1. Identify all onboarding channels
Prompt
"Agent receives the data in question with additional information on where to gather more information."
What comes back
A new onboarding record from the CRM web portal:
Additional detail may exist in the ERP supplier module and the procurement intake form. Recommended next step: search the D&B database to resolve this record to a verified D‑U‑N‑S® Number and fill the missing fields.
| Source | Input name | Input address | Country | Available fields | Missing |
|---|---|---|---|---|---|
| CRM web portal | Meridian Precision | 2800 Industrial Pkwy, Austin TX | US | Name, partial address, country | Suite number, phone, D‑U‑N‑S, registration number |
2. Triage the data sets
Prompt
"Triage records for automatic identification vs. manual review."
MatchToolCompany Entity Resolution
What comes back
One record processed and auto-identified: the input (Meridian Precision, 2800 Industrial Pkwy, Austin TX, US) is a high-confidence match to D‑U‑N‑S ••••••035 — Meridian Precision Components, Inc., 2800 Industrial Pkwy, Ste 100, Austin, TX 78744. Acceptance rule applied: name similarity ≥ 90% + address match + country match. No records were forwarded for manual review.
3. Select and search the D&B database
Prompt
"Can you give me the D‑U‑N‑S for the Company Meridian Precision in Country US in City Austin?"
MatchToolCompany Entity Resolution
What comes back
A high-confidence match:
D‑U‑N‑S: ••••••035
Registered name: Meridian Precision Components, Inc. (registry match)
Address: 2800 Industrial Pkwy, Ste 100, Austin, TX 78744, US (verified)
Match evidence: Name similarity 95% + city match + country match
Status: Active — operationally active
D‑U‑N‑S: ••••••035
Registered name: Meridian Precision Components, Inc. (registry match)
Address: 2800 Industrial Pkwy, Ste 100, Austin, TX 78744, US (verified)
Match evidence: Name similarity 95% + city match + country match
Status: Active — operationally active
4. Trigger workflow for data enrichment and update
Prompt
"Meridian Precision Components, Inc. is the correct company, please write the D‑U‑N‑S in our Database CRM."
DataToolCompany Information
What comes back
The agent confirms the update to the CRM record: write D‑U‑N‑S ••••••035, registered name Meridian Precision Components, Inc., address 2800 Industrial Pkwy, Ste 100, Austin, TX 78744, US, phone +1 512-555-••••, website meridianprecision.com, status Active. Proposed enrichment: industry codes (SIC 3599 / NAICS 332710), employee count (342), year started (2009), and corporate hierarchy linkage (parent D‑U‑N‑S ••••••612).
Go deeper: Beneficial ownership, principals, and full corporate hierarchy are available with enterprise access to extend this record into a KYC-ready profile.
Go deeper: Beneficial ownership, principals, and full corporate hierarchy are available with enterprise access to extend this record into a KYC-ready profile.
Above is an illustrative example using a synthetic company with representative D&B data elements.