Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Overview

Overview

You can enrich and augment your business entity data with data from third-party data providers. You can integrate with Data as a Service (DaaS) providers to access data that is reliable, accurate, and complete. You can request a DaaS provider for relevant business entity information, such as revenues, parent-child or corporate linkages, detailed company profiles, and D-U-N-S numbers. You can use the data from the DaaS providers to create and update business entity records.
You can enable or disable the access to the DaaS providers. You can configure access to the DaaS services based on the user roles and the operations that a user performs. For example, you might enable a service only when a user creates a record. You can specify the business entities that you want to enrich with the DaaS data. You can select the business entity fields that you want to populate with the data from the DaaS provider. You can request data from the DaaS provider, compare the search results, and select the records that you want to convert and merge into a business entity record.
To integrate with a DaaS service, you must first register with the DaaS provider. In the Provisioning tool, you must create the required configurations, create a DaaS component, and add the component to a
Data Director
record view layout. When you open the record view for a business entity record, the DaaS providers appear in the DaaS panel.

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