Business Match Tool Icon

Business Match Tool

Version:
2022.3
Last modified: November 29, 2022

The Dun & Bradstreet Business File Match tool helps users match their customer or prospect file to the Dun & Bradstreet business file. The customer file needs to contain the full address information—street address, city, state, and ZIP—because the customer’s file is run through CASS to standardize the address fields before any matching is performed, which will improve match rates.

A Company Name field is a required field as many businesses can be in the same physical address and data isn’t always as granular as having a suite number. In this case, a Soundex key is generated for the Company Name for more accurate matching.

Tool Installation

This tool is a macro that requires a separate data install and license. To use this tool, contact your Account Executive.

Configure the Tool

  1. Select the business company name from the dropdown list.
  2. Specify whether to run the records through CASS or not.
    • Run the file through CASS: Choose this option to run all input records through the CASS tool for address standardization. The CASS address fields are used to match against the Dun & Bradstreet Business file.
      • Include unmatched CASS records in matching process: Attempts to match all input records, not just those that were successfully CASS certified. When unchecked, only records that got CASS Results Codes of AS01 or AS02 are used in the match process.
      • Specify the required fields:
        • Address is a required field.
        • Address2 is an optional field.
        • City, State, and ZIP are required. Specify if these are in separate fields or in 1 combined field.
    • Records have already been through CASS so do not need CASS processing: Choose this option if your records have already been CASS certified. Specify the required fields:

      • CASS Address
      • CASS Suite
      • CASS City
      • CASS State

View the Output

The macro produces 2 outputs:

  • Left anchor: Contains all original input information plus any matching D&B information for all licensed D&B fields.
  • Right anchor: Contains a report that details the number of input records that matched at each level, with a percentage based on the total number of input records. The match level descriptions are also provided to allow easy reference and understanding of the levels.

Matching Methodology

Since both the D&B database and the incoming file are run through the CASS tool, the first step is to perform a Calgary Join on address + suite, city, state, ZIP. Once the D&B records are pulled out of the Calgary tool based on the previous match logic, several joins are performed to determine the best match.

US Address Level Matches

  • Match Level A: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and Business Name.
  • Match Level B: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and amended Business Name.
  • Match Level C: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and Secondary Business Name.
  • Match Level D: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and amended Secondary Business Name.
  • Match Level E: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and the soundex key for the Business Name.
  • Match Level F: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and the soundex key for the amended Business Name.
  • Match Level G: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and the soundex key for the Secondary Business Name.
  • Match Level H: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and the soundex key for the amended Secondary Business Name.

Canada Address Level Matches

  • Match Level A: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and Business Name.
  • Match Level B: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and amended Business Name.
  • Match Level C: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and the soundex key for the Business Name.
  • Match Level D: Record matched on CASS_Address, CASS_Suite, CASS_ZIP and the soundex key for the amended Business Name.
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