Overview
The SOR Insights section provides comprehensive visibility into your vendor master data, focusing on vendor records, enrollment status, and contact data quality across all connected Systems of Record (SORs). Use this section to monitor SOR integration health, track enrollment progress, and identify potential data quality issues such as duplicate contacts.
SOR Insights displays segmented data for vendor records, enrollment status, and vendor contacts. You can use the date range selector to filter data by 1 Day, 7 Days, 30 Days, 365 Days, or a custom range.
Figure 1. SOR Insights panel
SOR Insights includes the following panels:
Table 1. SOR Insights Overview
Panel | Description |
|---|---|
Vendor Record Enrollment | Donut chart of total, enrolled, and unenrolled vendor records. |
Vendor Contacts | Horizontal bar chart of vendor records with contacts, without contacts, with duplicate contacts, and with relaxed matching domains, segmented by enrollment status. |
Top 10 Duplicate Contacts | Table of the most frequently duplicated contact email addresses across all vendor records. |
Vendor Record Enrollment
The Vendor Record Enrollment panel displays a donut chart showing the proportion of vendor records that are enrolled versus unenrolled across all connected Systems of Record (SORs).
Actions available in the panel:
Hover over any segment to view a tooltip with counts and percentages for Enrolled and Unenrolled vendor records.
Click any legend label (such as Enrolled or Unenrolled) to slice out that segment in the donut chart. This action does not hide, show, or highlight the segment; it simply moves the slice outward for emphasis.
Click anywhere on the donut chart to be redirected to the vendor page.
Use the export icon to download the chart data in PDF, PNG, SVG, CSV, or XLSX format.
Table 2. Vendor Record Enrollment fields
Field | Description |
|---|---|
Total Vendor Records | Total number of active vendor records in all connected SORs. |
Enrolled Records | Vendor records that are fully enrolled and available for AP automation. |
Unenrolled Records | Vendor records that are not yet enrolled for AP automation. |
Figure 2. Vendor Record Enrollment – Example
Vendor Contacts
The Vendor Contacts panel displays a horizontal bar chart showing the number of vendor records with contacts, without contacts, with duplicate contacts, and with relaxed matching domains. Each bar is segmented by enrollment status: Enrolled and Unenrolled.
Actions available in the panel:
Hover over any bar segment to view a tooltip with counts and percentages by contact status and enrollment status.
Click any legend label (Enrolled or Unenrolled) to show or hide that segment in the chart.
Use the external link icon in the top right corner to open the panel in a new window or view more details.
Use the export icon to download the chart data in PDF, PNG, SVG, CSV, or XLSX format.
Table 2. Vendor Contacts fields
Field | Description |
|---|---|
Vendor Records with Contacts | Vendor records that have at least one contact email address. |
Vendor Records without Contacts | Vendor records that do not have any contact email addresses. |
Vendor Records with Duplicate Contacts | Vendor records with at least one duplicate contact email. |
Vendor Records with Relaxed Matching Domain | Vendor records using relaxed domain matching for contacts. |
Enrolled | Vendor records that are fully enrolled. |
Unenrolled | Vendor records that are not yet enrolled. |
Figure 3. Vendor Contacts – Example
Top 10 Duplicate Contacts
The Top 10 Duplicate Contacts panel displays a table of the most frequently duplicated contact email addresses across all vendor records.
Actions available in the panel:
Hover over any row to view a tooltip with additional details (if available).
Use the export icon above the table to download the list in CSV format.
Click any row to open a dialog with a table listing all vendor records associated with the selected contact email.
Table 3. Top 10 Duplicate Contacts fields
Field | Description |
|---|---|
Contact Email | The duplicated contact email address. |
Record Count | Number of vendor records associated with this contact email. |
Figure 4. Top 10 Duplicate Contacts – Example
Dialog Table Columns (when clicking an email row):
Column | Description |
|---|---|
Vendor Name | Name of the vendor. |
Vendor ID | Unique identifier for the vendor record. |
Contact Email | The duplicated contact email address. |
SOR Name | Name of the connected System of Record. |
Last Updated | Date and time the vendor record was last updated. |
Available actions in the dialog:
Export Data: Download the table as a CSV file (up to 10,000 rows per export).
Pagination: Navigate through multiple pages of results.
Rows per page: Adjust the number of rows displayed per page.
Tip:
Each panel provides direct access to detailed, actionable data for SOR integration and vendor master data quality monitoring.