Understanding SDP

• AI Score Lower Threshold

  FieldValueStatus and PrioritySee central listConfidence Level Match Reason"AI Score above threshold of [X]%"   SummaryUses AI-generated scores to suggest likely matches when deterministic rules cannot find a best match. Helps boost recall by leveraging ...

• Base Name Conflicting LE Suffix Any Address

  This rule is skipped for records that have a jurisdiction code (legal_entity_jurisdiction_code).   FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonChanges based on context   SummaryThis flow determines the best legal entity ...

• DUNS ID

  FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonDUNS ID   SummaryLinks supplier records to legal entities based on an exact DUNS ID match. This rule uses Matched Attributes (MAs). For additional information, see this article...

• Tax ID Business Number to Company Number

   FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonTax ID or business number matches to company number   SummaryThis matching rule determines the best legal entity match when an input record has a tax ID or business number tha...

• General Tax ID Match

   FieldValueStatus and PrioritySee central listConfidence LevelMediumMatch ReasonChanges based on context   SummaryLinks supplier records to legal entities based on an exact tax ID or business ID match. The record's country from the address must match th...

• DUNS ID and Any Name

  FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonDUNS ID and any name   SummaryLinks supplier records to legal entities based on an exact DUNS ID match and a name match.This rule uses Matched Attributes (MAs). For additional ...

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• Supplier Search User Guide

   Search for a supplier by its TealBook Supplier IDInput a TealBook Supplier ID within the TealBook SupplierID Filter and bring up the corresponding detailed supplier profile.This will always bring up one supplier profile if the user provides a valid Tea...

• Matching Logic

  Tealbook uses a rule-based system to evaluate legal entity (LE) candidates for each incoming supplier record (from the Vendor Master file).It aims to automatically select the best candidate without requiring user intervention. Each rule: Evaluates speci...

• Understanding Matched Attributes

  OverviewThe Matched Attributes (MAs) field available in your enrichment report identifies exactly which data points on an incoming record matched a candidate in our database. This level of transparency allows you to understand why a specific record was ...

• Legal Entities Input Schema and Template

  The Excel file linked below provides the data requirements Tealbook needs to properly match your suppliers with legal entities and enrich them. It has two tabs: Input Fields – details on each supported field. Template – a ready-to-use format for easier ...

• Legal Entities Data Model Refresh Rate

  Data freshness is a priority for TealBook. Each of our data packages comes from a variety of sources, with their own refresh rates outlined below. Data Package Refresh Rate Legal Entity Registration Data TealBook currently targets updating our...

• Tealbook Data Dictionary

  The TealBook Data Dictionary provides a structured reference for all attributes used by Tealbook. It is designed to help you understand the purpose of each field, how it is represented, and how it contributes to supplier data matching, enrichment or dis...

• Classic to SDP Dashboard Overview w/ Louis Standridge

   

• API Credential Management & File Uploading

  Note: Only users with Admin permissions can view and reset your organization’s API Credentials.   The first time that someone from your organization accesses the API Credentials page, you will have to Create Your API Credentials by clicking the respecti...

• Business Rules Engine

  Note: Only users with Admin permissions can modify your organization’s BRE configuration. Viewers can view the configuration. Overview The Business Rules Engine (BRE) is a tool that enables you to control which attributes are included in your enrichment...

• Adding New Users or Editing Existing Users

  Adding New Users Only users with Admin permissions can add or edit users within the SDP User Console. To add a new user or users: Navigate to the Team page. Hit the ‘Add User’ button. Enter the details for the 1+ users that you’d like to add, and assig...

• Admin vs Viewer Permissions

    There are currently 2 role options available in the SDP User Console: Admin and Viewer.     1    

• Accessing the Console

    At this time, there are two ways you can access the SDP User Console: Login with a username and password. Login via Google SSO. If your organization is new to SDP, you will need a TealBook representative to add the first admin user to your account....

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• Vendor Master and Spend Template Instructions

  🗂️ Vendor Master Tab: Why These Fields are RequiredProviding complete and accurate data in the Vendor Master tab is essential to ensure high-quality supplier matching and reliable downstream reporting. Here’s why each field is critical—and how missing i...

• Understanding Supplier Enrichment

   IntroductionTealBook Supplier Enrichment enhances your existing supplier data (such as your ERP vendor master file), providing you with enriched and trusted supplier data for your procurement systems and decision-making.TealBook enriches your supplier ...