D&B On Demand Integration

D&B On Demand integration allows you to manually process a single Reltio Organization entity record on demand via the Reltio UI.

The Account 360 On Demand integration with D&B (Dun & Bradstreet) is a three-step process:

  1. Click the Get Match button for a desired Organization entity profile.

    A request is sent to D&B to match the organization entity using the organization name, primary address, P.O. box number, and telephone number. D&B returns a list of up to twenty-five organizations that match the supplied attributes. The returned matches are processed in accordance with the D&B Match Confidence Code:

    • If there is a single “Active” organization with a match score (confidence code) of 9 or 10, it is automatically merged with the selected organization profile.

    • If there is more than one “Active” organization with match scores (confidence codes) of 9 or 10, all are flagged as potential matches for the selected organization profile.

    • If an “Active” organization has a match score (confidence code) between 5 to 8, it is flagged as a potential match for the selected organization profile.

    • If the organization has a match score (confidence code) of less than 5, it is ignored.

    • Organizations' records that have a status of “Active” are considered for auto-merging.

    Note: The match score (confidence code threshold) for each of these conditions is configurable.

  2. The data steward reviews the potential matches to either merge them or flag them as Not a Match.

    After a D&B organization is merged with a Reltio organization (either automatically or manually by a data steward) entity, the DUNS (Data Universal Numbering System) number of the organization is available.

  3. Click Get Company Details to retrieve the D&B detailed company profile for the selected organization. Clicking Get Company Details:
    • Appends the selected Reltio organization with the latest D&B data.

    • Creates a limited D&B hierarchy based on the Global Ultimate, Domestic Ultimate and HQ (Head Quarter)/Parent Companies details returned in the detailed company profile request.