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Security

Learn about roles for Reltio Enrichment with Moody's Orbis.

Data model

You can perform specific functions in Reltio Enrichment with Moody's Orbis based on your role. To configure this, you must enhance the Data model for B2B Data Domains with the following additional attributes for Reltio Enrichment with Moody's Orbis:
  • An identifier attribute, which is a unique identifier of the organization in the Moody's Orbis interface.
  • A crosswalk source type attribute. The crosswalk type is configuration/sources/BvD.
  • A relationship type attribute for an organization’s hierarchy. The relationship type is configuration/relationTypes/BvDHierarchy. It is used to create a hierarchy between organizations.
The process of data enrichment automatically creates an ownership structure between the account being enriched and its parent and branch organizations. In Reltio, this structure is called the Company Hierarchy. The Company Hierarchy facet is displayed for every account that contains data enriched with Reltio Enrichment with Moody's Orbis. It will have the following hierarchies:
  • BvD Identifier : The unique identifier that represents the entity being enriched by Reltio Enrichment with Moody's Orbis. It is generated for a matched record after a potential match is found.
  • HQ BvD ID: The organization that represents the immediate entity above the BvD Identifier being enriched.
  • Domestic Ultimate BvD ID: The domestic ultimate represents the highest member of the hierarchy in a specific country.
  • Global Ultimate BvD ID: The global ultimate represents the highest member of the entire family tree. The global ultimate record is at the top of the company hierarchy.

Roles

This table describes the Reltio roles used in Reltio Enrichment with Moody's Orbis:
RoleFunction
ROLE_INTEGRATION_SPECIALISTAdministration and Implementation of the BvD integration.
  • ROLE_API
  • ROLE_UI
Data Steward in Customer Tenant and Data Tenant. They can do on-demand data enrichment in Reltio's Profile page.
ROLE_ADMIN_TENANT
  • Batch job scheduling for regular data updates
  • Deploy Reltio Enrichment with Moody's Orbisin the Customer Tenant
  • Deploy Reltio Enrichment with Moody's Orbis in the Data Tenant