Siebel Applications Administration Guide > D&B Integration (End User) >

Using Global Integration to Add New D&B Accounts

After a D&B Global Integration access is set up by your administrator, you can access D&B real-time within your Siebel application and enter criteria to locate new accounts in the D&B database. Search criteria can include the business name with state/province and country information, D&B D-U-N-S number, local business ID, and telephone number.

When you execute a search for new D&B accounts, the search criteria is sent to D&B's Global Integration, along with the user's D&B account name and password. When D&B receives the information, Global Integration automatically selects the single best search method to execute based on the criteria. D&B calculates the criteria matches and returns the number to Siebel. If there are no matches for the criteria, the requestor is notified.

At this point, you can opt to purchase the account information, or cancel the Global Integration search process. If an account is purchased, data received from D&B is added to the Siebel D&B tables and is available in D&B All Accounts view.

NOTE:  If the selected account already exists in your Siebel D&B database, the account is not purchased.

To initiate D&B's Global Integration search

1. Navigate to the D&B screen > D&B Accounts List view.
2. Click Search D&B for New Account.
3. In the Search D&B dialog box, complete the fields for the query.

   The following illustration shows an example of the search criteria form.

   You must enter sufficient data to initiate a query in the United States. For example, as the following figure shows, in the Search D&B form you can enter Business Name, State/Province and Country as criteria, or just the D-U-N-S number, or the Local Business ID and Country, or the Phone number and Country. If you only enter the Business Name, the search fails because the data is insufficient.

   The following table describes the Search D&B query fields.

   Field	Comments
   Business Name	The Name/Address search is the most commonly used search method. At a minimum, the business name and country must be supplied. For Canadian businesses, the province must also be included. When you are searching for a business by name, do not use wildcard characters, (*) for unknown characters in the name. Additional information such as town, street address, and postal code, can be included to increase the chances of finding an exact match.
   Street Address
   City
   State/Province
   Country Name
   ZIP Code
   DUNS #	This search method allows you to enter a known D&B D-U-N-S number to verify the identity of a business. The D&B D-U-N-S number should contain only nine numeric characters (no spaces, dashes, and so on).
   Local Business ID	Many countries have their own numbering schemes to identify local businesses. Normally, this is a government-sponsored schema for the purpose of business registration and tax filing. The local business ID submitted in a search should only contain numeric characters (no spaces, dashes, and so on). A country code must also be included with the request. D&B Global Integration supports searching by the following local business identifiers. Australia—CAN Belgium—BTW/TVA France—SIREN Germany—Hr. Number Ireland—Company House Italy—CCIAA Netherlands—KvK Nr Portugal—Fiscal Spain—CIF/NIF Sweden—Company House United Kingdom—Company House
   Phone #	If using a telephone number search, enter the telephone number as dialed from within the country, including the area code or city code if required. The international long distance code (country code) should not be included. For example 9086655000 for a search in New Jersey, US; 9055686000 for a search in Ontario, Canada; 01494422000 for a search in High Wycombe, England; 0104009400 for a search in Rotterdam, Netherlands. The telephone number should contain only numeric characters (no spaces, dashes, and so on).

4. After you have entered the criteria, click Search D&B.

   The following figure shows sample search results, with the business name, city, and state in the Search Results list.

5. In the Search D&B list of results, select an account, and then click Purchase.

   Click Refine Query to modify the query criteria. Click Cancel to return to the D&B Accounts list without purchasing.

   The purchased account is highlighted in the D&B Accounts list.