1. Using Customer Data Management for Sales and Fusion Service
  2. Create a Data Enrichment Batch

Create a Data Enrichment Batch

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

Before you proceed with batch data enrichment, verify that the data enrichment configurations are complete including any custom import mappings. For more information, see the Related Topics section.

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.

    Note: If you have enabled Oracle DataFox integration, you can't create batch data enrichment. For more information on DataFox integration, let's look at the Related Topics section.

  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 a sales 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.

Related Topics