Creating Profiles in Reltio Identity 360

The Profile page enables you to create and maintain your profiles.

To create a new profile:

  1. From the Main menu, click MORE > Create Profile > Individual. The Profile page is displayed. By default, the page is displayed in the Editing mode.

  2. Enter Full Name.
    This is an alphanumeric field.
    For example, Donald Argo Turner.
  3. From the drop-down list, select Prefix.
    For example, Mister (Mr).
  4. Enter First Name.
    This is a mandatory field and is alphanumeric.
    For example, Donald.
  5. Enter Middle Name.
    This is a mandatory field and is alphanumeric.
    For example, Argo.
  6. Enter Last Name.
    This is a mandatory field and is alphanumeric.
    For example, Turner.
  7. From the drop-down list, select Suffix.
    For example, Doctor of Medicine (MD).
  8. Enter Preferred Name.
    This is an alphanumeric field.
    For example, Donald Turner.
  9. Enter Nick Name.
    This is an alphanumeric field.
    For example, Don.
  10. Enter Devices Used.
    For example, your smart phone.
  11. Enter Web Cookie ID.
    For example, aaa.example.com. This information is a unique identifier for the profile.
  12. Enter Device ID.
    For example, 289kjjks29. This information is a unique identifier for the profile.
  13. Click Alternate Name if the entity is also known by another name.
    Enter First Name, Last Name, Middle Name, Prefix, and Suffix.
  14. From the drop-down list, select Role Type.
    For example, Customer.
  15. Click Create Social Media to specify the social media channel details for the profile being created.
    Enter Channel name, Join Date, and Status.
  16. Click Create Policy Consent.
    Enter Type, Effective From, Expiry Date, and Policy Version.
    For more information, see Privacy and Consent Preferences.
  17. Select Status.
    For example, Active.
  18. Click Create Education.
    Enter School Name, Type, Degree, GPA, Start Year, End Year, and Year of Graduation.
  19. Click Create Privacy Preferences.
    Select Yes or No.
    For more information, see Privacy and Consent Preferences.
  20. Click the Calendar icon.
  21. Select the Date of Birth.
    This is a mandatory field.
    The year in the date of birth should be after the year 1921.
  22. Click the Calendar icon.
  23. Select the Date of Death.
    This is a mandatory field.
    The year in the date of death should be after the year 1921.
  24. In the Contact Attributes facet, enter Phone, Address, and Email details.
    Enter a valid valid email ID, which is made up of the email ID and domain name.
  25. In the Contact Attibutes facet, click Create Multi Channel Communication Consent.
    Enter Privacy Consent Status, Consent type, Source, Effective From, Communication Type, and Source IP.
    For more information, see Privacy and Consent Preferences.
  26. In the Relationship facet, click Add.
  27. From the drop-down list, select Type.
    For example, daughter.
  28. From the Individual drop-down list, select the relevant profile.
    For example, selecting the profile of Allison Turner denotes she is Donald's daughter.
  29. Click Market Demographic.
    Enter Gender and Marital Status.
  30. Click Identifiers.
    Enter Type, Status, ID and Activation Date.
    For example, your Loyalty ID.
  31. Click Save.