- Filter Match Candidates on the Current Page
- Session Filters
- 1. Reject Records
- 2. Reject Records on the Page
- 3. Accept Records from File
- 4. Apply Match Rules
- 1. Purge Record
- 2. Investigate Record
- 3. Search Online
- 1. Enrichment Detail
- 2. View Candidate on Map
- 3. Add match as a new company
- 4. Investigate Record
- 5. View Beneficiary Details
This section allows the user to accept or reject specific matches associated with an inputted record. Any matched record will flow into the Match Output Queue, and any rejected record will flow into the No Match Queue on the next cycle of the Matchbook background process.
Filter Match Candidates on the Current Page #
Match Filter provides the ability to filter on-screen data based on the selection(s) made. This non-persistent local filter can help easily identify certain types of matches across the data being displayed. The moment the user navigates away from the screen being displayed, the filter resets.
Session Filters #
Session Filters allow users to refine the data presented based on their chosen filter(s). These filters will persist in the database and be applied to the user’s session until the user either modifies or deletes the filter. Users can add the filter by clicking on the “Add Filter” button:
Records can be accepted or rejected in bulk, or specific records can be accepted/rejected from a file. Several actions can be performed as part of Additional Actions:
- Reject Records
- Reject Records on the Page
- Accept Records from File
- Apply Match Rules
- Configure Scoring
1. Reject Records #
There are several methods for rejecting records from Matchbook Services. By clicking the “Additional Action” button, the user can reject a single record or a batch of records.
Reject Records allows the user to reject a single record by mapping to one of the available fields. The rejected record will flow into the No Match Queue.
Reject From File allows the user to reject a batch of records based on InputID and SrcRecordId that are provided in the imported Excel File.
The user needs to identify the appropriate excel file by downloading “Active data queue” records from export data and then map the InputId and SrcRecordId. Once executed, the rejected record(s) will flow into the No Match queue. If the user chooses the “Purge from Matchbook” option, records will be completely removed from the system.
2. Reject Records on the Page #
Users have the ability to reject all the records present on the current page by clicking on the additional actions and selecting “Reject Records on the Page” option:
All the rejected records will flow into the No Match queue.
3. Accept Records from File #
The Accept Records from File option allows the user to accept all records based on DUNS. The user needs to identify the appropriate excel file by downloading “Low Confidence Queue” records from export data and then map the InputId, SrcRecordId, and DnBDUNSNumber. All the accepted data will flow into the Match Output Queue as well as the Enrichment Queue (if they are enriched).
4. Apply Match Rules #
This setting allows the user to apply rules to data in the Low Confidence Queue under Data Stewardship.
These settings can be configured based on MatchDataCriteria, ConfidenceCodes, Operating Status, Match Engine, BusinessType, CountryGroupName, Tags, ExcludeFromAutoAccept, SingleCandidateMatchOnly Criteria:
Once rules are created, they can be previewed against the existing Match Candidate dataset:
By clicking the “Apply” button, the newly created rule will be applied to the data, and those impacted records will flow into the Match Output Queue. Clicking the “Export” button allows users to export and preview the selected records.
Users have the ability to perform additional actions by right-clicking on any record from Match data:
- Purge Record
- Investigate Record
- Search Online
1. Purge Record #
The user can permanently remove any record from the Matchbook database by right-clicking on any record and selecting the Purge Record option:
2. Investigate Record #
Selecting the “Investigate Record” option allows the user to initiate a Mini Investigation with D&B for a specific record:
3. Search Online #
The user can search any record directly on the Google search engine by performing a right-click action and selecting the Search Online option:
Additionally, the user can perform a few more actions on the matched records by expanding the record:
- Enrichment detail
- View Candidate on Map
- Add match as a new company
- Investigate Record
- View Beneficiary Details
1. Enrichment Detail #
The user can view the Firmographics Details of the company by clicking on the forward icon:
2. View Candidate on Map #
The user is able to view all matched company details on Google Map by clicking on “View Candidate on Map”:
3. Add match as a new company #
Users have a way to perform “Add match as a new company” from candidates and that record will flow into the Match Output queue. This record will be displayed as “Onboarding” in the dashboard:
4. Investigate Record #
Selecting the “Investigate Record” option allows the user to initiate a targeted investigation with D&B for a specific record:
5. View Beneficiary Details #
Users can view beneficiary details by selecting the “View Beneficiary Details” option: