The customer first identifies the CRM records and data fields that need to be validated or enriched.

This might include:

Only the data required for the agreed enrichment process needs to be supplied.

The selected data is securely transferred for processing using an approved secure file-transfer method.

QWARE’s managed data-enrichment services support secure SFTP file transfer, helping protect customer information while it is being exchanged for processing.

The supplied records are analyzed and matched against trusted reference data.

Depending upon the services selected, the process can identify:

Sophisticated matching techniques can also help identify corresponding records even where the information held within CRM is incomplete or slightly different from reference information.

Where reliable matching information is available, additional or corrected information can be appended to the customer’s existing records.

Importantly, enrichment is designed to improve the customer’s existing CRM data rather than simply replace it.

This provides an opportunity to retain existing information while adding trusted data that can be reviewed before updating Dynamics 365.

Once processing is complete, the results are securely returned for review.

The returned information can distinguish between:

This provides transparency over what has changed before information is applied to the CRM system.

Paribus can then form part of the controlled process for reviewing and applying the results within Dynamics 365.

Rather than blindly updating CRM records, organizations can establish business rules around which changes can be automated and which require additional review.

Note: Paribus 365’s data enrichment process adhere to the ISO 27001-aligned information-security controls and data-processing obligations.