1. Using Account and Contact Enrichment by Dun & Bradstreet
  2. About Matching and Enriching Records

About Matching and Enriching Records

DaaS can enrich company and contact records after first matching the record in your application with the record from D&B.

For records that match, DaaS applies an internal match score. If the score meets the threshold specified in the Match Confidence field (or the related Match Score mapping attribute), then DaaS enriches the records with the matched records. In other words, the match confidence value specifies the accuracy threshold of the matching process. The default value is 70. You can select a value between 1 and 100, where 100 represents a match confidence of 100%. However, if you increase the value higher than 70, the number of matched records may be fewer, or there may be no matches found. If you decrease the value, then more matches are found, but the accuracy of the match may be lower.

After the match process completes, you export the matched data in a file from DaaS into your application.

Note:

  • Do not open a text file with a different document editor (such as Microsoft Excel), since it may change the formatting or values and render the file incorrectly. To open a text file in a different document editor, first right-click the file and save it as .csv or .xls. (Administrators can change the default export file format from plain text to Excel.)

  • If you match export more records than remain in your available quota, only the available records are exported. When you reach your quota, the export process stops. For example, if you have 100 company records left, and you export 200 company records, then the export process completes with a message in the job details that you've reached the quota for company records.

  • The service switches from real time to batch for jobs with more than five records. When batch matching contacts, the DUNS number is hashed out in the UI and in the enriched output file.

Topics:

Match Contact Records

For contact records, DaaS tries to match its records against the following contact attributes:

  • FirstName

  • LastName

  • Business Name

  • ExternalId

  • MiddleName (optional)

  • RawPhoneNumber (optional)

  • PhoneNumber (optional)

  • EmailAddress (optional)

  • Title (optional)

When matching contacts from Oracle CX Sales, the contact must belong to an account in CX Sales; therefore, the following attributes must be present for a contact match: ExternalId and Parent DaasId. The ExternalId and Parent DaasId attributes, which are equivalent to the ObjectKey and ObjOrigSystemReference attributes in CX Sales, aren't used for matching, but they must be present in the input.

  • ExternalId = PartyId (attribute in OSC) of PersonProfile (object in CX Sales)

  • Parent DaaS ID =  ObjOrigSystemReference (attribute in CX Sales) of ContactRelationship (object in CX Sales)

When matching contacts from Oracle Eloqua, ExternalId along with other attributes must be present. For details about required attributes in Marketing Cloud mappings, see Create Mappings for Eloqua Marketing Cloud.

When matching contacts from other Oracle Cloud applications (such as Business Intelligence Cloud Service, where you want to match contacts not assigned to a company), DaaS can match a contact with just one of the following attributes:

  • Email

  • FirstName + LastName + PhoneNumber

  • DUNS#

Match Company Records

The D&B attributes Match Score, Match Data Profile, and Match Grade Strength are included in default mappings for company match exports.

  • Match Score returns the match confidence setting. Because D&B scores in the range of 1–10 (instead of 1–100), this attribute transmits the D&B raw match score in the range of 1-10 in match results. For example, if you set the Match Confidence field to 50 on the Match page, then the Match Score attribute returns a value of 5.

  • Match Data Profile and Match Grade Strength match to additional data in the D&B Match Reference files. With Match Data Profile, for each of the 14 components, a two-digit numeric code identifying the type of the information used in the comparison is returned. Match Grade Strength provides 11 digits for US companies and 7 digits for non-US companies. To understand the values of these response digits, see https://directplus.documentation.dnb.com/html/guides/Identify/IdentityResolution.html#matchgrade-strings.

For company records, DaaS tries to match its records against various combinations of attributes. For example, when submitting a match request by DUNS number, the service requires a valid DUNSNumber attribute and an ExternalId (Company ID) attribute. When submitting a match request by phone number, the service requires the PhoneNumber attribute along with the Country and ExternalId attributes.

The following attribute combinations are supported (and new mappings must include one of the following combinations):

  • DaaSID + ExternalId

  • DUNSNumber + ExternalId

  • PhoneNumber + Country + ExternalId

  • Name + Country + ExternalId

  • Address (Street, Town, State/Territory) + Country + ExternalId (for US and Canada)

  • Address (Street, Town) + Country + ExternalId (for all countries except US and Canada)

  • Registration Number + Country + ExternalId (for all countries except US and Canada)

  • Domain + either URL or EmailAddress + ExternalId

See Examples of Company Attribute Match Combinations.

When matching companies from Oracle CX Sales, the company must belong to an account in CX Sales; therefore, the mapping file must include the required CX Sales attribute PartyId. In other words, if you create a new mapping, it must have the column Data Attribute of ExternalId mapped to the column Target Attribute of PartyId. This company identifier (ExternalId, equivalent to PartyId in CX Sales), isn't used for matching, but it must be present in the input. For details about required attributes, see Create Mappings for CX Sales.

Note:

  • If you get error message DCS-1059, make sure that your mapping file has column Data Attribute = ExternalId mapped to column Target Attribute = PartyId. Or, make sure that your input file contains a column header called ExternalId (or any name) with values that uniquely identifies the account record in CX Sales.

  • When matching a company record from DaaS, the DUNS number is not included or shown in the matched output file. When matching a company record from CX Sales, the DUNS number is delivered as part of the matched record and is rendered in the CX Sales interface.

When matching companies from Oracle Eloqua, the attributes ExternalId, Name, and City must be present. For details about required attributes, see Create Mappings for Eloqua Marketing Cloud.

When matching companies from other Oracle Cloud applications, each record in the input file should have a unique identifier value, such as Company ID. When creating a Generic Match Export mapping, this Company ID should be mapped to the DaaS attribute ExternalId.

Examples of Company Attribute Match Combinations

This section shows examples of company attribute combinations, based on a sample map with the following attributes:
Source Attribute DaaS Attribute
ExternalId External ID
DaasId Company ID
DunsNumber DUNS Number
BusinessName Business Name
Country Country
PhoneNumber Phone Number
Url URL
Address1 Street Address 1
Address2 Street Address 2
City City
State State
NatIdNum National Identification Number

  • DaaSId + ExternalId

    Sample input file: 

    DaasId,ExternalId
RE5CLDAwMTAwNzk4OCwxLDE=,1 
RE5CLDE0NDcwOTE5MywxLDE=,2
RE5CLDUwMTMzNzg5MywxLDE=,3

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
1,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend Box Company, Inc.",USA,9787740240,www.friendbox.com,90 High St,,Danvers,MA, 
2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
3,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869

  • DUNSNumber + ExternalId

    Sample input file: 

    DunsNumber,ExternalId 
001007988,1
144709193,2 
501337893,3

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
1,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend Box Company, Inc.",USA,9787740240,www.friendbox.com,90 High St,,Danvers,MA, 
2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
3,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869

  • PhoneNumber + Country + ExternalId

    Sample input file: 

    PhoneNumber,Country,ExternalId
6505067000,US,1 
1316263263,Scotland,2
1827711800,England,3

    Sample output file: 

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
1,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
3,RE5CLDIxMTEwMjI0MCwxLDE=,211102240,ALDI STORES GENERAL PARTNER LIMITED,ENGLAND,1827711800,,Holly Lane,,ATHERSTONE,,06517417 
2,RE5CLDIyOTEyMzE0NiwxLDE=,229123146,THE ROYAL BANK OF SCOTLAND PUBLIC LIMITED COMPANY,SCOTLAND,1316263263,,175 Glasgow Road,,EDINBURGH,,SC090312

  • BusinessName + Country + ExternalId

    Sample input file: 

    BusinessName,Country,ExternalId 
Oracle Corporation,USA,1 
"Friend Box Company, Inc.",US,2 
THE ROYAL BANK OF SCOTLAND GROUP PLC,GB,3 
Geosite Surveys Nigeria Ltd,NIGERIA,4

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
1,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
2,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend Box Company, Inc.",USA,9787740240,www.friendbox.com,90 High St,,Danvers,MA
4,RE5CLDM2NDcwNzg5OCwxLDE=,364707898,Geosite Surveys Nigeria Ltd,NIGERIA,53253281,,Enerhen Road,,Delta State,,RC:6712 
3,RE5CLDIxNDUxMzA4NywxLDE=,214513087,THE ROYAL BANK OF SCOTLAND GROUP PUBLIC LIMITED COMPANY,SCOTLAND,1316263015,www.rbs.com,Group Taxation Business House F Gogarburn P O Box  1000,,EDINBURGH,,SC045551

    Note: Either country or country code can be passed. GB is the ISO code for Scotland.

  • Address (Street, Town, State/Territory) + Country + ExternalId (for US and Canada)

    Sample input file: 

    Address1,City,State,Country,ExternalId 
"3200 Vine St",Cincinnati,Ohio,USA,1
500 Oracle Pkwy, Redwood City,California,USA,2
90 High St,Danvers,Massachusetts,USA,3

    Sample output file: 

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
3,RE5CLDAwMTAwNzk4OCwxLDE=,001007988,"Friend
1,RE5CLDA4MDE1MjU4NSwxLDE=,080152585,Cincinnati Educational and Research For Veterans Foundation,USA,5138613100,www.cervf.org,3200 Vine St,,Cincinnati,OH,

  • Address (Street, Town) + Country + ExternalId (for all countries except US and Canada)

    Sample input file: 

    Address1,City,Country,ExternalId 
32 Station Street,ATHERSTONE,England,1 
"Room 301A, Finance Center Mansion, No.1000, Qihang Road, Pudong",Shanghai,CN,2 
22 30 PARIS 8,Paris,France,3

    Sample output file:

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
2,RE5CLDUyNzg1MjkyNywxLDE=,527852927,"Kch International Logistics (Shanghai) Co., Ltd.",CHINA,2168356135,,"Room 301A, Finance Center Mansion, No.1000, Qihang Road,  Pudong",,Shanghai,,310000400437622 
1,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869 
3,RE5CLDI2MzQ2NDgzNCwxLDE=,263464834,CATUSSE AXEL,FRANCE,689614502,,22 B RUE DE PARADIS,,PARIS,,53471226000015

  • Registration Number + Country + ExternalId (for all countries except US and Canada)

    Sample input file: 

    NatIdNum,Country,ExternalId 
CH40030222982,Switzerland,1 
02321869,England,2
310000400437622,CHINA,3

    Sample output file: 

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
3,RE5CLDUyNzg1MjkyNywxLDE=,527852927,"Kch International Logistics (Shanghai) Co., Ltd.",CHINA,2168356135,,"Room 301A, Finance Center Mansion, No.1000, Qihang Road,  Pudong",,Shanghai,,310000400437622 
2,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869 
1,RE5CLDQ4MTQ2MjE5NSwxLDE=,481462195,HANGARTNER TERMINAL AG in Liquidation,SWITZERLAN,628346161,,Rautistrasse 75,,ZÜRICH,ZH,CH40030222982

  • Domain + either URL or Email + ExternalId

    Sample input file: 

    Url,Country,ExternalId 
www.walmart.com,US,1 
www.oracle.com,US,2 
www.aldi.co.uk,England,3

    Sample output file: 

    Data/ExternalId,Data/DaasId,Data/DunsNumber,Data/BusinessName,Data/Country,Data/PhoneNumber,Data/Url,Data/Address1,Data/Address2,Data/City,Data/State,Data/NatIdNum 
1,RE5CLDA1MTk1Nzc2OSwxLDE=,051957769,"Wal-Mart Stores, Inc.",USA,4792734000,www.walmart.com,702 SW 8th St,,Bentonville,AR, 
2,RE5CLDE0NDcwOTE5MywxLDE=,144709193,Oracle Corporation,USA,6505067000,www.oracle.com,500 Oracle Pkwy,,Redwood City,CA, 
3,RE5CLDUwMTMzNzg5MywxLDE=,501337893,ALDI STORES LIMITED,ENGLAND,1827711800,www.aldi.co.uk,32 Station Street,,ATHERSTONE,,02321869