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)