Create Monitoring Profile

Product

D&B Direct 2.0, D&B Direct Onboard

Product Code(s)

Not Applicable

Option(s)

None

Monitoring Available

No

Interface

SOAP

WSDL

download

Format(s)

XML

Service

Monitoring

Operation

CreateMonitoringProfile

{version}

7.1

7.1 Released on

April 21, 2017

This function allows a customer to specify which data layer (or portion thereof) should be monitored and the condition(s) that should trigger change notices.

A Monitoring Profile establishes the specific data fields within a given data layer that should be monitored, and the conditions under which a change event should be triggered.

Update History

April 21, 2017 (vALL SOAP & REST): Version 7.1 is now available. Added ReturnSignificantChangeOnlyIndicator as a request element to Create, and Update Monitoring Profile features, and as a response element to List Monitoring Profile feature.
February 17, 2017 (vALL SOAP & REST): Added elementPrevious support for numeric types in multiconditions for Create Monitoring Profile and Update Monitoring Profile for select elements. Multicondition for Create Monitoring Profile and Update Monitoring Profile now supports up to 20 change conditions.
December 9, 2016 (vALL SOAP & REST): Version 7.0 is now available. ServiceVersionNumber element has been added as a request element in create monitoring profile, and as a request and response element in list monitoring profile, update monitoring profile, get monitoring profile, list change notices and list monitoring registration services.
August 26, 2016 (vALL SOAP & REST): Multicondition for Create Monitoring Profile and Update Monitoring Profile now supports up to 10 change conditions.
July 15, 2016 (v6.1 SOAP & REST)): New multi-condition values, ValueBecomesNULL and ValueBecomesNOTNULL, have been added for create monitoring profile and update monitoring profile.
April 22, 2016 (v6.0 SOAP &REST): Changed the current implementation on the conditions, Value Goes Beyond and Value Goes Below, based on the ContinuousChangeNotificationIndicator. This establishes the following features: If ContinuousChangeNotificationIndicator is set to TRUE (by default), change notices are sent when the new value is less than or greater than the customer threshold. If ContinuousChangeNotificationIndicator is set to FALSE, change notices are sent only when the new value crosses through the customer threshold range relative to the former value.
March 11, 2016 (v6.0 SOAP & REST)): Multiple conditions may now be specified for any one particular element in create monitoring profile and update monitoring profile. This feature is applicable for any monitorable numeric element.

Feature Request

IMPORTANT: Please see the new Online Services Security Enhancement Release, effective November 09, 2020.

Overview

When providing PCMElementXPATHText values, the format should be "//Organization/..." WITHOUT any spaces. Some data elements may only be monitored by the associated aggregate or attribute XPATH.

Example:

As displayed in documentation	Value in PCMElementXPATHText
OrderProductResponse. OrderProductResponseDetail. Product. Organization. Events. PublicFilingHeader. DisclaimerText	//Organization /Events /PublicFilingHeader /DisclaimerText

Data Layer Entitlement

For customers in U.S. and Canadian markets, the API is provisioned for specific collections of products, reports, and/or features (collectively referred to as data layers) for production and trial usage. Entitlement is not required for testing in the sandbox environment.

This function does not require entitlement for production and trial usage. Entitlement for monitoring is only required for the Add Monitoring Registration function, and for the data layers that will monitored.

Specification

Please refer to the list of products that may be included in the Monitoring process.

NOTE: To Create Monitoring Profiles with a specific ServiceVersionNumber of a product, please contact your local D&B Customer Service department/representative for the appropriate configuration.

Sample Request (Create)

<SOAP-ENV:Envelope
    xmlns:soapenv="soapenv"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
    xmlns:xsd="http://www.w3.org/2001/XMLSchema"
    xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
    <SOAP-ENV:Header>
        <wsse:Security
            xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd"
            xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd" soapenv:mustUnderstand="1">
            <wsse:UsernameToken wsu:Id="UsernameToken-633F699FC36627C15514785038369061">
            </wsse:Security>
        </SOAP-ENV:Header>
        <SOAP-ENV:Body>
            <mon:CreateMonitoringProfileRequest
                xmlns:mon="http://services.dnb.com/MonitoringServiceV2.0">
                <TransactionDetail>
                    <ApplicationTransactionID>V7MonitoringSample</ApplicationTransactionID>
                </TransactionDetail>
                <CreateMonitoringProfileRequestDetail>
                    <MonitoringProfileSpecification>
                        <MonitoringProfileName>V7MonitoringSample</MonitoringProfileName>
                        <MonitoringProfileDescription>V7MonitoringSample</MonitoringProfileDescription>
                        <DNBProductID>DCP_STD</DNBProductID>
                        <ServiceVersionNumber>5.1</ServiceVersionNumber>
                        <MonitoringLevel>Level2</MonitoringLevel>
                        <MonitoringElementDetail>
                            <MonitoringElement>
                                <PCMElementXPATHText>//Organization/ActivitiesAndOperations/ExportDetails/ExportIndicator</PCMElementXPATHText>
                                <MonitoringChanges>
                                    <ChangeCondition>ValueBecomesNULL</ChangeCondition>
                                </MonitoringChanges>
                            </MonitoringElement>
                        </MonitoringElementDetail>
                        <ReturnChangedDataOnlyIndicator>true</ReturnChangedDataOnlyIndicator>
                        <ReturnSignificantChangeOnlyIndicator>true</ReturnSignificantChangeOnlyIndicator>
                    </MonitoringProfileSpecification>
                    <InquiryReferenceText>
                        <CustomerReferenceText>V7MonitoringSample</CustomerReferenceText>
                    </InquiryReferenceText>
                </CreateMonitoringProfileRequestDetail>
            </mon:CreateMonitoringProfileRequest>
        </SOAP-ENV:Body>
    </SOAP-ENV:Envelope>

Name	Characteristics
CreateMonitoringProfileRequest	Aggregate
CreateMonitoringProfileRequest @xsi:schemaLocation
CreateMonitoringProfileRequest. TransactionDetail	Aggregate, Optional Records information necessary to process this request.
CreateMonitoringProfileRequest. TransactionDetail. ApplicationTransactionID	string, up to 64 chars, Optional A number assigned by the calling application to uniquely identify this request.
CreateMonitoringProfileRequest. TransactionDetail. TransactionTimestamp	dateTime, Optional The date and time when this request was created. When the request is from an intermediary, such as a workflow manager or service bus, this is the date and time when the message was sent to the D&B function, i.e., the date and time when the xml document was created by the requesting intermediary.
END: CreateMonitoringProfileRequest. TransactionDetail	/Aggregate
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail	Aggregate, Required Records details of the request to create a profile, a set of events and their thresholds, used to monitor a DUNS or a set of DUNS.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification	Aggregate, Required Records the preferences provided by the Customer/User on the monitoring parameters while enrolling for the monitoring service.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringProfileName	*string, at least 1 char, up to 64 chars Pattern: {[^\s]}, Required* A name that is provided by the user to the profile.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringProfileDescription	string, up to 256 chars, Optional A string that records the description of the profile
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. DNBProductID	string, up to 64 chars, Required Records the product code that is provided by the customer to create a profile
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. ServiceVersionNumber	string up to 10 chars., Optional A number that identifies the version of the Service. If not provided, the latest available Service version will be used for the profile creation.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringLevel	MonitoringLevelTextEnum up to 16 chars, Required A alphanumeric string which determines the level of details that the customer will receive during a change event Possible values: Level1; Level2. Level2 provides change event notices along with a copy of the data layer; while Level1 only provides the notices.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail	Aggregate, Optional
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement	Aggregate, Required (Array)
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement. PCMElementXPATHText	string, up to 3000 chars, Required
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement. MonitoringChanges	Aggregate, Required (Array)
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement. MonitoringChanges. ChangeCondition	ChangeConditionEnum, Required Criteria to monitor an element. Possible values: AnyChange; ValueIncreaseByPercentage; ValueDecreaseByPercentage; ValueChangeByPercentage; ValueIncreaseBy; ValueDecreaseBy; ValueChangeBy; ValueGoesBeyond; ValueGoesBelow; ValueEquals; DateChangeBy; DateEquals; MultiCondition, ValueBecomesNULL, ValueBecomesNOTNULL The Continuous Change Notification Indicator is considered for values: ValueGoesBeyond and ValueGoesBelow. Refer to the MultiCondition table for more details.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement. MonitoringChanges. ChangeValue	string, up to 3000 chars., Optional Threshold value corresponding to monitoring criteria.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement. MonitoringChanges. ContinuousChangeNotificationIndicator	boolean, Optional When 'true' (default), change notices are sent when the new value is less than or greater than the customer threshold. When 'false', change notices are sent only when the new value crosses through the customer threshold range relative to the former value.
END: CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement. MonitoringChanges	/Aggregate
END: CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement	/Aggregate
END: CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. MonitoringElement	/Aggregate
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. ReturnChangedDataOnlyIndicator	boolean When 'true' indicates that Change Notices will only include information for fields whose value has changed. When 'false' indicates that Change Notices will include information for all fields, regardless if the values have changed. The latter scenario applies when a whole data layer and/or aggregate is being monitored.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification. MonitoringElementDetail. ReturnSignificantChangeOnlyIndicator	boolean, Optional When 'true' indicates that Change Notices will only include information for fields whose value has actually changed and insignificant/immaterial changes like whitespace, type case changes are ignored. When 'false' indicates that Change Notices will include change events regardless if the values change is immaterial/insignificant or not.
END: CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. MonitoringProfileSpecification	/Aggregate
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. InquiryReferenceText	Aggregate, Optional Records data that allows the customer to specify information to be linked to the request in order to support subsequent order reconciliation.
CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. InquiryReferenceText. CustomerReferenceText	string, up to 240 chars, Optional (Up to 5x) A freeform reference string provided by the customer to be linked to the product in order to support subsequent order reconciliation.
CreateMonitoringProfileRequest { CreateMonitoringProfileRequestDetail { NotificationProfileSpecification { CompressedProductIndicator	boolean., Optional When set to TRUE this denotes that the customer has requested that D&B return the compressed product in Level 2 change notice. When set to FALSE this denotes that the customer has not requested that D&B return the compressed product in Level 2 change notice.
END: CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail. InquiryReferenceText	/Aggregate
END: CreateMonitoringProfileRequest. CreateMonitoringProfileRequestDetail	/Aggregate
END: CreateMonitoringProfileRequest	/Aggregate

Endpoint

Use the following endpoint with the downloadable WSDL to request this feature.

SOAP (Monitoring)
https://direct.dnb.com/Monitoring/V{version}

Testing

This operation will return a static set of results in the D&B Direct test environment (sandbox), regardless of the request parameters.

Feature Response

Specification

The following is a list of the possible data fields returned by this operation in the XML response. Samples are provided for testing successful and failed retrieval, and to demonstrate the basic layout of a response. The data returned in samples may not represent actual values that this feature will deliver.

A static change notice will be generated regardless of the conditions/values specified in test Monitoring Profiles.

NOTE: The D-U-N-S Number returned in the response will be a nine-digit zero-padded, numeric value.

Sample Response (Create)

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/">
   <soap:Body xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
      <ns2:CreateMonitoringProfileResponse xmlns:ns2="http://services.dnb.com/MonitoringServiceV2.0" xmlns:ns3="http://services.dnb.com/TransactionFaultV2.0">
         <TransactionDetail>
            <ServiceTransactionID>Id-8e2ee2581232000044aa0500c984cdc1-1</ServiceTransactionID>
            <TransactionTimestamp>2017-04-03T07:14:22.396-04:00</TransactionTimestamp>
         </TransactionDetail>
         <TransactionResult>
            <SeverityText>Information</SeverityText>
            <ResultID>CM000</ResultID>
            <ResultText>Success</ResultText>
         </TransactionResult>
         <CreateMonitoringProfileResponseDetail>
            <MonitoringProfileDetail>
               <MonitoringProfileName>V7MonitoringSample</MonitoringProfileName>
               <MonitoringProfileID>9663</MonitoringProfileID>
            </MonitoringProfileDetail>
         </CreateMonitoringProfileResponseDetail>
      </ns2:CreateMonitoringProfileResponse>
   </soap:Body>
</soapenv:Envelope>

Name	Characteristics
CreateMonitoringProfileResponse	Aggregate
CreateMonitoringProfileResponse@xsi:schemaLocation	Attribute
CreateMonitoringProfileResponse. TransactionDetail	Aggregate, Required Records information necessary to process a particular request. Examples of a request is the ordering of a product.
CreateMonitoringProfileResponse. TransactionDetail. ApplicationTransactionID	string up to 64 chars., Optional A number assigned by the calling application to uniquely identify this request.
CreateMonitoringProfileResponse. TransactionDetail. ServiceTransactionID	string up to 64 chars., Required A number assigned by the D&B service to uniquely identify this transaction.
CreateMonitoringProfileResponse. TransactionDetail. TransactionTimestamp	DateTimestamp, Required The date and time when this request was submitted or the date and time when the requesting intermediary, such as a workflow manager or service bus, sent the message to the D&B function, i.e., the date and time when the xml document was created by the requesting intermediary.
END: CreateMonitoringProfileResponse. TransactionDetail	/Aggregate
CreateMonitoringProfileResponse. TransactionResult	Aggregate, Required An aggregate that can repeat multiple times to record the different outcomes of the transaction.
CreateMonitoringProfileResponse. TransactionResult. SeverityText	string up to 16 chars., Required Text that records the criticality of the outcome, e.g., Information, Warning, Error, Fatal.
CreateMonitoringProfileResponse. TransactionResult. ResultID	string up to 32 chars., Required An alphanumeric string that uniquely identifies the outcome of the transaction.
CreateMonitoringProfileResponse. TransactionResult. ResultText	string up to 512 chars., Optional Text that explains the outcome of the transaction.
CreateMonitoringProfileResponse. TransactionResult. ResultMessage	Aggregate, Optional (Array) An aggregate that can repeat multiple times to record textual data that expands on the ResultID and ResultText to provide additional information to the user regarding the status of the transaction. If the status implies that there is a problem this may also provide guidance to the user on how to address it.
CreateMonitoringProfileResponse. TransactionResult. ResultMessage. ResultDescription	string up to 512 chars., Required Text that describes the additional information regarding the outcome of the transaction.
END: CreateMonitoringProfileResponse. TransactionResult. ResultMessage	/Aggregate
END: CreateMonitoringProfileResponse. TransactionResult	/Aggregate
CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail	Aggregate, Optional Records the details of events and their thresholds, set to the profile to monitor a DUNS or a set of DUNS.
CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail. MonitoringProfileDetail	Aggregate, Required Records the preferences set on the monitoring parameters enrolled for the monitoring service.
CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail. MonitoringProfileDetail. MonitoringProfileName	*string at least 1 chars. up to 64 chars. Pattern: {.[^\s].}., Required* A name that is provided by the user to the profile.
CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail. MonitoringProfileDetail. MonitoringProfileID	int, Required A number that uniquely identifies a set of events and their thresholds, used to monitor a DUNS or a set of DUNS.
END: CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail. MonitoringProfileDetail	/Aggregate
CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail. InquiryReferenceText	Aggregate, Optional Records data that allows the customer to specify information to be linked to the request in order to support subsequent order reconciliation.
CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail. InquiryReferenceText. CustomerReferenceText	string up to 240 chars., Optional(Up to 5x) A freeform reference string provided by the customer to be linked to the product in order to support subsequent order reconciliation.
END: CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail. InquiryReferenceText	/Aggregate
END: CreateMonitoringProfileResponse. CreateMonitoringProfileResponseDetail	/Aggregate
END: CreateMonitoringProfileResponse	/Aggregate

NOTE: There may be additional request and/or response elements specified in the WSDL that are not applicable for D&B Direct customers. Data elements that are not listed on this page are currently unused by this operation.

Response Codes & Error Handling

Successful service requests will return a CM000 response code in the TransactionResult ResultID field. Otherwise, one of the D&B Direct standard response codes will be returned.

This operation may return the following response codes: CM001, CM002, CM004, CM007, CM014, CM023, SC001-SC009.

D&B Direct 2.0 API requests are provided on a metered basis; and may require entitlement prior to use in the production environment. In addition, a concurrency limit (QPS) is monitored to ensure that it is not exceeded. An error code will be returned in the event that a transaction is throttled.

While this operation is provided on a metered basis, usage is tracked; however, no billing for successful calls is recorded.

Operation-specific supplemental response code explanations:

CM001

Blank value passed for PCMElementXpath.

CM002

Any schema validation failure (e.g. elements that are mandatory in the schema are not present in the request, Sequence of the element is not matching in the schema, Data type mismatch or Invalid notification Level).

CM002

The format of this request is invalid. Please refer to Online Documentation.

CM004

Internal D&B system error. Please try again or contact your local Customer Service Center.

CM007

PCMElementXpath is not applicable for the product.

CM007

Value provided for element ’ServiceVersionNumber’ is not available for the product.

CM014

Product Not available

CM014

Invalid Product Code provided in the request. Please refer to Online Documentation.

CM023

Duplicate Profile Name

CM023

Duplicate record cannot be created

CM001

The given request, or element contains an invalid value.

CM001

Given expression is invalid if specified operator is wrong in the expression.

CM001

Given expression is invalid if specified operant is wrong in the expression.

CM001

Given expression is invalid if specified brace is wrong in the expression.

CM001

Given expression is invalid if the number of operators given in the multi-condition exceeds the limit.

Feature Notes

Here are some constraints of the <ChangeCondition> component in the Monitoring profile.

Profiles may have a single change condition or multiple change conditions per element.
The default condition for any element is AnyChange
<ChangeValue> values should match the data type of the element being monitored

The following table highlights the condition options applicable for each data type:

Data type	Supported change condition
String	AnyChange
Numeric	AnyChange
String	ValueEquals
Numeric	ValueEquals
Numeric	ValueIncreaseByPercentage
Numeric	ValueDecreaseByPercentage
Numeric	ValueChangeByPercentage
Numeric	ValueIncreaseBy
Numeric	ValueDecreaseBy
Numeric	ValueChangeBy
Numeric	ValueGoesBeyond
Numeric	ValueGoesBelow
Boolean	AnyChange
Date	AnyChange
Date	DateChangeBy
Date	DateEquals
EnumString	AnyChange
EnumString	ValueEquals
Numeric/ String	MultipleCondition

Multiple Conditions

Multiple conditions may be specified for any one element, currently restricted to up to twenty conditions. Multiple conditions may not be combined. The following operators support multicondition scenarios.

NOTE: Some of the following operators support single condition scenarios, as well as, multicondition scenarios.

Supported Operators

Operators	Description	Data Types Supported	Operands Supported
AND, And, and	AND condition
OR, Or, or	OR condition
=	equal to	Numeric/ String	element, elementPrevious*
!=	not equal to	Numeric/ String	element, elementPrevious*
<	less than	Numeric	element, elementPrevious*
>	greater than	Numeric	element, elementPrevious*
<=	less than or equal to	Numeric	element, elementPrevious*
>=	greater than or equal to	Numeric	element, elementPrevious*
ValueIncreaseByPercentage	ValueIncreaseByPercentage	Numeric	element
ValueIncreaseByPercentage	ValueDecreaseByPercentage	Numeric	element
ValueIncreaseByPercentage	ValueChangeByPercentage	Numeric	element
ValueIncreaseBy	ValueIncreaseBy	Numeric	element
ValueDecreaseBy	ValueDecreaseBy	Numeric	element
ValueChangeBy	ValueChangeBy	Numeric	element
ValueGoesBeyond	ValueGoesBeyond	Numeric	element
ValueGoesBelow	ValueGoesBelow	Numeric	element
ValueEquals	ValueEquals	Numeric/ String	element, elementPrevious
ValueBecomesNull	ValueBecomesNull	Numeric/ String/ Boolean/ Date	element
ValueBecomesNotNull	ValueBecomesNotNull	Numeric/ String/ Boolean/ Date	element

*See Supported Operands below.

Supported Operands

Operators

Description

Data Types Supported

element

Represents the new value of the element after the change

Numeric, string

elementPrevious*

Represents the previous value of the element before the change

Numeric, string

NOTE: *Only the following numeric elements are supported. If you want to create a rule with elementPrevious for other numeric elements, please contact the D&B Direct Customer Support team.

TwleveMonthsPaydex/ PaydexScore
ConsolidatedEmployeeDetails/ TotalEmployeeQuantity
ViabilityScore/ ClassScore
DNBStandardRating

Sample Multicondition Expression

Example	Operators	Operands
((element > 25) AND (element < 100))	&gt, &lt	element, 25, 100

An error code will be returned in the event that a given expression is invalid in the request.

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Create Monitoring Profile

Feature Request

Overview

Data Layer Entitlement

Specification

Endpoint

Testing

Feature Response

Specification

Response Codes & Error Handling

Feature Notes

Multiple Conditions

What to do Next