Business Match Tool

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.

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 drop-down 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 are run 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 a CASS Results Codes of AS01 or AS02 will be 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 one 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 will produce two 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 detailing 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.

Output license restrictions

According to the data license agreement, this file can only be used for analytical purposes and therefore fields such as Contact name, address and phone numbers cannot be included in the output though these fields can be queried. If you wish to license these fields, please contact your Customer Support Engineer.