Adding D&B Information to a Record

If the Update Accounts with D&B Information option is enabled, the account record will be matched to a D&B record. There are two ways in which the account record can be matched to a D&B record.

Match the First Three Letters of the Business Name

The first three letters of the account name will be used to match the D&B record if the DUNS Number is not provided or the DUNS Number provided is not matched to any D&B record. The D&B popup applet will list all possible matches that are greater than the threshold set in D&B Interactive Threshold of the Group 1 Options Manager. For more information about the D&B Interactive Threshold, please refer to Configuring Business Name Standardization.

The Pick D&B option of the applet picks the D&B record as the match for the account record. The following D&B fields will be copied to their equivalent account fields:

D&B Field	Account Field
Business Name	Name
DUNS Number	DUNS Number
Domestic Ultimate DUNS	Domestic Ultimate DUNS
Global Ultimate DUNS	Global Ultimate DUNS
Parent HQ DUNS	Parent HQ DUNS
Location Type + Physical City + DUNS Number	Location

If the Update Account Addresses using Firm Name File option is enabled, the physical address of the D&B record will be used as the primary business address of the account record.

Note: To close the D&B Popup Applet, click on the [Cancel] button located in the upper left of the applet. Do not close the applet using the "X" button in the upper right corner of the applet because it will not reset the values of profile attributes used in processing the record.

Match the DUNS Number

A D&B^® D-U-N-S^® number is a unique nine-digit sequence recognized as the universal standard for identifying and keeping track of over 80 million businesses worldwide. The user will provide the DUNS # in the Account Entry Applet - Child - Admin Applet of the Account Administration View. This DUNS number will be matched to a D&B record.