Frequently Asked Questions for DaaS

5 Frequently Asked Questions for DaaS

This section provides answers to frequently asked questions for DaaS (also known as Social Data and Insight Cloud Service).

Topics:

FAQ — Subscriptions

For an overview of subscription information, see Understand Subscriptions.

How do I get another Welcome email?

After your subscription is activated, you receive a Welcome to Oracle Cloud email that lists the service URLs to log on, as well as the data center where your DaaS service is located, your identity domain, and your identity domain password (which are necessary to create new DaaS users). If you can’t find this email, you can resend it from My Account. The username and password for My Account should be the same you use for Oracle Support.

Can I change my subscription?

The following subscription plans are offered:

Oracle Social Data and Insight Cloud Service for D&B Company Standard Records (monthly or yearly)
Oracle Social Data and Insight Cloud Service for D&B Company Enterprise Records (monthly or yearly)
Oracle Social Data and Insight Cloud Service for D&B Company Enterprise Contact Records (monthly or yearly)

You can renew your subscription, you can upgrade (supersede) your D&B Company subscription from Standard to Enterprise, and you can add to your Company or Contact subscription’s existing pool of records. For example, suppose you purchased 100 Company Standard records. Later, you add can more Standard records to your subscription.

Note:

You cannot decrease your subscription’s records purchased, and you cannot downgrade your subscription from Enterprise to Standard. To downsize, terminate your existing subscription and create a new subscription.

You cannot upgrade a trail subscription to a paid order.

Can I use this with any CRM application?

Social Data and Insight (also known as DaaS) is licensed for use with Oracle Customer Experience Cloud (for example, Engagement Cloud, Customer Data Management, or Eloqua Marketing Cloud) subscriptions.

How many records can I purchase?

A trial subscription allows 500 contact and 500 company records. You get an error if you exceed this limit.

The minimum number of records that can be purchased is 2,000 records in total (companies and contacts).

The maximum number of records that can be purchased is 50,000 records in total (company and contacts) for monthly subscriptions and 5 million records for yearly subscriptions.

How can I test data?

Order a free trial subscription, where you can test 500 contact and 500 company records. Trial subscriptions use our same worldwide data set of approximately 246 million companies and 80 million contacts. After your paid subscription is activated, any record you download or match counts toward your subscription limit.

How are records counted?

When you export or match a D&B company or contact record, the record is given a unique ID. This DAAS ID attribute appears on the output file. As soon as a record has a DAAS ID, the record counts toward your subscription limit.

Records must be used before the subscription period ends: They do not rollover with renewals or other changes to the service.

Is the same record counted multiple times toward my subscription limit?

A D&B company or contact record that is re-processed during an active subscription period does not count against your subscription limit. For example, when you match and download record ABC in January, record ABC counts toward your annual (365 day) subscription limit. When you re-match and download the same record ABC in February, it does not count toward your subscription limit. In other words, you can export or match a record as many times as you want for 365 days from the date you first performed an export or match on the record, without having to pay again for the record. After 365 days, any new export or match of that record is counted toward your new subscription limit.

Note:

This works differently for Address Verification Cloud Service subscriptions. Every time you submit an address verification request, the service subtracts one record from your subscription limit, even if the address had been previously verified.

What happens if I download records by mistake?

All downloaded records count toward your subscription limit. You cannot get credit back for records you download accidentally.

What happens if I export more records than I have available?

If you export more records than remain in your available quota, then only the available records are exported. When your quota is reached, the export process stops. For example, if you have 100 company records left, and you export 200 company records, then the export process shows as completed with the a message in the job details that the quota limit has been reached for company records.

How do I make sure I don’t go over my available records?

On the Home page, users can see the number of records that have been downloaded for export and the number of records available based on their subscription plan. Click the refresh button in the top right corner of the Current Data Usage box (hover over this area to view the button) for the last updated date and time.

What happens when my trial subscription period expires?

You will be unable to use the service.

What happens to my data when my subscription expires?

When your subscription ends, the records you purchased (downloaded) are still owned by you. In the purchase order, you agreed to delete D&B licensed material; however, Oracle does not delete anything after the service is terminated.

FAQ — Matches

How do I update Engagement Cloud contacts?

First match the company records associated with the contacts and then import the matched records into Engagement Cloud. During the match process, DaaS adds an identifier to each company record indicating that the company record has been matched.

From Engagement Cloud, export companies.
Match companies using DaaS.
Import companies into Engagement Cloud.

Next, from Engagement Cloud, export the contacts for the companies that you want to update. The contacts that belong to companies that have already been matched will have a unique identifier. Match the contacts using DaaS, and import the matched contact file to Engagement Cloud.

From Engagement Cloud, export contacts.
Match contacts using DaaS.
Import contacts into Engagement Cloud.

How come when I enrich a record from Engagement Cloud in real time, it says there is no matching record, but in DaaS I can search and find that same record?

DaaS has the filters Enterprise Companies and Companies in Business enabled by default. These filters apply to search and match for both batch match in DaaS and real-time enrichment from other applications (such as Oracle Engagement Cloud or Oracle Marketing Cloud). If you’re not seeing matches for records you expect to see, go to Admin settings and deselect the Enterprise Companies filter. See About Admin Settings.

How do I configure service association with Engagement Cloud?

Oracle Engagement Cloud and DaaS have different subscriptions. The account administrator for Engagement Cloud needs to associate the two services, so Engagement Cloud knows which DaaS subscription to access. See About Integration with Oracle Engagement Cloud.

Is there a limit on the number of records I can submit to match?

For trial subscriptions, the maximum number of records you can match is based on the number of records in your input file multiplied by the limit value. The total value can't exceed 500 records.

For paid subscriptions, the maximum number of records you can match is based on the number of records in your input file multiplied by the limit value. The total value can't exceed 250,000 records. If the total value exceeds the limit, then consider reducing the records in the input file or decreasing the match export limit value.

Note: Suppose you are running a marketing campaign and you enrich (match) 10,000 leads. You can re-enrich these same 10,000 contacts for 365 days in your one year DaaS subscription — you are not charged for re-enriching the same record.

What is Match Limit — or, what if a match returns multiple records?

For real-time matches, and for all company matches, DaaS returns the one best match. For batch matches, and for contact matches, you can configure the Match Limit setting (on the Match page) to return more than one record when it finds multiple matches. The default value for Match Limit is 1.

For example, say you have 10,000 records in your input file, and you have changed the Match Limit setting from 1 to 10. Imagine DaaS finds multiple matches (over 10 matches) for “John Doe”. It returns the best 10 records for John Doe. Also imagine it finds multiple matches for each of the 10,000 records in the file. Then, 10,000 records times 10 matches for each record = 100,000 records in the batch output file, and you are charged for 100,000 records from your subscription quota.

If you set Match Limit to a number greater than 1, then to avoid errors with the import, you should review the file and save only the 1 file you want before import.

Is the state required for matching companies?

The D&B match service has slightly different requirements for real-time and batch processing. (The service switches from real-time processing to batch processing for match jobs with more than five records.) For example, real-time matching only requires the company name and country attributes. Batch processing requires company name, country, and state attributes: you get an error with batch processing if you do not include the state.

Why did my match fail with duplicate external IDs?

Document editors like Microsoft Excel may change the formatting or the values in an enriched text file generated by DaaS, so it renders incorrectly. Do not open an enriched text file with a different document editor, and do not reformat the file. To open it in an editor like Excel, first right-click the file and save it as .csv or .xls.

FAQ — Exports

Can I download enterprise records with a standard subscription?

The user interface shows all data: You browse and search against the entire data set (standard records and enterprise records). However, when you try to export (download) or match a record, the service verifies the type of subscription you purchased. If you purchased a standard subscription, then only standard records are downloaded.

Is there a record limit on exports?

For trial subscriptions, the maximum number of records you can export is 500 contacts and 500 accounts.

For paid subscriptions, the maximum number of records you can export on a single request is 100,000. You can export more records by submitting another export request.

Is the data in my export file corrupted?

The data is not corrupted. Some Dun and Bradstreet attributes have an alphanumeric code value. DaaS renders the corresponding descriptions of these codes in our interface.

For example, Location Type may appear in DaaS with a value of Single Location, Headquarters, or Branch. However, these descriptions are not included in the output files. In search export or match export files, these Location Type values appear as 0, 1, or 2.

Another example is the attribute Minority Classification, which has the following code values:

Blank – not available / not applicable
ASN – Asian American
BLK – African American
HSP – Hispanic American
IND – Indian Subcontinent American
NAT – Native American
OTH - Other

The descriptions associated with these codes are not written to the output files. Instead, the actual alphanumeric codes are in the export files.

Why do some attributes in the export file have no value?

Either the data provider does not have data for those attributes, or you purchased a D&B Company Standard Records subscription, which doesn’t include that attribute. (The output file contains all attributes, independent of subscription.)

FAQ — Mapping Files and Export Files

Can I modify the default mapping files?

No, the default mapping files cannot be modified. You can create a new mapping file based on the default mapping file definition.

FAQ — Jobs

How do I stop a job in "Running" mode?

You cannot stop a job after it has been submitted.