Editing Profiles

To edit a Profile, select either Editing or Suggesting mode.

Modifying an attribute

To modify an attribute:
  1. Click an attribute field and enter the new value.

  2. Save your changes by clicking Save. Reltio Platform displays a Save message at the top of the Profile, and enables you to undo changes.

  3. The Profile Facet only displays attributes that have defined values. To display and edit more attributes, click the +Add link and select an attribute from the list.

    In the System attributes section, you can add start and end dates for the entity. If the End Date exists in the past, the entity is considered Inactive. In addition, if the Start Date is dated in the future, the entity is considered Inactive.

  4. Select an attribute from the list to display it on the form. For longer lists, you can use the Search field to find the desired attribute in the list.
  5. Enter the attribute name in the Search field to filter the list of available attributes you can select. The icon adjacent to the attribute in the list indicates the attribute type:
    1. simple attribute:
    2. nested attribute:
    3. reference attribute:

    Some attributes such as State may include a pre-defined set of values from which to choose.

Suggesting mode in Profiles

To make suggestions in a profile:

  1. Select Suggestingmode.
  2. Make the required suggestions in the attributes.
  3. Click Suggest to update the suggestions.

Viewing Warning Messages from RDM

Reference Data Management (RDM) is enhanced to provide the ability to search for Reference Data Management lookup errors in Hub without making configuration changes. In Advanced Search, the Records with RDM Transcode Errors option allows you to search for the entities that have problems with RDM lookups. For more information, see Working with Advanced Search Filter Options.

When you open entities with Reference Data Management errors, the Reference Data Management validation warnings are not displayed. To see these warning messages, you must submit a Support Ticket requesting a configuration change.

Sample Warning Message: