On Demand Process for Matching
Organization data matching using On Demand process is available through the Get Match API of D&B Connector.
The Get Match API can be triggered by a user through the Reltio organization profile UI. The Get Match process can return one or more potential matched records from D&B. A matched record displays a unique DUNS number of the account, Name as given by D&B, and Addresses.
To get D&B matching records for a single organization, click the D&B Connector icon on the right side pane and then click the Get Match button on the Profile page of the Account 360 Application. The D&B matches will be listed.
If an exact match is found with a high confidence code, then the match will automatically be retrieved and merged with the organization profile.
- Active organizations with a confidence code between 7 to 8 are flagged as potential matches.
- Multiple active organizations with a confidence code of 9 or 10 are flagged as potential matches.
- Single active organization with a confidence code of 9 or 10 is automatically merged.
- If the organization has a confidence code lesser than 5, then the match is ignored.
- Organizations' records that have a status of
Activeare considered for auto-merging.
The following organization attributes are updated during the merge process:
| D&B Match Detail Label | Descriptions |
|---|---|
| Name | Organization name used for D&B match. |
entityURI | A unique identifier provided by Reltio for every account. |
| Address | All addresses returned by the Get Match request are displayed here. |
Auto Match Flag | Part of match rule for auto merge potential matches from DT to CT through the DTSS service. |
| Suspected Match Flag | Part of suspect match rule for potential matches from DT to CT through the DTSS service |
| Vendor Verification Status | Options are Match or Match Error. If the match process executes successfully and matching records are found in D&B, the flag is changed to a value of Match. However, if an error occurs during the match process, this value is changed to Match Error. |
| DUNS Number | Unique identifier assigned by D&B to this profile. |
| Organization Detail | Contains details about the organization status. If the organization is active, the default attributes Member Role, Standalone, Operation status and Boneyard Organization are displayed. |
| Match Quality | Confidence code which represents the confidence level of the data from D&B. |
| Vendor Verification Date | The last date when a D&B Match or Enrichment request was made by Account 360 application. This date value in tandem with the Vendor Verification Status can be used to determine when a D&B operation was performed on a profile in Reltio. |
The entity with the DUNS number is now ready for further enrichment using the Get Company Details API.