The following table describes each step in the B2B customers with firmographics flow, and explains which steps usually need to be edited for your data.
If you need to make changes to the mastering flow beyond those described in this documentation, contact Support at [email protected] for assistance.
|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 Data Model||You map input columns
to attributes in the supplied schema. If you add attributes to the unified schema, you will need to update the following steps, as described in the rows below, to ensure that these attributes appear in your final mastered entities:
||This transformation step ensures that each source record has a unique primary key across all
source datasets by adding a new primary key field:
Important: If records within the same source dataset have duplicate primary key values, the
If you mapped an empty placeholder column to the
|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.|
|Standardize URL||This step provides a cleaned version of the website domain in
|Enrich Phone||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.|
|Prepare Fields for Tamr Enrich ID Step||This step prepares fields to be used by the Tamr Enrich ID step.|
|Enrich Company Name||This step cleans and enriches company name data. See Company Name Enrichment.|
|Tamr Enrich ID||This step matches each company in your source datasets to a Tamr Enrich ID. If a matching
Tamr Enrich ID is identified, the ID is used by the clustering model to identify duplicate source
records. The ID is also used by the Tamr Enrich step to add the referential data from your selected
data provider to your mastered entities, if available.
The step looks for a matching Tamr Enrich ID based on the following attributes:
|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
|Apply Clustering Model||This step groups records that refer to the same entity into a cluster, using the trained model. See Features of Company Mastering with Firomographic Enrichment.|
|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 (
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.
|Tamr Enrich||This step enriches each mastered company entity that has a Tamr Enrich ID with referential data
from your selected data provider. By default, Tamr enriches each company with the best match from the
For example, if your data provider is BoldData and Tamr identifies a match in both BoldData and Pitchbook, this step enriches your data with the match from BoldData, even if the Pitchbook match is a higher confidence match.
If you are using a data provider other than the Public Sources service, you must be entitled to use that provider. Contact Tamr at [email protected] to discuss data provider entitlement.
See the Tamr Firmographic Enrichment section for the attributes available from each data provider.
|Calculate Similarity Scores||This step calculates the similarity between attribute values in the mastered entity and the attribute values
returned by your selected data provider. This step provides both an average similarity between the mastered entity and the
values returned by the data provider, and attribute-level similiarity for key attributes.
Scores range from 0-1, with 0 being low similarity and 1 being high similarity. To calculate these scores, the step first splits the text into tokens on spaces and special characters (with the exception of underscore (_) characters), removes special characters, and converts all letters to lowercase. Then, the step uses a Jaccard similarity function to evaluate the similarity between tokens, returning a score between 0-1.
Unlike other scores, phone number and website similarity are either 0 or 1. A similarity of 1 is returned if the characters in the cleaned source phone number or website and phone number or website returned by the data provider are an exact match, or if one value is contained in the other. Otherwise, the similarity is 0.
You can review these scores on the Entity Details page after the flow runs, and investigate entities with low similiarity scores.
Example: If you choose BoldData as the data provider, this step calculates the following similarity scores:
|Configure Attributes||You configure how mastered entity attributes appear in Tamr Cloud and published datasets. If you added new attributes in the Schema Mapping step, add and map those attributes in this step to include them in your final mastered entity output. See Configuring Data Display.|
Updated 4 days ago