Business Name Standardization Options

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).