Common configuration
Learn about the common configuration items required for all modes of D&B Data Blocks integration.
Enable Connections
Configuration required for all modes of operation.
Enable Connections (Base → Recipes, Assets → Recipes -> Connections OR Projects → {Project Name} → _Connections)
| Connection Name | Description |
|---|---|
| D&B | CON | Reltio Platform Connection |
Populate Environment URL Populate Tenant ID Select “Yes” for Use Client Authorization Populate Client ID Populate Client secret Leave “No value selected” for Use Custom Authorization Service Press Connect |
| D&B | CON | RecipeOps Connection |
Select “My account” from the RecipeOps account dropdown list Press Connect |
Populate Environment Properties
Populate Environment Properties (Tools → Properties)
| Property Name | Value | Description |
|---|---|---|
| Email Notification |
Once the job is completed the user(s) will receive an Email to the email Ids provided in Email Notification property in D&B Recipe Properties lookup table. The Email will contain the date, filter, stats, processing mode, duration, etc. Multiple emails can be added to receive an Email Notification with stats and other information. | |
| Reltio Environment URL | Example: https://test-usg.reltio.com | Populate the Reltio environment for the tenant |
| Reltio Tenant ID | Example: fxQ12aCfaq2Zvn9 | Populate the Reltio tenant ID |
Populate Lookups
Populate Lookups (Tools → Lookup tables > D&B Recipe Properties)
| Property Name | Value | Description |
|---|---|---|
| Organization - Entity Name | Organization | Populate the Entity Name for Organization. This property value is mandatory. |
| Source Type | DnB | Populate source name as per Reltio Data Model. This property value is mandatory. |
| RIH Service User | D&B_DataBlocks_Enrichment_Process | Populate Client ID to avoid the events which are updated/created by this ID. This should be the same ID which we will be using in Reltio Connection. |
| Enrich Company Info Level-3 Version-1 | Yes | Populate Yes to Enrich Company Info else No |
| Enrich Corporate Hierarchy Level-1 Version-1 | Yes | Populate Yes to Enrich Corporate Hierarchy else No |
| Enrich Diversity Insight Level-1 Version-1 | Yes | Populate Yes to Enrich Diversity Insight else No |
| Enrich Principal Contacts Level-1 Version-2 | Yes | Populate Yes to Enrich Principal Contacts else No. Either one of other 3 Data Blocks is mandatory to enrich Principal Contacts. |
| Auto Merge - Confidence Code | 8 | Profiles will be merged only if "Do not Merge" property is set to false. If any value is not populated in this field, by default 8 will be set. Range must be between 1 (min) to 10 (max). Auto Merge - Confidence Code cannot be less than or equal to Potential Match - Confidence Code. |
| Potential Match - Confidence Code | 6 | This property value is mandatory if the "Do not Merge" property is set to true. Range must be between 1 (min) to 10 (max). |
| Address Type | Business | Based on Address Type, address will be picked as input for enrichment. If not provided, the default behavior is to pick the first address available. Ex - Business, Shipping, Mailing, etc. |
| Email Type | Business | Based on Email Type, email address will be picked as input for enrichment. If not provided, the default behavior is to pick the first email address available. Ex - Primary, Work, Home, etc. |
| Phone Type | Business Phone | Based on Phone Type, phone number will be picked as input for enrichment. If not provided, the default behavior is to pick the first phone number available. Ex - Business, Work, etc. |
Enable Recipes
Enable Recipes (Base → Recipes, Assets → Recipes OR Projects → {Project Name} → {Location})
| Recipe Name | Location |
|---|---|
| D&B | FUNC | Prepare Input Parameters for D&B Request: Jobs | Data Block → Company Information |
| D&B | SYS | Batch Company Info - Get Entity Responses | Data Block → Company Information |
| D&B | SYS | Batch Update Company Information | Data Block → Company Information |
| D&B | SYS | Batch Update Company Information - Not Matched Entities | Data Block → Company Information |
| D&B | SYS | Batch Update Company Information - Reltio Load | Data Block → Company Information |
| D&B | SYS | Batch Hierarchy Connections - Get Entity Responses | Data Block → Hierarchy Connections |
| D&B | SYS | Batch Hierarchy Connections - Get Relation Responses | Data Block → Hierarchy Connections |
| D&B | SYS | Batch Update Hierarchy Connections | Data Block → Hierarchy Connections |
| D&B | SYS | Batch Update Principal Contacts | Data Block → Principal Contacts |
| D&B | FUNC | Global Error Handler | _ErrorHandler |