With search & automated decisioning
Overview
Creating a profile using the data source search to select the entity, this approach allows you to leverage data sources to enrich a profile in the platform.
Using search means that sometimes a decision needs to be made on the right entity, for instance if a search returns multiple possible matches. It is possible to automate the matching if there are multiple results returned by the search but requires that logic to be completed on the customers systems.
For this approach we highly recommend that you send the company reference & country as part of the search and no other parameters, this is the best chance of getting a high probability match.
API Flow
- Perform a search
- Retrieve the results and automate the matching logic on the clients systems
- Create the profile based on the best match
---
config:
theme: redux-dark
look: classic
---
sequenceDiagram
participant ClientBackend as Clients Backend
participant DetectedApis as Detected APIs
Note over ClientBackend, DetectedApis: Authorisation
ClientBackend ->> DetectedApis: POST /oauth/token
DetectedApis -->> ClientBackend: Auth token
Note over ClientBackend, DetectedApis: Perform Search
ClientBackend ->> DetectedApis: POST /search
DetectedApis -->> ClientBackend: Search Results
Note left of ClientBackend: Clients logic to <br/> determine best match
ClientBackend ->> DetectedApis: POST /profiles (using lookup_id & response_id)