D&B Integration

The Account 360 application integrates with D&B in two modes that are Data Integration Batch API and On Demand API.

The Account 360 application integrates with D&B (Dun & Bradstreet) in two modes:

  • Data Integration (DI) Batch API: This is a batch mode interface that allows you to process a large volume of Reltio Organization entity data sets at a regular time interval, such as monthly, quarterly, or annually. The batch program automatically runs at the scheduled time, matches and appends the Reltio organization entity data with D&B data, and creates the D&B hierarchy. The organizations to be matched are submitted in a fixed width format file. The results are also returned in a fixed-width format file. D&B's SLA (Service Level Agreement) specifies 48 hours time for processing the data sent for D&B enrichment.

  • On Demand API: This is an on demand interface that allows you to manually process a single Reltio Organization entity record On Demand via the Reltio UI. The organizations to be matched are submitted in a .json file through a REST (Representational State Transfer) interface. The results are also returned in a .json file. The organizations to be matched are held in a data tenant. The On Demand D&B integration is a two-step process:

    1. Send a match request to D&B and merge the best match returned from D&B.
    2. Append the merged record with the detailed company profile data.

    These two steps can be performed either by using the Reltio UI, or by an application program accessing the underlying web service.

The following table summarizes the difference between D&B On Demand and Batch Mode integration.

Table 1. D&B On Demand vs Batch Mode Integration
D&B On Demand Integration D&B Batch Mode Integration
Matches and appends a single Reltio Organization entity with the latest D&B data. Matches and appends a large volume of Reltio Organization entity data sets with the latest D&B data.
Facilitates accomplishment of the following two tasks:
  • Get Match: The Get Match button retrieves a list of organizations that D&B has identified as potential matches, and stores them in a data tenant where they are available for review by a user, who can then select and merge the record that is the best match. The merge operation will add the DUNS Number to the organization which is used in turn by the Get Company Details operation.
  • Get Company Details: Get Company Details enriches the organization with D&B data using the DUNS Number provided in the Get Match operation.
Divides the two tasks into the following two processes:
  • D&B Match and Append: To receive the organization's DUNS number and append its data when the organization's DUNS number is not available.
  • D&B Recertification: To refresh and enrich the organization's data when organization's DUNS number is available.
A single organization is enriched. Multiple organizations are enriched.
Sends results/response On Demand. Requires up to two days to return a fully matched/appended file.
Response data returns multiple potential matches. Response data returns a single best match.
Match handling depends on the confidence score.
  • Active organizations with a match score (confidence code) between 5 to 8 are flagged as potential matches.
  • Multiple active organizations with a match score (confidence code) of 9 or 10 are flagged as potential matches.
  • Single active organization with a match score (confidence code) of 9 or 10 is automatically merged.

    Note: Confidence code thresholds are configurable.
Match handling depends on the confidence score.

If the found match has a confidence code greater than or equal to the threshold value specified in Low Confidence, then the match is automatically used to update the organization's data.

Note:
  • D&B integration requires D&B data to be licensed, which can be done directly with D&B or through Reltio.