.. _datastewardship: Data Stewardship ======================== Overview --------- Data Stewardship plays a crucial role in maintaining the quality, accuracy, and integrity of data across an organization. Stewards are responsible for managing data assets, ensuring that data is correctly matched, and resolving discrepancies during data processing. The stewardship process involves reviewing match candidates, handling low-confidence records, addressing unmatched data, and previewing matched results. .. figure:: _static/datastewardship/ds1.png *Data Stewardship Navigation* There are four primary categories of configurations that need to be reviewed. * Review match candidate * Low confidence * No match * Preview matched data Review Match Candidate ----------------------- The Review Match Candidates Interface provides data stewards with a comprehensive view of each matched record, allowing for detailed evaluation and action on potential matches. It includes key fields and actions to support accurate data resolution. .. figure:: _static/datastewardship/ds2.png *Review Matches* .. list-table:: :header-rows: 1 * - Field - Description * - InputId - A unique identifier for the incoming data record under review. * - SrcId - The source identifier indicating the origin of the data record. * - DnBDUNSNumber - A unique DUNS number used to identify a business entity in the Dun & Bradstreet system. * - DnBConfidenceCode - A confidence score representing the likelihood of an accurate match between records. * - DnBMatchGradeText - A textual representation of the quality of the match (e.g., AAAAA for high-quality matches). * - DnBMatchDataProfileText - A profile summary describing the key attributes of the matched data. * - CompanyName - The name of the company as provided in the input data. * - DnBOrganizationName - The organization name as recorded in Dun & Bradstreet's system. * - MGVCompanyName - The company name from the master global view used for validation. * - MDPVCompanyName - The validated company name from a master data profile view. * - DnBTradeStyleNme - The trade or brand name associated with the organization. * - DnBSeniorPrincipalName - The name of the senior principal associated with the company as recorded by Dun & Bradstreet * - Address - The complete address of the company or organization * - DnBStreetAddressLine - The street address line provided by Dun & Bradstreet for accurate location identification * - MGVStreetNo - The street number associated with the company's location as recorded in the MGV database. * - MDPVStreetNo - The street number for the company's address as listed in the MDPV database. * - MGVStreetName - The name of the street associated with the company in the MGV database. * - MDPVStreetName - The street name provided in the MDPV database for the company's address. * - City - The city where the company is located, as recorded in the address information. * - DnBPrimaryTownName - The primary town name associated with the company's location according to Dun & Bradstreet * - MGVCity - The city designation for the company as listed in the MGV database. * - MDPVCity - The city designation provided in the MDPV database for the company's address. * - State - The state in which the company is located, according to the address details. * - DnBTerritoryAbbreviatedName - The abbreviated name of the territory where the company is located as recorded by Dun & Bradstreet. * - MGVState - The state designation associated with the company in the MGV database. * - MDPVState - The state designation as listed in the MDPV database for the company. * - MGVPOBox - The P.O. Box number for the company, if applicable, in the MGV database. * - MDVPOBox - The P.O. Box number provided in the MDPV database for the company's address. * - PhoneNbr - The general phone number of the company for contact purposes. * - DnBTelephoneNumber - The official telephone number of the company as recorded by Dun & Bradstreet. * - MGVTelephone - The telephone number associated with the company in the MGV database. * - MDPVTelephone - The telephone number listed in the MDPV database for the company. * - PostalCode - The postal code for the company's address, essential for mailing purposes. * - DnBPostalCode - The postal code provided by Dun & Bradstreet for accurate address identification. * - DnBPostalCodeExtensionCode - The extension code for the postal code according to Dun & Bradstreet, enhancing address specificity. * - MGVZipCode - The zip code associated with the company as recorded in the MGV database. * - DnBCountryISOAlpha2Code - The two-letter ISO code for the country where the company is located, as per Dun & Bradstreet. * - DnBAddressUndeliverable - Indicates whether the provided address is deliverable or not, according to Dun & Bradstreet. * - DnBOperatingStatus - The current operational status of the company as recorded by Dun & Bradstreet. * - DnBFamilyTreeMemberRole - The role of the company within its corporate family tree as specified by Dun & Bradstreet. * - DnBStandaloneOrganization - Indicates if the company operates independently without being part of a larger corporate structure. * - DnBDisplaySequence - The order in which the company information is displayed in listings, as determined by Dun & Bradstreet. * - MGVDensity - A measure of the company's market density or concentration in its operational area as recorded in the MGV database. * - MGVUniqueness - A metric indicating how unique the company is within its industry or sector in the MGV database. * - MGVSIC - The Standard Industrial Classification (SIC) code that categorizes the company’s primary business activity according to MGV. Low Confidence -------------- The Low Confidence section of data stewardship is dedicated to managing low-confidence records that require user intervention for accurate data stewardship. The tools available allow users to filter, accept, reject, and score data to maintain high data integrity. For example, if your Auto-Acceptance rule accepts candidates with a confidence code of 8, 9, or 10, the low confidence queue will include D&B candidates with a confidence code of 7 or lower. .. figure:: _static/datastewardship/ds3.png *Low Confidence* .. list-table:: :header-rows: 1 * - Field - Description * - Src Id - A unique source identifier for each record. * - Company/Registration Number/Domain/Email/DUNS - Information such as company name, registration number, domain, email, or DUNS number to identify the entity. * - Address - The physical location of the company. * - City/State/Zip - Location details broken down into city, state, and postal code for precise matching. * - Country - The country where the company is located. * - Phone - The contact number associated with the company. * - Matches - Lists potential matches for the record based on predefined matching criteria. * - Match Selected - Option to select a match from the available candidates * - Reject All Match Candidates - The option to reject all listed match candidates allows users to dismiss inaccurate matches. Once rejected, the record is transferred to the No Match queue for further processing. * - AI - Info icon that opens the **AI Stewardship** window, showing how the AI reached its result. Shown when AI Data Stewardship is enabled. See :ref:`ai_stewardship`. .. raw:: html
Alternatively, there are Additional Actions.
.. figure:: _static/datastewardship/ds4.png *Additional Actions* Reject Records +++++++++++++++ Provides the option to reject selected records from the dataset, allowing users to remove entries that don’t meet quality standards or are found irrelevant to the data objectives. .. figure:: _static/datastewardship/ds5.png *Reject Records* .. list-table:: :header-rows: 1 * - Field - Description * - Src Record Id - Displays the source record ID for easy reference. * - Import Process - This process involves bringing in new records or data entries, often from external files or databases, into the system. * - City - Specifies the city information for each record being imported, ensuring location accuracy. * - State - Identifies the state or region associated with each record, aiding in geographic categorization and matching criteria. * - Country - Allows users to specify or select a country. * - Country Group - Provides an option to select a predefined country group. * - Confidence Code - Allows users to filter records by selecting a specific confidence code. * - Tags - Labels used to categorize and organize data for easier search and retrieval .. raw:: html
Purge from Matchbook: If chosen, the record will be permanently removed from Matchbook, making it unavailable for future matching.
Reject Records on the Page +++++++++++++++++++++++++++ Allows users to reject all records currently displayed on the page. This action is useful when multiple records do not meet confidence criteria and need to be collectively excluded. A confirmation screen pops up asking for Confirmation. .. figure:: _static/datastewardship/ds6.png *Reject Records on the page* Accept Records from File +++++++++++++++++++++++++ Enables users to import and accept records from an external file, allowing for seamless integration of new data that has already been verified or meets certain criteria. Apply Match Rules ++++++++++++++++++ This feature applies predefined matching rules across the dataset, ensuring consistency and enhancing data accuracy. It’s especially useful for systematically aligning records and minimizing duplicates. Configure Scoring ++++++++++++++++++ Allows users to adjust scoring settings for the match candidates, setting priorities based on relevance and confidence. Configuring scoring helps in ranking records, making it easier to identify higher-priority matches. No Match --------- The No Match section in data stewardship includes inquiry records that returned D&B candidates exceeding our minimum Match Criteria. It is essential for ensuring accurate accounting of all potential data, either by editing current input records or flagging them for further investigation. .. figure:: _static/datastewardship/ds7.png *No Match* .. list-table:: :header-rows: 1 * - Field - Description * - Src Id - Unique identifier assigned to each source record for tracking purposes. * - Company/Registration Number/Domain/Email/DUNS - Entity identification details, such as company name, registration number, domain, email address, or DUNS number, for accurately recognizing the organization. * - Address - The complete address of the entity, aiding in location-based match verification. * - City - The city where the entity is located, part of the full address context. * - State - The state or province information, adding specificity to the location * - Zip - Postal code for the entity's location, critical for distinguishing between similar records. * - Country - The country associated with the entity, ensuring global consistency in matches. * - Phone - Contact number for the entity, useful for validating the authenticity of the match. * - Language - The preferred language for communications with the entity. * - Error Code - Numeric codes indicating any errors identified during the matching process. * - Error Description - A textual description of the error for quick troubleshooting. * - Reviewed - Checkbox indicating whether a record has been reviewed by a steward. * - Select All - Option to select all records for bulk actions or review. * - Search - A search feature to quickly find specific records or match candidates. * - AI - Info icon that opens the **AI Stewardship** window, showing the AI's decision, confidence and reasoning for the record. Shown when AI Data Stewardship is enabled. See :ref:`ai_stewardship`. .. raw:: html
Alternatively, there are Additional Actions
.. figure:: _static/datastewardship/ds8.png *Additional Actions* Purge ++++++ Allows users to permanently delete selected records from the system. This action is typically used to remove outdated, irrelevant, or duplicate data, ensuring only high-quality and relevant records are retained in the dataset. .. raw:: html
Toggle between Purge Records and From File
Select between the toggle options to enable users to either purge records directly from the system or delete records from an uploaded file, streamlining the process of bulk data cleanup from external sources. .. figure:: _static/datastewardship/ds9.png *Toggle Purge Records and From File* .. list-table:: :header-rows: 1 * - Field - Description * - Src Record ID - Provides the option to purge records based on a specific Source Record ID, enabling precise targeting of individual records. * - Import process - Filters records for purging based on the import process used, helping to clear data associated with specific imports. * - City - Enables purging of records by city, with an option for exact city matches to refine the deletion criteria. * - City Exact Match - Deletes records that exactly match the specified city, ensuring no partial matches are included. * - State - Allows purging of records by state, narrowing down data cleanup by location. * - State Exact Match - Removes records that exactly match the specified state, excluding similar names or abbreviations. * - Country - Filters records for deletion by country, providing a broader geographical scope for data cleanup. * - Country Group - Allows purging of records grouped by country category, aiding in the efficient removal of regional data. * - Tag - Enables purging based on specific tags assigned to records, allowing thematic or categorical data cleanup. Re-match +++++++++ The Rematch Records section allows users to re-evaluate and update existing records based on specific criteria, ensuring data accuracy and relevance. .. figure:: _static/datastewardship/ds10.png *Re-Match* .. list-table:: :header-rows: 1 * - Field - Description * - Src Record ID - Enter the Source Record ID to target specific records for re-matching, allowing precise updates to the dataset. * - Import process - Select the import process used for the records to facilitate re-matching, ensuring consistency with the original data source. * - City - Specify the city to filter records for re-matching, enabling location-based updates to improve data quality. * - City Exact Match - Choose this option to limit re-matching to records that exactly match the specified city, eliminating partial matches. * - State - Enter the state to refine the re-matching process, focusing on records tied to specific state data. * - State Exact Match - Select this option to restrict re-matching to records that precisely match the specified state, ensuring accurate geographic filtering. * - Country - Choose the country to filter records for re-matching, allowing for country-specific data accuracy enhancements. * - Country Group - Select the relevant country group to facilitate broader regional re-matching, improving data organization and relevance. * - Tag - Assign specific tags to filter records during the re-matching process, helping to categorize and organize data efficiently. .. raw:: html
Investigate
The Investigate section allows users to delve into selected records for a comprehensive analysis, enabling thorough examination of data details and context to facilitate informed decision-making regarding their accuracy and relevance. .. raw:: html
Mark Reviewed
The Mark Reviewed action allows users to designate specific records as "reviewed," indicating that they have been thoroughly analyzed and require no further action, thereby streamlining workflows and enhancing data management clarity. .. raw:: html
Unmark Review
The Unmark Review option enables users to remove the "reviewed" status from previously marked records, allowing for re-evaluation and reassessment of data that may require updated scrutiny due to new information or changes in criteria. Preview Matched Data --------------------- The Preview Matched Data section allows data stewards to review finalized matched records before confirming them for further use. This ensures that only accurate and verified data is accepted into the system. .. figure:: _static/datastewardship/ds11.png *Preview Mathched Data* .. list-table:: :header-rows: 1 * - Field - Description * - DUNS Number - A unique identifier for the company provided by Dun & Bradstreet to standardize business information * - Source Record ID - The identifier for the original record from the source data. * - Company/Registration Number/Domain/Email/DUNS - The matched entity’s identifying information, including company name, registration number, domain, email, or DUNS number. * - Address - The complete address of the matched company, ensuring location accuracy. * - City - The city component of the matched address. * - State - The state or province where the matched entity is located. * - Postal Code - The postal code for the entity’s address, part of location-based verification. * - Country - The country where the company operates, ensuring consistency in global records. * - Accepted By - The steward or system that confirmed the match, ensuring accountability for accepted data. **Auto-Acceptance** means the match was confirmed by AI Stewardship; otherwise the reviewing user's name is shown. * - Enrichment Data - Additional data points added to enhance the record, such as updated contact details or industry information. * - Download - Option to download the matched data for further analysis or reporting. .. raw:: html
Additional Actions
.. figure:: _static/datastewardship/ds12.png *Additional Actions* .. list-table:: :header-rows: 1 * - Field - Description * - Source Record ID - Enter the Source Record ID to filter records, enabling users to locate specific entries for review or action. * - Import Process - Select the relevant import process to narrow down records associated with specific data imports, facilitating targeted data management. * - City - Specify a city to filter records based on geographical location, helping to focus on data pertinent to a specific area. * - City Exact Match - Enable this option to restrict the filter to records that exactly match the specified city, eliminating any partial or similar city names. * - State - Enter the state to further refine the search, targeting records associated with specific state data for improved accuracy. * - State Exact Match - Choose this option to filter records that exactly match the specified state, ensuring precision in geographic filtering. * - Country - Select the country to filter the records, allowing for updates or reviews based on country-specific criteria. * - Country Group - Specify a country group to facilitate broader regional filtering, enabling effective data management across related countries. * - Tag - Use this option to filter records by assigned tags, helping to categorize and manage data efficiently. * - Accepted By - Select the individual or team that accepted the records to narrow down the search based on responsibility, enhancing accountability in data management. Choose **All**, **Auto-Acceptance** or a specific user. * - Date From (UTC) - Specify a starting date in UTC format to filter records created or modified after this date, aiding in tracking recent changes. * - Date To (UTC) - Enter an ending date in UTC format to filter records created or modified before this date, helping to define a specific timeframe for data review or action.