Matchbook AI

Configuration and Processing Rules Overview

Matchbook allows you to pre-define different rules before loading and processing your data. Two separate primary rules must be configured before processing your data:

  • Portal Settings – allow you to segment your data
  • D&B Settings – allow you to apply processing logic using those segments

Under D&B Settings, it is very important to apply the “Cleanse and Match” rules to identify the highly qualified and matching records based on your input record data. Once you set up these matching rules, the records will be processed and executed in an orderly fashion, as highlighted below:

  • Minimum Match Criteria – these settings allow you to:
    • Define minimum confidence code to be considered for getting the match candidates as part of the D&B Match process
    • Define maximum candidates to be considered for each match response
  • Exclusions for Cleanse Match API – these settings allow you to define your filter match candidate exclusions:
    • Exclude Non-Headquarters
    • Exclude Non-Marketable
    • Exclude Out of Business
    • Exclude Undeliverable
    • Exclude Unreachable
  • Global Match Auto-Acceptance – these settings allow you to:
    • Define Match Confidence Code to be considered for auto-accepting the match candidates
    • Define Match Grade String Pattern
  • Auto-Acceptance – these rules are also referred to as secondary auto-acceptance rules. They allow you to define and accept match records with a combination of confidence code value, match grade component value, match grade pattern, MDP value pattern
  • Auto-Directives – these settings allow you to define rules to fine tune the candidate selections that can be auto-accepted by the system

Once qualified and matching businesses are identified for given inputs using identity resolution service responses, enrichment and monitoring processes will be performed based on other settings.