Account data enrichment from the open Internet sources FAQ

•Data enrichment cannot find account information. Why?

•Why does the list of found data contain invalid values?

•How do I limit the number of records in the data enrichment window?

Data enrichment cannot find account information. Why?

Data enrichment function searches account information in open sources. The list of the sources is confidential. If the search does not return any account information, please try the following:

• Ensure that data enrichment function is properly configured in your Creatio.

• Ensure that account name matches the corresponding company name.

• Add at least one company website in the [Web] field of the account page. Ensure that the specified website address is correct.

• Specify company email.

• Check the [Social links enrichment limit], [Phone number enrichment limit] and [Email enrichment limit] system settings. Their values must not be “0”.

If the problem persists, the following may be the case:

• There is no information about the company in the open sources, or Creatio could not find the company based on the entered data. Please contact Creatio support and send a list of companies that cannot be found. We will use this information to improve the data enrichment function.

• Creatio was unable to find new information. All information obtained through data enrichment is already available in the account profile.

New Creatio versions will use more sources and better search algorithms for data enrichment.

Why does the list of found data contain invalid values?

Creatio searches information in unstructured data from the open sources using AI-like algorithms that can process unclear data. As a result, the data enrichment window may contain invalid communication options. We recommend reviewing the data enrichment results before saving them in the account profile.

The data search and recognition algorithms will be perfected with each Creatio update.

How do I limit the number of records in the data enrichment window?

Open sources may contain dozens of communication options for certain companies, such as emails of different departments, branches and offices. Use the following system settings to limit the number of different types of communication options displayed in the data enrichment window:

• [Social links enrichment limit]

• [Phone number enrichment limit]

• [Email enrichment limit]

By default, each limit is set to “10”.

To change the limit:

1.In the system designer, open the [System settings] section.

2.Go to the [Creatio cloud services] > [Data enrichment] folder and open the needed system settng.

3.In the [Default value] field, enter the maximum number of communication options to display in the data enrichment window.

As a result, Creatio will limit the number of communication options of this type displayed in the data enrichment window.

See also

•How to enrich the account data from the open Internet sources