Trigger

For automated batches only, you must set up a trigger. The trigger determines the input file pattern or database pattern that contains the actual input record for matching. In most cases, you indicate the input file naming pattern, that is, a file naming convention and extension that is exclusive to your Workflow, or a database table that D&B Integration Manager searches for in the trigger directory or local database respectively.

Import

For automatic batches only, you must set up the import parameters and save them in the automatic batch Workflow. You are not actually importing the matching file here but rather a sample file that defines the layout.

Mapping

Map the columns of the input table, which is created as part of the import process, to the basic fields that are considered during matching such as Company Name, Address, City, State/Province, Zip/Postal Code, Telephone, PO Box and Country. You can also provide multiple mappings, or you can map customer-specific client keys. For more information, refer to the D&B Integration Manager Advanced User Guide.

Input

For NLMI batches only, the input is the combination of Import and Mapping. You can import a UTF8/UTF16 encoded input file that contains Chinese, Japanese, and Taiwanese data for matching.

Candidate Selection

Define candidate selection parameters for all types of batches. Narrow the matched candidates by limiting the search options and excluding candidates based on filters. If a candidate is not identified from the local Common Customer Directory, you can expand the search to the remote D&B Data Center or to Personalized Investigation.

Quality

Define the acceptable threshold of candidate matching. Quality parameters are available for all types of batches. Quality includes both a Confidence Code Threshold and a Grade Threshold. The higher the confidence code, the greater the quality of the match results.

Tie Breaking

Define the tie-breaking priority for candidate matching. D&B Integration Manager uses tie-breaking to determine the better match between two available records with the same confidence code. Tie-breaking parameters are available for all batch types. You can also provide Multiple Mapping tie-breaking priorities.

User Scripts

Use scripts to configure custom instructions for a batch job. Multiple scripts can be associated with a batch, but D&B Integration Manager executes only one at a time. For configurations in Windows, scripts are .BAT files, in UNIX .SH files, and in both environments as .SGL files.