Introduction to Data Enrichments

Overview

Data Enrichments automatically complete, correct, and standardize the data on your invoices and baselines by pulling from vendor master data, your purchase orders, and custom business rules. The result is more invoices matching touchlessly and flowing straight through your workflow — with less manual data entry and fewer exceptions.

This article explains what enrichments are, the benefits they deliver, and how to start working with them.

What is an enrichment?

An enrichment is a small, focused step that fills in or fixes a single field on an invoice using the best available source for that field — your purchase orders, your master data, your mapping rules, or a trusted external system.

Think of enrichments as a set of automated assistants, each an expert at one thing: one pulls the right payment terms from a PO, another maps a vendor name, another fetches the day's currency exchange rate. They run in the correct order, hand off to each other when one field depends on another, and leave a clear record of what they did.

Enrichments go beyond simple formatting. They don't just reformat a date or detect a currency symbol — they apply real business meaning: the correct operating unit, the right vendor site, the buyer responsible for approval.

Why enrichments matter

Cleaner, more complete invoices with less manual effort. Fields that used to be entered by hand or chased across systems now populate automatically — operating unit, payment terms, vendor, site location, currency, and more arrive already correct.

Higher touchless and first-time match rates. Many matching exceptions trace back to missing or inconsistent data. By enriching invoices with authoritative values before matching, more invoices clear straight through and fewer land in an exception queue.

Data you can trust, from the right source. Each enrichment draws from the most reliable source for its field — payment terms from the PO instead of the invoice, vendor names resolved with fuzzy matching, exchange rates from a live source rather than a stale estimate.

Full transparency. Every enrichment is logged: what field changed, where the value came from, and why. When you have a question about a value, the answer is visible rather than hidden.

Your edits are respected. Enrichments support your team rather than override it. A field your side has set won't be quietly overwritten, and changes can be rolled back to a previous version when needed.

Control without waiting on engineering. Existing enrichments can be turned on or off and scoped with filters to apply exactly where you want — extended to more cases or excluded from specific ones — so adapting to a new requirement takes minutes instead of a development cycle.

How enrichments work

Each enrichment does one job and does it well. Because they're small and independent, they combine like building blocks to handle a wide range of situations — including ones that weren't anticipated in advance. A new need can usually be met by assembling existing pieces rather than building from scratch.

A few examples of what enrichments handle today:

• Set the operating unit from the mailbox an invoice was forwarded to, or from the "Bill To" address.

• Pull payment terms and buyer name from the purchase order for accurate routing and approval.

• Resolve a vendor even when the name varies slightly, using fuzzy matching.

• Populate compliance fields such as folio number and RFC from the source document or external portals.

• Fetch the correct currency exchange rate for an invoice automatically.

Enrichments apply across both invoice and baseline workflows and run automatically as invoices are processed — no extra step for your team.

Availability

Enrichments are now visible and configurable in the app: you can view existing enrichments, toggle them on or off, and scope them with filters. This is currently enabled for Ops and Super Admin roles and will expand to additional users in upcoming releases.

The direction is full self-serve control — configuring data enrichment from a growing library of ready-made building blocks, so your invoice data keeps getting cleaner and your match rates keep climbing.

Frequently asked questions

Will enrichments overwrite values my team has entered? No. When a field has been set on your side, enrichments won't quietly overwrite it. Changes can also be rolled back to a previous version.

How do I know what an enrichment changed? Every enrichment is logged with the field that changed, the source of the new value, and the reason — so you can always trace how a value was set.

Do enrichments run on baselines too? Yes. Enrichments apply across both invoice and baseline workflows.

Can I control where an enrichment runs? Yes. Existing enrichments can be turned on or off and scoped with filters to extend them to more cases or exclude specific ones.

Can I request a new enrichment for my business logic? Often, yes — many needs can be assembled from enrichments that already exist. Reach out to your OpenEnvoy contact to discuss your scenario.