Brand & Community

Matchbook AI Insights -July 2026

Ideas, innovations, and conversations shaping the future of data and AI — curated monthly for the people building it.

July 31, 2026· 4 min Read

PRODUCT SPOTLIGHT

Introducing Matchbook XDM

EXTERNAL DATA MANAGEMENT, REIMAGINED

Matchbook XDM is our next-generation, cloud-native platform for mastering external B2B data — matching, cleansing, enriching, and unifying entity records with enterprise-grade accuracy and speed. Where legacy MDM tools take months to stand up and lean on manual review, XDM runs in real time, with AI doing the heavy lifting and people stepping in only where judgment is genuinely needed.

matchbook XDM

AI-Powered Stewardship

XDM's matching engine handles deduplication and entity resolution automatically, cutting manual stewardship effort by as much as 80%. When a record genuinely needs a human call, it's routed for review instead of guessed at — keeping people in the loop without making them the bottleneck.

B2B Hierarchy Management

A redesigned Tree View now renders each entity as a card — name, entity type, child count, DUNS number, full address, and hierarchy level — connected by clear lineage lines, with an Entity Details side panel that opens on node selection to show corporate, location, financial, and executive information plus sibling and subsidiary relationships, all without losing your place in the tree. Building a new hierarchy is now a guided 4-step wizard (Provider → Hierarchy Type → Company → Review) that pulls trusted corporate linkage and family tree data straight from D&B enrichment blocks, with real-time processing status and built-in duplicate detection that flags matching hierarchies and offers one-click navigation to them. New in-hierarchy search, attribute-based filtering, breadcrumb navigation, and a searchable list of recently viewed hierarchies make large trees easier to work in, and side-by-side comparison, more resilient exports, and lazy loading keep even 700+ node hierarchies fast. Head to Hierarchy Management and click "New Hierarchy" to try it, or reach out to the XDM product team with questions.

Deep Research, On Demand

When an entity can't be matched against D&B or another reference source, XDM doesn't just flag the gap — it goes looking. Smart web scrapers, autonomous agents, and fine-tuned models research the entity and fill in what's missing, so incomplete records don't sit stalled in a queue.

BY THE NUMBERS

Why Teams Are Moving to XDM

95%

match accuracy across fragmented sources

85%

reduction in manual stewardship effort

<30 days

to deploy — not quarters

70%

reduction in data management costs

AI INSIGHT · JULY

When the Data You Need Doesn't Exist Yet, Go Find It.

"Most data-quality work stops at cleaning what's already there — deduplicating, standardizing, matching. But a growing share of B2B records don't have anything to match against: the reference data simply hasn't caught up to a recent acquisition, rebrand, or new entity. Waiting on a provider to catch up isn't a strategy. The next generation of data management doesn't wait for external sources — it goes and researches the gap itself."


Turn disconnected data into trusted decisions and stronger outcomes.