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Prior to loading any records/data into the Matchbook Portal for processing, there are a few configuration settings that need to be set by the organization’s Admin. These configurations dictate how the data will be processed and should be related directly to the business rules/needs. Upon completion of the configuration steps, users will be ready to import data into the portal for processing.

There are two main configuration categories that need to be reviewed by the admin:

  1. Portal Settings
    • Feature settings
    • Users settings
    • Common settings
    • Integration Gateway
    • About Us
  2. D&B Settings
    • Feature settings
    • License settings
    • Identity Resolution settings
    • Data Enrichment settings
    • Monitoring settings
      • Direct 2.0
      • Direct+