Speed up Partner Setup With Centralized Customer Onboarding

Navigate through your business relationships using clear, interactive diagrams. Switch between hierarchical trees, network graphs or matrix layouts to explore different aspects of your connections.

Click into specific entities to see detailed information, and use filters to focus on the parts of your network that matter most.

Distinguish different types of relationships through color coding and icons, while interactive elements show you more context about entities and their connections as you explore.

Pan, zoom and reorganize your view to understand complex relationship structures from any angle.

Build multiple views of your organizational structures to match how you do business. Set up separate hierarchies for legal entities, sales territories, brand relationships and other important dimensions.

Move entire branches with drag-and-drop tools, and automatically update attributes across levels when things change.

Copy existing hierarchies to create new variations while keeping original structures intact.

Handle organizational changes quickly by reorganizing hierarchies and maintaining records of previous arrangements to track your history.

Find and validate connections in your business partner data using machine learning algorithms. Then compare company details, addresses and contact information to uncover likely relationships automatically.

Pull in additional data from D&B to validate your connections and add valuable context like industry classifications and corporate family trees.

Get alerts when data changes suggest new relationships, and verify these connections through your data stewards.

Keep your relationship data accurate and current through continuous monitoring and validation.

Keep your relationship data consistent everywhere by connecting your MDM system directly with your business applications.

Push updates automatically to all connected systems whenever changes occur.

Use ready-made connectors for popular CRM and ERP systems, and customize data mapping rules to match your needs.

Catch and fix data conflicts before they cause problems, and monitor your entire system to spot and resolve synchronization issues quickly.

Add new entities to your account structures quickly while maintaining accurate relationships.

Create templates for common expansion patterns and set rules for copying attributes to new entries automatically.

Send new additions through approval workflows and check them against existing data to prevent duplicates.

Handle transition periods smoothly with temporary relationship assignments and gradual implementation of business rules.

Control who sees and edits your relationship data through detailed permission settings.

Create access profiles based on user roles and limit them to specific hierarchy types, levels or branches.

Set broad permissions like "view all partners in North America" or narrow ones like "edit billing relationships for specific accounts."

Track every permission change and data access, while automatic checks stop unauthorized changes to your critical relationship data.