28Account Data Enrichment and Verification

This chapter contains the following:

Three Services to Enrich and Verify Your Data and Save Salespeople Time

Perhaps nothing is more important for your sales effort than having up-to-date and actionable information about your customers and contacts and minimizing the time salespeople spend entering data. Oracle provides three services that enrich your customer data, improve its accuracy, and eliminate data entry time. For account and contact information, you can choose between two services that provide you with information for millions of companies worldwide: Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and Oracle DataFox. A third service, Oracle Address, Email, and Phone Verification, ensures that you have the correct postal addresses, that your emails don't bounce, and your calls go through.

Note: Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) is the new name for Data as a Service (DaaS).

Here's an overview of the three services:

Service Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) Oracle DataFox Oracle Address, Email, and Phone Verification

Purpose

Account and contact search, enrichment, and prospecting.

Account prospecting, enrichment, and alerts to important developments.

Address, phone, and email address verification.

What It Does

Instead of entering data themselves when they create accounts, salespeople can look up the organizations they sell to from Dun & Bradstreet Corporation, one of the premier sources of business information. The service provides access to more than 347 million account records and more than 135 million contact records worldwide. Included is information about more than 90 different company attributes, including sales volume, growth data, hiring trends, competitors, and so on.

Users can also filter the data by using over 60 company or contact attributes such as industry, revenue, company hierarchy, private or public indicator, contact title, contact department.

The service also provides information about account hierarchies, showing the linkages between a corporation's subsidiaries, branches, and divisions. You can also schedule account or contact enrichment on thousands of records at the same time.

Oracle licenses account and contact enrichment separately. You subscribe to the Oracle Account Enrichment Cloud Service and the Oracle Contact Enrichment Cloud Service.

Salespeople get the timely information they need to prospect and sell effectively from an intelligence platform that aggregates content from all over the web. They can filter several millions of companies by keyword, location, headcount, the tech stack the company uses (technographics) and other factors.

Salespeople get automatic alerts on important news in the companies they sell to. You can get alerts whenever a company gets approval for new patents, obtains new rounds of financing, or opens a new location, for example.

You can set up account scoring to prioritize accounts using the information you care about. The service provides account information only.

Salespeople can search and validate addresses in more than 248 countries using data from Loqate.

They can verify addresses when creating or editing an account: correct misspellings, add missing elements (such as the postal code), and standardize elements (for example, changing "Drv" to "Dr"). You can also schedule address verification on thousands of records at the same time.

The service automatically checks if phone numbers and email addresses exist and informs you if they're invalid. No more bounced emails or calls that don't go through.

How It Works

Salespeople start typing the account name, and the application suggests possible matches straight away. Selecting a match automatically fills in all the rest of the information.

Salespeople can add contacts to accounts by job role. Selecting the Enrich action for existing accounts gets the latest information.

The account and contact information continues to be updated automatically based on synchronization rules setup by your administrator.

You prospect for accounts in the Oracle DataFox UI and import them into Oracle CX Sales. You link up the accounts you want to keep updated, set an update frequency, and your account information continues to be updated automatically.

Salespeople start typing the street address in the search field and the application starts suggesting possible matches. Selecting one of the suggestions fills in the rest of the address fields.

You can also enable a Verify Address button that salespeople can use to verify addresses for a particular country. That's useful if you added nonstandard fields to the address or if salespeople don't always use the search field to look up an address.

You can also verify and update addresses in bulk.

The service informs salespeople if phone numbers and email addresses are invalid as soon as they enter them. They can also verify any existing ones to make sure they're still valid.

Setup

After you activate the service, and complete the simple setup described in this chapter in your sales application, salespeople can start looking up and enriching their data right away.

To get the most out of the application, however, you must add fields to the UI to expose the additional information you're getting. While most of the information maps onto fields you can expose using Application Composer, you must create some custom fields to map the rest.

After you connect with Oracle DataFox, find the company you want and link it up with your account in Oracle CX Sales using the account registry ID.

To get most out of the application, you must add fields and create a mashup in the sales UI to expose the additional information you're getting.

After you activate the service, and complete the simple setup described in this chapter in your sales application, salespeople can start looking up street addresses and verifying phone numbers and email addresses. You can expose the Verify Address button with a few extra steps.

Where to Get More Information

This guide includes the information you need to get started. You can get the full scoop in the Using Account and Contact Enrichment by Dun & Bradstreet guide.

See the Using DataFox for Sales and Marketing guide.

This guide includes the information you need to get started. You can get the full scoop in the Using Oracle Address, Email, and Phone Verification guide.

After you complete the brief setup described in this chapter, salespeople can start enriching and verifying their customer data with two of the services: Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and Oracle Address, Email, and Phone Verification. Additional fields and actions appear automatically in all of the appropriate create or edit account, lead, and contact pages. Here's a brief summary of how it works.

Saving Time Entering Accounts, Contacts, and Addresses

Salespeople can start saving time and improving accuracy while creating new accounts right away. Instead of entering data about an account themselves, they search for the account and address in new search fields, and the information is populated automatically. Here's a screenshot of the Create Account page with callouts highlighting the new UI elements.

Callout Number New UI Element Description

1

Account search

Salespeople search for accounts by name or by address and add them. The application suggests possible matches as soon as they start typing. Selecting an account populates the available company data.

2

Address search

Salespeople start typing an address and the service starts suggesting matching addresses. Selecting an address populates all of the address data.

3

Verify Address button

If you enable the optional Verify Address button, salespeople can verify an address they enter in the UI or import from a file. You can enable this field with a few setups. If salespeople use the address search consistently, they don't need the button.

Screenshot of the Create Account page

Enriching Existing Accounts

To enrich an existing account, salespeople use the Enrich Account action available in all the UI pages where you edit accounts. Here's a screenshot of the Actions menu in the Edit Account page.

The Actions menu in the Edit Account page

When you enrich an account, you get to choose which fields to keep and which to replace.

Select Fields to Enrich page for a sample account
showing the existing fields and new values.

If you're adding contacts to an account, you can add whole sets of contacts using criteria such as job category. You can also enrich multiple accounts and contacts at the same time on the landing page.

If you subscribe to Customer Data Management, you also have the option of enriching large batches of accounts and contacts in the Data Enrichment work area.

Email Address and Phone Number Verification

When you enter a phone number or an email address, the application automatically checks if they're valid. The application can't check if the phone numbers and emails you enter are valid for the specific person or account, of course, but it does assure that a phone number will actually dial and that an email won't bounce.

If the email or phone number you enter isn't valid, you get informed right away: the application displays the status right under the field. If nothing appears, your entry is valid. Here's a screenshot of a phone number to give you an idea of what appears under invalid information:

Callout Number Description

1

Status. For phone numbers, this can be only Invalid. Email addresses can also display the status of Partially-Valid: the domain is valid but the name isn't. If the person left the company, or changed their name, you'll see the Partially-Valid status for the email, for example.

2

Date the email address or phone number was verified by the application.

3

Reverify button that you can use to verify again. You never know when area codes or email addresses may change. What's valid today may not be in six months.

4

Overwrite button to manually set the status. The application, isn't perfect. If you know the number or email is correct, you can set the status to Verified. When you do, you see Overwritten on instead of Verified on.

Screenshot of an invalid phone number showing status
details.

The application does display a Valid status, but only much later. By default, the status appears 180 days later. When the information is old, salespeople may want to verify it again by clicking on the Reverify button. You can specify the number of days before the Valid status appears or even turn this option off during setup. For details, see the topic: Enable the Verification of Addresses, Emails, and Phone Numbers.

Three Ways to Enrich Data

There are three ways to enrich account and contact data from the Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) service:

  • Real-time enrichment

    You can enrich data directly in the Account and Contact pages as described in this chapter.

    The real-time enrichment uses the REST APIs and the mapping you maintain using the Manage Oracle Data as a Service Attribute Mapping and Preferences task in the Setup and Maintenance work area.

  • Manual enrichment

    You can do your sales prospecting in the D&B service UI, which provides more ways to filter and search. You then export your account or contact records into a file and import the file into your sales application.

    The D&B service includes a default export mapping you can edit. You can edit the import mapping in the sales application. The Using Account and Contact Enrichment by Dun & Bradstreet guide provides the details about the export and import mappings.

  • Batch enrichment

    You can also enrich your account and contact data in bulk. Bulk enrichment uses the same REST APIs and mapping you maintain in Manage Oracle Data as a Service Attribute Mapping and Preferences. However, the integration doesn't support any additional custom fields you add.

Here's a diagram to illustrate the architecture:

  • The D&B service includes the mapping you can use to export a file with accounts and contacts. Importing the file using Import Management into your sales application uses an import mapping.

  • The real-time enrichment feature and Oracle Customer Data Management (CDM) both use the REST APIs and the mapping you can update in your sales application. The mapping determines which fields show up in the UI.

Different ways for enriching account and contact
information explained in the text

This chapter outlines the process for setting up two Oracle cloud services that enrich and verify your account and contact data: Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and Oracle Address, Email, and Phone Verification. If, instead, you're setting up Oracle DataFox integration, then read the last topic in this chapter to learn how to hook up DataFox to CX Sales. The rest of the DataFox setup is covered in the Using DataFox for Sales and Marketing guide.

When your organization subscribes to Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and Oracle Address, Email, and Phone Verification services, the person or people designated as the service administrators for your sales application domain or the account administrator, receive a welcome email. You must be one of the service administrators to complete the setup. If you don't receive the email, you can ask the account administrator to create you as a service administrator or resend the email. Here's a list of the setup tasks.

Before you start, you must complete the required setup in the Oracle Cloud Dashboard. See the Using Account and Contact Enrichment by Dun & Bradstreet guide for details.

Step Description Navigation or Steps Where to Get More Details

1

Enter the service URL, and the user name and password for a user with the role: DATASERVICE CLIENT API APPID, in two separate pages in Setup and Maintenance:

  • Manage Integration with Oracle Data as a Service

  • Manage Integration with Oracle Verification Services

Setup and Maintenance > Sales > Integrations > Manage Integration with Oracle Data as a Service

Setup and Maintenance > Sales > Integrations > Manage Integration with Oracle Verification Services

See the topic: Integrate the Account Enrichment and Verification Services

2

Enable the UI verification for street addresses, email addresses, and phone numbers.

Setup and Maintenance > Sales > Data Quality Verification Services > Quick Setup

See the topic: Enable the Verification of Addresses, Emails, and Phone Numbers

3

Optionally, you can enable a Verify Address button that salespeople can use to verify addresses entered manually.

Setup and Maintenance > Sales > Sales Foundation > Geographies

See the topic: Enable the Verify Address Button

4

Salespeople don't see all of the great account and contact information you enrich unless you expose additional fields in the UI. Some of the additional information you get from D&B is already mapped to existing sales account and contact fields. All you need to do is to use Application Composer to add these fields to the UI. For other attributes, you must create custom fields and add them to the mapping.

Navigator > Configuration > Application Composer

Setup and Maintenance > Sales > Accounts and Contacts > Show > Manage Oracle Data as a Service Attribute Mapping and Preferences

See the section: Add Enriched Fields to the Mapping

5

Specify if you are enriching accounts, contacts, or both and indicate enrichment preferences. This setup is done in the Preferences tab on the same Manage Oracle Data as a Service Attribute Mapping and Preferences page you used in the previous step.

Setup and Maintenance > Sales > Accounts and Contacts > Show > Manage Oracle Data as a Service Attribute Mapping and Preferences

See the topic: Specify Enrichment Preferences

Here's how to integrate the Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) and the Oracle Address, Email, and Phone Verification services in your sales application.

Note: Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) is the new name for Data as a Service (DaaS).

Prerequisites

Before you start, you must:

  • Set up the DaaS service in the Oracle Cloud Dashboard.

  • Copy the URL of the DaaS instance.

  • Provision a user with the DATASERVICE CLIENT API APPID role.

  • Add each service as a confidential application in Oracle Identity Cloud Service as described in the topic "Add a Confidential Application" in the Administering Oracle Identity Cloud Service guide.

    On the Client page of the Add Confidential Application wizard, in the Authorization section, select Resource Owner, Client Credentials, Authorization Code, and Refresh Token as Allowed Grant Types. Leave Redirect URL blank. If you use Basic Authentication, do not include the question mark special character (?) in the password.

You must enter the URL and user name and password to complete the integration in the Setup and Maintenance work area.

Integrate the D&B Enrichment with Your Sales Application

  1. In the Setup and Maintenance work area, open the Manage Integration with Oracle Data as a Service task:

    • Offering: Sales

    • Functional Area: Integrations

    • Show: All Tasks

    • Task: Manage Integration with Oracle Data as a Service

  2. In the Manage Integration with Oracle Data as a Service page, select the OAuth Authentication option.

  3. In the URL field, enter the URL of the DaaS instance. Remove /data/ui from the end of the URL. Here's an example: https://mydataservice-myidentitydomain.data.us2.oraclecloud.com.

    If you didn't save the URL, you can find it in the welcome email and in Oracle Cloud Dashboard.

  4. In the Client ID and the Client Secret fields, enter the values you obtained when you added the service as a confidential application in Oracle Identity Cloud Service.

  5. Click Save and Close.

Integrate the Address, Email, and Phone Verification with Your Sales Application

Enter the same information in the Manage Integration with Oracle Address Verification page:

  1. In the Setup and Maintenance work area, open the task Manage Integration with Oracle Verification Services:

    • Offering: Sales

    • Functional Area: Integrations

    • Show: All Tasks

    • Task: Manage Integration with Oracle Verification Services

  2. In the Manage Integration with Oracle Verification Services page, select the OAuth Authentication option.

  3. In the URL field, enter the URL of the verification service instance. Remove /data/ui from the end of the URL. Here's an example: https://mydataservice-myidentitydomain.data.us2.oraclecloud.com.

    If you didn't save the URL, you can find it in the welcome email and in Oracle Cloud Dashboard.

  4. In the Client ID and the Client Secret fields, enter the values you obtained when you added the service as a confidential application in Oracle Identity Cloud Service.

  5. Click Save and Close.

After you enter the integration information, you enable the verification services that you want to use. Here's the easiest way, using the Quick Setup page provided for this purpose:

  1. In the Setup and Maintenance work area, open the Sales offering.

  2. In the Functional Areas section, the left pane of the page, scroll down to the Data Quality Verification Services, and click Quick Setup (the gears icon highlighted in the screenshot).

    Left pane of the Sales offering showing the location
of the Data Quality Verification Services Quick Setup page.
  3. In the Configure Verification Services page, select the verification services you want to enable. Address is enabled by default.

    Screenshot of the Configure Verification Services
page
  4. Using Show Valid Status for Email and Phone field, you can specify if and when users see the status of Valid for verified phone numbers and emails.

    Users see right away if the email address or phone number they enter are invalid, but they don't see a Valid status until later. By default, the Valid status displays after 180 days. Displaying the status makes it possible for users to verify the information again. In six months, the contact may be gone; the number may have changed.

    1. To enable or disable the display of the Valid status, select Yes or No.

    2. If you selected Yes, then enter the number of days before users see the Valid status.

  5. Click Save and Close.

Note: Using the Quick Setup page is the equivalent of setting the following profile options using the Manage Administrator Profile Values task:
  • Email Verification Service Enabled (ORA_ZCH_EMAIL_VERIFICATION)

  • Phone Verification Service Enabled (ORA_ZCH_PHONE_VERIFICATION)

  • Email Verification Service Enabled (ORA_ZCH_EMAIL_VERIFICATION)

  • Phone and Email Status Validity (ORA_ZCH_PHONE_EMAIL_STATUS_VALIDITY)

Enable the Verify Address Button

If your salespeople are diligent in using the search field to enter addresses, you can skip this step. Addresses added using search are already verified. The Verify Address button is only useful if you want to check the accuracy of addresses entered manually or if you imported unverified addresses. You can enable the button only for countries you imported earlier.

Repeat these steps for each of the countries where you want the button. You can only enable the button for country geographies you imported.

  1. Open the Manage Geographies task from the Setup and Maintenance work area:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Geographies

  2. On the Manage Geographies page, search for each country you imported using either its name or its two letter ISO code. For example, enter either United States or US, and click Search.

  3. Select the country in the Search Results area.

  4. Click Go to Task (the circular icon) in the Address Cleansing Defined column.

    Here's a screenshot of the Manage Geographies page highlighting the Go to Task icon and the Address Cleansing column.

    Manage Geographies page showing the record for
the United States with the Go to Task icon highlighted in the Address
Cleansing Defined column
  5. In the Address Cleansing Level window, select Optional for Real-Time Address Cleansing Level.

    Screenshot of the Address Cleansing Level window
showing the Optional selection for Real-Time Address Cleansing Level.
  6. Click Save and Close.

Add Enriched Fields to the UI

Review the List of Additional Account and Contact Attributes

Review the list of mapped and unmapped account and contact information you can expose in the UI. You can expose the mapped fields in the UI using Application Composer. For the unmapped fields, you must first create a custom field for it in the sales application and add the field to the mapping.

Mapped Account Fields

You can expose any of the fields listed in the table in the account pages using the display name. Long field names aren't always completely visible in Application Composer, but you can hover over a display name to see the underlying technical name.

The table lists the name of the Oracle Account Enrichment attribute in the first column, and provides a brief definition and description. The Account Field Display Name field lists the display name in the UI and in Application Composer. The Account Field Name lists the technical name. The names don't always match.

Oracle Account Enrichment Attribute Definition Description Account Field Display Name Account Field Name

Data/DataCloudStatus

Data Cloud Status

Indicates if the record has been matched.

Enrichment Status

DataCloudStatus

Data/PrefFunctionalCurrency

Currency

A code value that describes the type of currency in which the sales volume (local currency) is expressed.

Preferred Functional Currency

PrefFunctionalCurrency

Data/CurrFyPotentialRevenue

Sales Volume (Local currency)

The total annual sales revenue in US dollars as a signed, decimal field. If the revenue is collected in local currency, then the local value is converted to US dollars.

Current Fiscal Year's Potential Revenue

CurrFyPotentialRevenue

Data/DomesticUltimateDunsNumC

Domestic Ultimate DUNS Number

A subsidiary within the global family tree that is the highest-ranking member within a specific country. May contain leading zeros, which will be lost if the field is treated as numeric.

Domestic Ultimate D-U-N-S Number

DomesticUltimateDunsNumC

Data/DunsNumberC

DUNS Number

A randomly generated 9-digit number assigned by Dun & Bradstreet Corporation to identify unique business establishments. May contain leading zeros, which will be lost if the field is treated as numeric.

D-U-N-S Number

DunsNumberC

Data/GlobalUltimateDunsNumC

Global Ultimate DUNS Number

The top-most responsible entity within the corporate family tree. May contain leading zeros, which will be lost if the field is treated as numeric.

Global Ultimate D-U-N-S Number

GlobalUltimateDunsNumC

Data/ParentDunsNumC

Parent DUNS Number

The D-U-N-S number of the parent organization. May contain leading zeros, which will be lost if the field is treated as numeric.

Parent D-U-N-S Number

ParentDunsNumC

Data/EmpAtPrimaryAdrEstInd

Number of Employees (This Site)

The number of employees at this location.

Employees at Identifying Address

EmployeesAtPrimaryAddressText

Data/EmpAtPrimaryAdrEstInd

Employees Here Reliability Code

Describes the reliability of the Employees Total value.

Number of Employees at Identifying Address

EmployeesAtPrimaryAddress

Data/EmpAtPrimaryAdrMinInd

Employees Primary Minimum Indicator

A code value that describes the reliability of the Employees Total value.

Number of Employees at Identifying Primary Address Minimum

EmployeesAtPrimaryAddressMinimum

Data/EmployeesTotal

Employees Total

The total number of employees in the business organization; it should include subsidiary and branch locations.

Number of Employees

EmployeesTotal

Data/TotalEmpEstInd

Employees Total Reliability Code

Describes the reliability of the Employees Total value.

The possible values are: Actual, Estimated, and blank.

Number of Employees Estimated Qualifier

TotalEmployeesEstimatedIndicator

Data/TotalEmpMinInd

Employees Total Minimum Indicator

Displays the reliability of the Employees Total value.

The possible values are: Includes Subsidiaries, Subsidiaries not included, and blank.

Number of Employees at Identifying Address Minimum Qualifier

TotalEmployeesMinimumIndicator

Data/ImportInd

Import Indicator

A code value that identifies whether the business imports goods or services for remanufacture or sale, exports products or services to a foreign country, or is an agent for goods.

Importer Indicator

ImportInd

Data/ExportInd

Export Indicator

A code value that identifies whether the business imports goods or services for remanufacture or sale, exports products or services to a foreign country, or is an agent for goods.

Exporter Indicator

ExportInd

Data/LegalStatusCode

Legal Status Code

A code value that describes the legal structure of the business.

Legal Status

LegalStatusCode

Data/LineOfBusiness

Line of Business

A description of the operations or activities of the business. Relates to the primary four-digit 1987 US SIC.

Line of Business

LineOfBusiness

Data/MinorityOwnedInd

Minority Owned Indicator

Whether or not the business is owned by a member of a minority group.

Minority-Owned Indicator

MinorityOwnedInd

Data/MinorityOwnedType

Minority Owned Type

Indicates the ethnicity of the minority holding an ownership interest.

Type of Minority-Owned Organization

MinorityOwnedType

Data/RentOwnInd

Owns Rents Code

A code value that indicates if the business owns or rents the building it occupies.

Rent or Own Indicator

RentOwnInd

Data/PublicPrivateOwnershipFlag

Public Private Indicator

Whether or not ownership of the business is public or private.

Private Ownership

PublicPrivateOwnershipFlag

Data/SmallBusInd

Small Business Indicator

Indicates if the business meets SBA certification eligibility criteria effective July 1, 1999. All firms must be certified by one of the Small Disadvantaged Business Certification Agencies.

Small Business Indicator

SmallBusInd

Data/ParentSubInd

Subsidiary Status

Whether or not the subject business is more than 50-percent owned by another organization.

Subsidiary Indicator

ParentSubInd

Data/YearStarted

Year Started

The year when the current ownership or management assumed control of the business or the year established if no control change has taken place. This is not provided for branch records.

Year Established

YearEstablished

Data/LocationType

Location Type

A code value that describes the organizational status of the business; for example, Single Location, Headquarters, Branch.

HQ Branch Indicator

HQBranchIndicator

Data/FederalTaxIDNumber

Federal Tax ID Number

A number assigned by the Internal Revenue Services (IRS) that either uniquely identifies or helps to identify a subject, also referred to as Federal Taxpayer Identification Number.

Taxpayer Identification Number

JgzzFiscalCode

Data/PrimaryAddressLine1

Street Address 1

The first street address line where a business is physically located. Generally in local language.

Address Line 1

PrimaryAddressLine1

Data/PrimaryAddressLine2

Street Address 2

The second street address line where a business is physically located. Generally in local language.

Address Line 2

PrimaryAddressLine2

Data/PrimaryCity

City

City where the business is located. Generally in local language.

City

PrimaryAddressCity

Data/PrimaryCounty

County

The full name of the county where the business is located.

County

PrimaryAddressCounty

Data/PrimaryState

State

The full name of the state where the business is located.

State

PrimaryAddressState

Data/PrimaryPostalCode

OSC Postal Code

The 5-digit postal code where the business is physically located.

Postal Code

PrimaryAddressPostalCode

Data/PrimaryCountry

Country

The 2-byte alpha character ISO code for the country where the business is located.

Country

PrimaryAddressCountry

Data/RawPhoneNumber

Phone Number

The primary phone number for the business with no formatting or punctuation. This string contains all telecommunication number components (area code, exchange, number).

Primary Phone Number

PrimaryPhoneNumber

Data/FaxRawPhoneNumber

Facsimile Number

The primary facsimile number for the business with no formatting or punctuation. This string contains all telecommunication number components (area code, exchange, number).

Fax

Fax

Data/Url

Url

The primary URL for the company.

URL

PrimaryURL

Data/WomanOwned

Woman Owned

A business that is at least 51-percent owned by, and whose management and daily business operations are controlled by, a woman.

Woman-Owned Indicator

WomanOwnedInd

Unmapped Account Fields

You must create a text or a number field for these attributes and add them to the mapping before you can expose the field in the account pages.

The table lists the name of the attribute on the mapping page in the first column, and provides a brief definition and description. The Geographical Availability column indicates if the attribute is available for all countries or just a subset.

Oracle Account Enrichment Attribute Definition Description Geographical Availability

Data/State Name

State Name

The full name of the physical state or province name where the business is located.

Global

Data/PrimaryFullPostalCode

Full Postal Code

Full postal code as received by Dun & Bradstreet Corporation.

Global

Data/LatitudeShort

Latitude Short

The angular distance north or south from the earth's equator measured through 90 degrees. Note: This is a less granular view of the Latitude field.

Canada, Germany, UK, US, Mexico, Vietnam, Belgium, Australia, Netherlands, Republic of Korea

Data/LongitudeShort

Longitude Short

The angular distance east or west from the prime meridian measured through 180 degrees. Note: This is a less granular view of the Longitude field.

Canada, Germany, UK, US, Mexico, Vietnam, Belgium, Australia, Netherlands, Republic of Korea

Data/MailingFullPostalCode

Mailing Full Postal Code

Full postal code as received by Dun & Bradstreet Corporation.

Global

MetaData/MatchScore

Match Score

A score representing the likelihood of a match between records.

Global

Data/CompanyDescription

Company Description

Narrative company description.

Global

Data/MarketableIndicator

Marketability Indicator

Indicates that the record satisfies Dun & Bradstreet Corporation global marketability rules.

Global

Data/GEOCodeAccuracy

GEO Code Accuracy

A code value that describes how close the coordinates for a location are to a rooftop level.

Global

Data/SalesVolume(USDollars)Reliability Code

Sales Volume (US Dollars) Reliability Code

A code value that describes the reliability of the annual sales/revenue figure that is expressed in US dollars.

Global

Data/SalesVolume(LocalCurrency)

Sales Volume US Dollars

The total annual sales revenue for this business in local currency. Not available on branch locations.

Global

Data/SalesVolumeLocalCurrencyReliabilityCode

Sales Volume Local Currency Reliability Code

A code value that describes the reliability of the annual sales/revenue figure that is expressed in local currency.

Global

Data/DomesticUltimateBusinessName

Domestic Ultimate Business Name

The primary name of the domestic ultimate business.

Global

Data/DomesticUltimateFIPSCountryCode

Domestic Ultimate FIPS Country Code

The Federal Information Processing Standards code value that identifies the country where the domestic ultimate company is located.

Global

Data/DomesticUltimateD&BCountryCode

Domestic Ultimate D&B Code

Dun & Bradstreet Corporation geographical code identifying the country where the domestic ultimate is located.

Global

Data/DomesticUltimateState/ProvinceAbbreviation

Domestic Ultimate State Province Abbreviation

The abbreviated name of the state or province in which the domestic ultimate is located.

Global

Data/GlobalUltimateBusinessName

Global Ultimate Business Name

The name of the ultimate company.

Global

Data/GlobalUltimateIndicator

Global Ultimate Indicator

Indicates whether the site record is the Global Ultimate D-U-N-S within the corporate family tree.

Global

Data/GlobalUltimateFIPSCountryCode

Domestic Ultimate FIPS Country Code

The Federal Information Processing Standards code value that identifies the country where the domestic ultimate company is located.

Global

Data/GlobalUltimateD&BCountryCode

Domestic Ultimate D&B Country Code

Dun & Bradstreet Corporation geographical code identifying the country where the domestic ultimate is located.

Global

Data/GlobalUltimateState/ProvinceAbbreviation

Global Ultimate State Province Abbreviation

The abbreviated name of the state or province in which the global ultimate is located.

Global

Data/HeadquarterDUNSNumber

Headquarter DUNS Number

The D-U-N-S number of the headquarter organization. May contain lead zeros which will be lost if field is treated as numeric.

Global

Data/Parent/HeadquarterBusinessName

Parent Headquarters Business Name

The primary name of the parent headquarters company.

Global

Data/HierarchyCode

Hierarchy Code

A number used with the status and subsidiary indicators to pinpoint the location of an establishment within a corporate hierarchy. The hierarchy on the global ultimate is '01'. A branch hierarchy is the same as its headquarters'. A subsidiary's hierarchy is one more than its parent's.

Global

Data/NumberofFamilyMembers

Number of Family Members

The number of family members including the global ultimate and all subsidiaries and branches of the entire family tree worldwide. All family members within a particular tree carry the same count.

Global

Data/OutofBusinessIndicator

Out of Business Indicator

Indicates that the business is out of business or inactive based upon D&B policies and procedures.

US only

Data/OvertheCounterStockExchange

Over the Counter Stock Exchange

The symbol used to trade the company's stock on the Over the Counter Stock Exchange.

US only

Data/NYSEStockExchange

NYSE Stock Exchange

The symbol used to trade the company's stock on the New York Stock Exchange.

US only

Data/ASETicker

ASE Ticker

The symbol used to trade the company's stock on the American Stock Exchange.

US only

Data/NMSTicker

NMS Ticker

The symbol used to trade the company's stock on the NASDAQ National Market.

US only

Data/NASTicker

NAS Ticker

The symbol used to trade the company's stock on the NASDAQ Small Cap Exchange.

US only

Data/OperatesFromResidenceIndicator

Operates From Residence Indicator

Operates From Residence Indicator

US only

Data/PrimaryCompetitor1

Primary Competitor 1

DUNS number of the company deemed to be the primary competitor for the business.

Global

Data/3YearGrowthPercentageonSalesVolume

3 Year Growth Percentage on Sales Volume

The percentage increase or decrease in the sales volume over a three-year period. Includes a plus (+) or minus (-) sign denoting positive or negative growth in sales.

US only

Data/3YearGrowthPercentageonEmployees

3 Year Growth Percentage on Employees

The percentage increase or decrease in the number of employees over a three-year period. Includes a plus (+) or minus (-) sign denoting positive or negative growth in sales.

US only

Data/DeliquencyRisk

Delinquency Risk

Based on the standard Commercial Credit Score, which predicts the likelihood of a company becoming severely delinquent over the next 12 months. Grouped into risk ranges.

US only

Data/CensusFIPSTerritoryCode

Census FIPS Territory Code

The Federal Information Processing Standards territory code for where this subject is located. These territory codes are defined and developed by the National Institute of Standards and Technology (NIST) organization within the US federal Department of Commerce.

US only

Data/CensusFIPSCountyCode

Census FIPS Country Code

The Federal Information Processing Standards county code identifying the county where the subject is located.

US only

Data/PrimaryCompetitor2

Primary Competitor 2

DUNS number of the company deemed to be the second primary competitor for the business.

Global

Data/PrimaryCompetitor3

Primary Competitor 3

DUNS number of the company deemed to be the third primary competitor for the business.

Global

Data/SecondaryCompetitor1

Secondary Competitor 1

DUNS number of the company deemed to be the secondary competitor for the business.

Global

Data/SecondaryCompetitor2

Secondary Competitor 2

DUNS number of the company deemed to be the secondary competitor for the business.

Global

Data/GlobalExchangeName

Global Exchange Name

The exchange where the stock symbol is listed.

Global

Data/PrimaryIndicator

Primary Indicator

Indicates whether or not the ticker is the primary one for the business.

Global

Data/NationalIdentificationCode

National Identification Code

A code value that describes the type of national ID number provided; for example, '12' = CRO, '14' = Siren.

Global

Data/FIPSMSACode

FIPS MSA Code

The Federal Information Processing Standards code value which identifies the Metropolitan Statistical Area (known as the MSA) where this subject is located. These MSA codes were defined and developed by the National Institute of Standards and Technology (NIST) organization within the US Federal Department of Commerce.

US only

Data/ParentHeadquarterD&BCountryCode

Parent Headquarters D&B Country Code

Dun & Bradstreet Corporation geographical code identifying the country where the parent headquarters are located.

Global

Mapped Contact Fields

You can expose any of the fields listed in the table in the contact pages using the display name. Long field names aren't always completely visible in Application Composer, but you can hover over a display name to see the underlying technical name.

The table lists the name of the attribute on the mapping page in the first column, and provides a brief definition and description. The Contact Field Display Name field lists the display name in the UI and in Application Composer. The Contact Field Name lists the technical name. The names don't always match.

Oracle Contact Enrichment Attribute Definition Description Contact Field Display Name Contact Field Name

Data/DataCloudStatus

Data Cloud Status

The status of the record. Example: Matched.

Enrichment Status

DataCloudStatus

Data/PersonPreNameAdjunct

Prefix

The prefix (Mr., Ms., Dr.) associated with the person's name.

Prefix

PersonPreNameAdjunct

Data/PersonFirstName

First Name

The first name of the person.

First Name

PersonFirstName

Data/PersonMiddleName

Middle Name

The middle name of the person.

Middle Name

PersonMiddleName

Data/PersonLastName

Last Name

The last name of the person.

Last Name

PersonLastName

Data/JobTitle

Title

The title associated with the person's role. This is the title as it would read on a person's business card.

Job Title

JobTitle

Data/PersonNameSuffix

Suffix

The last name suffix of the person.

Suffix

PersonNameSuffix

Data/Address1

Street Address 1

The first street address line where a business is physically located. Generally in local language.

Address Line 1

PrimaryAddressLine1

Data/City

City

City where the business is located. Generally in local language.

City

PrimaryAddressCity

Data/State

State

The abbreviation for the physical state or province name where the business is located.

State

PrimaryAddressState

Data/PostalCode

OSC Postal Code

The 5-digit postal code where the business is physically located.

Postal Code

PrimaryAddressPostalCode

Data/Country

Country

The 2-byte alpha character ISO code for the country where the business is located.

Country

PrimaryAddressCountry

Data/PhoneRawPhoneNumber

Direct Dial Phone

The direct-dial phone number associated with this person in this role. It includes country code, area code and phone number.

Phone Number

PrimaryFormattedPhoneNumber

Data/CompanyPhone

Company Phone

The company phone number at which the professional can be reached (for current role assignments).

Phone Number

PrimaryPhoneNumber

Data/PhoneExtension

Company Phone Extension

This is the phone extension associated with the company phone number indicated on this record.

Phone Extension

PrimaryPhoneExtension

Data/EmailAddress

Email Address

The main email address associated with this person's role or contact record.

Email

Email

Data/Department Department

Department

A division of a large organization such as Executive, Administration, and so on.

Department

Department

Unmapped Contact Fields

You must create a text or a number field for these attributes and add them to the mapping before you can expose the field in the contact pages.

The table lists the name of the attribute on the mapping page in the first column, and provides a brief definition and description. The Geographical Availability column indicates if the attribute is available for all countries or just a subset.

Oracle Contact Enrichment Cloud Service Attribute Definition Description Geographical Availability

Data/FullPostalCode

Full Postal Code

Full postal code as received by Dun & Bradstreet Corporation.

Global

DataDUNSNumber

DUNS Number

The D-U-N-S number of the business location.

Global

Data/IndividualID

Individual ID

The unique identifier of the professional.

US only

Data/RoleID

Role ID

Unique identifier of the professional's job at a particular DUNS location.

US only

Data/LastUpdateDateRole

Last Update Date Role

The date any of the role data was last updated.

Global

Data/ManagementLevel

Management Level

Level of management; for example, C-Level, VP-Level, and so on.

Global

Data/StandardizedTitle

Standardized Title

A business title derived from the Management Responsibility Code which identifies a title or area of responsibility of an executive.

Global

MetaData/MatchScore

Match Score

A score representing the likelihood of a match between records.

Global

Data/Location

Location

Address information for individual.

US only

Create the Fields for Any Unmapped Information

Here's an outline of how you can create text and number fields for any of the unmapped information that you want to display in the UI. You can get more details about creating fields in the Oracle Applications Cloud Configuring Applications Using Application Composer guide.

  1. Ensure that you're working in a sandbox.

  2. Click Navigator > Configuration > Application Composer.

  3. Make sure CRM Cloud is selected in the Application field and expand Standard Objects.

  4. Expand Account or Contact.

  5. Click Fields.

  6. In the Custom tab, click the Create a custom field icon.

  7. Select Text or Number and click OK.

    • Here are the guidelines for creating a text field:

      Property Description

      Display Label

      Enter the text users see.

      Display Width

      Character width for the text field. The default is 30.

      Display Type

      Determines the type of text field displayed to the users. You can choose Simple Text Box that is a single-line text field, or Multiline Text Area, a larger text area that spans multiple lines.

      Name

      The unique identifier for the field that you add to the mapping. The application enters a name for you, but it's a good idea to change the name to match the field you're mapping.

      Description

      Optional description of the object. This field is used for internal purposes.

      Required

      Leave deselected. The field isn't required.

      Updatable

      Leave selected.

      Searchable

      Indicates whether to make the field available for selection as additional search criteria in the Add Fields list in Advanced Search mode.

      Depends On

      Leave blank.

      Fixed Value

      Leave selected and blank.

    • Here are the guidelines for creating a number field:

      Property Description

      Display Label

      Enter the text users see.

      Display Width

      Leave blank.

      Name

      The unique identifier for the field that you add to the mapping. The application enters a name for you, but it's a good idea to change the name to match the field you're mapping.

      Description

      Optional description of the object. This field is used for internal purposes.

      Required

      Leave deselected. The field isn't required.

      Updatable

      Leave selected.

      Searchable

      Indicates whether to make the field available for selection as additional search criteria in the Add Fields list in Advanced Search mode.

      Indexed

      Indexing a field for search improves search performance.

      Maximum Length

      Leave the default value.

      Minimum Value

      Leave blank.

      Decimal Places

      Leave at 0.

      Depends On

      Leave blank.

      Fixed Value

      Leave selected and blank.

  8. Click Save and Close.

Add Enriched Fields to the Account and Contact Pages

Here's how to add enriched fields to the Profile tab in the Edit Account and Edit Contact pages. You can use the same process to add the fields to other pages as well.

  1. Create and activate a sandbox.

  2. Navigate to Configuration > Application Composer.

  3. With the Account or Contact object selected in Application Composer, click Pages.

  4. Expose the field on the Profile tab on the Edit Account or Edit Account page.

    Note: The "Edit" pages are called "Details" pages in Application Composer.
    1. Scroll to locate the Details Page Layouts and open a custom layout or create one by duplicating the default layout.

    2. Click the Profile subtab (callout 1 in the screenshot).

    3. In the Summary Subtab section, click Edit (callout 2).

      Portion of the Details Layout showing the location
of the Profile subtab and the Edit icon.
    4. Scroll down in the Available Fields column to locate the field and move it to the Selected Fields column.

    5. Use the arrow buttons to move the field where you want it

    6. Click Save and Close.

      You are returned to the Layout page, which reflects your changes.

    7. Click Done.

      You are returned to the Application Composer page.

  5. Review the pages where you added the fields:

    1. With the sandbox still open, click Home.

    2. Open the Account or Contact work area.

    3. Review each of the pages to make sure the fields are where you want them.

  6. Publish the sandbox.

Add Fields to the Mapping

Here's how to add fields to the mapping:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Accounts and Contacts

    • Show: All Tasks

    • Task: Manage Oracle Data as a Service Attribute Mapping and Preferences

  2. Click the Attribute Mappings tab.

    On the Attribute Mappings tab, there are two sections: Account Attributes and Contact Attributes.

  3. In the appropriate section, find the field you want to map in the Social Data Cloud and Insight Attribute column.

    Manage Social Data and Insight Cloud Attribute
Mapping and Enrichment Preferences, Attribute Mappings tab highlighting
the Sales Cloud Object and Sales Cloud Attributes
  4. In the Sales Cloud Object column, select Account from the list.

  5. In the Sales Cloud Attribute column, select the sales field you want to map.

  6. When you complete mapping all of the fields, click Save and Close.

Configure Enrichment Preferences

Specify if you want to enable enrichment of accounts, contacts, or both, and configure enrichment preferences to define what data is updated in an enriched account or contact.

Caution: Ensure that you configure attribute mappings before you start configuring enrichment preferences.
  1. In the Setup and Maintenance work area, go to the Manage Oracle Data as a Service Attribute Mapping and Preferences task:

    • Offering: Sales

    • Functional Area: Accounts and Contacts

    • Show: All Tasks

    • Task: Manage Oracle Data as a Service Attribute Mapping and Preferences

  2. Click the Preferences tab.

    The Preferences tab page includes two regions, one for accounts and one for contacts. You can use these to enable enrichment for accounts and contacts, and configure the data that should be included in the enriched account.

  3. Select Enable Enrichment for Account or Enable Enrichment for Contact to enable enrichment for accounts or contacts, respectively.

  4. Next, define the data in your enriched accounts and contacts:

    • Select Auto fill blank fields in record to update all blank fields with the data from Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B).

    • Select Configure Settings by Field to define what data should be updated for each field in the enriched account or contact.

  5. To define the data at the field level, select:

    • Auto fill blank: To update blank fields with data from the data service.

    • Update with Data Cloud Value: To update all blank fields with data from the data service.

    • Display on select fields to enrich page: To display the value in the Select Fields to Enrich page and prompt salespeople to select the field value.

  6. Enter a match threshold for accounts and contacts in the Match Threshold field.

  7. Enter the maximum number of records that should be enriched in the Maximum Number of Accounts for Real-Time Enrichment and Maximum Number of Contacts for Real-Time Enrichment fields.

  8. Enter the maximum number of new contacts to create during enrichment in the Maximum Number of New Contacts field.

  9. Click Save and Close

If you have a preproduction or staging environment, then test the service association between your sales preproduction environment and your Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) subscription. You must limit testing to 500 records. When you go to production, do the service association between your production environments and your Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) production environment. The service association steps are the same, but the test and production service URLs are different. The service URLs are listed in your welcome email and in the Unified Console application.

Here's how to enable the integration with Oracle DataFox.

  1. In Setup and Maintenance, open the Manage DataFox Data Enrichment Integration task:

    • Offering: Sales

    • Functional Area: Integrations

    • Task: Manage DataFox Data Enrichment Integration

  2. In the Manage DataFox Data Enrichment Integration page, select the Authenticate Using DataFox Instance option.

  3. Enter the URL of your DataFox instance and your DataFox user credentials.

  4. If you want to enable salespeople to manually enrich individual accounts from the Edit Account page at will, then select the Enable Data Enrichment from DataFox option.

    If you leave the option unselected, the account data gets enriched by Oracle DataFox sync jobs when they run.

  5. Customers with existing DataFox integrations, can also make it possible for salespeople to enter new account information directly from DataFox into the Create Account page in sales by selecting the Enable Smart Data for Account from DataFox. Salespeople use the search field on the page to search for the account they want to create in DataFox. When they select a matching account, DataFox automatically populates account information into sales.

  6. Click Save and Close.

  7. For information on the rest of your DataFox setup, see the Using DataFox guide.