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Control D&B hierarchy behavior during enrichment

Learn about the monitoring headers that control how D&B hierarchy relationships are created, updated, or skipped.

Overview

Reltio supports multiple enrichment APIs that process data from Dun & Bradstreet (D&B), including background monitoring, batch enrichment jobs, and on-demand API sync requests. These operations support optional headers/parameters that control how D&B hierarchy relationships (such as ORG-ORG and ORG-LOC) are created, skipped, or replaced during enrichment.
  • ORG-ORG = configuration/relationTypes/DnBHierarchy.
  • ORG-LOC = configuration/relationTypes/HasAddress
Note: These headers don't control merge or survivorship logic. Those are defined by your tenant configuration.

Supported Headers

Reltio-Build-Relations-Mode

This header controls which hierarchy relations are created or skipped during a D&B monitoring job.

ValueDescription
FULLDefault behavior. Creates missing ORG-ORG and ORG-LOC relations. Removes residuals.
ADD_ONLYAdds missing ORG-ORG and ORG-LOC relations. Does not delete existing ones.
SKIP_ORG_ORGSkips all ORG-ORG creation. Still creates ORG-LOC relations.
SKIP_ORG_LOC Skips all ORG-LOC creation. Still creates ORG-ORG relations.
DIFFRead-only mode. No writes. Returns a forecast of the relationship that would be created/removed.
OFFDisables all hierarchy operations. No reads, writes, or forecasts.

Reltio-Hierarchy-Write-Policy

This header defines how upward hierarchy (ORG-ORG) relationships behave when pre-existing parent links are detected.

ValueDescription
DEFAULTStandard policy. Doesn't override existing parent links.
OVR_UPWCreates a new upward hierarchy according to the DnB hierarchy specified in the corporate linkage from the target organization to the global ultimate organization. This mimics legacy overrideUpwHierarchy=true.
OVR_UPW_FORCEEnables targeted replacement of existing ORG-ORG parent relationships (known as the 134-fix). When an existing parent link is detected, it is explicitly removed and replaced with the new one provided by D&B — regardless of whether the node is considered "new." This applies only when mode=FULL, ADD_ONLY, or DIFF.
Note: Use this policy to enforce the most accurate hierarchy based on the latest D&B linkage, especially when cleanup of outdated parent links is required.

Default behavior: DEFAULT (if header is not passed)

Usage Notes

These headers apply to any enrichment API that creates or updates hierarchy relations using data from the D&B connector.

The following table summarizes the expected system behavior for each combination of Reltio-Build-Relations-Mode and Reltio-Hierarchy-Write-Policy.

case Namecase codeoverrideUpw HierarchyReltio-Build-Relations-ModeReltio-Hierarchy-Write-Policymode/policy specRelation BehaviorCode/Notes

Legacy 1

(both headers NULL)

[legacy 1]

TRUE

NULL

NULL

FULL / OVR_UPW

ORG-ORG add+remove; ORG-LOC add; override relaxes canCreate; no 134-fixmode=FULL, policy=OVR_UPW; ORG-LOC no de-dup

Legacy 2

(both headers NULL)

[legace 2]

FALSE

NULL

NULL

FULL / DEFAULT

ORG-ORG add+remove; ORG-LOC add; no 134-fixmode=FULL, policy=DEFAULT

Explicit 1

[explicit 1]

FALSE

FULL

DEFAULT

FULL / DEFAULT

ORG-ORG add+remove; ORG-LOC addBaseline FULL

Explicit 2

[explicit 2]

FALSE

FULL

OVR_UPW

FULL / OVR_UPW

Like explicit 1 + relaxed canCreateNo 134-fix

Explicit 3

[explicit 3]

FALSE

FULL

OVR_UPW_FORCE

FULL / OVR_UPW_FORCE

Like explicit 2 + 134-fix (replace)Targeted replace

Explicit 4

[explicit 4]

FALSE

ADD_ONLY

DEFAULT

ADD_ONLY / DEFAULT

ORG-ORG add-only; ORG-LOC addResiduals stay

Explicit 5

[explicit 5]

FALSE

ADD_ONLY

OVR_UPW

ADD_ONLY / OVR_UPW

Like explicit 4 + relaxed canCreateResiduals stay

Explicit 6

[explicit 6]

FALSE

ADD_ONLY

OVR_UPW_FORCE

ADD_ONLY / OVR_UPW_FORCE

Add-only; 134-fix on conflictResiduals still stay

Explicit 7

[explicit 7]

FALSE

SKIP_ORG_ORG

ANY

SKIP_ORG_ORG / ANY

Skip ORG-ORG; build ORG-LOCORG-LOC no de-dup

Explicit 8

[explicit 8]

FALSE

SKIP_ORG_LOC

ANY

SKIP_ORG_LOC / ANY

Skip ORG-LOC; ORG-ORG add-only134-fix only if FORCE

Explicit 9

[explicit 9]

FALSE

DIFF

DEFAULT

DIFF / DEFAULT

Forecast only; ORG-LOC forCreate=allNo writes

Explicit 10

[explicit 10]

FALSE

DIFF

OVR_UPW

DIFF / OVR_UPW

Like explicit 9Forecast with override

Explicit 11

[explicit 11]

FALSE

DIFF

OVR_UPW_FORCE

DIFF / OVR_UPW_FORCE

Like explicit 10 + replaced forecastforecastReplacements

Explicit 12

[explicit 12]

FALSE

OFF

ANY

OFF / ANY

Full stopEmpty result

Latent 1

[latent 1]

TRUE

ADD_ONLY

NULL

ADD_ONLY / DEFAULT

See explicit 4Legacy policy ignored

Latent 2

[latent 2]

TRUE

SKIP_ORG_ORG

OVR_UPW_FORCE

SKIP_ORG_ORG / OVR_UPW_FORCE

See explicit 7FORCE irrelevant

Latent 3

[latent 3]

TRUE

OFF

NULL

OFF / DEFAULT

Full stop; Locations in input → SKIP_LR_PROHIBITGuard in ctor

Latent 4

[latent 4]

FALSE

NULL

OVR_UPW_FORCE

FULL / DEFAULT

Expected FORCE, actually ignored (no mode)Behaves as legacy FULL/DEFAULT