This topic describes how to configure the B2B Customers data product.

Adding Data to Your Data Product

Configuring Attributes

For example, in the image below, the primary key attribute needs to be mapped. Additionally, you can see Tamr Cloud automatically mapped an attribute for Company Name. Alternative names is not required, but you can choose to map the attribute.

Writing Consolidation Rules

Configuring Uniformity Score

Configuring Sensitive Attributes

Selecting Company Validation

Tamr validates that your company records are associated with real-world organizations. After matching a company to a real-world organization, Tamr enriches that company's golden record with attributes from your selected enrichment provider.

Company validation can be performed using either a corpus of public organization data (basic), or a corpus of both public and premium organization data (premium).

Basic validation is faster than premium validation, and provides the best results when your company data includes mainly corporate headquarters. If you are using enrichment from one of the public sources, basic company validation is selected automatically. If you would like to use premium company validation, contact Tamr ([email protected]) to discuss licensing.

Premium validation is best when your company data includes mainly subsidiaries, franchises, or non-headquarter sites. Premium validation is required if you are using a premium, licensed enrichment provider: Pitchbook or S&P Capital IQ. If you have selected a premium enrichment provider, premium company validation is selected automatically.

Configuring Enrichment

Configuring DUNS Match and Data Blocks Enrichment

If you are entitled for Duns & Bradstreet enrichment and have configured your D&B API secret and key on the Admin > API Keys page, you can enable both DUNS Match and D&B Data Blocks Enrichment.

DUNS Match provides DUNS number for each source record for which a DUNS match is identified in the D&B match reference database.

D&B Data Blocks Enrichment provides provides enriched company data for the golden record based on DUNS number, from the D&B Data Blocks to which you are entitled.

See Dun & Bradstreet Enrichment for more information about DUNS Match and D&B Data Blocks.

You can adjust the criteria used to determine the DUNS match quality and whether the match is accepted. These criteria includes:

• D&B Confidence Code Thresholds for the DUNS match for the United States and the rest of the world. The default threshold for both is 8; matches under this threshold are not used in the clustering logic.
• D&B Match Grade Patterns that define acceptable Match Grade Strings. .

If you specify Match Grade String Patterns:

• If the Confidence Code is not met, Tamr Cloud uses the Match Grade Pattern to determine whether to apply the DUNS match result.
• If either the Confidence Code or Match Grade Pattern is not met, Tamr Cloud does not accept or apply the DUNS match results.

Only high confidence DUNS matches are included in the golden record.

Tip: You can view the DUNS match results, including the confidence code, for each source record on the Manage Cluster details page, and in the Enhanced Source Records published dataset.

See the D&B Entity Matching Guide for detailed information about these criteria.

Prioritizing Provider Enrichment Results for Golden Records

If you have configured Duns & Bradstreet enrichment, you can choose to use the values returned by D&B enrichment for the pre-defined attributes in your golden records.

This configuration overrides record consolidation rules and your address standardization selection for those attributes.

In the Prioritize Enrichment Providers section, you can:

• Enable the Use Enrichment Results in Golden Records option.
• Select the specific attributes for which the D&B enrichment results are used in golden records. For each attribute, you can choose whether to always use the results returned by D&B enrichment, or only to use the enrichment result if the source values are empty. See the section below for information specific to address attributes.

Prioritizing Provider Enrichment Results for Address Attributes

You choose to prioritize provider results for attribute values at the group level. For example, choosing Primary Address includes all address attributes in the Primary address group.

If you choose to always replace Primary Address with results from the provider, all attributes in the Primary address group will be replaced with values returned from the provider.

If you choose to replace only empty Primary address values, empty values are replaced at the individual attribute level. For example, if a record includes values for all Primary address attributes except for Primary: Address Line 2, only the Primary: Address Line 2 value will be replaced with a value from the provider.

Filtering Golden Records to Send to D&B Enrichment

If you have configured Duns & Bradstreet enrichment, you can choose to filter which golden records are sent for enrichment.

Select a custom field on which to filter and specify the filter value. A golden record is sent for enrichment only if the golden record value of the selected attributes matches the exact value specified and if the golden record is a high confidence DUNS match.

Configuring Data Cleaning

Configuring Address Standardization

Configuring Clustering Rules

Running Your Data Product and Viewing Results

Configuring Your Data Product for Tamr RealTime

If you are using the Tamr RealTime offering with this data product, see About Tamr RealTime for instructions on configuring the data product for real-time use cases.