1 Get Started With DaaS

Rather than spending time searching for sales leads and missing contact data, you can use DaaS (also known as Social Data and Insight Cloud Service) to find up-to-date company and contact records and then export that data into Engagement Cloud, Eloqua Marketing Cloud, or another Oracle Cloud application.

Topics:

See Oracle Cloud Terminology in Getting Started with Oracle Cloud for definitions of terms found in this and other documents in the Oracle Cloud library.

About Data as a Service

Oracle’s Data as a Service (DaaS) provides access to more than 300 million company records and 100 million contact records worldwide, so that you can have the most up-to-date information.

With DaaS (also known as Social Data and Insight Cloud Service), you can:

  • Keep your company and contact data up-to-date by matching and cleaning existing company and contact records in all your applications.

  • Meet business objectives by matching and enhancing your business contact data with external reference data.

  • Improve the completeness, accuracy and integrity of data, which allows better prospecting, database validation, and competitive insights.

The following figure shows the flow of records from our partner data providers (Dun & Bradstreet) to data consumers (Oracle Cloud applications). DaaS is the data aggregator, collecting and processing the company and contact data for consumers.

How to Begin with DaaS Subscriptions

Here's a summary of the key steps to get started with DaaS trials and paid subscriptions:

  1. Request a trial or purchase a subscription. See Requesting a Trial Subscription or Buying a Nonmetered Subscription to an Oracle Cloud Service in Getting Started with Oracle Cloud.

    Note:

    DaaS (also known as Social Data and Insight) and Oracle Address Verification Cloud Service offer a combined trial subscription; that is, when you order a trial for one service, you also get the other. Each service must be purchased separately, but they can be part of the same subscription order. For more information on subscriptions, see Understand Subscriptions and FAQ — Subscriptions.
  2. Activate the service. See Activating Oracle Cloud Services in Getting Started with Oracle Cloud. The URL for the service has this general format:

    http://datatrial###.cloud.oracle.com/ 
    
  3. Learn about DaaS users and roles. See About DaaS Roles and Users.

  4. Create accounts for your users and assign them appropriate privileges and roles. See Managing Your Oracle Cloud Service in Getting Started with Oracle Cloud.

About Integration with Oracle Engagement Cloud

You can enable real-time data enrichment from DaaS within Oracle Engagement Cloud (previously known as Oracle Sales Cloud).

The data enrichment options from within Engagement Cloud depend on the release of Engagement Cloud you’re using. DaaS offers the following options:
  • Starting with Sales Cloud Release 8: DaaS supports batch enrichment of company and contact records in a file exported from Engagement Cloud. See Enrich Data in Engagement Cloud.

  • Starting with Sales Cloud Release 10: DaaS supports real-time enrichment of company and contact records in Engagement Cloud. To enable real-time enrichment, after you activate your subscriptions, associate your Engagement Cloud instance with your DaaS instance, as explained in the following section.

  • Starting with Sales Cloud Release 11: DaaS supports enrichment of company and contact records using D&B match engine. See About Matching Records.

Follow these steps to enable Engagement Cloud to integrate with DaaS Cloud for real-time data enrichment. Assuming you have an active Engagement Cloud subscription (following all steps in How to Begin with DaaS Subscriptions), and then added a DaaS subscription, just follow these four steps:

  1. In the My Services application, create a new DaaS user with the Data Service Client AppID role.

  2. In the My Services application, reset the password for this DaaS user.

  3. In Engagement Cloud, configure the Manage Engagement Cloud to Social Data and Insight Cloud Service Integration task. To do this, from Setup and Maintenance, select the Tasks tab and search for Manage Oracle Engagement Cloud to Oracle Social Data and Insight Cloud Service Integration. Select that task, and then click the Go to Task button. For the URL, remove /data/ui from the end of the instance address listed in your Welcome email and in the My Services application; for example, https://mydataservice-myidentitydomain.data.us2.oraclecloud.com. Select oracle/wss_username_token_over_ssl_client_policy for Security Policy to connect to DaaS, and enter the user and password for the user you created in the first step.

  4. In Engagement Cloud, similarly, configure the Manage Administrator Profile Values task. On the Manage Administrator Profile Values page, search for the DAAS_PRODUCTION_MODE profile option code. Make sure the Profile Level Site value stays at No. This is the only value supported today.

Note:

To associate an Engagement Cloud instance with both DaaS and Address Verification Cloud Service, both DaaS instances must be part of the same service instance; that is, both services need to be part of the same subscription order. For example, if you order DaaS first and later add Address Verification, then you must upgrade your DaaS subscription to include Address Verification, or vice-versa. DaaS and Address Verification cannot be on separate service instances when associating them with the same instance of Engagement Cloud.

Note:

If you have a preproduction/staging environment for Engagement Cloud, test the service association between your Engagement Cloud preproduction environment and your DaaS trial subscription (limit 500 records to test). When you go to production, do the service association between your Engagement Cloud production environment and your DaaS production environment. The service association steps are the same, but the trial/production service URLs are different. The service URLs are listed in your Welcome email and in the My Services application.

See Configure Oracle Social Data and Insight Cloud Service for Data Enrichment and Address Verification in Oracle Engagement Cloud Implementing Customer Data Management for information on using the services together.

About Integration with Oracle Eloqua Marketing Cloud

DaaS provides the DaaS Enrichment app for Eloqua Marketing Cloud users to use within Eloqua.

This app includes two services:
  • The DaaS Lead Enrichment action service for contact data (which requires a DaaS subscription for D&B Contact Records)
  • The DaaS Account Enrichment menu service for company data (which requires a DaaS subscription for D&B Company Records)

For information about using the app, see Enrich Data in Eloqua Marketing Cloud and Add New Companies and Contacts to Eloqua Marketing Cloud.

Install and Configure the DaaS Enrichment App

As administrator, follow this one-time task to install and configure the DaaS Enrichment app with your DaaS subscription:
  1. Install the DaaS Enrichment app by going to the URL you received after purchasing and clicking Accept and Install. You must be logged in to Eloqua to accept.
  2. On the Configure App page, enter the following credentials for your DaaS subscription:
    • DaaS Service URL

    • DaaS Username

    • DaaS Password

    These credentials are listed on the Welcome email your account administrator received when you activated your DaaS subscription. If you can’t find this email, your account admin can resend it from My Account.

    Click Test Credentials. When successful, click Save to save the configuration. Now, each time an Eloqua user accesses the app, DaaS uses this saved information for authentication. The app is available in the AppCloud Catalog.

  3. On the Configure Mappings page, select a default mapping for the both the Lead Enrichment service and the Account Enrichment service. This default mapping will appear first for users to select when they use the app. Mappings define how DaaS attributes map to Eloqua attributes.

    You can view the attribute mappings in the provided MarketingCloudContact&CompanyMatch, MarketingCloudContactMatch or MarketingCloudCompanyMatch mappings, but you cannot update or delete these preconfigured mappings. To add (and enrich) more of your Eloqua attributes, you must create a new mapping based on one of these provided mappings. You can create as many new mappings as you'd like. Follow the steps in Create Mappings for Eloqua Marketing Cloud.

    On the Configure Mappings page, you can also select the default Match Confidence level. For records that match, DaaS applies an internal match score. If the score meets your threshold, then DaaS replaces the matched records with enriched records. (This is also shown as the DNB Match Score company mapping attribute.) Users can select to override default mapping settings at the campaign level. The default value of 70 is recommended.

    See About Matching Records.

    The other Administrator tabs shows the following:

    • The Summary page shows the current data usage on your DaaS subscription. If attributes returned from enrichments include both contact attributes and company attributes (in additional to the basic company attributes on the contact record, such as company name or address), then the usage of both the contact records and company records is increased. DaaS doesn’t allow enrichment if there aren’t enough remaining records in your quota; for example, if you try to enrich 15 contacts associated with 2 companies, but you have only 13 remaining contacts and 0 company records.

    • The Job History page shows DaaS enrichment jobs from all users. (Users see job history only at the campaign level.)

  4. An Eloqua administrator must create certain fields and views before users can add or enrich data from DaaS. Follow the steps in Prerequisite: Create Fields and Views in Eloqua.
  5. In Eloqua, add the Last Modified By DaaS field.
    1. Select the SetupFields & Views tab.
    2. On the Fields tab, click the + button to add a field, and select the type of field as either Contact or Account.
    3. Enter Display name = Last Modified By DaaS, Data type = Text, and Field type = Textbox.
    4. Click Save.

Note:

Enrichments from DaaS come to Eloqua in the Bulk API, which by default has a top data priority setting in Eloqua. If the Eloqua administrator changes the data priority settings (for example, so that CRM data has the top priority), then users may see different results. See Data Import Priority in Oracle Eloqua Help Center.

Understand Subscriptions

Your DaaS subscription lets you search, match, and export Dun & Bradstreet (D&B) company and contact records. DaaS is licensed for use with Oracle Customer Experience Cloud (Engagement Cloud, Eloqua Marketing Cloud) subscriptions.

The following DaaS subscription plans are offered:

  • Oracle Account Enrichment, for company records

  • Oracle Contact Enrichment, for contact records

These yearly subscriptions provide a long term use of the data that’s updated monthly from data providers. They are terminated at the end of the year. At the end of your subscription, you can renew it or order a different subscription.

Active subscriptions can be expanded (that is, new parts can be added) if you cannot wait until the end of your subscription period to make the change. The start date and end date applies to the entire subscription; that is, there is one start date and one end date for a subscription, and the end date applies to all parts in the subscription regardless of when a part was added. On termination, the entire subscription is destroyed. After orders are processed, Oracle Cloud sends a notification email to activate the service.

DaaS also supports 30 day trial (free) subscriptions. Trial subscriptions use our same worldwide data set as paid subscriptions.

Note:

DaaS and Oracle Address Verification Cloud Service offer a combined trial subscription; that is, when you order a trial for one service, you also get the other. Each service must be purchased separately, but they can be part of the same subscription order. For more information on subscriptions, see FAQ — Subscriptions.

The following table describes registration and purchase options.

License Type Trial Yearly

Subscription period

30 days

365 days

Term period

NA

No limit

Record license period

30 days

365 days

Maximum no of concurrent orders 

3

No limit

Maximum number of orders for a customer per year 

3

No limit

Company records minimum-maximum

500

1000-5 million

Contact records minimum-maximum

500

1000-5 million

Per subscription Address Verification

1000

1000-5 million (currently no limitation, user can specify any positive number)

Unlimited Address Verification

NA

No limit

Understand Attributes

DaaS, through its partnership with Dun & Bradstreet (D&B), provides company and contact attributes for searching and matching data. Oracle also provides some additional attributes, not from D&B (and not listed here), free of charge, such as Match Data Profile, Match Score, and Contact Count.

Topics

Note:

Some D&B 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 generated when you perform a search and export or a match and export. In the export files, these Location Type values appear as 0, 1, or 2. See D&B Reference Tables.

Account Enrichment Attributes

The following company attributes are provided with Oracle Account Enrichment subscriptions. The Geographic Availability column lists whether the attribute applies to all (global) companies or only U.S companies.

For information on how these attributes are mapped to other Oracle Cloud services, see About Mappings and Edit Existing Mappings.

Company Attribute Geographic Availability Description

Business Name

Global

The primary or registered name of the business.

City

Global

The name of the city where the business is physically located. Generally in local language.

Company Description Global Narrative company description.

Country

Global

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

Country Access Code

Global

The international dialing code required to connect to the phone or fax number when dialing internationally.

County

Global

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

Date Recertification Global Date New DUNS Number was applied.

DUNS Number

Global

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

Employees Total Reliability Code

Global

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

Facsimile Number

Global

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

Foreign Trade

Global

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.

Global Exchange Name Global The exchange where the stock symbol is listed.
Major Industry Category Code Global A code value that denotes under which major industry category an establishment falls.
NAICS 1_1 Code Global The North American Industry Classification System equivalent for the combination of the first 4 bytes and the first 4 byte node of the primary SIC code.
NAICS 1_2 Code Global The NAICS equivalent for the combination of the first 4 bytes and the second 4 byte node of the primary SIC code.
NAICS 1_3 Code Global The NAICS equivalent for the combination of the first 4 bytes and the third 4 byte node of the primary SIC code.
NAICS 1_4 Code Global The NAICS equivalent for the combination of the first 4 bytes and the fourth 4 byte node of the primary SIC code.
NAS Ticker U.S. only The symbol used to trade the company's stock on the NASDAQ Small Cap Exchange.
New DUNS Number Global New DUNS Number for the business that should be used to replace the existing DUNS Number on the record.
NMS Ticker U.S. only The symbol used to trade the company's stock on the NASDAQ National Market.

Number of Employees (All Sites)

Global

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

NYSE Stock Exchange U.S. only The symbol used to trade the company's stock on the New York Stock Exchange.
Out of Business Indicator U.S. only Indicates that the business is out of business or inactive based upon D&B policies and procedures.
Over the Counter Stock Exchange U.S. only The symbol used to trade the company's stock on the Over the Counter Stock Exchange.

Ownership Type

Global

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

Phone Number

Global

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

Postal Code Global

Full postal code as received by D&B.

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

Primary US SIC Code

Global

The US 1987 Standard Industrial Classification (SIC) code system categorizes business establishments based upon the type of activity done by that business at that location. A business can have up to six SIC codes and each SIC code can have four extensions. The first-listed SIC code represents the primary operations of the business. Then, SIC codes are assigned in descending order according to the percentage of the revenue contributed by each function of the business. The SIC code of a parent/ultimate may include the activities of its subsidiaries.

Reason Recertification Global A code that provides the reason for the new DUNS number located in the New DUNS field.

Sales Volume Local Currency

Global

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

Sales Volume Local Currency Reliability Code Global A code value that describes the reliability of the annual sales/revenue figure that is expressed in local currency.
Sales Volume (US Dollars) Reliability Code Global A code value that describes the reliability of the annual sales/revenue figure that is expressed in US dollars.
Sales Volume US Dollars Global The total annual sales/revenue for this business in local currency. Not available on branch locations.

State

Global

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

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

Stock Symbol

U.S. only

The most commonly known symbol used to trade the company's stock.

Street Address 1

Global

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

Street Address 2

Global (not used in U.S.)

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

Trade Style Name

Global

A trading style name used by a business. It is an additional name used by a company. Also referred to as "Doing Business As" (DBA) and "Also Known As" (AKA).

Url

Global

The primary URL for the company.

ASE Ticker U.S. only The symbol used to trade the company's stock on the American Stock Exchange.
3 Year Growth Percentage on Employees U.S. only The percentage increase or decrease in the number of employees over a three year period. Includes a + or - sign denoting positive or negative growth in sales.
3 Year Growth Percentage on Sales Volume U.S. only The percentage increase or decrease in the sales volume over a three year period. Includes a + or - sign denoting positive or negative growth in sales.
Census FIPS Country Code U.S. only The Federal Information Processing Standards county code identifying the county where the subject is located.
Census FIPS Territory Code U.S. only 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.
Competitors Global DUNS number of the company deemed to be competitors for the business.
Credit Score Marketing Prescreen U.S. only 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.

Currency

Global

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

Domestic Ultimate Business Name Global The primary name of the domestic ultimate business.

Domestic Ultimate DUNS Number

Global

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&B Country Code Global D&B geographical code identifying the country where the domestic ultimate is located.
Domestic Ultimate FIPS Country Code Global The Federal Information Processing Standards code value that identifies the country where the domestic ultimate company is located.
Domestic Ultimate State Province Abbreviation Global The abbreviated name of the state or province in which the domestic ultimate is located.

Employees Here Reliability Code

Global

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

Federal Tax ID Number U.S. only 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.
FIPS MSA Code U.S. only 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.
GEO Code Accuracy Global A code value that describes how close the coordinates for a location are to “rooftop” level.
Global Ultimate Business Name Global The name of the ultimate company.

Global Ultimate DUNS Number

Global

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&B Country Code Global D&B geographical code identifying the country where the ultimate company is located.
Global Ultimate FIPS Country Code Global The Federal Information Processing Standards code value that identifies the country where the ultimate company is located.
Global Ultimate Indicator Global Indicates whether the site record is the Global Ultimate D-U-N-S within the corporate family tree.
Global Ultimate State Province Abbreviation Global The abbreviated name of the state or province in which the domestic ultimate is located.
Headquarter DUNS Number Global The D-U-N-S number of the headquarter organization. May contain lead zeros which will be lost if field is treated as numeric.
Hierarchy Code Global 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.
Labor Surplus Indicator U.S. only Indicator of labor surplus area as defined by the United States Department of Labor and available only from the US.

Latitude

Canada, Germany, U.K., U.S.

The angular distance north or south from the earth's equator measured through 90 degrees.

Latitude Short Canada, Germany, U.K., U.S., Mexico, Vietnam, Belgium, Australia, Netherlands, Republic of Korea 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.

Legal Status

Global

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

Line of Business Global A description of the operations or activities of the business. Relates to the primary four-digit 1987 US SIC.
Location Type Global A code value that describes the organizational status of the business; for example, Single Location, Headquarters, Branch.

Longitude

Canada, Germany, U.K., U.S.

The angular distance east or west from the prime meridian measured through 180 degrees.

Longitude Short Canada, Germany, U.K., U.S., Mexico, Vietnam, Belgium, Australia, Netherlands, Republic of Korea 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.

Mailing Address 1

Global

The address line where a business has its mail delivered. Generally in local language.

Mailing Address 2

Global (not used in U.S.)

The second street address line where a business has its mail delivered. Generally in local language.

Mailing City

Global

The city name where the business has its mail delivered. Generally in local language.

Mailing State

Global

The abbreviation for the state or province where the business has its mail delivered.

Mailing Full Postal Code Global

Full postal code as received by D&B.

Marketability Indicator Global Indicates that the record satisfies D&B global marketability rules.

Minority Owned Indicator

U.S. only

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

Minority Owned Type

U.S. only Indicates the ethnicity of the minority holding an ownership interest.
NAICS 2_1 Code Global The NAICS equivalent for the combination of the first 4 bytes and the first 4 byte node of the secondary SIC code.

NAICS 2_2 Code

Global

The North American Industry Classification System equivalent for the combination of the first 4 bytes and the second 4 byte node of the secondary SIC code.

NAICS 2_3 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the third 4 byte node of the secondary SIC code.

NAICS 2_4 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the fourth 4 byte node of the secondary SIC code.

NAICS 3_1 Code

Global

The North American Industry Classification System equivalent for the combination of the first 4 bytes and the first 4 byte node of the third SIC code.

NAICS 3_2 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the second 4 byte node of the third SIC code.

NAICS 3_3 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the third 4 byte node of the third SIC code.

NAICS 3_4 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the fourth 4 byte node of the third SIC code.

NAICS 4_1 Code

Global

The North American Industry Classification System equivalent for the combination of the first 4 bytes and the first 4 byte node of the fourth SIC code.

NAICS 4_2 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the second 4 byte node of the fourth SIC code.

NAICS 4_3 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the third 4 byte node of the fourth SIC code.

NAICS 4_4 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the fourth 4 byte node of the fourth SIC code.

NAICS 5_1 Code

Global

The North American Industry Classification System equivalent for the combination of the first 4 bytes and the first 4 byte node of the fifth SIC code.

NAICS 5_2 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the second 4 byte node of the fifth SIC code.

NAICS 5_3 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the third 4 byte node of the fifth SIC code.

NAICS 5_4 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the fourth 4 byte node of the fifth SIC code.

NAICS 6_1 Code

Global

The North American Industry Classification System equivalent for the combination of the first 4 bytes and the first 4 byte node of the sixth SIC code.

NAICS 6_2 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the second 4 byte node of the sixth SIC code.

NAICS 6_3 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the third 4 byte node of the sixth SIC code.

NAICS 6_4 Code

Global

The NAICS equivalent for the combination of the first 4 bytes and the fourth 4 byte node of the sixth SIC code.

National Identification Code Global A code value that describes the type of national ID number provided; for example, ‘12’ = CRO, ‘14’ = Siren.
National Identification Description Global A description of the National Identification Code attribute; for example, the national identification code 00010 = Belgium Enterprise Number.
National Identification Number Global The business identification number used in some countries for business registration and tax collection. Examples include CRO numbers in the U.K. and the French Siren numbers.
Number of Business Family Members Global 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.

Number of Employees (This Site)

Global

The number of employees at this location.

Operates From Residence Indicator U.S. only A flag stating whether or not the business is run from a residential address.

OwnsRents Code

Global

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

Parent DUNS Number

Global

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 Headquarter Business Name Global The primary name of the parent/headquarter company.
Parent Headquarter D&B Country Code Global D&B geographical code identifying the country where the parent/headquarter is located.

Small Business Indicator

U.S. only

Whether or not a business meets certification eligibility criteria established by the SBA effective July 1, 1999. All firms must be certified by one of the Small Disadvantaged Business Certification Agencies.

Subsidiary Status

Global

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

Trade Style 2

Global

A second trading style name used by the business.

Trade Style 3

Global

An additional name used by a business for advertising and/or buying purposes - a "doing business as" name.

Trade Style 4

Global

An additional name used by a business for advertising and/or buying purposes - a "doing business as" name.

Trade Style 5

Global

An additional name used by a business for advertising and/or buying purposes - a "doing business as" name.

US 1987 SIC 1

Global

The US 1987 Standard Industrial Classification (SIC) code system categorizes business establishments based upon the type of activity done by that business at that location.  A business can have up to six SIC codes and each SIC can have four extensions. The first-listed SIC code represents the primary operations of the business.  Then, SIC codes are assigned in descending order according to the percentage of the revenue contributed by each function of the business.  The SIC code of a parent/ultimate may include the activities of its subsidiaries.

US 1987 SIC 2

Global

The Standard Industrial Classification code for the second line of business operations as ranked by percent of sales/revenue.

US 1987 SIC 3

Global

The Standard Industrial Classification code for the third line of business operations as ranked by percent of sales/revenue.

US 1987 SIC 4

Global

The Standard Industrial Classification code for the fourth line of business operations as ranked by percent of sales/revenue.

US 1987 SIC 5

Global

The Standard Industrial Classification code for the fifth line of business operations as ranked by percent of sales/revenue.

US 1987 SIC 6

Global

The Standard Industrial Classification code for the sixth line of business operations as ranked by percent of sales/revenue.

Woman Owned U.S. only A business that is at least 51% owned by, and whose management and daily business operations are controlled by, a woman.
Year Started Global 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.

Contact Enrichment Attributes

For non-US contacts, DaaS only provides the following personally identifiable information (PII): the contact's first name, last name, company DUNS#, and company address associated with the DUNS#. There is no anonymous (non-PII) data provided for non-US contacts.

The following contact attributes are provided with Oracle Contact Enrichment subscriptions. The Geographic Availability column lists whether the attribute applies to all (global) companies or only U.S companies. Many countries in the European Union do not expose certain information due to GDPR (General Data Protection Regulation). For example, the Direct Dial Phone attribute is only available for contacts from companies in the U.S.

For information on how these attributes are mapped to other Oracle Cloud services, see About Mappings and Edit Existing Mappings.

Contact Attribute Geographic Availability Description
Company Phone U.S. only The company phone number at which the professional can be reached (for current role assignments).
Company Phone Extension U.S. only The phone extension associated with the company phone number indicated on this record.

Direct Dial Phone

U.S. only

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

DUNS Number Global DUNS number of the business location.

Email Address

U.S. only

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

First Name

Global

The first name of the person.

Gender

U.S. only

The gender of the person.

Individual ID U.S. only The unique identifier of the professional.

Last Name

Global

The last name of the person.

Last Update Date Role U.S. only The date ANY of the role data was last updated. This date is assigned by Professional Contacts database.

Middle Name

U.S. only

The middle name of the person.

Prefix

Global

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

Role ID U.S. only Unique identifier of the professional’s job at a particular DUNS location.
Standardized Title Global The management responsibility code, which is a code that has been derived from the vanity title or standardized title.

Suffix

Global

The last name suffix of the person.

Title

Global

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

Engagement Cloud Attribute Mappings

DaaS provides default mappings to Engagement Cloud. These mappings include mandatory attributes and some other attributes. In many cases, these mappings are sufficient. However, you may want to include additional DaaS attributes, such as Marketable Indicator, Parent/Headquarter Business Name, or Competitors.

To add any of these DaaS attributes, you must create a custom attribute for the DaaS attribute in Engagement Cloud, and then map that new attribute to the DaaS attribute in the Manage Social Data and Insight Cloud Attribute Mapping and Enrichment Preferences task.

For more information see Edit Engagement Cloud Mappings and About Mappings.

The following table lists the additional DaaS company attributes that are not included in the provided mappings to Engagement Cloud.
Company Attribute Description Column in TXT/CSV File
State Name The full name of the physical state or province name where the business is located. Data/State Name
Full Postal Code

Full postal code as received by D&B.

Data/PrimaryFullPostalCode
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. Data/LatitudeShort
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. Data/LongitudeShort
Mailing Full Postal Code

Full postal code as received by D&B.

Data/MailingFullPostalCode
Match Score

A score representing the likelihood of a match between records.

MetaData/MatchScore
Company Description Narrative company description. Data/CompanyDescription
Marketability Indicator Indicates that the record satisfies D&B global marketability rules. Data/MarketableIndicator
GEO Code Accuracy A code value that describes how close the coordinates for a location are to “rooftop” level. Data/GEOCodeAccuracy
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. Data/SalesVolume(USDollars)Reliability Code
Sales Volume US Dollars The total annual sales/revenue for this business in local currency. Not available on branch locations. Data/SalesVolume(LocalCurrency)
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. Data/SalesVolumeLocalCurrencyReliabilityCode
Domestic Ultimate Business Name The primary name of the domestic ultimate business. Data/DomesticUltimateBusinessName
Domestic Ultimate FIPS Country Code The Federal Information Processing Standards code value that identifies the country where the domestic ultimate company is located. Data/DomesticUltimateFIPSCountryCode
Domestic Ultimate D&B Country Code D&B geographical code identifying the country where the domestic ultimate is located. Data/DomesticUltimateD&BCountryCode
Domestic Ultimate State Province Abbreviation The abbreviated name of the state or province in which the domestic ultimate is located. Data/DomesticUltimateState/ProvinceAbbreviation
Global Ultimate Business Name The name of the ultimate company. Data/GlobalUltimateBusinessName
Global Ultimate Indicator Indicates whether the site record is the Global Ultimate D-U-N-S within the corporate family tree. Data/GlobalUltimateIndicator
Global Ultimate FIPS Country Code The Federal Information Processing Standards code value that identifies the country where the ultimate company is located. Data/GlobalUltimateFIPSCountryCode
Global Ultimate D&B Country Code D&B geographical code identifying the country where the ultimate company is located. Data/GlobalUltimateD&BCountryCode
Global Ultimate State Province Abbreviation The abbreviated name of the state or province in which the domestic ultimate is located. Data/GlobalUltimateState/ProvinceAbbreviation
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. Data/HeadquarterDUNSNumber
Parent Headquarter Business Name The primary name of the parent/headquarter company. Data/Parent/HeadquarterBusinessName
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. Data/HierarchyCode
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. Data/NumberofFamilyMembers
Out of Business Indicator Indicates that the business is out of business or inactive based upon D&B policies and procedures. Data/OutofBusinessIndicator
Over the Counter Stock Exchange The symbol used to trade the company's stock on the Over the Counter Stock Exchange. Data/OvertheCounterStockExchange
NYSE Stock Exchange The symbol used to trade the company's stock on the New York Stock Exchange. Data/NYSEStockExchange
ASE Ticker The symbol used to trade the company's stock on the American Stock Exchange. Data/ASETicker
NMS Ticker The symbol used to trade the company's stock on the NASDAQ National Market. Data/NMSTicker
NAS Ticker The symbol used to trade the company's stock on the NASDAQ Small Cap Exchange. Data/NASTicker
Operates From Residence Indicator A flag stating whether or not the business is run from a residential address. Data/OperatesFromResidenceIndicator
Primary Competitor 1 DUNS number of the company deemed to be the primary competitor for the business. Data/PrimaryCompetitor1
3 Year Growth Percentage on Sales Volume The percentage increase or decrease in the sales volume over a three year period. Includes a + or - sign denoting positive or negative growth in sales. Data/3YearGrowthPercentageonSalesVolume
3 Year Growth Percentage on Employees The percentage increase or decrease in the number of employees over a three year period. Includes a + or - sign denoting positive or negative growth in sales. Data/3YearGrowthPercentageonEmployees
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. Data/DeliquencyRisk
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. Data/CensusFIPSTerritoryCode
Census FIPS Country Code The Federal Information Processing Standards county code identifying the county where the subject is located. Data/CensusFIPSCountyCode
Primary Competitor 2 DUNS number of the company deemed to be the second primary competitor for the business. Data/PrimaryCompetitor2
Primary Competitor 3 DUNS number of the company deemed to be the third primary competitor for the business. Data/PrimaryCompetitor3
Secondary Competitor 1 DUNS number of the company deemed to be the secondary competitor for the business. Data/SecondaryCompetitor1
Secondary Competitor 2 DUNS number of the company deemed to be the second secondary competitor for the business. Data/SecondaryCompetitor2
Global Exchange Name The exchange where the stock symbol is listed. Data/GlobalExchangeName
Primary Indicator Indicates whether or not the ticker is the primary one for the business. Data/PrimaryIndicator
National Identification Code A code value that describes the type of national ID number provided; for example, ‘12’ = CRO, ‘14’ = Siren. Data/NationalIdentificationCode
FIPS MSA Code The Federal Information Processing Standards code value that 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. Data/FIPSMSACode
Parent Headquarter D&B Country Code D&B geographical code identifying the country where the parent/headquarter is located Data/ParentHeadquarterD&BCountryCode

The following table lists the additional DaaS contact attributes that are not included in the provided mappings to Engagement Cloud.
Contact Attribute Description Column in TXT/CSV File
MRC Code The management responsibility code, which is a code that has been derived from the vanity title or standardized title. Data/MRCCode
Primary Full Postal Code Full postal code as received by D&B. Data/FullPostalCode
DUNS Number DUNS number of the business location. Data/DUNSNumber
Individual ID The unique identifier of the professional. Data/IndividualID
Role ID Unique identifier of the professional’s job at a particular DUNS location. Data/RoleID
Last Update Date Role The date any of the role data was last updated. Data/LastUpdateDateRole
Management Level Level of management; for example, C-Level, VP Level, and so on. Data/ManagementLevel
Standardized Title A business title derived from the Management Responsibility Code which identifies a title or area of responsibility of an executive. Data/StandardizedTitle
Match Score A score representing the likelihood of a match between records. MetaData/MatchScore
Location Address information for individual. Data/Location

Understand Data Records in the User Interface

The user interface (UI) shows all data, no matter what subscription you purchased: You browse and search against the entire data set, and you are not charged anything.

However, when you try to export (download) or match a record, the service verifies the type of subscription you purchased. If you purchased a company enrichment subscription, then only company records are downloaded. Your subscription is charged only when the record is downloaded with a Search Export or Match Export.

What is some data blank?

Some data on the UI is blank because the data provider does not have a corresponding value for that field.

Downloaded files contain all attributes as column headers. Data may be blank if the record does not have values.

Why is some data hashed out?

Some data on the UI is hashed out until you purchase the record. You purchase a record when you download or record or when you match a record and the matched record is downloaded to a file. The following attributes are hashed out until downloaded:

Company and Contact Records:

  • D-U-N-S Number

  • Global Ultimate

  • Parent D-U-N-S Number

  • Headquarter D-U-N-S Number

Company Records:

  • Trade Style 3

  • Trade Style 4

  • Trade Style 5

Contact Records:

  • Company Phone

  • Company Phone Extension

  • Direct Dial Phone

  • Primary Email Address

Use the Social Data and Insight REST APIs

DaaS provides REST APIs for tasks available in the user interface, including searching for, matching and exporting records, as well as viewing jobs. For example, Engagement Cloud users can use advanced search features to find customers or contacts from DaaS. Some tasks, like Get Company Hierarchy Tree, are only available in the API.

Access the REST APIs in the following format: https://serviceName-identityDomain.data.us2.oraclecloud.com/data/api.

For example: https://datatrial1234-usoracletrial1234.data.us2.oraclecloud.com/data/api/v3/export.

Important:

Use the latest version APIs. For example, if you see APIs for V1, V2 and V3, choose V3. Older versions are supported only for applications that have already integrated with them.

Error messages in the APIs are translated. Developers should set the HTTP header, so the service can determine the language.

See REST API for Oracle Social Data and Insight Cloud Service.

Example Using a REST Client to Export Companies

This section shows the steps to export companies using SoapUI.

  1. In SoapUI, select FileNew REST Project.
  2. In the New REST Project dialog, enter the Social Data and Insight Cloud Service URI (for example, dataXXXX-XXXX.data.us2.oraclecloud.com), and click OK.

    New REST project Request 1 is created and opens up in the SoapUI.
  3. Enter the following in Resource field (next to Endpoint): /data/api/v3/export?exportmapname=SalesCloudCompanyExport_Release8Bundle8&jobname=exportCompanies1&jobdescription=exportAllCompanieswithNamestartingwithOracle

  4. Click the Auth tab to add new authorization.

  5. Select Basic for the authorization type (or create one if it is not present).

  6. Enter user credentials, and select Authenticate pre-emptively.

    This completes authorization setup. Click the Auth tab again to minimize it.

  7. From the Method list, select POST as the method for the request.
  8. Enter the request in the Media Type (application/json) window. For example:

    {"facetLimit":"10","limit":"10","objectType":"Companies","offset":"0","query":"oracle","returnAll":"true"}

    Note:

    The Media Type application/xml also is supported. To enter an XML search request, paste the search request in XML format for a search request.
  9. Click the green arrow to submit the request. Response is shown on the right window (in Raw tab).
    Sample Response:
    HTTP/1.1 200 OK
    Date: Fri, 08 Apr 2016 17:49:10 GMT
    Server: Oracle-Application-Server-11g
    Set-Cookie: OAMAuthnCookie_xxx.us.oracle.com:7777=mcY95jCphG8C8wJbD0FOjg3c4phwvv3
    Jb8Z%2B9K2FNbGuO6LVS8bClPXh%2BDtstuUUe5eVAT%2Bj4%2Fe4KUJodz5g802Pj%2B3mpqd6WPKZQLAKf
    %2B0ttyujjMhOBy6mlrLImTNnsAIM1%2FIFxzWJxnMFz8SChEBg1Zi62pbBcVcg18%2ByFcvWtbTbV5UFsEdU
    oSzZQmLI7G45FUuosJf0lww944wz6p4hIl%2FqNngGVZPa2FUAGDMh%2FQTGM2JHsMRZK1WNQz549Y2YR%2B8
    RBjZNvTTuiaLs1A45I%2BEmIy%2FZ7N5F757jWh%2BbrSfirshEU0fwneBjEJ%2Bk; httponly; path=/
    Cache-Control: no-cache
    Pragma: no-cache
    Set-Cookie: JSESSIONID=pjyYXHvWVlK4XjpnHGnbQdgCghZg1pPbG0cHNSJglsH11141PxMD!301343124; 
    path=/; HttpOnly
    X-ORACLE-DMS-ECID: 005BznFvvGT9TcR_IXd9if0007Us000IdB
    X-Powered-By: Servlet/2.5 JSP/2.1
    MIME-Version: 1.0
    Keep-Alive: timeout=5, max=100
    Connection: Keep-Alive
    Transfer-Encoding: chunked
    Content-Type: multipart/mixed; boundary=Boundary_1_1005289150_1460137751146; charset=UTF-8
    Content-Language: en
    
    --Boundary_1_1005289150_1460137751146
    Content-Type: application/json
    
    {"createdBy":"avuser","createdOn":"2016-04-08 17:49:10.744072","fileName":
    "exportCompanies1.txt","jobDefinition":{"autoImportEnabled":"N","createdBy":
    "avuser","createdOn":"2016-04-08 17:49:10.738503","description":"
    exportAllCompanieswithNamestartingwithOracle","exportJobParams":{"associatedParties"
    :"N","exportMapId":"10004","exportMapName":"SalesCloudCompanyExport_Release8Bundle8",
    "limit":"10","offset":"0","outputFormat":"TXT","searchRequest":{"debugInfo":"NONE",
    "facetLimit":"10","limit":"10","metrics":"true","objectType":"Companies","offset":
    "0","orderByDirection":"DESC","query":"oracle","returnAll":"true","unMaskIfpurchased":
    "false"},"searchType":"COMPANIES"},"includeHierarchy":"N","jobId":"10592","jobMode":
    "Open Request","modifiedBy":"avuser","modifiedOn":"2016-04-08 17:49:10.738503","name":
    "exportCompanies1","partyType":"COMPANY","scheduleMode":"IMMEDIATE","scheduleType":"IMMEDIATE"
    ,"searchType":"COMPANIES","status":"ACTIVE","type":"EXPORT"},"jobInstanceId":"10592","logExist":
    "false","modifiedBy":"avuser","modifiedOn":"2016-04-08 17:49:10.744072","status":"COMPLETED"}
    --Boundary_1_1005289150_1460137751146
    Content-Type: text/plain
    
    Data/PartyId,Data/PartyOrigSystem,Data/PartyOrigSystemReference,Data/DataCloudStatus,
    Data/OrganizationName,Data/PrefFunctionalCurrency,Data/CurrFyPotentialRevenue,
    Data/DomesticUltimateDunsNumC,Data/DunsNumberC,Data/GlobalUltimateDunsNumC,
    Data/GlobalUltimateBusinessName,Data/ParentDunsNumC,Data/EmpAtPrimaryAdr,
    Data/EmpAtPrimaryAdrEstInd,Data/EmpAtPrimaryAdrMinInd,Data/EmployeesTotal,
    Data/TotalEmpEstInd,Data/TotalEmpMinInd,Data/ImportInd,Data/ExportInd,Data/LegalStatusCode,
    Data/LineOfBusiness,Data/MinorityOwnedInd,Data/MinorityOwnedType,Data/RentOwnInd,
    Data/PublicPrivateOwnershipFlag,Data/SmallBusInd,Data/StockSymbol,Data/ParentSubInd,
    Data/YearStarted,Data/LocationType,Data/CompanyDescription,Data/NationalIdentificationNumber,
    Data/PrimaryAddressLine1,Data/PrimaryAddressLine2,Data/PrimaryCity,Data/PrimaryCounty,
    Data/PrimaryState,Data/PrimaryPostalCode,Data/PrimaryPostalPlus4Code,Data/PrimaryFullPostalCode,
    Data/PrimaryCountry,Data/PrimaryLatitude,Data/PrimaryLongitude,Data/PrimaryLocationOrigSystemReference,
    Data/PrimarySiteOrigSystemReference,Data/MailingAddressLine1,Data/MailingAddressLine2,
    Data/MailingCity,Data/MailingState,Data/MailingPostalCode,Data/MailingPostPlus4Code,
    Data/MailingFullPostalCode,Data/MailingCountry,Data/MailingLocationOrigSystemReference,
    Data/MailingSiteOrigSystemReference,Data/MailingSiteUseType,Data/PhoneCountryCode,
    Data/RawPhoneNumber,Data/PhoneOrigSystemReference,Data/FaxRawPhoneNumber,Data/FaxOrigSystemReference,
    Data/Url,Data/UrlOrigSystemReference,Data/AdditionalNameType1,Data/AdditionalName1,
    Data/AdditionalNameType2,Data/AdditionalName2,Data/AdditionalNameType3,Data/AdditionalName3,
    Data/AdditionalNameType4,Data/AdditionalName4,Data/AdditionalNameType5,Data/AdditionalName5,
    Data/MajorIndustryCategory,Data/MajorIndustryCategoryCode,Data/NAICSClassCategory1,
    Data/NAICSClassCode1,Data/NAICSClassCategory2,Data/NAICSClassCode2,Data/NAICSClassCategory3,
    Data/NAICSClassCode3,Data/NAICSClassCategory4,Data/NAICSClassCode4,Data/NAICSClassCategory5,
    Data/NAICSClassCode5,Data/NAICSClassCategory6,Data/NAICSClassCode6,Data/SICClassCategory1,
    Data/SICClassCode1,Data/SICClassCategory2,Data/SICClassCode2,Data/SICClassCategory3,
    Data/SICClassCode3,Data/SICClassCategory4,Data/SICClassCode4,Data/SICClassCategory5,
    Data/SICClassCode5,Data/SICClassCategory6,Data/SICClassCode6,MetaData/MatchScore
    ,DAAS,RE5CLDE0NDcwOTE5MywxLDE=,ENRICHED,Oracle Corporation,USD,38275000000,144709193,
    144709193,144709193,Oracle Corporation,,2300,N,,122000,N,,,,LSC/3,Prepackaged software,N,,
    G,N,N,ORCL,N,1977,HQ,,,500 Oracle Pkwy,,Redwood City,San Mateo,CA,94065,1675,940651675,
    US,37.530827,-122.261265,RE5CLDE0NDcwOTE5MywxLDE=1056954559,RE5CLDE0NDcwOTE5MywxLDE=
    882837965,,,,,,,,,,,,1,6505067000,RE5CLDE0NDcwOTE5MywxLDE=58272861,6505067304,
    RE5CLDE0NDcwOTE5MywxLDE=58269974_F,www.oracle.com,RE5CLDE0NDcwOTE5MywxLDE=1286982200,ALIAS,
    Oracle,,,,,,,,,ORA_HZ_MAJOR_INDUSTRY,9,,,,,,,,,,,,,1987 SIC,7372,1987 SIC,7379,1987 
    SIC,8243,1987 SIC,3571,1987 SIC,3674,,,
    ,DAAS,RE5CLDExMjA0MzQ0OCwxLDE=,ENRICHED,"Oracle Financial Services Software, 
    Inc.",USD,29000000000,144709193,112043448,144709193,Oracle Corporation,144709193,300,N,,693,
    N,,Y,,LSC/3,"Computers, peripherals, and software, nsk",N,,G,Y,N,,Y,2001,SL,,,399 Thornall St 
    Ste 6,,Edison,Middlesex,NJ,08837,2238,088372238,US,40.561046,-074.336211,
    RE5CLDExMjA0MzQ0OCwxLDE=2005035240,RE5CLDExMjA0MzQ0OCwxLDE=2071005640,,,,,,,,,,,,
    1,7326230399,RE5CLDExMjA0MzQ0OCwxLDE=802405308,,,www.oracle.com,RE5CLDExMjA0MzQ0OCwxLDE=
    1286982200,,,,,,,,,,,ORA_HZ_MAJOR_INDUSTRY,6,,,,,,,,,,,,,1987 SIC,5045,,,,,,,,,,,
    ,DAAS,RE5CLDQ4MTk5NjA2NCwxLDE=,ENRICHED,Oracle Software (Schweiz) GmbH,USD,37180000000,
    481996064,481996064,144709193,Oracle Corporation,408462042,,Y,A,130,Y,A,Y,,LSC/3,Data processing 
    and preparation,,,G,,,,Y,1997,HQ,,CH40040189407,Täfernstrasse 4,,BADEN-DÄTTWIL,,AG,,,5405,CH,,,
    RE5CLDQ4MTk5NjA2NCwxLDE=1266785853,RE5CLDQ4MTk5NjA2NCwxLDE=1505680197,,,,,,,,,,,,41,564833111,
    RE5CLDQ4MTk5NjA2NCwxLDE=1125877268,564833112,RE5CLDQ4MTk5NjA2NCwxLDE=1125877267_F
    ,,,,,,,,,,,,,,,,,,,,,,,,,,,1987 SIC,7374,1987 SIC,7372,1987 SIC,8742,1987 SIC,6794,1987 SIC,6792,1987 
    SIC,6726,
    
    --Boundary_1_1005289150_1460137751146-- 

About DaaS Roles and Users

The following default account roles are created during DaaS (also known as Social Data and Insight) provisioning:

  • Data Service Administrator (dataService_administrator)

  • Data Service Client APPID (dataservice_client_api_appid)

  • Data Service User (dataService_user)

Note:

These account roles are in addition to the Oracle Cloud roles and privileges described in Managing Users Accounts and Managing User Roles in Getting Started with Oracle Cloud.

These DaaS roles allow users to perform the following tasks:

  • Search company and contact information

  • Save search queries

  • Export search or match results

  • View, create, and modify attribute mappings

  • Update user information

  • View search export and match export jobs

Users cannot add or remove other users or change roles.

About Admin Settings

Users with administrator privileges see a link to the Administration page from the Navigator.

nav_admin icon

Administration: Defaults

On the Defaults tab, administrators can configure the following defaults for exporting records.

  • Export Filters: Set the default search and match filters for companies.

    • Companies in Business: Select to display currently active companies, based on internal Dun and Bradstreet (D&B) definitions. Select to include companies of all sizes and revenues that are currently operating.
      • Enterprise: Select to display companies with over 100 employees OR revenues over 100 million US$.

      • Medium: Select to display companies with between 50 and 100 employees OR revenues between 10 and 100 million US$.

      • Small: Select to display companies with less than 50 employees OR revenues less than 10 million US$.

    • Marketable Indicator: The following filters display records based on D&B global marketability rules.
      • Out of Business: Select to display companies that are not operating or inactive.

      • Delisted: Select to display companies that should not be contacted for direct marketing per General Data Protection Regulation (GDPR). By default, Delisted is not selected. If you select this filter, then companies and contacts that have indicated that they do not want to be contacted will appear in search results, and if those records marked Delisted are selected, they will be matched, synced, or exported. Companies and contacts marked as Delisted should not be included in marketing campaigns. Note that company hierarchies contain Delisted records, regardless of this setting, to ensure that the hierarchy does not break.

      • Defunct: Select to display companies whose original company DUNS number is no longer tracked by D&B. When you search for some defunct companies (for example, a company that was acquired), the service returns the defunct company record along with the new DUNS number. The value in the New DUNS attribute is the DUNS number of the new legal entity after a merger or the DUNS number of the acquired company after an acquisition. D&B also defines a DUNS number as “defunct” in other scenarios, such as when it is a duplicate DUNS number of another record, or when a branch report becomes a separate entity.

    Note:

    If users aren’t seeing matches for records they expect to see, consider deselecting the Enterprise admin filter. D&B does not track data from companies that are inactive or no longer in business. If the Companies in Business filter is cleared, then that data may be obsolete or incorrect.

    Companies can fall into multiple categories. For example, a company is listed as both Enterprise and Medium if it has over 100 employees (enterprise) and revenue between 10 and 100 million US$ (medium). Because of this, the total count for subfilters may not add up to the total count listed for Companies In Business plus Defunct and Out of Business companies.

    Selection of multiple filters is considered an OR operation. For example, when users select the Small and Defunct filters, the service returns companies that meet either small criteria or defunct criteria. (This is the same result for all filters; for example, when user select CA and NY under the Location filter, the service returns companies located in California or New York.)

    Tip:

    Select the Companies in Business filter to include businesses that are active (based on internal D&B definitions). Select the Defunct Companies filter to include companies whose original DUNS number is no longer tracked by D&B.
  • Export File: Change the export file format for future exports from the default plain text (.txt) to Excel (.xlsx).

    Users can still download export files previously run in the original format of the file. However, they can’t download previously submitted export files using a different format. They would need to run the export again with the new file format.

    Note:

    Engagement Cloud and Eloqua Marketing Cloud support text file imports.
  • Export Mappings: Set default export mappings; for example, if you’re integrating with Sales Cloud release 9, set the default mapping to SalesCloudCompanyMatch_Release9.

Administration: Sync Data

On the Sync Data tab, administrators can download an export file that contains updates (or "syncs") to their licensed records that have information updated since their last export or sync. Select the data type (company or contact) and the mapping to generate the updated data. For example, to receive the synced data for Engagement Cloud, select the Engagement Cloud mapping.

To exclude records from the sync (if you’re no longer interested in getting updates for it), browse to select a file containing a list of comma-separated company IDs or person IDs to exclude. Also select the mapping to generate the updated data. Everything in the list will be excluded from the sync data job.

New Sync Data jobs appear on the Exports page. A log file shows any updates to excluded records, expired records (which increase your subscription usage), and the recording point of access.

Check Settings and Changing Your Accessibility Preferences

To set accessibility preferences, click Accessibility icon Accessibility in the banner.

The following accessibility options are available:

  • Accessibility: Select Screen Reader only after you have configured your screen reader.

  • Color Contrast: Select to use a high-contrast color scheme to make objects in the user interface easier to see.

  • Font Size: Select to use a larger font to make text in the user interface easier to read.