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.

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.

Review Matches

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.

Low Confidence

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.

Alternatively, there are Additional Actions.

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.

Reject Records

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

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.

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.

No Match

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.

Alternatively, there are Additional Actions

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.

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.

Toggle Purge Records and From File

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.

Re-Match

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.

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.

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.

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.

Preview Mathched Data

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.
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.

Additional Actions

Additional Actions

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.
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.