Segmentation of Individual Objects 

Use

This function enables you to select business partner using the information in corresponding individual objects in Segment Builder. With this type of segmentation, you can use certain attributes of the individual objects to model target groups. During profile selection, the business partner always intersects the assigned individual objects. The individual objects assigned to the business partner are saved with the target group. The link between business partners and individual objects is passed on to subsequent processing.

Prerequisites

The relevant information about individual objects is available in SAP BI.

Analytical Data Storage (ADS) for the individual objects has been created. The corresponding InfoSet has been generated and a marketing data source has been created.

A corresponding analysis process has been created and the data retraction has been performed or scheduled.

The ADS in CRM has been filled and can be used for the selection using the data source.

Activities

Data selection using InfoSets

Selection of individual objects is always done via InfoSets. An InfoSet must be created for every ADS that contains the objects from exactly one object family. The InfoSet interface must return the following field information:

 

...

       1.      Business partner GUID

       2.      Object GUID

       3.      Relationship category

       4.      Attributes + attribute values

When assigning the InfoSet to a data source, the business partner field and the fields containing the partner function and the GUID for the objects must be filled. The InfoSet used refers to exactly one ADS.

Creating attribute lists

When creating attribute lists, the F4 Help for filter creation is not usually available. The database manager must therefore look in the ADS or in SAP BI to see what properties exist for the individual attributes. The filter values must be defined according to these values.

If the description of the attribute does not indicate to which object family the information refers, the attribute description should be changed when creating the attribute filter, so that it clearly indicates the business context (for example, change ‘paint’ to ‘vehicle paint’).

 

Data storage

The key that uniquely identifies the link between business partners and individual objects (business partner, partner function, individual object), is saved in a new table (CRMD_MKTTG_TG_O) for the target group. In this way, the attributes can by read in the Analytical Data Storage (ADS). Several individual objects can be assigned to a business partner in a target group, just as an object can also be assigned to several business partners.

No attributes are stored in the target group. Because the content of the ADS can change right up until the time the attributes are read, it is possible that the information will be different at the time the selection is made. The database manager can control how often the analytical data storage needs to be updated.

 

Displaying object links in the Segment Builder

The object links can be displayed in the detail view of the Segment Builder after setup and opening of the target group using the Assigned Objects pushbutton.

The display is performed using the default implementation of the BAdI method IF_EX_CRM_MKTTG_SEG_MEMBER_EX~SELECT_OBJ_ATTRIBUTES. Except for the GUIDs and the clients, the system displays all fields from the ADS. You can create your own customer-specific BAdI implementation to restrict the display to the relevant attributes. To do this, in Customizing for Customer Relationship Management, choose Marketing ® Segment Builder ® Business Add-Ins (BAdIs) ® Define display for target group members list.

 

Example

For examples of selection of profiles and target groups with individual objects, see Segmentation of Individual Objects: Examples.