Supported Products

The D&B Data Blocks integration is compatible with the following MDM products:

• B2B Velocity Pack v3.2 (for details, see topic What you get with Reltio for B2B)
• Financial Services Velocity Pack v3.2 (for details, see topic What you get with Reltio for Financial Services)

This Reltio Enrichment with D&B isn't available for use with Reltio Entity Resolution products.

Licensing

Reltio licensing

You require these Reltio product entitlements:

• Reltio Enrichment with D&B
• Reltio Integration Hub (RIH)

Contact your Reltio representative to purchase these add-on products.

D&B licensing

To access D&B Data Blocks data, you require a D&B license. D&B provides customers with API keys that you must configure in the D&B Services Connection and Properties (in RIH) are used every time an API request is made to D&B.

Benefits

Accelerate time to value with prebuilt integration for data enrichment with D&B

Leverage the prebuilt integration in Reltio Integration Hub (RIH) to realize several benefits including:

• Designed in accordance with best practices
• In-built error handling
• Access to Logs and statistics
• Email notifications
• Configurable parameters, environment and job properties including confidence code thresholds for auto-merge vs. suspect match and a new “Potential Match only” mode.
• Allows for enrichment of multiple Reltio profiles that match to the same organization (with the same DUNS number)
• Same functionality across all modes of operation
• Ability to add and configure D&B Data Blocks to suit your requirements

You will be provided with a set of recipes along with a set of dependencies like the data model and API connections through your support contact. After importing these recipes to your RIH account, they can be configured based on your requirements. To set up the integration of your Reltio tenant, open a support ticket.

Bridge gaps in your data by connecting with D&B curated “Data Blocks”

The Reltio D&B Data Blocks integration is a prebuilt integration designed to unfold the latest D&B product suite and data enrichment technologies.

Enrich Profiles Across Four Modes of Operation

Use the new D&B Data Blocks connector to get trusted, accurate, and current organization data from D&B’s database. Records are matched against D&B using basic firmographic information.

Note:

Profiles are matched using the following Organization input attributes: Name, Address, Email, Phone, Website URL, and Tax ID. The availability and quality of the attributes determines how D&B performs the Identity Resolution (see Precedence for Transactional and Batches).

There are four supported modes of operation:

1. Real-Time (continuous enrichment using Reltio ENTITY_CREATED, ENTITY_CHANGED events as triggers)
2. Batch (which can be scheduled in RIH or invoked manually/externally by using the API)
3. On-Demand (UI Buttons on the Organization entityType)
4. Monitoring (requires registration with D&B)

Create Organization Hierarchies and Contact Relationships

Further enrich your organization’s data using D&B company hierarchies to build corporate structures and hierarchies in your organization profiles using the Get Company Hierarchy and Contacts button.

Note:

Refresh your screen, after clicking the Get Company Hierarchy and Contacts button, to see the latest corporate hierarchy.

The following image displays the Get Match, Get Latest Company Info, and the Get Company Hierarchy and Contacts buttons in the organization's Profile view:

Provides Match Scores

D&B provides a match score (identified by the Confidence Code field in the UI) that indicates the search result quality based on the criteria used for searching. The match score is used to indicate if the returned information is marked for auto-merge or suspect merge. The confidence code thresholds for auto-merge vs. suspect match are configurable, with values between 0 and 10.

Use Cases

Enrich the single, trusted view of your Customer or Supplier data with D&B data in real-time, batch, on-demand and monitoring modes.

Scenario #1 - Enrich Business Data

A sales representative would like to have the most current company information for better decision making, increased efficiency, and use this information to drive their business group. So, it is critical to get accurate contact data, key financial information, and information on corporate hierarchy and key personnel from D&B. The correct data will help the representative find the best opportunities by creating an effective sales plan and getting insights about customers and organizations.

Scenario #2 - Keep Business Data Up-to-date

A business administrator can configure Real-Time and/or Monitoring (ongoing enrichment) in their Reltio tenant so that the data is always kept up-to-date.

Leverage insights from enriched data to increase revenue, reduce risk, drive efficiency, and improve CX