D&B Processing Examples

The Dun & Bradstreet (D&B) matching and enriching processes have similar steps regardless of the process. The differences are noted in the example shown below. True functionality depends on the actual setup. Web UI is recommended for all D&B user activities.

Basic functionality includes:

  1. Start matching based on the selected process:

    • For asynchronous processing, entities are initiated into the D&B Match workflow.

    • For synchronous processing, a user clicks the configured action button, for example, a 'D&B Match Now' button.

  2. For asynchronous processing only:

    • Once matching is done, the entity moves to the Select Candidate state.

    • On the D&B Match status selector, the user clicks the Select Candidate state.

    • On the Task List, the user selects a candidate by clicking on the ID or Title link within a row.

  3. For both processing options, a search is performed. The results shown are determined by a D&B algorithm used to match the D&B records to the customer.

    • If no candidates are found, a message displays.

      The user clicks the 'Modify search' button on the screen to edit the search. The exclusions (enabled via workbench) can be used to modify the search.

    • If multiple candidates are returned, the configured asynchronous or synchronous D&B Match Candidates screen is displayed, and the user compares customer record information with the D&B records list shown. 

      If a suitable candidate is displayed, the user clicks the D&B record row and clicks the Select candidate button. Only one candidate can be selected. The customer record and the D&B record are linked via the D&B Organization Reference Type mapping in the component model.

      A message confirms a candidate selection:

      If no satisfactory candidate is found the user clicks the No candidate button (with no rows selected). The component model setting for 'D&B No Match User Decision' attribute is set to 'true'.

  4. When matching is complete, the enrichment process is handled as follows:

    • For asynchronous processing, entities can be initiated into the D&B Enrich workflow.

    • For synchronous processing, enriching happens automatically.