Enrichment types and controls

AI Data Enrichment Workflows for Every Record

Use the Enrich API to turn partial records and unstructured text into consistent fields, summaries, classifications and semantic metadata.

Company dataDocumentsCRM recordsSupport tickets
AI data enrichment workflow visualization for company, person, website and document records
Record types

Choose a focused enrichment workflow

Start with a narrow record type and a schema that maps directly to a business decision or application feature.

Company enrichment

Resolve company names, write concise profiles, classify industries, normalize locations and create semantic tags.

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Person enrichment

Structure a professional profile from roles, organizations, experience, skills and public record context.

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Website enrichment

Identify a site’s purpose, organization, topics, audience, language and important pages.

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Document enrichment

Classify document type, detect entities, extract clauses and produce schema-bound summaries.

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Product enrichment

Normalize product names, features, categories, use cases, compatibility terms and descriptive attributes.

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Support enrichment

Detect intent, topic, urgency, sentiment, product area and recommended routing from ticket text.

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Field design

Ask for fields that have a clear downstream use

A good enrichment field is specific, testable and connected to an action. Avoid broad requests such as “tell me everything.”

RecordUseful fieldsValidation approachExample use
CompanyCanonical name, industry, profile, location, keywordsRequired strings, controlled taxonomy, source notesCRM segmentation and account research
PersonRole, organization, seniority, expertise, profile summaryNullable fields, role taxonomy, confidence per fieldContact routing and research context
WebsiteSite type, topics, audience, language, entitiesURL normalization, enum values, evidence snippetsContent discovery and lead qualification
DocumentDocument type, parties, topics, dates, structured summaryPage or section references, required arrays, null policyKnowledge base and review queues
ProductCategory, features, use cases, compatibility, tagsCategory taxonomy, unit normalization, deduplicationCatalog search and comparison
Support ticketIntent, topic, priority, sentiment, routing hintPriority enum, confidence threshold, human overrideTriage and agent-assist workflows
Quality controls

Separate enrichment from unsupported invention

The pipeline should be allowed to return null, unknown or needs_review. A blank field is safer than confident fabrication.

Schema constraints

Define types, required fields, allowed values, maximum lengths and nested object rules before execution.

Evidence handling

Store source references or evidence snippets when a field depends on retrieved or supplied material.

Null policy

Tell the pipeline when to return null instead of guessing. Treat unknown as a valid outcome.

Field confidence

Score uncertain fields independently so one weak attribute does not invalidate an otherwise useful record.

Human review

Route high-impact or low-confidence results into a review queue rather than auto-publishing them.

Evaluation sets

Maintain representative records with expected outputs and test every prompt, model or schema change.

Workflow composition

Build an enrichment pipeline from small, observable steps

Each step can use deterministic code, retrieval, a model or a validation rule. The best pipelines do not use an LLM for every transformation.

1. Normalize before interpretation

Trim whitespace, detect language, standardize URLs and map known aliases first. These deterministic steps reduce ambiguity and lower the amount of work sent to a model.

2. Extract before summarizing

Identify entities and key facts before asking for a summary. Structured facts are easier to validate, and the summary can be generated from the accepted fields.

3. Validate before storage

Do not write directly to a CRM, database or agent memory. Validate the object, attach the schema version and retain enough metadata to audit the transformation.

Example composition

Input: a support ticket and account tier.
Deterministic step: normalize error codes.
Model step: classify intent and sentiment.
Rule step: raise priority for enterprise authentication failures.
Output: a validated triage object.

Measurement

Evaluate field-level quality instead of relying on one score

Enrichment quality varies by field, record type and source. Build a dashboard that makes those differences visible.

AccuracyHow often a populated field is correct.
CoverageHow often the pipeline can return a useful value.
ValidityHow often the output matches the required schema.
Review rateHow often a result needs human intervention.
AI data enrichment FAQ

Plan a useful and measurable enrichment workflow

These answers cover the most important design choices before implementation.

What is AI data enrichment?
AI data enrichment uses models and deterministic transforms to add fields, labels, summaries or relationships to an existing record. The result should be validated before downstream use.
Which records are good candidates for enrichment?
Incomplete CRM rows, company names, professional profiles, websites, documents, product records, support tickets and research notes are common candidates.
How do I prevent the model from inventing fields?
Use narrow field definitions, source-aware prompts, null values for unknown facts, explicit confidence rules and schema validation. Do not force a value when the evidence is weak.
Should every field use an LLM?
No. Normalize dates, identifiers, casing and deterministic mappings without a model. Use a language model where interpretation, classification or summarization adds value.
How should enrichment quality be measured?
Create a labeled evaluation set and score field accuracy, coverage, invalid output, unsupported claims, latency and cost. Review quality by record type and field rather than one aggregate score.

Create a schema for one high-value record

Choose a record your team already handles manually. Define the desired fields, accepted unknowns and review rules before selecting a model.