Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to enrich the account data from the open Internet sources

Use the [Enrich data] action to run automatic search for account information. Click the btn_account_data_enrichment.png button to run this action.

Note

To access the data enrichment function, you need to have permission for the [Can enrich account data] system operation.

Note

Before running the data enrichment, make sure that the account profile contains at lease company name and website address.

As a result, Creatio will search open sources for the following account data:

  • email addresses

  • phone numbers

  • account profiles in Twitter, LinkedIn, Google+, Youtube, Instagram, SlideShare and Pinterest social networks.

When the search is complete, a window with a list of found communication options will open (Fig. 1).

Fig. 1 Data enrichment window

scr_account_data_enrichment_search_window.png 

You can edit the communication options in this window. Select records that must be added to the account page and click [Add]. The data will be saved on the account page:

  • email addresses will be saved as “Email” communication options

  • phone numbers will be saved as “Primary phone” communication options

  • Facebook profile pages will be saved as “Facebook” communication options

  • Twitter profile pages will be saved as “Twitter” communication options

  • LinkedIn, Google+, Youtube, Instagram, SlideShare, Pinterest profile pages will be saved as “Web” communication options.

To run the search again, click the btn_account_data_enrichment_refresh.png button in the data enrichment window.

Note

You can change the number of displayed communication options of each type using system settings. Read more >>> 

See also

Set up data enrichment

Account data enrichment from the open Internet sources FAQ

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