Enrich
Enrich is where you build and maintain your organization's master data — linking raw ERP records to cleansed, unified master entities and setting segment attribution that flows through every IQ module.
- Trust the system on Master detection. Marquis IQ automatically identifies and groups ERP accounts into Master records. You don't need to manage individual assignments — the automation handles the heavy lifting.
- Focus your effort on Maintain, not Assign. The Maintain workflow — setting Family Name, Salesforce Account, and Manual Segments on each Master — is where you provide the business context that flows through every IQ module. This is your highest-value activity in Enrich.
- Family Name is the top of the hierarchy. Above Master Customer sits Family Name, which groups Masters under a corporate parent. A well-maintained Family Name structure is the foundation for family-level revenue, margin, and inventory roll-ups across all modules.
The Mastering Model
Every entity in Marquis IQ (Customer, Supplier, Item) follows a three-level hierarchy. Understanding this structure is key to using Enrich effectively.
The Customer Mastering Model — the same hierarchy applies to Supplier and Item domains
| Level | Entity | Identifier | What it represents |
|---|---|---|---|
| Master | Master Customer | Tax ID (legal entity) | The golden record. One legal company, regardless of how many ERP systems or physical locations it has. |
| Location | Business Location | DUNS (address) | A physical or operational location. A single Master Customer can have multiple Business Locations. DnB Enrichment can be applied at this level. |
| ERP | ERP Account | ERP customer ID | Raw records from your source ERP systems (SAP, Epicor, Acumatica, etc.). Multiple ERP accounts from different systems can map to the same Business Location. |
Two Operations: Assign and Maintain
Every Enrich master screen supports two distinct operations, shown by the direction arrows in the diagram above.
Link raw ERP records to a Master entity. You select an ERP Account row in the Data Grid and choose (or create) the Master Customer it belongs to. Multiple ERP accounts can be assigned to the same master.
Set attribution on the Master entity itself — Family Name, Salesforce Account, and Manual Segments. These attributes are defined at the master level and flow down to all assigned ERP accounts across every IQ module.
Attribution Fields
The three attribution fields you maintain on a Master Customer (and Master Supplier) are the primary segment dimensions used throughout every IQ module report and filter.
- Family Name Groups multiple Master Customers under a parent corporate family (e.g., all subsidiaries under one holding company). Used for roll-up reporting and family-level segment filters.
- Salesforce Account Links the Master Customer to a Salesforce Account record, enabling CRM-side attribution and cross-system alignment between your ERP and sales data.
- Manual Segments Freeform segment tags you define for your organization — market vertical, strategic tier, region, or any custom classification. Multiple segments can be assigned to a single master.
Where This Applies
Master Customer → Business Location → ERP Account. Supports Family Name, Salesforce Account, and Manual Segments. DnB enrichment available at the Business Location level.
Same three-level hierarchy as Customer. Supports Manual Segments and optionally Family Name grouping. Used in Procurement IQ for vendor spend segmentation.
Master Item → ERP Item. A simplified two-level structure. Supports Manual Segments for product categorization. Used across all IQ modules for product-level analysis.