We are using the batch API to send organizations to DnB for matching and the DnB monitoring API to import updates from DnB for DUNS numbers that are registered for monitoring. Both of these are scheduled to run daily and are working fine.
Question for the community is how are you configuring the batch job to register newly added DUNS numbers from the match job for monitoring by DnB (dnb/monitoring/batch)? It does not seem that the match job automatically registers them Am interested in what filters you might be using to identify only organizations that have had DUNS numbers assigned in the previous run of the match job to limit the number of organization sent to DnB.
I can run it manually and add a timestamp range for the Vendor Verification Date to pick up organizations recently matched , but this does not lend itself for having a scheduled job that runs once a day.
I'm pinging the PM on this for more information. More to come
Thanks for the question on the community.
D&B connector does support a batch utility through an API where you can schedule the registration of DUNS for monitoring. Here's the documentation link to that API.
You can use a cron expression to run on schedule and in the filter criteria provide the conditions. This API can be used to add DUNS to the list as well as remove DUNS from the registration - appropriate actions need to be set in the API parameter.
I hope that this help you. Let me know if you have questions.
Did this answer your question?
Not totally. I was aware of the API but my question was more how to configure the filter in this API to only register DUNS numbers that have been added to our Reltio tenant since the last run of this API.
Thank you for your question. If I understand correctly, you're looking to automate the process of registering entities with newly added DUNS numbers. This can be accomplished through filter creation. Specifically, you can filter based on the presence of a DUNS number.
Additionally, I should note that the DnB connector in this case uses an Export service, which in turn relies on a specific Filter system (link to documentation here). After reviewing this documentation, I believe you'll find it easier to configure the filter you're interested in. However, if you encounter any difficulties, feel free to reach out, and we'll be happy to assist you.
As for timestamps, it is possible to incorporate static time ranges into your filters, but currently, there is no built-in functionality for dynamic date filtering for today's or yesterday's dates.
You can combine multiple filter criteria using the and keyword for more precise filter configurations. As a result, your JSON filter might look something like this:
"filter": "(exists(attributes.DUNSNumber) and equals(attributes.VendorVerificationStatus.value, 'Match'))",
Thanks for the response. I guess I am really looking for dynamic date filtering. When we match our organizations with DnB it ends up with a vendor verification status of Enriched. We have 900K organization entities with this status. Do you know if it is ok to continuously send. this number of organizations to DnB? Most will already be registered with them.
From a technical standpoint, our Reltio DnB connector is capable of handling high volumes of data without any issues. However, it's important to note that the receiving entity in this scenario is Dun & Bradstreet (DnB). Therefore, I would highly recommend that you refer to their specific guidelines for data submission.
According to DNB's best practices, here are some key points to consider:
Here is the link to their documentation
Given these guidelines, I find it hard to provide a definitive answer to your question as it falls outside my area of expertise. However, I hope this information is helpful and points you in the right direction for further inquiries.
If you have more questions or need further clarification, feel free to reach out.
@Gaurav Gera - @John Caiafa - If I'm reading the filtering documentation correctly the would use gte if there is a timestamp assoicated with adding the DUNS Number to the Master Record. Is the issue here that this timestamp is located in another area (like a log) that can't be used in the filter process for Creating a list of DUNS Numbers to be added to Monitoring?
Would an option be to create a process to store the result of the filter today, (list of DUNS) and compare the new list to the prior list to identify new DUNS numbers and use that as input to the D&B Monitoring registration process?
Has someone from Reltio Prof Svcs been in contact? What I had heard is that this can be done through the creation of a script and Reltio PS was going to reach out to you on getting this created for your use.
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