Integration with TrustSphere LinksWithin and LinksWithin Graph

Article ID: 1479
Last updated: 27 Jul, 2018
DOCUMENTATION NOTICE
This document is under development. As of July 27, 2018, it contains several inaccuracies. It shall be reviewed.

Following is a brief summary of Riva Insight's integration of TrustSphere LinksWithin and LinksWithin Graph.

Requirements

  • Riva Insight server: Version 2017.1 or higher.

  • TrustSphere: requires TrustVault.

Functionality

Viewing a Relationship:

Scope: Only outbound emails form a relationship on the TrustSphere server, as defined below:

  • Outbound: The sender has an email address with the same web domain as the current Riva Insight user, and at least one recipient (To or CC) is in a different domain.

  • Internal: The sender and all recipients have email addresses in the same domain as the current Riva Insight user.

  • Inbound: The sender does not have an email address in the same domain as the current Riva Insight user, and at least one recipient (To or CC) has the same domain as the current user.

To display a relationship in LinksWithin:

  1. The user selects an email item in Outlook.

  2. When the user selects the LinksWithin icon, Riva Insight reads the recipients and sender information and determines whether it is an outbound item. If so, Riva Insight displays the relationship information in LinksWithin.

    Riva Insight reads the email address of the current session user in Outlook. Using this information, Riva determines which email items are outbound, and relationships are retrieved from TrustSphere and displayed.

Icons:

  • Organization or Account: The LinksWithin and LinksWithin-Graph icons show if the organization has a website field in CRM. The icon appears next to the far right of the organization or account in the Insight panel.
  • Contact: The Linkswithin and LinksWithin-Graph icons appear to the far right of the selected contact.

LinksWithin:

  • Organization: LinksWithin retrieves and displays the list of relationships from the TrustSphere server based on the domain of the website of the organization.
  • Contact: LinksWithin retrieves and displays the list view of relationships from the TrustSphere server based on the primary email address of the contact.

LinksWithin – Graph:

  • Organization: LinksWithin Graph retrieves and displays a graphical view of relationships from the TrustSphere server based on the domain of the website of the organization.
  • Contact: LinksWithin-Graph retrieves and displays a graphical view of relationships from the TrustSphere server based on the primary email address of the contact.

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Article ID: 1479
Last updated: 27 Jul, 2018
Revision: 14
Views: 2025
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