Learn how to configure on-demand UI buttons for RIH with D&B Data Blocks.

1. Create Access Token for RIH Proxy
   1. Navigate to Tools → API platform
   2. Navigate to Clients and select + New Client
   3. Select + Create access profile and select the D&B - REST API Collections collection. Use Auth Token type.
   4. Store this token for use in Step #2
   5. Be sure to use a consistent naming convention for example “tenantID+APICollectionName”
   6. Store the profile name and value

      

2. 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.

3. 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"
         ]
      }
   }