Configure proxy for on-demand mode (UI buttons)

Learn how to configure on-demand UI buttons for RIH with D&B Data Blocks.

Create Access Token for RIH Proxy
1. Navigate to Tools > API platform.
2. On the Clients tab select Create new API Client.
  - Name the new API Client RIH-Proxy.
  - Choose Authentication method as Auth Token.
  - Choose the D&B - REST API Collections collection
3. On the API Keys tab select Create API key.
4. Set the profile name to {tenantID}_{apiCollection}.
5. Select Generate.
6. Store this token for use in Step #2
7. Be sure to use a consistent naming convention for example “tenantID+APICollectionName”
8. Store the profile name and value

Update UI configuration for on-demand buttons

Configure the Organization UI plugin so that on-demand enrichment buttons appear on profile pages. This includes editing the com.reltio.plugins.entity.organization.json file and inserting the D&B proxy button definitions.

Navigate to Reltio Console > UI Modeler.
Select Import/Export UI Config Files.
Download com.reltio.plugins.entity.organization.json and create a backup before making changes.
Open the file and locate the top-level sidePanelViews array.

Add a new object to define the D&B buttons using "id": "D&B".

{
  "id": "D&B",
  "views": [
    // Place the button definitions here
  ]
}

Add the following sample block:

{
                     "point": "com.reltio.plugins.ui.view",
                     "id": "com.reltio.plugins.entity.org.GetMatchButtonView",
                     "class": "com.reltio.plugins.ui.CustomActionView",
                     "label": "Get D&B Match",
                     "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints",
                     "success": "Success! Please reload this profile and review the 'Verification' details to check whether a match was found. Resolve the Potential Match to enrich the profile.",
                     "fail": "Failure:",
                     "loading": "Processing...",
                     "height": 34,
                     "profileName": "{{tenantId}}_DnB_-_REST_API_Collections",
                     "workatoEndpoint": "https://apim.workato.com/{{workatoEndpoint}}/trigger-recipes/dev-dnb-api-real-time-enrichment-rest-api?doNotMerge=true&dataBlocks=companyinfo_L3_v1,diversityinsight_L1_v1&entityURI=",
                     "proxyMethod": "POST",
                     "action": {
                        "permissions": [
                           "https://360-rih-proxy.reltio.com",
                           "https://apim.workato.com"
                        ],
                        "files": [
                           "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js"
                        ]
                     },
                     "canRead": {
                        "roles": [
                           "ROLE_DNB_CONNECTOR",
                           "ROLE_DNB_CONNECTOR_ADMIN"
                        ]
                     }
                  },
                  {
                     "point": "com.reltio.plugins.ui.view",
                     "id": "com.reltio.plugins.entity.org.GetCompanyDetailsButtonView",
                     "class": "com.reltio.plugins.ui.CustomActionView",
                     "label": "Get D&B Company Info",
                     "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints",
                     "success": "Success! This profile should now be updated with the latest company information.",
                     "fail": "Failure:",
                     "loading": "Processing...",
                     "height": 34,
                     "profileName": "{{tenantId}}_DnB_-_REST_API_Collections",
                     "workatoEndpoint": "https://apim.workato.com/{{workatoEndpoint}}/trigger-recipes/dev-dnb-api-real-time-enrichment-rest-api?doNotMerge=false&dataBlocks=companyinfo_L3_v1,diversityinsight_L1_v1&entityURI=",
                     "proxyMethod": "POST",
                     "action": {
                        "permissions": [
                           "https://360-rih-proxy.reltio.com",
                           "https://apim.workato.com"
                        ],
                        "files": [
                           "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js"
                        ]
                     },
                     "canRead": {
                        "roles": [
                           "ROLE_DNB_CONNECTOR",
                           "ROLE_DNB_CONNECTOR_ADMIN"
                        ]
                     }
                  },
                  {
                     "point": "com.reltio.plugins.ui.view",
                     "id": "com.reltio.plugins.entity.org.GetAssociationButtonView",
                     "class": "com.reltio.plugins.ui.CustomActionView",
                     "label": "Get D&B Hierarchy & Contacts",
                     "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints",
                     "success": "Success! If Contact and Hierarchy data was available, this profile should now be enriched with the corresponding Company Hierarchy and Principal Contacts' relationships. Please reload the profile.",
                     "fail": "Failure:",
                     "loading": "Processing...",
                     "height": 34,
                     "profileName": "{{tenantId}}_DnB_-_REST_API_Collections",
                     "workatoEndpoint": "https://apim.workato.com/{{workatoEndpoint}}/trigger-recipes/dev-dnb-api-real-time-enrichment-rest-api?doNotMerge=false&dataBlocks=hierarchyconnections_L1_v1,principalscontacts_L1_v2&entityURI=",
                     "proxyMethod": "POST",
                     "action": {
                        "permissions": [
                           "https://360-rih-proxy.reltio.com",
                           "https://apim.workato.com"
                        ],
                        "files": [
                           "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js"
                        ]
                     },
                     "canRead": {
                        "roles": [
                           "ROLE_DNB_CONNECTOR",
                           "ROLE_DNB_CONNECTOR_ADMIN"
                        ]
                     }
                  }

Update the following keys in each button JSON with tenant-specific values:
- url — Use the RIH proxy URL (e.g., https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints).
- profileName — Use the API profile created in the proxy setup (e.g., {{tenantId}}_DnB_-_REST_API_Collections).
- action.permissions — Add proxy and Workato URLs as allowed domains.
```
"action": {
  "permissions": [
    "https://360-rih-proxy.reltio.com",
    "https://apim.workato.com"
  ],
  "files": [
    "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js"
  ]
}
```
- workatoEndpoint — Copy the real-time enrichment endpoint from the RIH API Platform: "workatoEndpoint": "https://apim.workato.com/reltio-pm204/trigger-recipes/dev-dnb-api-real-time-enrichment-rest-api

Configure the on-demand buttons.
Note: The doNotMerge parameter for these buttons are different per button, by design. Do not change these values. The dataBlocks parameter for these buttons are different per button, by design. You should change these values according to the data blocks and versions being utilized.
Modify the workatoEndpoint value for each button to set the appropriate dataBlocks parameter based on licensed D&B blocks:
- companyinfo_L1_v1, L2, or L3
- diversityinsight_L1_v1
- hierarchyconnections_L1_v1
- principalscontacts_L1_v2
Validate the outcome on the tenant profile UI
1. Re-upload the modified JSON to UI Modeler and publish.
2. Ensure that all three buttons appear under the D&B panel and trigger expected enrichment behavior.

Unify and manage your data

Configure proxy for on-demand mode (UI buttons)

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