Work with BvD Connector

The BvD connector offers insights to improve customer engagement through matching, enriching profiles, hierarchies, and relationships.

A Reltio tenant administrator can configure the attributes required for searching records in BvD. The following attributes are required for searching records in BvD:
  • Name of the organization
  • Address of the organization with primary address indicator set
  • Type of the address
You can use the following modes to match and enrich data:
Each mode uses the:
  1. Get Match API to search for and match a record with the BvD database. You can search for the organization name, organization address, and confidence code or match score.
  2. Get Details API to search for and enrich the matched record with the organization data using the BvD Identifier. Organization record is enriched with additional data from BvD including an updated corporate hierarchy.
Note: The maximum number of records that are displayed for every API response is always equal to or less than 4,000.

On-Demand Mode

Organization data matching can be done using the Get Match API of the BvD connector. You can add additional details using the Get Details API of the BvD connector.

Data stewards can use the on-demand mode to search for data using the BvD match button on the UI. After clicking the button, the search records are available from the Potential Matches perspective, and the data steward can select the record to be merged. If the search records indicate a match score of 1, then records with a match score of 1 are merged automatically.

Generate Matches

The Get Match API can be triggered by a user through Reltio’s Profile page. The matching process can return one or more potential matches for your records from BvD Orbis. A matched record displays a unique BvD identifier of the account, name as given by BvD, and addresses.

To get the BvD matching records for a single organization, click the BvD match button on the Profile page.

Initially, no matches are shown on the page. After you click the BvD match button, the relevant matches appear once the API completes its request. A pop-up window also displays the number of potential matches.

If an exact match is found with a match score of 1, then the match is automatically retrieved and merged with the organization profile.

You can further enrich and update the organization profile with a corporate hierarchy using the BvD details button.

Generate Address and Organization Hierarchy

The Get Match API can be triggered by a user through Reltio’s Profile page. To get more details for a single organization, click the BvD details button on the Profile page.

After you click the BvD details button, the relevant matches display once the API completes its request. A pop-up window also displays a message saying the data has been enriched.

The following image displays more details added to the Address attribute:

The following image displays more details added to the Hierarchy attribute:

Batch Mode

The BvD connector enables you to run the match and enrich process on a set of organization entities using a background job. BvD performs its match process and assigns a BvD identifier to records that have a match. The matched records are then enriched with BvD data.
Note: In the batch mode, a data steward cannot select a specific record to enrich.

This mode is typically used for an initial data load, when organizations’ BvD identifiers are not available. It can also be used to periodically append a new organization's data in a Reltio tenant with the latest BvD data.

Real-time Mode

You can configure match operations in real-time using Reltio events published into Reltio external queues. During the process, each recipe in RIH waits for new events in the corresponding queues, converts them to BvD match requests, and calls the BvD match recipe.

For more information on using the real-time trigger mechanism to match records in real-time, see Real-time triggers.