Bulk Operations

You can perform bulk updates on simple, nested, and reference attributes.

Bulk Attributes Updates

You can perform bulk updates on multiple profiles within Reltio. Reltio supports bulk updates on Simple Attributes, Nested Attributes and Reference Attributes. Customers can use the search capabilities to narrow down the list of profiles on which bulk operations can be performed. Bulk updates can also be performed on the same profiles. Updates for data structure is different for different entities.

The following section describes how to perform Simple attributes updates on profiles.

Simple Attribute Update Operations

You can perform the following simple Bulk Attributes updates:

  • Add a new attribute
  • Clear an attribute value
  • Replace all attribute values with a single value
  • Find and replace attribute values
Bulk Attribute Description
Add a new attribute The Add New functionality creates a new simple attribute. This functionality has 1 input field (control is attribute type-driven).
Clear an attribute value Deletes all values of the simple attribute. This option does not have any inputs.
Replace all attribute values with a single value Replaces all values of an attribute to one specific value. This option has 1 input field (control is attribute type-driven).
Find and replace attribute values Find and Remove locates and replaces specified values. This functionality has 1 input field (control is attribute type-driven).

Searching and Selecting Entities

You can perform bulk updates for entities using the Search tab.

To search and select entities, perform the following steps.

  1. Launch the Reltio application and click the Search tab located on the menu bar.
  2. Select the desired entity from the options available.
  3. Click the Bulk Operations link under the Actions drop-down menu located on the right side of the screen.

The entity type search results displays.

You can use this screen to select the profiles you want to perform bulk operations.

SearchByOV

The SearchByOV option is applied only to a filter that chooses the entities that will be updated. If you choose, for example, the 'find and replace' action or set a filter for nested or reference attributes, the SearchByOv option won't take effect.

Bulk Operation Tasks for Simple Attributes

  1. Navigate to the Reltio Application, and click Search link.
  2. Select the Entity Types from the options listed on the left side of the screen.
  3. Click the Bulk Operations link under the Actions drop-down menu located on the right side of the screen.

The Select Profiles screen displays.

  1. Place a check mark next to the Profiles you want to perform bulk operations.
  2. Click the Next button located at the right of the screen. Step 2 of 3: Update Operations Details screen displays.

This screen contains the profile attributes details. The Main Information section contain all the Simple Attributes on your profile. The other sections are Nested Attributes.

  1. Select the Main Information arrow and click the +Add link. The +Add link for each category displays a specific list of attributes you can select and configure for bulk update operations for that category.

  1. Specify the attribute you want to update using the options available from the drop-down.

Attribute Update Options

  • Add New
  • Clear Attribute
  • Replace all with
  • Find and Replace

    Entities which are uploaded through the back-end (that is, not created through the UI) cannot be updated or deleted through the bulk update process, Thus, bulk update does not work for modifying attributes on non-Reltio crosswalks. The UI does not specify the crosswalk when creating the bulk update task. This means that the task will work only with attributes related to Reltio crosswalks.

  1. Fill-in the attribute configuration field as requested.
  2. Click the Next button located at the right of the screen. Step 3 of 3: Confirmation Details screen displays.

  1. Place a Checkmark next to Send email for this update box if you wish to receive notification when the bulk update operations are complete.
  2. Click the Confirm button to start the bulk update operation process.

Adding Conditions

You can add condition(s) to your bulk update operation by clicking the Add condition link.

The Add condition feature allows you configure when a specific bulk update operation is triggered. This feature uses if and then operations to determine when a specific bulk update is executed.

  1. Click the Add condition link to access condition configuration screen

  1. Use the Search field to locate the item you wish to apply the conditions.
  2. Select the item or property.
  3. Click the change link to change item or property.
  4. Click the X to remove the condition.

In this example the bulk update process will only apply to the Address profile if the condition is met.

Nested Attributes Update Operations

The following section describes how to perform Nested attributes update operations for profiles attributes.

  • Add a new attribute
  • Clear an attribute value
  • Replace all attribute values with a single value
  • Add sub-attributes
  • Find and replace attribute values
Bulk Attribute Description
Add a new attribute The Add New functionality creates a new creates a new simple attribute. This functionality has 1 input field (control is attribute type -driven).
Clear an attribute value Deletes all values of the simple attribute. This option does not have any inputs.
Replace all attribute values with a single value Replaces all values of an attribute to one specific value. This option has 1 input field (control is attribute type-driven).
Add sub-attributes Adds sub-attributes to existing nested attribute identified by anchor.
Find and replace attribute values Find and Replace locates and removes specified values. This functionality has 1 input field (control is attribute type -driven).

Bulk Operation Tasks for Nested Attributes

When the user performs a bulk operation on nested attributes, a new parent should be created for them if it doesn't exist. This is done by selecting the Create Parent Attribute if None Exists checkbox. This option appears only when the user selects the +Add operation to select the nested attribute.

  1. Navigate to the Reltio Application, and click the Search link.
  2. Select the Entity Types from the options listed on the left side of the screen.
  3. Click the Bulk Operations link under the Actions drop-down menu located on the right side of the screen.
  1. Place a checkmark next to the Profiles you want to perform Bulk Operations.
  2. Click the Next button located at the right of the screen. The Step 2 of 3: Update Operations Details screen displays.
  3. Select the profile category you want to perform bulk operations.
  4. To update a nested profile attribute, select the desired profile and click the +Add link under the attribute label. You should see the available attribute options you can select for that specific option.

  1. Select the nested attribute you wish to add from the list in the drop down menu and enter the required configuration information.
  2. Click the Gear icon to display Advance options.
  3. Optionally: Check the box, Pin new value. Pinning a value lets you override the survivorship rule. When you select this option the selected value will become OV.
  4. Continue to add nested attributes as needed for each Profile attribute using the +Add link.
  5. Click the Next button located at the right of the screen. The Step 3 of 3: Confirmation Details screen displays.
  1. Optionally: Check Send email for this update if you want to receive a notification when the update completes.
  2. Click the Confirm button to start the bulk attributes update operation. A message indicating the Bulk operation started displays.

Reference Attributes

In addition to Simple and Nested attributes, users are now enabled to perform bulk updates on Reference attributes.

Bulk Operation Task for Reference Attributes

  1. Navigate to the Reltio Application, and click Search link.
  2. Select the Entity Types from the options listed on the left side of the screen.
  3. Click the Bulk Operations link under the Actions dropdown menu located on the right side of the screen.
  4. Place a checkmark next to the Profiles you want to perform Bulk Operations.
  5. Click the Next button located at the right of the screen. The Step 2 of 3: Update Operations Details screen displays.
  6. Select the profile category you want to perform bulk operations.
  7. To update a reference profile attribute, select the desired profile and click the +Add link under the attribute label. You should see the available attribute options you can select for that specific option.
  1. Select the reference attribute type.

9. Next select the specific bulk update operation you wish to perform. If you have DELETE permissions for this reference attribute, the Clear Attribute screen appears.

  • Clear attribute
  1. Click Clear attribute to disassociate the reference attribute.

Bulk Attribute Update

When a bulk operation is finished, the user will receive an email only if he selects "Receive an email notification when bulk update process is complete" checkbox in UI or sets the sendMail=true option in the API request. The email will be sent after the Bulk update has been completed. It is not cumulative and will not show progress while it is processing. Normally, the email is sent within 15 minutes unless a large number of entities need to be updated. Requests taking more than 15 minutes will get a notification saying, "Your request is processing and is taking longer than usual. You will get a notification when your process is complete".

Bulk Operation Response

When a bulk emailing is sent, the sender receives a report reflecting the status of the mailing. It states:

"Bulk Attribute Update task on <name> tenant has been processed on <X> entities, <Y> entities were successfully updated. However <N> were not updated correctly. Please see attached CSV for details."

The report has the following fields:

Total number of:
  • Entities processed,
  • Number of entities successfully updated completely,
  • Number of entities not updated completely.

If there were failures, the detailed information is given in an attached csv file. ,

For each entity, the CSV file has the form :
entities/{entityId}
OperationType,OperationParameters,Failure Reason