Manage a Data Integrity Process

For Data Integrity, you can edit an existing process, take action on a process, export managed record data, view process history, and manage records.

Edit Existing Data Integrity Process

1. From the left navigation bar, go to Orchestration > Data Integrity.
2. Click an existing process.
3. Click Edit Process and edit the process as needed.
   Important: You can’t edit processes that are In-Progress.

Manage Data Integrity Process

1. From the left navigation bar, go to Orchestration > Data Integrity.
2. Select the checkbox next to a process and click Take Action.
   Tip: You can also select multiple processes.
3. Select from the following actions:
   Important: You can’t deactivate or delete processes that are In-Progress.
   • Activate
   • Deactivate
   • Delete
     

View Process History

You can view detailed information and statuses for all processes. From the Data Integrity table, click on a process to see the following sections:

Details Tab

High-level summary about the process.

• Process status: Status of most recent process.
• Member count: Number of records managed by the process.
• Next scheduled run: Date and time of next scheduled process.
• Process name, description, member type, enrichment frequency, integration, created by, and created date.
  Tip: You can edit the process name and description by hovering over the fields and clicking the pencil icon.

History Tab

Complete log about the historical processes.

• Start Time: The date and time the process started.
• Last Updated By: User that last updated the process.
• Records Managed: Number of records processed in that specific run.
• Status: Status of particular run of a process.
• Status Detail: Number of records enriched, skipped, or failed.
  Tip: An enrichment may be skipped or failed due to the following issues:
  • No match for the record
  • No updates necessary
  • No available credits

Managed Records Tab

Details about the records that are part of the process. From the table you can:

• Use top quick filters to view specific records based on Enrichment Status or Match Status.
• Search for records in the search bar.
• Export a report of all managed records for a process. The report includes all columns from the Managed Records table plus additional Demandbase fields with their latest values. To export data, click the top right Export button.
  Tip: The report reflects any filters applied, so the number of records in the report may differ from the total managed record count.
• Select Edit Columns to add and view record ID, company name, lead or contact name, email,  last enrichment date, last process run date, match status, and enrichment status. The definitions for Match and Enrichment Status is as follows:
  • Match Status
    • Matched: The record is matched to Demandbase data.
    • Not Matched: No corresponding record is found in Demandbase data.
    • Not Evaluated: The record could not be matched because due to insufficient credits (credits are not deducted for these records.)
  • Enrichment Status
    • Enriched: The record is matched to Demandbase data, and CRM/MAS data has been enriched.
    • Not Enriched: The CRM/MAS data was not enriched due to an error, no matching record, or insufficient credits.
    • Up to Date: A matched record is found, but data is already up-to-date compared to Demandbase data.

Important:  It may take up to 30 minutes after a process completes for the data to fully update.