8Enrich Data

This chapter contains the following:

You can use Oracle Data as a Service (DaaS) for Sales (also known as Social Data and Insight Cloud Service) to enrich your account and contact data. DaaS for Sales partners with Dun and Bradstreet (D&B) to get the most up-to-date data for over 300 million companies and over 100 million contacts worldwide.

Data enrichment improves the quality of your existing account and contact data, and it also enriches the data with additional information. Sales Representative can enrich accounts and contacts in real-time in Sales, and data stewards can enrich data in bulk in CDM, using either batch data enrichment in the Data Enrichment work area or manually using bulk import and export. Additionally, you can download new account and contact data from DaaS for Sales.

Batch Data Enrichment

The batch data enrichment option lets you enrich data in bulk by creating and submitting batch-processing jobs in the Data Enrichment work area. This enrichment process flow comprises the following steps:

  1. Create a DaaS user and assign appropriate privileges

  2. Configure CX Sales and B2B Service to DaaS integration

  3. Create and submit batch-processing jobs

  4. Monitor batch status and take appropriate follow-up action

You can do the following two batch data enrichment types:

  • Enrich Existing Records: Use this option to submit the existing records in the application for a bulk data enrichment.

  • Synchronize D&B Updates: Use this option to synchronize your D&B updates, including your previously enriched organization and person records as well as new records imported from DaaS, to uptake the latest updated information form D&B.

Manual Data Enrichment

CX Sales and B2B Service comes with preconfigured mappings of data attributes to import account and contact data from DaaS for Sales. If you require additional attributes not in these mappings, you must create a custom mapping and manually import the data using that mapping.

  1. Export data to a CSV file.

  2. Enrich the data using DaaS for Sales.

  3. Download the enriched data file from DaaS for Sales.

  4. Import the enriched data file into the application.

Here's a figure to show the available data enrichment process flows.

It illustrates the process flows for Customer Data Management.

Manual and Batch Data Enrichment

For more information, see the Using Oracle Social Data and Insight Cloud Service guide.

Batch Data Enrichment

You can use the batch data enrichment functionality to enrich your account and account contact (B2B contact) data in bulk with additional information using D&B data.

You must complete the following prerequisites before you can enrich data in bulk:

  1. Purchase a subscription to DaaS for Sales (also known as Oracle Social data and Insight Cloud Service).

  2. The service administrator must create a new user with the Data Service Client API AppID role. This user is used by the application to securely communicate with the REST API for Oracle Social Data and Insight Cloud Service.

  3. The service administrator must set up CX Sales and B2B Service and Data Cloud integration.

Types of Batch Data Enrichment

You can do the following two batch data enrichment types:

  • Enrich Existing Records: Use this option to submit the existing records in the application for a bulk data enrichment.

  • Synchronize D&B Updates: Use this option to synchronize your D&B updates, including your previously enriched organization and person records as well as new records imported from DaaS, to uptake the latest updated information from D&B.

How You Enrich Existing Data

You can enrich both organization (account) and person (contact) records by creating and submitting batch-processing jobs in the Data Enrichment work area. These batches, in the background, export the records to Data as a Service (DaaS). The exported records are enriched in DaaS by the REST API with additional information using D&B data. Finally, the enriched records are imported back. You can review the status of the scheduled and processed batches on the Data Enrichment work area.

Note: Before enriching account contacts using the batch data enrichment process, you must enrich the associated accounts.

Data Enrichment Processing Options

To enrich your existing records, you can select one of the following two processing options:

  • Review Batch: Select this processing option to review the results of data enrichment in the matched candidate records in the batch before importing the enriched data. Note that the review batch option shows only the first 100 records from the data enrichment batch.

  • Process Batch mode: Select this processing option to submit the data enrichment batch for processing without a review.

How You Synchronize D&B Updates

You can periodically synchronize your D&B updates, including your previously enriched organization and person records as well as new records imported from DaaS, to uptake the latest updated information from D&B. You can synchronize these records from the Data Enrichment work area, using the Synchronize D&B Updates Oracle Enterprise Scheduler Service job. For more information, see: Synchronizing Previously Enriched Data: Procedure.

Data Enrichment Results

You can search for the status of scheduled and processed batches on the Data Enrichment work area. The batch ID contains the link to the Batch Details page. You can download the details of the processed records by clicking on the linked number on the Batch Details table. Batches submitted with the Review Batch processing option appear on the Data Enrichment work area in the status Review when completed. After reviewing the results of data enrichment in the matched candidate records in the batch, you must click Import to uptake the enriched data.

Use this procedure to create a data enrichment batch to enrich existing customer data in bulk with additional information using D&B data.

To create a data enrichment batch:

  1. Navigate to the Data Enrichment work area as follows: Navigator > Customer Data Management > Data Enrichment

  2. Click the Create action menu option or button to run the data enrichment batch definition process train.

  3. Enter the following basic information in the Create Data Enrichment Batch page. Enter the following sample data:

    • Batch Name: Data_Enrichment_Batch_1

    • Confidence Score: You can leave it at default 90 or specify a new score.

    • Party Type: Select Organization to enrich an account record or Person to enrich a contact record.

    • Processing Option:

      • Review Batch: Select this processing option to review the results of data enrichment in the matched candidate records in the batch before importing the enriched data. Note that the review batch option shows only the first 100 records from the data enrichment batch.

      • Process Batch: Select this option if you want to submit your data enrichment batch for processing without a review. This is the default batch data enrichment option.

  4. Click Next

  5. Enter the record selection criteria on the Enrich Organizations: Selection Criteria page.

  6. Click Preview to verify that the selection criteria yielded records in the batch.

  7. Review the batch and click Next. Create Data Enrichment Batch: Review page appears.

  8. Click Submit to send the records for batch data enrichment.

You can search for the status of scheduled and processed batches on the Data Enrichment work area. The batch ID contains the link to the Batch Details page. You can download the details of the processed records by clicking on the linked number on the Batch Details table.

Batches submitted with the Review Batch processing option appear on the Data Enrichment work area in the status Review when completed. After reviewing the results of data enrichment in the matched candidate records in the batch, you must click Import to uptake the enriched data.

Note: Customer Data Management comes with preconfigured mappings of data attributes to import account and contact data from DaaS. If you require additional attributes not in these mappings, you must create a custom mapping and manually import the data using that mapping. For more information on creating a new mapping in DaaS, see Using DaaS guide.

You can periodically synchronize your D&B updates, including your previously enriched organization (account) and person (account contact) records as well as new records imported from Oracle Data as a Service (DaaS), to uptake the latest updated information from D&B. You can synchronize these records from the Data Enrichment work area, using the Synchronize D&B Updates Oracle Enterprise Scheduler Service job. You can update or synchronize records only if they have a DaaS ID assigned to them. In case some records were originally excluded from synchronization in the DaaS Administrator UI, these records can't be synchronized and updated.

Note: Note that a synchronization job updates one million records at a time. If you have more than one million records to update, you must submit the synchronization batch a second time.

Perform the following steps to synchronize your D&B updates:

  1. Navigate to the Data Enrichment work area.

  2. Click Actions.

  3. Select Synchronize Organizations or Synchronize Persons. The Schedule Updates for Person or Schedule Updates for Organization page appears.

  4. Click Advanced to select batch run options such as 'As soon as possible' or 'Using a schedule'. By default, the batch run is scheduled for 'As soon as possible'.

    In the Advanced Option section of the Schedule Updates for Persons or Schedule Updates for Organizations page, you can update the frequency in which you want the batch to run. You can also set a start and end date to the batch schedule.

  5. Click Submit.

  6. Click OK in response to the confirmation message.

You can search for the status of scheduled synchronization batches on the Data Enrichment work area. The batch ID contains the link to the Batch Details page. You can download the details of imported (synchronized) and not imported (not synchronized) records by clicking the linked number on the Batch Details table.

Note: You can't see the list of records that were excluded from synchronization in the Imported or Not Imported record list.

Manual Data Enrichment

Manual Data Enrichment

You can manually enrich account and account contact data using the Oracle DaaS for Sales service. For detailed steps, see the topics About Matching Records and Enrich Data in CX Sales in the Oracle Cloud Using DaaS guide.

How You Import New Records from DaaS for Sales

You can import accounts or contacts from DaaS for Sales into your application instance.

To import data from DaaS for Sales:

  1. Export the accounts or contacts from DaaS.

  2. Import the CSV file into the application.

Before importing account contacts, you must ensure that the accounts related to the contacts you want to import exist in your application instance.

Export Accounts or Contacts from DaaS for Sales

You can either export a set of account or contact data or export all available accounts and account contacts from DaaS for Sales.

You can search for accounts and contacts you want to import from the Search window. After searching for the records you want to export, click Export . You must select Use CRM Template as the export template so that the exported file can be later imported into the application.

For more information, see Using Oracle Social Data and Insight Cloud Service guide.

Import Accounts or Contacts

You can import the account or contact data exported from DaaS for Sales into CX Sales and B2B Service using Import Management.

To import data using Import Management:

  1. Navigate to Tools > Import Management

  2. On the Manage Imports page, click the Create Import Activity button to create an import activity.

  3. Enter the appropriate import details. While specifying the import object, select Account to import account data and Contact to import contact data.

  4. Browse and select your source data file in CSV format.

    The application provides predefined mappings to import account or contact data from DaaS for Sales. The application tries to automatically map each of the source file columns to the appropriate target object attribute. However, you must map the columns that aren't mapped. The data in unmapped columns isn't imported.

  5. Click Validate Data to check the field mapping.

  6. Submit the import process.

  7. Verify the imported data.