Real-time Customer Profile overview
Adobe Experience Platform enables you to drive coordinated, consistent, and relevant experiences for your customers no matter where or when they interact with your brand. With Real-time Customer Profile, you can see a holistic view of each individual customer that combines data from multiple channels, including online, offline, CRM, and third party data. Profile allows you to consolidate your disparate customer data into a unified view offering an actionable, timestamped account of every customer interaction. This overview will help you understand the role and use of Real-time Customer Profile in Experience Platform.
Understanding Real-time Customer Profile
Real-time Customer Profile is a generic lookup entity store that merges data from various enterprise data assets, and then provides access to that data in the form of individual customer profiles and related time series events. This feature enables marketers to drive coordinated, consistent and relevant experiences with their audiences across multiple channels.
Profile data store
Although Real-time Customer Profile processes ingested data and uses Adobe Experience Platform Identity Service to merge related data through identity mapping, it maintains its own data in the Profile store. In other words, the Profile store is separate from Catalog data (Data Lake) and Identity Service data (identity graph).
Profile and Platform services
The relationship between Real-time Customer Profile and other services within Experience Platform is highlighted in the following diagram:
Profiles and record data
A profile is a representation of a subject, an organization or an individual, also referred to as record data. For example, the profile of a product may include a SKU and description, whereas the profile of a person contains information like first name, last name, and email address. Using Experience Platform, you can customize profiles to use types of data relevant to your business. The standard Experience Data Model (XDM) Individual Profile class is the preferred class upon which to build a schema when describing customer record data, and supplies the data integral to many interactions between Platform services. For more information on working with schemas in Experience Platform, please begin by reading the XDM System overview .
Time series events
Time series data provides a snapshot of the system at the time an action was taken either directly or indirectly by a subject, as well as data detailing the event itself. Represented by the standard schema class XDM ExperienceEvent, time series data can describe events such as items being added to a cart, links being clicked, and videos viewed. Time series data can be used to base segmentation rules on, and events can be accessed individually in the context of a profile.
Every business wants to communicate with their customers in a way that feels personal. However, one of the challenges of delivering relevant digital experiences to customers is understanding how to tie their disconnected data together, which is often spread across different digital channels such as tablets, mobile phones and laptops. Identity Service allows you to piece together the complete picture of your customer by linking identities from multiple channels, creating an identity graph for each customer, allowing you to better understand them. Visit the Identity Service overview for more information.
Adobe Experience Platform Segmentation Service produces the audiences needed to power experiences for your individual customers. When an audience segment is created, the ID of that segment is added to the list of segment memberships for all qualifying profiles. Segment rules are built and applied to Real-time Customer Profile data using RESTful APIs and the Segment Builder user interface. To learn more about segmentation, please begin by reading the Segmentation Service overview .
Profile fragments and union schemas
One of the key features of Real-time Customer Profile is the ability to unify multi-channel data. When Real-time Customer Profile is used to access an entity, it can supply you with a merged view of all profile fragments for that entity across datasets, referred to as the union view and made possible through what is known as a union schema. Real-time Customer Profile data is merged across sources when an entity or profile is accessed by its ID or exported as a segment. To learn more about accessing profiles and union views using the Real-time Customer Profile API, visit the entities endpoint guide .
When bringing data together from multiple sources and combining it in order to see a complete view of each of your individual customers, merge policies are the rules that Platform uses to determine how data will be prioritized and what data will be combined to create that unified view. Using RESTful APIs or the user interface, you can create new merge policies, manage existing policies, and set a default merge policy for your organization. For more information on working with merge policies using the Real-time Customer Profile API, please see the merge policies endpoint guide . To work with merge policies using the Experience Platform UI, refer to the merge policies user guide .
(Alpha) Configure computed attributes
The computed attribute functionality outlined in this document is in alpha. The documentation and the functionality are subject to change.
Computed attributes enable you to automatically compute the value of fields based on other values, calculations, and expressions. Computed attributes operate on the profile level, meaning you can aggregate values across all records and events. Each computed attribute contains an expression, or "rule", that evaluates incoming data and stores the resulting value in a profile attribute or into an event. These computations help you to easily answer questions related to things like lifetime purchase value, time between purchases, or number of application opens, without requiring you to manually perform complex calculations each time the information is needed. For more information on computed attributes, and step-by-step instructions for working with them using the Real-time Customer Profile API, please see the computed attributes endpoint guide . This guide will help you better understand the role computed attributes play within Adobe Experience Platform, and it includes sample API calls for performing basic CRUD operations.
This section introduces the components that allow Real-time Customer Profile to update and monitor record and time series data in real-time.
Streaming ingestion and streaming segmentation
Real-time input is made possible through a process called streaming ingestion. As profile and time series data is ingested, Real-time Customer Profile automatically decides to include or exclude that data from segments through an ongoing process called streaming segmentation, before merging it with existing data and updating the union view. As a result, you can instantaneously perform computations and make decisions to deliver enhanced, individualized experiences to customers as they interact with your brand. While being ingested, the data also undergoes validation to ensure it being ingested properly and conforming to the schema upon which the dataset is based. For more information about what validation is done during ingestion, please begin by reading the data ingestion quality overview .
Edge projection configurations and destinations
In order to drive coordinated, consistent, and personalized experiences for your customers across multiple channels in real-time, the right data needs to be readily available and continuously updated as changes happen. Adobe Experience Platform enables this real-time access to data through the use of what are known as edges. An edge is a geographically placed server that stores data and makes it readily accessible to applications. For example, Adobe applications such as Adobe Target and Adobe Campaign use edges in order to provide personalized customer experiences in real-time. Data is routed to an edge by a projection, with a projection destination defining the edge to which data will be sent, and a projection configuration defining the specific information that will be made available on the edge. To learn more and begin working with projections using the Real-time Customer Profile API, refer to the edge projection endpoints guide .
Add data to Real-time Customer Profile
Platform can be configured to send your record and time-series data to Profile, supporting real-time streaming ingestion and batch ingestion. For more information, see the tutorial outlining how to add data to Real-time Customer Profile .
Profile streaming ingestion metrics
Observability Insights allows you to expose key metrics in Adobe Experience Platform. In addition to Platform usage statistics and performance indicators for various Platform functionalities, there are specific Profile-related metrics that allow you to gain insight into incoming request rates, successful ingestion rates, ingested record sizes, and more. To learn more, begin by reading the Observability Insights overview , and for a complete list of Profile metrics, see the documentation on available metrics .
Data governance and Privacy
Data governance is a series of strategies and technologies used to manage customer data and ensure compliance with regulations, restrictions, and policies applicable to data use.
As it relates to accessing data, data governance plays a key role within Experience Platform at various levels:
- Data usage labeling
- Data access policies
- Access control on data for marketing actions
Data governance is managed at several points. These include deciding what data is ingested into Platform and what data is accessible after ingestion for a given marketing action. For more information, begin by reading the data governance overview .
Handling opt-out and data privacy requests
Experience Platform enables your customers to send opt-out requests related to the usage and storage of their data within Real-time Customer Profile. For more information on how opt-out requests are handled, please see the documentation on honoring opt-out requests .
Experience Platform has a series of guidelines to follow in order to effectively use Profile.
Profile union schema
A maximum of 20 datasets can contribute to the Profile union schema.
A maximum of 5 multi-entity relationship can be created.
JSON depth for multi-entity association
The maximum JSON depth is 4 .
Time series data
Time-series data is not permitted in Profile for non-people entities.
Non-people schema relationships
Non-people schema relationships are not permitted.
The recommended maximum size of a profile fragment is 10kB .
The absolute maximum size of a profile fragment is 1MB .
The maximum total size for a single non-person entity is 200MB .
Datasets per non-person entity
A maximum of 1 dataset can be associated to a non-person entity.
A non-person entity refers to any XDM class that is not part of Profile.
Next steps and additional resources
To learn more about Real-time Customer Profile, please continue reading the documentation and supplement your learning by watching the video below or exploring other Experience Platform video tutorials .
The Platform UI shown in the following video is out of date. Please refer to the Real-time Customer Profile user guide for the latest UI screenshots and functionality.