Prerequisites for Reltio Enrichment with D&B Data Blocks
Let's cover the prerequisites for configuring and using Reltio Enrichment with D&B Data Blocks.
Licensing Prerequisites
- Requires a Reltio license for this add-on product
- Requires a Reltio RIH license (w/ API platform if On-Demand or external API requests are needed)
- Requires a license with D&B for Data Blocks to use their services. This pre-built integration supports the following:
- Company Info Level 3 V1
- Corporate Hierarchy Level 1 V1
- Principal Contacts Level 1 V2
- Diversity Insight Level 1 V1
Tenant Prerequisites
- Your tenant needs to be provisioned or have upgraded to the MDM B2B or FinServ Velocity Pack (v3.2) or ensure all required attribution has been added to the tenant configuration.
- For Real-Time Only - Tenant needs a dedicated SQS Queue.
Note: this should be a separate queue from the standard tenant queue (that your other integrations consume from)
- Recommended Setup:
- Type filter:
ENTITY_CHANGED, ENTITY_CREATED - Object filter:
(equals(type,'configuration/entityTypes/Organization') and (not equals(sourceSystems,'DnB')))
- Type filter:
- Recommended Setup:
User Management & Client Credential Prerequisites
- At least one RIH administrator should be assigned the role of ROLE_INTEGRATION_CUSTOMER_ADMIN for any given tenant. This is required to be able to access RIH and perform administrative duties for this pre-built integration. Work with your administrator to assign this role.
- Add the following role to users that need to use the “On-Demand” functionality (UI Buttons): ROLE_DNB_CONNECTOR .
- One dedicated client Client Credential is required to be used as a service account to extract data from your tenant and be able to write D&B data back to your tenant. At minimum the following scope is required:
- ROLE_API
Note:
If you applied metadata security to the tenant then the client credential will need additional scope that is able to: CREATE, READ, UPDATE, DELETE, MERGE and UNMERGE for the Organization , Individual and Location entityTypes as well as the following relationships: DnBHierarchy , OrganizationHasAddress , IndividualEmployer .
Example:
{
"clientId": "D&B_DataBlocks_Enrichment_Process",
"scope": [
"ROLE_API",
"CUSTOM_ROLE_WITH_METADATA_PERMISSIONS"
],
"authorities": [],
"resourceIds": [],
"authorizedGrantTypes": [
"client_credentials"
],
"clientDescription": "Used in Clients' tenant for D&B Data Blocks Enrichment",
"clientName": "Client",
"clientEmail": "email@email.com",
"redirectUri": [],
"accessTokenValidity": 3600,
"refreshTokenValidity": null,
"clientAuthenticationMethods": [
"client_secret_post",
"client_secret_basic"
],
"enabled": true
}