Send query results to Experian¶
Experian offers credit reporting services and scores to businesses and consumers to help protect them from fraud and identity theft.
This topic describes the steps that are required to send CSV files to Experian from Amperity.
Caution
This destination is available for sending query results to Experian after it is configured by a Datagrid Operator or your Amperity representative.
If this destintion cannot be selected from the campaigns editor or activations canvas ask your Datagrid Operator or Amperity representative to configure a destination for sending sending query results to Experian.
Build query¶
You may need to build a query that shapes the data so that fields in the output are mapped to the fields required by Experian. Data shaping is typically required only one time.
You can do this in the following ways:
Add a SQL table (using Spark SQL) to the customer 360 database that selects PII fields from the Customer 360 table, and then outputs them to a table with columns that map to the required naming patterns.
Note
PII fields may require SHA-256 hashing or conversion to a UUID using the CAST() function.
Add a SQL query (using Presto SQL) that filters within the query, and then outputs results that map to the required patterns.
Note
PII fields may require SHA-256 hashing or conversion to a UUID using the CAST() function.
The correct approach here depends on the data and the desired use case (or cases) for downstream workflows.
Map fields to Experian¶
Required fields will vary based on the Experian product (and downstream use case) to which Amperity will send data, but they generally require the following fields:
Inquiry ID (A unique identifier that is present within Experian data)
First and last names
Complete addresses (street, city, state, zip code)
Important
Ensure that zip code values do not contain leading zeroes.
Build a query that maps fields in Amperity to the Experian data schema. For example:
1SELECT
2 amperity_id
3 ,given_name AS firstname
4 ,surname AS lastname
5 ,CASE
6 WHEN billing_address IS NOT NULL THEN billing_address
7 ELSE shipping_address END AS address
8 ,CASE
9 WHEN billing_address IS NOT NULL THEN billing_address2
10 ELSE shipping_address2 END AS address2
11 ,CASE
12 WHEN billing_address IS NOT NULL THEN billing_city
13 ELSE shipping_city END AS city
14 ,CASE
15 WHEN billing_address IS NOT NULL THEN billing_state
16 ELSE shipping_state END AS state
17 ,CASE
18 WHEN billing_address IS NOT NULL THEN billing_postal
19 ELSE shipping_postal END AS postal
20 ,email AS email_1
21 ,phone AS phone_1
22FROM
23 Customer360
Append previous day’s data¶
In some use cases, you may want to append data that was sent to Amperity from Experian to the data that is sent from Amperity to Experian. The following example queries historical Experian data tables to collect data from the previous day, and then join it to the results:
1WITH Experian_Import_Table AS (
2 SELECT
3 clid
4 FROM
5 Experian_Append_Versioned
6 WHERE
7 amperity_version = (
8 SELECT DISTINCT version
9 FROM amperity_table_versions
10 WHERE offset = 1
11 )
12)
13
14SELECT
15 ex.*
16FROM
17 Experian_Append ex
18 LEFT JOIN Experian_Import_Table pr ON pr.clid = ex.clid
19WHERE
20 pr.clid IS NULL
21 AND substr(ex.clid,14,1) = '-'
Add orchestration¶
An orchestration defines the relationship between query results and a destination, including the destination and the frequency at which an orchestration runs.
To add an orchestration
Open the Activations page, select the Orchestrations tab, and then click the Add orchestration button. This opens the Add orchestration dialog box.
From the Object type dropdown, select Query.
From the Object dropdown, select the query for which results will be sent to Experian.
From the Destination dropdown, select a destination that is configured for sending data to Experian.
Verify all settings.
Set the workflow to Manual. (You can change this to automatic later, after verifying the end-to-end workflow.)
Click Save.
Run orchestration¶
Run the orchestration manually to validate that it works.
To run the orchestration
Open the Activations page, select the Orchestrations tab, and then open the menu for the Experian orchestration. Select Run.
The Status column for the orchestration will update to say “Waiting to start…”, after which the notifications pane will update to include a notification that shows the current status.
When the orchestration has run successfully, the status is updated to “Completed”.