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Configure batch mode for Reltio Enrichment with D&B Data Blocks

Configure batch enrichment to run on a schedule or via API, set re-enrichment filters, and handle large batch processing with D&B Data Blocks.

Make sure that:

Batch mode processes groups of records on a schedule or by API call. Enrichment uses the GET API and is broken into modular Workato recipes for better observability and control. Filters and batch size settings are defined in lookup tables.

Enable connections for batch mode

To enable connections:
  1. Navigate to Base > Recipes > Assets > Recipes > Connections > Disconnected.
  2. Select D&B | CON | D&B Connection to S3 Upload location.
  3. Select None for authentication.
  4. Select Connect.

Populate environment properties for batch mode

To populate environment properties:
  1. Navigate to Tools > Properties.
  2. Enter the values for the following properties:
    • D&B Customer Key — Your D&B-issued API key.
    • D&B Customer Key MD5 — The MD5 hash of your API key.
    • Email for Reltio Exports — Address to receive export notifications.
    Note: To generate the MD5 hash, see the D&B documentation.

Populate lookups for batch mode

To populate lookups:
  1. Navigate to Tools > Lookup tables.
  2. Set Reltio Export Filter Conditions to define which records are exported for enrichment. This is mandatory for batch processing.
  3. Set Batch Size to a value up to 8,000. If errors occur due to request size, reduce the batch size.
  4. Configure merge behavior:
    • Do Not Merge — Keep records separate.
    • Auto Merge – Confidence Code — Merge automatically if confidence is high.
    • Potential Match – Confidence Code — Flag as potential match.

Enable recipes for batch mode

To enable recipes:
  1. Navigate to Base > Recipes > Assets > Recipes OR Projects > {Project Name} > {Location}.
  2. Enable all recipes delivered with the package for batch enrichment.
    • D&B | PROC | Batch Enrichment - Multi Process extmatch (Main Recipe)
    • D&B | PROC | Export Reltio Entities - Get Download URLs
    • D&B | PROC | Batch Enrichment - Submit D&B Jobs
    • D&B | PROC | D&B Submitted Jobs Manager
    • D&B | PROC | Process D&B Job Result
    • D&B | SYS | Batch Update Company Information - Reltio Load
    • D&B | FUNC | Batch Execution Report
    • D&B | FUNC | Batch Notification Handler
    • D&B | FUNC | Batch Recipes Duration
    Note: The recipes included for the request process (submitting jobs and processing exports), result process (processing job responses and generating reports), and utility recipes (job statistics and notifications)

Enable APIs for batch mode

To enable APIs:
  1. Navigate to API Platform > API Collections > D&B REST API Collections.
  2. Enable the endpoint D&B | API | REST API for Batch Enrichment.

Enable trigger recipes for batch mode

To enable triggers for batch jobs:
  1. Navigate to Base > Recipes > Assets > Recipes OR Projects > {Project Name} > {Location}.
  2. Enable the scheduler recipe D&B | TRG | Scheduler for Batch Enrichment to run jobs automatically at specified times.
    Note: Configure schedules using cron expressions or time unit options (Daily, Weekly, Monthly).
  3. Enable the API trigger recipe D&B | API | REST API for Batch Enrichment to invoke jobs manually or externally using the API endpoint.

After you configure batch enrichment, you can:

  • Run batch jobs on a custom schedule using cron expressions.
  • Invoke batch enrichment manually or externally using the REST API endpoint.
  • Apply filter conditions to enrich only selected profiles.
  • Adjust batch size and retry options to handle large data volumes efficiently.