DB Data Enrichment AN OVERVIEW OF D SOLUTION

Components Batch Adapter C 360 Adapter - Match & Enrich - Batch loading - UI account creation D&B Direct Monitor - for keeping data current - Real-time data loads Supported D&B Products Match Company Profile Family Tree © 2019 GLOBALSOFT - PROPRIETARY AND CONFIDENTIAL

Batch Adapter D&B Direct Adapter for Informatica MDM Implementation Determine the functions to be executed Focus Execution during data loading from Source Systems Automatic, background, match/enrichment – Primarily: Best Match – Possible: multiple match candidates (written to table) © 2019 GLOBALSOFT - PROPRIETARY AND CONFIDENTIAL Installation Import in Hub Console as cleanse function Need to configure with license and credentials Determine source system for enrichment Define Input and Output parameters for the functions Create mappings to and from the functions Add any logic required to be executed during mapping Create a batch group to trigger these mappings

C 360 Adapter D&B Direct Adapter for Informatica C 360 Implementation Packaged solution Pre-built for C 360 Installation Interfaces directly with Customer 360 Focus Creation of accounts by Data Stewards Manual, foreground, match ― Primarily: multiple match candidates (displayed in UI for selection) Designed for C 360 data model and UI ― ”Plug&Play” for fast implementation Allows Data Steward to select match from list of candidates Automatically enriches once match is saved © 2019 GLOBALSOFT - PROPRIETARY AND CONFIDENTIAL Not much implementation required ― Mostly handled during installation Customization D&B data not pre-defined in C 360 data model ― Already mapped to Adapter ― Needs to be mapped from Adapter to C 360 will need UI enhancements to view new data Viewing of data May require changes to UI Trust or survivorship rules

Monitor D&B Direct Monitor for Informatica C 360 Implementation Landing table for data updated Need to map table into MDM Hub Installation Focus Registration of DUNS for Monitoring Install WAR on server conditions ― Need access to DUNS repository ― Create logic in mappings ― Create tasks for data steward Configuration Access to DUNS repository, and Keeps registered DUNS updated D&B Data to current D&B data Credentials ― Scheduled retrieval of change notices Monitoring Profile, called ― Processing of change notices into table © 2019 GLOBALSOFT - PROPRIETARY AND CONFIDENTIAL Options for handling specific ― Bundled with Tomcat ― Manual: allows selecting of specific DUNS ― Auto: will register all DUNS with scheduled background jobs for consuming change notice data “Reference” in D+ Additional steps required for ICHS deployment Don’t Forget Determine strategy for multiple environments ― Separate D&B credentials ― Synch Monitor with D&B

Hub Server Party ORS Change Notice Landing Table Replicate Notification Landing table Note: Customer will need to provide a Data base for use with Monitor Client’ s Net wor k I CH S/DI Replicate Party DUNS D&B Direct API ICHS/MDM Monitor Implementation in ICHS DQ/DI Replication performed by DQ/DI Store Notifications DUNS Table (Mirror from DB) Register DUNS for Monitoring Landing Table MONITOR Tomcat Server DUNS Registration & Entity Notification Retrieval

D&B Data Enrichment Process Flow Batch Adapter C 360 Adapter Monitor © 2019 GLOBALSOFT

D&B Direct Enrichment Solution Components M DM UI API C 360 ADAPTER UI Configuration Code MDM H UB SOURCE SYST EMS Hub Configuration Code Provisioning Code Components available as part of Data Enrichment Solution Hub Data Model D&B Direct API Provided as part of C 360 or need to be configured separately if C 360 not purchased SFTP BATC H ADAPTER MONITOR Tomcat Server

M DM UI Cleanse Match call UI Configuration Code DATA LOADS MDM H UB SOURCE SYST EMS Hub Configuration Code Hub Data Model New Records DUNS API D&B Direct Enrichment – Background / Automatic Loading records triggers Identity Resolution SFTP BATC H ADAPTER Best Match

M DM UI DCP Linkage Call UI Configuration Code MDM H UB SOURCE SYST EMS Hub Configuration Code Hub Data Model D&B DATA BATC H ADAPTER API D&B Direct Enrichment – Background / Automatic Enrichment call made once DUNS received SFTP DUNS Firmographics/ / Family Tree

D&B Direct Enrichment – Foreground / Manual Create New Organization Data Steward creates new Organization 3 MDM H UB M DM UI 2 Daa. S API makes call API Selects D&B Adapter, selects “Get Matches” UI Configuration Code Hub Data Model C 360 ADAPTER Provisioning Code Daa. S Framework 4 Cleanse Match call D&B Direct API 1 SFTP

D&B Direct Enrichment – Foreground / Manual Create New Organization ◎ Org A ◎ Org B ◎ Org C Selection made from list of Candidates 6 MDM H UB M DM UI 7 List of Match Candidates presented to Steward UI Configuration Code Hub Data Model Response to Daa. S/API C 360 ADAPTER Provisioning Code 5 Response with Match Candidates INCLUDES: - Cleansed information about Org - Match Grade text API D&B Direct API 8 SFTP

D&B Direct Enrichment – Foreground / Manual Company Profile 8 Upon selection, request DCP Name ◎ Org A ◎ Org B DUNS ◎ Org C Address DCP Response API M DM UI 11 Full info saved to table UI Configuration Code 12 MDM H UB UI refreshed with Full Company Profile information Hub Configuration Code Hub Data Model C 360 ADAPTER Provisioning Code 9 DCP Call using DUNS D&B Direct API 10 SFTP

D&B Direct Enrichment – Foreground / Manual Full Linkage Response API M DM UI 11 17 UI Configuration Code Organizational Hierarchy displayed in UI Provisioning Code Hub Configuration Code MDM H UB 18 Full info saved to table Linkage MDM C 360 ADAPTER Hub Data Model 14 DUNS picked up from Queue 15 Linkage call, using DUNS D&B Direct API 16 SFTP 13 DUNS written to Queue

D&B Direct Enrichment – Monitoring Manual Registration of DUNS for Monitoring Request DUNS available for Registration M DM UI API 3 Select ALL or specific DUNS 4 Submit to Register UI Configuration Code MDM H UB Hub Configuration Code Hub Data Model 2 a 2 b Request records with DUNS not Registered Return records with unregistered DUNS 5 Monitor creates Registration Job and sends Registration request to D&B MONITOR Tomcat Server 6 D&B Direct API 1 SFTP Check for exceptions (every 30 minutes)

M DM UI API UI Configuration Code MDM H UB Hub Configuration Code Hub Data Model 2 a Request records with DUNS not Registered 2 b Return records with unregistered DUNS 5 Monitor creates Registration Job and sends Registration request to D&B MONITOR Tomcat Server 6 D&B Direct API D&B Direct Enrichment – Monitoring Auto Registration of DUNS for Monitoring SFTP Check for exceptions (every 30 minutes)

M DM UI API UI Configuration Code MDM H UB Hub Configuration Code Hub Data Model D&B Direct API D&B Direct Enrichment – Monitoring Change Notifications SFTP 2 Monitor processes Change Notices and inserts in Landing Table. Aggregates multiple changes for a DUNS into a single row MONITOR Tomcat Server 1 Monitor receives Change Notice from D&B (scheduled)