Database enrichment service

Glossary Item Box

The database enrichment service has the following use cases:

Account data enrichment service.
The service uses different search technologies to find information about accounts and their communications from the open Internet sources.
Email-based contact enrichment service.
The service uses different search technologies to find information about contacts and their communications from the emails.

Database enrichment service workflow

The working principles of the email-based data enrichment service:

The current Sync Engine mechanism synchronizes with the email server. The email server sends new messages to Sync Engine.
Sync Engine saves the messages in the database as Email activities.
The Creatio task scheduler occasionally launches the Email Mining Job process. The mining process extracts a batch of the newest unprocessed Email activities from the database. Then, the process extracts the message body and the corresponding format (plaintext or HTML) from each activity.
The Email Mining Job process sends an HTTP query to the cloud Enrichment Service for each selected email.
The Enrichment Service performs the following operations:
- Extracts a chain of individual messages (replies) from the email message.
- Extracts the signature of each message.
- Performs entity extraction on the signature data: contact (name), phones, email and web addresses, social profiles, other communication options, physical address, the name of the organization.
The Email Mining Job process parses the structure returned by the enrichment service and stores it raw in the Creatio database.
The Email Mining Job process sends a notification about the email data mining completion. The notifications about processed emails are sent to the communication panels of the users via WebSocket.

The working principles of the email-based data enrichment service are presented in Figure 1.

Fig. 1. The working principles of the email-based data enrichment service

The data enrichment service is compatible with all Creatio products of version 7.10 and up.

You can use the data enrichment service both on-site and in the cloud.

A personal cloud key and the URL to Creatio cloud services are required to use data enrichment.

Use the following system settings to specify these values:

[Account enrichment service URL] – by default, this setting is populated for all applications.
[Text parsing cloud service] – set up contact data enrichment service URL.
[Creatio cloud services API key] – this setting is populated by default for all cloud applications. To set up data enrichment on-site, request a personal key from the Creatio support, and use the key to set up the service. Learn more about setting up the data enrichment service on-site in the “Set up data enrichment” article.