Product Request Archive

D&B Direct customers are assigned a temporary storage area where copies of the data and report products requested via the API can be retained for 120 days (extendable up to 365 days or remaining length of the current contract, whichever is less). This portfolio feature provides a convenient way to retrieve previously accessed information for comparison or recovery purposes.

Requirements & Options

When the archiving option is selected, a portfolio asset ID is returned by requests for a D&B Direct data or report product. This asset ID can be used to retrieve the copied information from the portfolio. Alternatively, a separate service exists that can be used to obtain a list of the portfolio contents.

Three operations (List, Retrieve and Delete) are provided to access and manage the information contained in the Product Request Archive.

Business Elements

This following table is an alphabetical list of the unique data elements returned by the List operation. Exception: This operation returns XML formatted responses for REST requests.

Name Description XML* JSON*
Billed Indicator
Info Info
Business Name The primary business name of the organization. Info Info
Candidate Count The number of candidates returned for the search criteria Info Info
Contract Read Indicator Indicates whether the subscriber has read the contract. Info Info
Country Code The ISO code for the country where the business is located. Info Info
Country Code The ISO code for the country where the business is located. Info Info
County Name The name of the primary administrative division within the Territory or Country as received by D&B. As a guiding principle this is a geographic area which would be classified as a Province (except Canada) or a County. In the U.S. this is a county within a State. In the UK this is a county in one of the Home Nations. Info Info
Customer Provided Parameter Name
Info Info
Customer Provided Parameter Value
Info Info
D&B Product Name Name of the D&B product. Info Info
Delivery Format Format of the report. Info Info
Delivery Mode Indicates whether the Investigation report has been emailed or archived. Info Info
Delivery Status Status of the investigation. Info Info
DTRI Branch Indicator Field in Detailed Trade Risk Insight Summary Packet which indicates that the packet response should have only branch data. Info Info
DTRI Headquarters Indicator Field in Detailed Trade Risk Insight Summary Packet which indicates that the packet response should have only headquarters data. Info Info
DTRI Months Detailed Trade Risk Insight specific field which indicates the number of months of Detailed Trade data to be returned. The maximum is 36 months and the default is 13 Info Info
D-U-N-S Number D-U-N-S Number of the organization. Info Info
Email Address Email address of the investigation requestor. Info Info
Email Delivery Date Email delivery date of the investigation. Info Info
Family Tree Member Role Text that describes the part that the subject plays as a member of an ownership structured family tree, e.g. branch, division, parent, headquarters, subsidiary, global ultimate, domestic ultimate. Info Info
First Name The given name of the individual. If this is not known then an initial may be supplied. Info Info
Fulfilled Date and Time Date and time when the investigation was fulfilled. Info Info
Full Name The entire name of the individual. Info Info
Full Postal Code The full postal or zip code where the business is located. In the U.S., this would be the zip code plus four digit postal code extension. Info Info
Full Postal Code The full postal or zip code where the business is located. In the U.S., this would be the zip code plus four digit postal code extension. Info Info
International Dialing Code The international dialing code for the country where the subject business is located. Info Info
Investigation Detail - Notification Method Text
Info Info
Investigation Fulfillment Type Type of fulfillment, i.e. SIR, BIR, SIR and BIR. Info Info
Investigation Priority Text Investigation Priority Info Info
Investigation Remarks Text Investigation Remarks Info Info
Investigation Requestor County Name The name of the primary administrative division within the Territory or Country as received by D&B. As a guiding principle this is a geographic area which would be classified as a Province (except Canada) or a County. In the U.S. this is a county within a State. In the UK this is a county in one of the Home Nations. Info Info
Investigation Requestor Name Name of the investigation requestor. Info Info
Investigation Requestor Territory
Info Info
Investigation Tracking ID
Info Info
Last Name The portion of the individual's name usually presented at the end used to identify the members of a family. Info Info
List Count The number of product or Investigation orders on the list. Info Info
Notification Date and Time Date and time when the investigation fulfillment was notified. Info Info
Notification Email Address
Info Info
Operating Status Text describing this organization's functional state/trading status, e.g. active, out of business, or dormant.‎‪‬ Info Info
Order Date and Time The date and time when the report was ordered. Info Info
Organization Identification Number The identification number assigned to the registered business by the registration authority according to the business registration filing. Info Info
Outstanding Balance Amount
Info Info
Recommended Decision
Info Info
Rule Name GDM Rule Name Info Info
Rule Version Number GDM Rule Version Info Info
Street Address Text that records the street address components. This includes, but is not limited to, details such as street name, street number, building name, estate name. Info Info
Street Address Text that records the street address components. This includes, but is not limited to, details such as street name, street number, building name, estate name. Info Info
Telephone Number The main telephone number of the business within the telephone exchange, for example 422000 for D&B, High Wycombe, UK. This will also include the exchange code in those countries where this is applicable. Info Info
Territory Name The territory name where the subject business is located. Info Info
Town Name The name of the city or town in which the business is physically located. Info Info
Town Name The name of the city or town in which the business is physically located. Info Info
Trade-Up Indicator Trade up Indicator Info Info
Transaction ID Toolkit assigned transaction identification number. Info Info
Unable To Locate (UTL) Indicator Indicates if the fulfillment type is UTL. Info Info
User Read Indicator Indicates whether the user has read the report in the portfolio. Info Info

*The links in this column provide technical characteristics for the data field characteristics of the respective business element in the XML (SOAP) or JSON (REST) response.

The preceding list is not presented in the order, nor manner, in which the information is packaged and delivered via the D&B Direct API.

While the portfolio feature is utilized by other D&B services, only items created by D&B Direct can be managed using this service.

The portfolio feature is also utilized by the D&B Direct Investigation Service.

Technical Specification

For details on how to implement this feature, please refer to the Portfolio Service documentation.

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