Steps Completed by B2B Site Mastering

The following table describes each step in the B2B site mastering flow, and explains which steps usually need to be edited for your data.

Usually Requires Changes	Step	Description
✅	Add Data	You verify that source data meets both general requirements and template-specific requirements. Then, you add source data.
✅	Align to Customer Model	You map input columns to attributes in the supplied schema.
❌	Create `tamr_record_id`	This transformation step ensures that each source record has a unique primary key across all source datasets by adding a new primary key field: `tamr_record_id`. For data products created before June 1, 2023, this step produces a `tamr_record_id` for each source record by concatenating the source dataset name and the primary key, separated by an underscore. For data products created on June 1, 2023 or later, this step produces a `tamr_record_id` for each source record by creating a 128-bit hash value of the source dataset name and the primary key. See the Tamr Core documentation for a description of the function used to generate the hash value. Important: If records within the same source dataset have duplicate primary key values, the `tamr_record_id` value for those records will also be duplicates. If you mapped an empty placeholder column to the `trusted_id` attribute, add the following transformation: `SELECT *, '' as trusted_id;`.
❌	Prepare Data for Enrichment	This step transforms the data in the unified dataset to match the expected inputs to the enrichers included in the mastering flow. This step also adds the following fields to the unified schema: `full_address`: This steps concatenates all address values into a single full address. `google_lookup`: This steps generates a google search link for the company, using the value in the company_name field.
❌	Standardize URL	This step provides a cleaned version of the website domain in `url` attribute values. The cleaned domain is available in the Website Domain field in the mastered entity. See URL Standardization and Cleaning.
❌	Enrich Phone Number	This step validates, standardizes, and enriches phone number data. See Phone Number Enrichment.
❌	Enrich Address	This step standardizes and validates address information, and enriches addresses with latitude, longitude, and detailed address information. See Address Standardization, Validation, and Geocoding.
❌	Enrich Company Name	This step cleans and enriches company name data. See Company Name Enrichment.
❌	Prepare for Clustering	This step transforms the data in the unified dataset to create the fields used by the trained clustering model to identify similar and matching records. The fields created as input to the model are prefixed with `ml_`. Many of these `ml_` fields are created as arrays of unified source fields and fields added by the enrichment services. The model identifies the most similar values across the arrays and assigns weights based on these similarities.
❌	Apply Clustering Model	This step groups records that refer to the same entity into a cluster, using the trained model. See Features of B2B Site Mastering.
✅	Consolidate Records	This step applies rules to produce a single record, called the mastered entity record, that best represents a cluster. For most fields, these rules select the most common value from the clustered records. Additionally, this step adds a Tamr ID (`tamr_id`) to each mastered entity record. The Tamr ID is a unique, persistent id. If you added new attributes in the Schema Mapping step, add lines in the transformations to tell Tamr Cloud what value to set for each attribute when creating the mastered entity. See Modifying Record Consolidation Transformations.
✅	Deliver Data to Studio	You configure how mastered entity attributes appear in Studio, Curator, and published datasets See Configuring Data Display in Studio.