2024-02-27 New Features: Data Enrichment

Data Verification:

• Implemented functionality to verify ZA ID numbers and Company VAT numbers within the system through VerifyID API integration.
• Added ability to retrieve VAT numbers if only a company registration number is provided.
• Added options for automatic or manual verification.

Products Integration:

• Integrated SARS - VAT and Identity Verification APIs for data enrichment.
• Implemented SARS - VAT API for VAT verification.
• Implemented Identity Verification API for ID verification.

Enrich Providers Management:

• Introduced a new section under Settings named "Data Enrichment" for managing Enrich Providers.
• Users can view a list of all providers along with their products, setup type, credits, and status.
• Actions like Activate, Disable, Pause, Verify API, Logs, Edit, and Delete are available for managing providers.
• Users can add new providers via the "+ Add Provider" button.

Provider Configuration:

• Configuring options, including Override Data options, Automatic verifications, Lists selections, and allowed Audience Groups.

1. Manual Enrichment & Automatic Enrichment:
   • Added manual data enrichment option under Companies/People actions.
   • Users can enrich data manually by selecting providers and confirming the validation.
   • Introduced cron jobs for automatically enriching specified lists if data hasn't been enriched already.
2. List Validation:

• Added option to validate all records in a list using data enrichment providers.

Query Builder Enhancements:

• Added new fields to the query builder: Credit Score (CPA), Credit Score (NLR), Date Credit Score Updated, and Days Ago Credit Score Updated.
• Users can view these fields on the people view page.
• Add new fields under the companies table called tax_verify_lookups_id (Verified, Failed) and date_tax_verify.
• Add new fields under the people table called id_number_verify_lookups_id (Verified, Failed) and date_id_number_verify.
• Only log failed if the response was failed from SARS, not if the API failed.

Logging and History:

• Implemented logging of all validations in a history table.
• Added columns for storing old and new data, provider ID, task performed, outcome, and API response.
• Users can view logs and history under People/Companies View and Providers logs.