Configure proxy for on-demand mode (UI buttons)
Learn how to configure on-demand UI buttons for RIH with D&B Data Blocks.
- Create Access Token for RIH Proxy
- Navigate to Tools → API platform
- Navigate to Clients and select + New Client
- Select + Create access profile and select the D&B - REST API Collections collection. Use Auth Token type.
- Store this token for use in Step #2
- Be sure to use a consistent naming convention for example “tenantID+APICollectionName”
- Store the profile name and value
- Create RIH Proxy
Submit a request to Reltio Support to create this RIH Proxy Profile on your behalf. You’ll need to share the Access Profile name and Auth Token with them.
- Update UI Configuration
Update Organization plugin to include correct values for the D&B On-Demand buttons and update the values for the following keys:
- url - from previous step Create RIH Proxy
- profileName - from previous step Create RIH Proxy
- action.permissions - rih proxy domain from previous step Create RIH Proxy
- workatoEndpoint - from RIH API Management for real-time enrichment
{ "point": "com.reltio.plugins.ui.view", "id": "com.reltio.plugins.entity.org.GetMatchButtonView", "class": "com.reltio.plugins.ui.CustomActionView", "label": "Get Match", "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints", "success": "Success! Please reload this profile and review the 'Verification' details to check whether a match was found. Resolve the Potential Match to enrich the profile.", "fail": "Failure:", "loading": "Processing...", "height": 34, "profileName": "{{tenantId}}_DnB_-_REST_API_Collections", "workatoEndpoint": "https://apim.workato.com/reltio-pm4/trigger-recipes/dev-dnb-api-real-time-enrichment-rest-api?doNotMerge=true&dataBlocks=companyinfo_L3_v1,diversityinsight_L1_v1&entityURI=", "proxyMethod": "POST", "action": { "permissions": [ "https://360-rih-proxy.reltio.com", "https://apim.workato.com" ], "files": [ "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js" ] }, "canRead": { "roles": [ "ROLE_DNB_CONNECTOR", "ROLE_DNB_CONNECTOR_ADMIN" ] } }, { "point": "com.reltio.plugins.ui.view", "id": "com.reltio.plugins.entity.org.GetCompanyDetailsButtonView", "class": "com.reltio.plugins.ui.CustomActionView", "label": "Get Latest Company Info", "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints", "checkAttributeToEnable": "DUNSNumber", "success": "Success! This profile should now be updated with the latest company information.", "fail": "Failure:", "loading": "Processing...", "height": 34, "profileName": "{{tenantId}}_DnB_-_REST_API_Collections", "workatoEndpoint": "https://apim.workato.com/reltio-pm4/trigger-recipes/dev-dnb-api-real-time-enrichment-rest-api?doNotMerge=false&dataBlocks=companyinfo_L3_v1,diversityinsight_L1_v1&entityURI=", "proxyMethod": "POST", "action": { "permissions": [ "https://360-rih-proxy.reltio.com", "https://apim.workato.com" ], "files": [ "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js" ] }, "canRead": { "roles": [ "ROLE_DNB_CONNECTOR", "ROLE_DNB_CONNECTOR_ADMIN" ] } }, { "point": "com.reltio.plugins.ui.view", "id": "com.reltio.plugins.entity.org.GetAssociationButtonView", "class": "com.reltio.plugins.ui.CustomActionView", "label": "Get Company Hierarchy and Contacts", "url": "https://360-rih-proxy.reltio.com/api/v1/proxy/workato/invoke_endpoints", "checkAttributeToEnable": "DUNSNumber", "success": "Success! If Contact and Hierarchy data was available, this profile should now be enriched with the corresponding Company Hierarchy and Principal Contacts' relationships. Please reload the profile.", "fail": "Failure:", "loading": "Processing...", "height": 34, "profileName": "{{tenantId}}_DnB_-_REST_API_Collections", "workatoEndpoint": "https://apim.workato.com/reltio-pm4/trigger-recipes/dev-dnb-api-real-time-enrichment-rest-api?doNotMerge=false&dataBlocks=hierarchyconnections_L1_v1,principalscontacts_L1_v2&entityURI=", "proxyMethod": "POST", "action": { "permissions": [ "https://360-rih-proxy.reltio.com", "https://apim.workato.com" ], "files": [ "https://reltio-ui-files.s3.amazonaws.com/custom-scripts/b2b_application_dnb_proxy.js" ] }, "canRead": { "roles": [ "ROLE_DNB_CONNECTOR", "ROLE_DNB_CONNECTOR_ADMIN" ] } }