Configuring Business Name Standardization

The Business Name Standardization options include parameters for Dunn & Bradstreet (D&B) Information and Automatic Business Name Standardization.

  1. From the Siebel window, click Navigate > Site Map.
  2. Click Administration - PBBI Group 1 Data Quality Administration.
  3. Under the PBBI Group 1 Data Quality Administration heading at the top of the page, click Options Manager.
  4. Configure the options. When you are done, click Save Changes. Use Clear Cache to reset the options.
    Table 1. Business Name Standardization Options

    Option

    Values

    Description

    Update Accounts with D&B Information

    Enable, Disable

    Indicates if accounts will be updated with Dunn & Bradstreet information.

    If enabled, created accounts will be updated with matching D&B information.

    D&B Interactive Threshold

    50 - 100

    Specifies the minimum match score needed to identify a possible Dunn & Bradstreet account match during interactive processing. The higher the value, the closer the match must be. The default is 50.

    If the score produced by the comparison of the account and D&B records is greater than the entered value (must be between 50 and 100), then the record will be identified as duplicate and a pop-up window will be displayed to the user, allowing the user to choose the action to take. The lower the match threshold, the more match candidates will be displayed.

    D&B Batch Update Threshold

    0 - 100

    Specifies the minimum match score needed to identify a possible Dunn & Bradstreet account match during batch processing. The higher the value, the closer the match must be. The default is 50.

    If the score produced by the comparison of the account and D&B records is greater than the entered Value (must be between 0 and 100), then the D&B records are made D&B candidates of the account record. The account record is updated with the D&B record with the greatest score.

    D&B Batch Import Threshold

    0 - 100

    Specifies the minimum match score needed to identify a possible Dunn & Bradstreet account match during EAI processing.

    If the score produced by the comparison of the account and D&B records is greater than the entered Value (must be between 0 and 100), then the D&B records are made D&B candidates of the account record. The account record is updated with the D&B record with the greatest score.

    Automatic Business Name Standardization

    Enable, Disable

    Indicates if automatic business name standardization will be performed.

    If enabled, the account name will be replaced by the matching business name from DQC.

    Update Account Addresses using Firm Name File

    Enable, Disable

    Indicates if Account will use D&B Address as primary.

    If enabled, the primary address of the account record will be replaced by the physical address of the chosen D&B record (as the picked D&B account's primary address).