regulation changes were originally targeted to be in place in
April of 2014.
Changed areas:
Ultimate Consignee Type
License Value
AES FILING ARCHITECTURE REVISED
The architecture used to communicate between GTM and customs for AES filing has been re-architected to
eliminate the need for the client to license and setup an MQ Server on the client’s side.
The “Customs Filing Integration Guide” has been revised to reflect the new architecture and setup requirements.
The new communication is based on the JMS Integration Architecture and provides the following:
Ability to integration with other Message Services (e.g. MQ Series, Sonic MQ etc)
Asynchronous Communication
Use Java Messaging Service API
Performed as 2 step process
o OTM/GTM communicates only with WebLogic Messaging Service (OTM /GTM ownership)
o WebLogic Messaging Bridge will forward and/or retrieve messages between WebLogic
Messaging Service and Third Party Messaging Services (WebLogic ownership)
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The “Customs Filing Integration Guide” has been revised to cover all aspects of this new communication
architecture.
Customs Filing with AES
o Overview
AES Requirements
Architecture
Configuring WebLogic Queues
o Creating a Message Queue in WebLogic
o Configuring a WebLogic Queue for Customs Filining
o Configuring WebLogic Queue for Filing Response
Configuring XA Data Source In WebLogic
Monitoring WebLogic Queue Using OTM/GTM Diagnostics
Configuring WebLogic Queue for Erroneous Filing Responses
Configuring WebLogic Message Bridge
o WebLogic Messaging Bridge Overview
Binding Connection Option for Communicating with IBM MQ Serries Queues
IBM MQ Client
WebLogic Messaging Bridge for Customs Filing (Outbound from OTM/GTM)
WebLogic Messaging Bridge for Filing Response (Inbound to OTM/GTM)
XA Adapter
o Installing IBM MQ Client
o Configuring WebLogic to use IBM MQ Client
o Binding File Generation
o Deploying XA Adapter
o Configuring WebLogic Messaging Bridge for Customs Filing
Source Destination
Target Destination
Configuring Bridge
o Configuring WebLogic Messaging Bridge for Customs Filing Response
Source Destination
Target Destination
Configuring Bridge
o Preserving WebLogic Configuration Changes
AES FILING - RULES FOR SUBMITTING HTS US OR SCHEDULE B
You now have the ability designate the primary and alternate product classification type to be used for AES filing
(HTS US or Schedule B). (Bug #17928816)
You can now specify the primary classification type to be used for AES filing
o gtm.aes.param.P_CLASSIFICATION_CODE_TYPE
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The user can now specify the alternate classification type to be used in situations where the primary
classification type is not available
o gtm.aes.param.P_ALLOW_ALTERNATE_CODE_TYPE
GLOBAL TRADE INTELLIGENCE (GTI)
PRODUCT: GLOBAL TRADE INTELLIGENCE (GTI)
Global Trade Intelligence is a Global Trade Management product component. GTI provides configurable
dashboards and user-defined global trade performance metrics that allow you to monitor metrics against business
targets, benchmarks, and forecasts. GTI provides role-based alerting to ensure that the right personnel are notified
of exceptions and deviations from plan. When problems are identified, you have the ability to drill-down into the
supporting data to quickly pinpoint trouble spots.
GTI is a separately licensed product and requires the licensing of additional supporting technology.
GTI Dashboard or integrated business intelligence interface can now be used to analyze GTM data.
New Global Trade Intelligence menu option has been added which includes the following sub-menu options:
Dashboard
My Dashboard
Ad Hoc Query
Administration (viewable when logged in as DBA.ADMIN only)
Alerts
Data Management (viewable when logged in as DBA.ADMIN only)
Process Management (viewable when logged in as DBA.ADMIN only)
Power Data
For more details about GTI refer to the following new documentation:
GTI Reference Guide which contains the following along with other information:
o Lists of dimension and fact tables
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o List of materialized views
o Reports and prompts used for the GTI Dashboard
o Configuration information for GTI
GTI ODI Interfaces Guide which contains the list of ODI packages, variables, user functions,
sequences and ODI interfaces.
gti_fact_deminsions_and_target_list spreadsheet which contains a list of all GTI facts, dimensions,
and target.
Install and configure GTI based on instructions in the following documentation:
OTM Install Guide
OTM Administration Guide
SOFT DELETES FOR GTI – AUTOMATION AGENTS
When data is deleted from GTM PUBLIC an automation agent can now mark that data as deleted in the Global
Trade Intelligence HD. The record remains in the HD, but it is filtered out in GTI.
The MARK OBJECT FOR DELETE ON HD agent inserts a record into the DEL_OBJ_FROM_HD table
when the object is deleted from Oracle Transportation Global Trade Management:
This action must be added to an automation agent listening for the OBJECT - REMOVED agent
event.
After ETL is RUN, in respective fact and dimension table del_in_oltp column would be updated
with ‘Y’.
The PUBLIC soft delete automation agents provided for GTI are:
MARK GTM ITEM CLASSIFICATION ON HD AS DELETE
MARK GTM PARTY ON HD AS DELETE
MARK GTM PARTY SCREENING ON HD AS DELETE
MARK GTM SHIPMENT ON HD AS DELETE
MARK GTM SHIPMENT LINE ON HD AS DELETE
MARK GTM TRANSACTION ON HD AS DELETE
MARK GTM TRANSACTION LINE ON HD AS DELETE
MARK ITEM ON HD AS DELETE
TRADE DIRECTION FROM TRANSACTION LINE CLASSIFICATION ADDED TO GTI
Transaction line classification Trade Direction has been added to GTI. The Import and Export Dashboards have
been enhanced to work off of this data.
Transaction line classification trade direction (Import, Export, null) have been added to GTI.
The Import and Export dashboards have been updated to reflect this change.
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CUSTOMS SHIPMENT AND CUSTOMS SHIPMENT LINE ADDED TO GTI
Facts and dimensions have been added for Customs Shipment and Customs Shipment Line. This capability allows
users to create ad hoc reports based on Customs Shipment and Customs Shipment Line data in GTI.
A new subject area Customs Shipment Analysis has been added for Customs Shipments
o New customs shipment facts have been added
o New time, involved party and customs shipment dimensions have been added
A new subject area Customs Shipment Line Analysis has been added for Customs Shipment Line
o New customs shipment line facts have been added
o New time, involved party and customs shipment line dimensions have been added
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R634_TransportationManagement_RCD_07Nov2014
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