Onboard a supplier

Verify supplier identity, ownership, and risk information to support confident onboarding decisions.

Agent integration prerequisite: The agent requires read/write access to first-party supplier records and approval workflows across the customer’s ERP, CRM, and procurement systems.

1. Access supplier data

Prompt

"Provide me with D‑U‑N‑S number and registered company names for Meridian Precision Components, 2800 Industrial Pkwy, Austin, TX 78744."

MatchToolDataToolCompany Entity Resolution

What comes back

D‑U‑N‑S: ••••••035 (verified)
Registered name: Meridian Precision Components, Inc. (registry match)
Address: 2800 Industrial Pkwy, Ste 100, Austin, TX 78744, US
Match confidence: High
Status: Active — operationally active
Industry: SIC 3599 / NAICS 332710
Employees: 342
Start year: 2009

2. Check supplier records

Prompt

"Check if Meridian Precision Components, Inc. (D‑U‑N‑S ••••••035) exists in internal systems, retrieve internal IDs, and highlight potential duplicates."

What comes back

Cross-system match report:
SystemMatch foundInternal IDName on recordDuplicate risk
ERPYesSUP-04821Meridian Precision CompPossible duplicate (name truncated, no D‑U‑N‑S)
CRMNo———
Procurement portalNo———
Recommendation: ERP record SUP-04821 is likely the same entity (name similarity 92%, address match). Update SUP-04821 with the verified D‑U‑N‑S ••••••035 and full registered name rather than creating a new record.

3. Data harmonization

Prompt

"If Meridian Precision Components, Inc. (D‑U‑N‑S ••••••035) already exists in internal systems, update the record with D‑U‑N‑S and available D&B data. If it doesn't exist, create a new record."

DataToolCompany InformationGlobal FinancialsCompany Financials

What comes back

Result: update the existing record. ERP record SUP-04821 will be updated — name → Meridian Precision Components, Inc.; D‑U‑N‑S → ••••••035; address → 2800 Industrial Pkwy, Ste 100, Austin, TX 78744, US; phone → +1 512-555-••••; website → meridianprecision.com; industry → SIC 3599 / NAICS 332710; employees → 342; parent D‑U‑N‑S → ••••••612. New records: create a supplier record in CRM and the procurement portal with the verified D&B data and link them to ERP SUP-04821.

Go deeper: Corporate hierarchy, beneficial ownership, and principals data are available with enterprise access to build a complete supplier master record.

4. Trigger workflows

Status update

"Update status for supplier Meridian Precision Components, Inc. (D‑U‑N‑S ••••••035) to approved in internal systems."

Notifications

"Notify compliance and procurement teams of status change for Meridian Precision Components, Inc. (D‑U‑N‑S ••••••035)."

What comes back

Proposed status update: new status Approved; target systems — ERP (SUP-04821), CRM (new record), procurement portal (new record); effective date 2025-06-25; annual review cycle. Awaiting confirmation.

Prepares notifications: Compliance (email) — supplier approved, risk rating Low, D&B rating 3A2, documentation available; Procurement (email + Slack) — approved and active in ERP (SUP-04821), CRM, and procurement portal, standard Net 30 terms, ready for PO creation. Next steps: generate the supplier onboarding checklist and schedule the annual review for June 2026.

Above is an illustrative example using a synthetic company with representative D&B data elements.

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