---
title: "Reading Dun and Bradstreet Results"
slug: "reading-dun-and-bradstreet-results-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/reading-dun-and-bradstreet-results-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.

# Reading Dun and Bradstreet Results

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Reading Dun and Bradstreet Results**

*Risk Compliance › Dun and Bradstreet › Reading Dun and Bradstreet Results*

**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

Dun & Bradstreet (D&B) screening results surface on the company's **Finances & Confidence** panel (on the vendor/customer record's **Ratings & Surveys** tab), in a **Dun & Bradstreet** card alongside the **OFAC** and **SAM.gov** cards. The results are produced through **Administration → Data Aggregator Service**, which screens companies against OFAC sanctions, SAM.gov debarment, and Dun & Bradstreet data as a combined risk check. Dun & Bradstreet uses its own connection, set up on the service's **Dun & Bradstreet** tab, separate from the OFAC and SAM.gov credentials.

# 2. Key Elements

- The **Finances & Confidence** panel surfaces Dun & Bradstreet results alongside OFAC and SAM.gov cards.
- Each card shows a status badge. **Unavailable** means the feed hasn't been connected yet, with a link to **Data Aggregator Service**.
- The company's **Dun and Bradstreet Number** field (under **Vendor/Client Details**) holds the D&B number a company is matched to.
- **Data Aggregator Service** (Administration) runs the underlying OFAC / SAM.gov / D&B screening. D&B has its own API key, secret, and **What to receive** settings.

# 3. Opening a Company's Dun & Bradstreet Results

1. From the Contract Insight homepage, hover over the **Directory** icon in the left navigation bar and select **Vendors / Customers**.

![Directory menu with Vendors / Customers highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/db-01-directory-menu.png)

1. Locate the company — use the **Search** box if needed — and click **Manage** on its row.

![Vendors / Customers list with Search and Manage highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/db-02-vendor-list.png)

1. On the company record, click the **Ratings & Surveys** tab (or select **Finances & Confidence** in the **Sections** panel).
2. Review the **Dun & Bradstreet** card in the **Finances & Confidence** panel, next to the **OFAC** and **SAM.gov** cards.

![Finances & Confidence panel with the Dun & Bradstreet, OFAC, and SAM.gov cards highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/db-04-finances-confidence.png)

# 4. Reading the Card Status

| What You See | What It Means |
| --- | --- |
| **Unavailable** badge with "Dun & Bradstreet hasn't been connected yet." | No D&B connection is set up, so no results can be shown. An administrator sets up the connection under **Data Aggregator Service** (see Section 6). |
| D&B data in the card | The connection is set up and the company has been matched. The data shown depends on the D&B data blocks your organization receives (Company Information, Financial Strength Insights, Third-Party Risk Insights). |

Read the D&B card together with the **OFAC** and **SAM.gov** cards to get the full combined risk picture for the company.

# 5. Checking the Company's D&B Number

1. On the company record, click the **Record Details** tab.
2. Under **Vendor/Client Details**, review the **Dun and Bradstreet Number** field. A dash (–) means no number is on file.

![Vendor/Client Details with the Dun and Bradstreet Number field highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/db-03-dnb-number.png)

**Note:** Until Dun & Bradstreet is connected, no company can be matched to a D&B number.

# 6. Where the Results Come From (Administrators)

## 6a. Opening the Data Aggregator Service

1. Click the **Administration** icon at the bottom of the left navigation bar.
2. Type "Data Aggregator" in **Search administration** and click **Data Aggregator Service**.

![Administration page with the Administration icon, search box, and Data Aggregator Service card highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/db-05-admin-search.png)

The **Connection** tab holds the one set of credentials that covers OFAC screening, SAM.gov exclusion checks, and FAR/DFAR clause updates. CobbleStone issues these credentials. Dun & Bradstreet is separate and has its own tab.

![Data Aggregator Service Connection tab with the tab, description, and status message highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/db-06-connection-tab.png)

## 6b. Connecting Dun & Bradstreet

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

![Dun & Bradstreet tab with the connection status, API key, API secret, Monitoring reference, Connection in use, Receive and Watch for changes toggles, and Save changes highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/db-07-dnb-tab.png)

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

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a company record | **Directory** → **Vendors / Customers** → **Manage** on the company's row. |
| View D&B results | Company record → **Ratings & Surveys** tab → **Finances & Confidence** → **Dun & Bradstreet** card. |
| Compare with OFAC and SAM.gov | Same panel → **OFAC** and **SAM.gov** cards. |
| Check the company's D&B number | **Record Details** → **Vendor/Client Details** → **Dun and Bradstreet Number**. |
| Fix an "Unavailable" card | Administrator: **Administration** → **Data Aggregator Service** → **Dun & Bradstreet** tab. |
| Choose which D&B data to receive | **Dun & Bradstreet** tab → **What to receive** → **Receive**, **Version**, **Level** → **Save changes**. |