Menu

Home
Solutions
- Overview
- Databricks Integration
About Us
Contact Us

Dashboard

1

Dashboard Components: Details

Import Data

15

Import Data (old)
Ordinal Mapping
Edit Template
Add Template
Delete a Template
Reference Fields
Alternate Addresses
Additional Fields
Map Data
Status of an Import
Import Data from External Source
Import Data Using Rest APIs
Import Data from Single Record
Import Data from File
Import Data

Release Notes

3

April 2024 Security Patch Release Notes for All Environments
April 2024 Production Release Notes
February 2024 Production Release Notes

Data Stewardship

7

Preview Matched Data
Clean Data
Manage Family Tree (Beta)
How to Use Apply Match Rules Feature
Review Match Candidates
Match Data
Data Stewardship Process: Introduction

Prospecting

1

Search Data and Build A List

Export Data

3

Export Data
Export Data – Introduction
Integration Gateway – Download Configuration

Compliance

1

Compliance

Reports

3

Help Desk
Investigation
Base and Investigation Reports

Settings

23

Encryption File
Integration Gateway
Integration Gateway – Upload Configuration
Integration Gateway – Introduction
Integration Gateway- EXE Setup
Common – Google API
Common – FTP Configuration
License
Identity Match Resolution in Details
Common – Company Attributes
Common – User Comments
Common – Export Page
Data Enrichment
Data Integration
Tags
Settings: DnB
Portal Settings
User Settings
Feature Overview
Common – Tags
Portal – Common Settings
Feature
Monitoring

Getting Started

4

Forgot Password
Initial Login Steps
Login and Password Guide
Reset Password Steps

FAQ

2

Import Data FAQs
General Platform FAQs

Glossary

2

DnB – Core Concepts & Definitions
DnB – Core Concepts & Definitions

MB Flow

1

Typical Process Flow

MB Overview

8

Matchbook Services Onboarding and Overview
DnB Services Integration Overview
Enterprise Security Overview
Configuration and Processing Rules Overview
Tags and Groups Overview
Key Concepts Overview
Matchbook Services Overview
Matchbook Services Overview(small)

Admin Users

4

Matchbook Implementation Checklist
API Details
Service Level Agreement (SLA)
User Types

Home
Docs
Admin Users
Matchbook Implementation Checklist

Matchbook Implementation Checklist

What are your Feelings

Share This Article :

Still stuck? How can we help?

How can we help?

Name: *

Email: *

Message: *

Deliver one version of the truth and make data governance manageable. Let us help.

Quick Links:

Solutions
About Us
Thought Leadership
Our Partners

Leadership
Help Center
Contact Us
Privacy Policy
Sitemap

Reach Out to Us:

info@matchbookai.com

+1 310.643.4596

Headquarters

400 Continental Blvd., 6th Floor El Segundo, CA 90245

Copyright © 2023 Matchbook AI | All rights reserved.

Licensing Agreement