---
title: "Data Aggregator Overview"
slug: "data-aggregator-overview-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/data-aggregator-overview-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Aggregator Overview

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Data Aggregator Overview**

*Risk Compliance › OFAC › Data Aggregator Overview*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

**Administration › Data Aggregator Service** is described as “The compliance feeds companies and employees are screened against.” It has four tabs: **Connection**, **OFAC**, **SAM.gov**, and **Dun & Bradstreet**. The **Connection** tab holds one set of CobbleStone-issued credentials that covers OFAC screening, SAM.gov exclusion checks, and FAR/DFAR clause updates. Once connected, it shows a live **Status** with **Access Granted** and **Access Expires** timestamps; until then, a banner explains that the service hasn't been set up yet. **User name** and **Password** fields sit alongside **Test connection** and **Save credentials** buttons, and saving new credentials ends the current access straight away so the next screening run signs in again with them. The **OFAC** and **SAM.gov** tabs configure sanctions and debarment screening, while **Dun & Bradstreet** has its own separate connection for company data enrichment.

# 2. Key Elements

- **Data Aggregator Service** is the single admin tool for every third-party compliance data feed: OFAC sanctions, SAM.gov debarment, and Dun & Bradstreet, plus FAR/DFAR clause updates.
- The **Connection** tab holds the shared CobbleStone-issued credentials for OFAC, SAM.gov, and FAR/DFAR clause updates. Dun & Bradstreet is separate, with its own tab and connection.
- Connection status is shown live, with **Access Granted** and **Access Expires** timestamps for the current session.
- **Test connection** and **Save credentials** let an admin verify and rotate the shared credentials. Saving new ones immediately ends the current access.
- The **OFAC** and **SAM.gov** tabs set the match threshold and which record fields are compared. Changes on these tabs are saved with **Save changes**.

# 3. Navigating to the Data Aggregator Service

1. From the Contract Insight homepage, click the **Administration** (settings) icon at the bottom of the left navigation bar.
2. In the **Search administration…** box, type **Data Aggregator**, then click the **Data Aggregator Service** card (under Automation & Data).

![Administration search with the Data Aggregator Service card](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dag-01-admin-data-aggregator.jpg)

# 4. Connecting the Data Aggregator Service

1. On the **Connection** tab, review the status. If the service hasn't been set up, a banner reads “The Data Aggregator service hasn't been set up yet, so OFAC and SAM.gov screening can't run.”
2. Enter the **User name** and **Password** that CobbleStone issued to you.
3. Click **Test connection** to confirm the credentials work.
4. Click **Save credentials**. Once connected, the tab shows the **Status**, **Access Granted**, and **Access Expires** timestamps.

![Connection tab with credentials fields and buttons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dag-02-connection-tab.jpg)

**Note:** Saving new credentials ends the current access straight away, so the next screening run signs in again with them.

# 5. Configuring OFAC Screening

OFAC screening compares a company or person against the US sanctions and watch lists. Settings are made separately for **Companies and vendors** and for **Employees and users**.

1. Click the **OFAC** tab.
2. Turn **Screen companies against OFAC** on or off.
3. Set **Report a match at** to a value between 70 and 100 (% similarity or above). Lower values report more possible matches to review; higher values report fewer and may miss a misspelling. 80 suits most systems.
4. Choose whether to **Also search alternate names** (aliases), which catches more but reports more to review.
5. Set **When more than one field is mapped** (for example, **Any one of them may match**).
6. Under **Which fields are compared**, map **Name** (required) and, optionally, Street address, City, State or province, and Country to fields on the record. Leave a field **Not compared** rather than mapping it to a field people don't fill in.
7. Scroll down and repeat for **Employees and users**, then click **Save changes**.

![OFAC tab with screening settings](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dag-03-ofac-tab.jpg)

**Note:** The name is matched loosely, so a near spelling still comes back. Every other field must match exactly.

# 6. Configuring SAM.gov Exclusion Checks

SAM.gov holds the federal exclusion (debarment) list. A company matched to its SAM.gov entity is checked against it, and selected people are told when its status changes.

1. Click the **SAM.gov** tab.
2. Turn **Check companies against SAM.gov** on. With this off, no company is checked against SAM.gov and no company can be looked up on it.
3. Set **Report a match at** (70–100). This governs the company-name search when someone looks a company up on SAM.gov.
4. Under **Which fields are compared**, map **Name** (required) and any optional address fields.
5. Click **Save changes**.

![SAM.gov tab with screening settings](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dag-04-samgov-tab.jpg)

## 6a. Choosing Who Hears About Exclusion Changes

1. Scroll to **Who hears about exclusion changes**.
2. Select an employee from **Choose an employee**, or type an **Email address**.
3. Click **Add**. Everyone listed is emailed when SAM.gov changes a watched company's exclusion status.

![Who hears about exclusion changes section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dag-05-samgov-notifications.jpg)

# 7. Connecting Dun & Bradstreet

Dun & Bradstreet issues its own API key and secret and is configured separately from the shared Data Aggregator credentials.

1. Click the **Dun & Bradstreet** tab.
2. Enter the **API key** and **API secret** from D&B.
3. Optionally enter a **Monitoring reference** (the subscription D&B pushes company changes to). Leave it blank if you aren't using monitoring.
4. Turn **Connection in use** on.
5. Under **What to receive**, for each data block you have purchased (Company Information, Financial Strength Insights, Third-Party Risk Insights), turn on **Receive**, optionally **Watch for changes**, and choose the **Version** and **Level**.
6. Click **Save changes**.

![Dun and Bradstreet tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/dag-06-dun-bradstreet-tab.jpg)

**Note:** Clearing both the key and the secret and saving removes the connection. To keep it but stop using it, switch **Connection in use** off instead. Turning off **Watch for changes** for every block withdraws your companies from D&B monitoring.

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the Data Aggregator Service | Administration → search “Data Aggregator” → **Data Aggregator Service**. |
| Connect or rotate credentials | Connection tab → User name, Password → **Test connection** → **Save credentials**. |
| Turn OFAC screening on or off | OFAC tab → **Screen companies against OFAC** / **Screen employees against OFAC** → **Save changes**. |
| Change how close a match must be | OFAC or SAM.gov tab → **Report a match at** (70–100) → **Save changes**. |
| Choose which fields are compared | OFAC or SAM.gov tab → **Which fields are compared** → map each field. |
| Turn SAM.gov checks on | SAM.gov tab → **Check companies against SAM.gov** → **Save changes**. |
| Notify people of exclusion changes | SAM.gov tab → **Who hears about exclusion changes** → employee or email → **Add**. |
| Connect Dun & Bradstreet | Dun & Bradstreet tab → API key, API secret → **Connection in use** → **Save changes**. |