Recipient Master Data Block

The Recipient Master (RecipientMaster) Data Block in Assette is responsible for retrieving and constructing recipient-level data required for personalized content delivery and distribution workflows. This includes contact metadata, address information, delivery preferences, and recipient-account associations. The block supports integration with either Assette’s Recipient Upload or a third-party CRM system (e.g., Salesforce, Microsoft Dynamics) through configurable dependencies.

General Info #

Field	Value
Name	RecipientMaster
Block Category	Interface
Block Type	Python
Output Type	Data Table
Editable	True

Dependencies #

Depending on the desired data source (see Switching Between Data Sources), dependencies must be added or removed.

Data Block Name	Description
CalculationEnv	Defines the imported Python modules and libraries (e.g., “import numpy as np”) [Link]
GetRecipientInfoSalesforce	Retrieves contact information from the Salesforce CRM system, leveraging Salesforce Object Query Language [Link]
GetRecipientInfoSalesforceTransform
GetRecipientInfoLocal	Used to accessing recipient metadata from Assette’s internal data service. [Link]
GetRecipientsLocalDB	Retrieves active recipient records from the Assette’s internal database. It provides details about delivery preferences, contact information, and localization settings for each recipient. [Link]

Switching Between Data Sources #

The block supports two data source configurations:

1. Local Database (Assette-hosted)
2. Third-party CRM (e.g., Salesforce)

To switch between data sources, comment/uncomment the appropriate code snippet:

Local Database #

RecipientInfo_meta_data = pd.DataFrame(read("GetRecipientInfoLocal", params)["data"])
recipientsList = pd.DataFrame(read("GetRecipientsLocalDB",{})["data"])

CRM Integration (Salesforce Example): #

RecipientInfo_meta_data = pd.DataFrame(read("GetRecipientInfo", params)["data"])
recipientsList = pd.DataFrame(read("GetRecipient", params)["data"])

Note: The block is designed to work with any CRM system—not just Salesforce—provided the dependent blocks return data in the expected structure.

Parameter Handling #

Parameters passed to the block are used to filter and refine the recipient list. Supported parameters include:

Parameter Name	Description
FirstName, LastName	Filters recipients by name
Email	Filters based on recipient email
Address1, Address2, City, State, Country, Zip	Filters by address fields
Company	Filters recipients by associated company
Code	Filters recipients by unique code
ID (as Param_ID)	Filters by record ID
AccountCode, OrganizationCode	Used for CRM-specific lookups

Person and Address Construction #

Each recipient is mapped to a nested Person dictionary, which includes personal details and a PersonAddresses list. The build_person_new() function handles this transformation, ensuring consistent formatting for downstream consumption.

Sample structure: #

{
  "RecipientCode": "...",
  "Person": {
    "FirstName": "...",
    "LastName": "...",
    "PersonAddresses": [{
      "Address1": "...",
      "City": "...",
      "State": "...",
      "Country": "..."
    }]
  }
}

Default and Missing Field Handling #

The block ensures structural consistency by injecting default values for any missing columns in the input dataset. Fields such as IsEmailDeliveryEnabled, Language, EmailTO, and others are initialized if not present in the source data.

Filtering Logic #

The output is further filtered using parameter-driven logic, including support for:

• Email match
• Name and address matching
• Company and recipient code filters
• Record ID matching

If specific filters are applied (e.g., Email, FirstName, or Code), only matching records will be included in the final output.

Example Request #

{}

Example Response #

{
  "ID": 101,
  "PersonID": 101,
  "IsEmailDeliveryEnabled": true,
  "EmailTO": "client@example.com",
  "FirstName": "John",
  "LastName": "Doe",
  "Address1": "123 Market Street",
  "City": "Boston",
  "State": "MA",
  "Country": "USA",
  "Zip": "02108",
  "Person": {
    "FirstName": "John",
    "LastName": "Doe",
    "PersonAddresses": [{
      "Address1": "123 Market Street",
      "City": "Boston",
      "State": "MA",
      "Country": "USA"
    }]
  }
}