Profile Management

Profile Management allows to ingest, define, and upload customer profile data from offline channels.

Overview

Profile Management is located under Data Pipeline > Profile Management in the HCL CDP navigation. It groups three sub-pages:

  • Offline Data Sources – Create and configure data sources that ingest customer data from offline channels such as TSV files uploaded through SFTP.
  • Customer Properties – View, add, and edit customer attributes (properties) and used for segmentation and macro-based personalization.
  • Profile Upload – Upload TSV files containing customer profile records so that the data is processed by the SST pipeline and loaded into the CDP profile store.

Data formatting standards

To maintain data sanity, follow these formatting rules for all offline profile data:

  • Phone numbers – Use E.164 format (for example, +918xxxxxxxxx).
  • Email addresses – Use lowercase letters only.
  • Date of birth – Use YYYY-MM-DD format.
  • File format – Files must be .tsv (tab-separated values).
  • Encoding – Files must be UTF-8 encoded.
  • Amounts – Separate numeric value and currency into distinct properties. For example, use "price": 3500 and "currency": "INR" instead of "price": "3500 INR".