Prerequisites for Using Reltio Enrichment with D&B
Learn about the required data model attributes and credentials to use Reltio Enrichment with D&B.
These are the prerequisites for using Reltio Enrichment with D&B:
- Valid D&B credentials obtained through D&B by purchasing the licenses for D&B products.
- Any of the following Direct 2.0 or Direct+ products:
Direct 2.0 Product Direct+ Products - DCP_PREM
- LNK_UPF (for family tree)
- CMPELF
- CMPELK
- Reltio Enrichment with D&B currently supports the default Account 360 data model available through Reltio Account 360 accelerator. The following attributes need to be available in the data model for Customer Tenant (CT) and Data Tenant (DT):
Attribute Tenant Required Operation Description DUNSNumber
CT, DT Y On Demand, batch Each entity type must have a DUNS Number attribute for processing by the connector entityURI
CT, DT Y On Demand, match Part of the match rule on DT to view and merge potential matches from DT to CT through the DTSS service DnBSource
CT N On Demand, batch Information attribute DtssCustomerTenantId
DT Y On Demand, match Security attribute used so that the customer views potential matches for their own tenants and not view matches of other customers in case of a shared DT AutoMatchFlag
CT, DT Y On Demand, match Part of the match rule for auto merge potential matches from DT to CT through the DTSS service SuspectMatchFlag
CT, DT Y On Demand, match Part of suspect match rule for potential matches from DT to CT through DTSS service VendorVerificationDate
CT N On Demand, batch Indicates the current date VendorVerificationStatus
CT N On Demand, batch Indicates the status of operation configuration/relationTypes/DnBHierarchy
CT Y On Demand, batch Connector creates a hierarchy for the target entity using the relation type DnBHierarchy
. The CT must have such a relation available for target types. By default theDnBHierarchy
relation connects the Organization type. - The Reltio data model must must include the following address attributes:
- An attribute named
Primary
to indicate whether the address is primary. - The
Primary
attribute must be a Boolean type. - The
Primary
attribute must storetrue
orfalse
values. Do not use "Y" or "N". - An
Address Type
attribute that supports values such asBilling
orShipping
.
- An attribute named