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:
1. Company Info Level 3 V1
2. Corporate Hierarchy Level 1 V1
3. Principal Contacts Level 1 V2
4. 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)
1. Recommended Setup:
  1. Type filter: ENTITY_CHANGED, ENTITY_CREATED
  2. Object filter: (equals(type,'configuration/entityTypes/Organization') and (not equals(sourceSystems,'DnB')))

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:
1. 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
}

Accelerate the Value of Data

Prerequisites for Reltio Enrichment with D&B Data Blocks

Licensing Prerequisites

Tenant Prerequisites

User Management & Client Credential Prerequisites

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