Reltio Cloud Release Notes 2017.3

Key Features of Reltio Cloud 2017.3 GA

  • Reltio Console enables customers to centrally manage their Data Model, Reltio UI, and Workflow process.
  • Reltio Reference Data Management (RDM) will provide a trusted repository to define, manage and standardize your reference data across multiple MDM domain.
  • Reltio Insights (RI) is a product built on Apache Spark and designed to run complex analytics against data stored in the Reltio Cloud Platform.
  • We have also added many enhancement in core MDM and security like SAML-based Single Sign-on (SSO), Export activity log by Time, Type of activity, user(s) and objects, external matching of data etc.
  • We have also added enhancement on UI like Table view for nested attributes and Bulk Operations.

Feature Details

Reltio Console

A centralized location to view and manage the following applications:
  • Data Modeler: View the tenant data model, including entities, attributes, relationships, sources, match rules, and roles (editing is not available for this release).
  • UI Modeler: View, design and build your Profile page.
  • : View, design, and build workflows.

Reltio customers and partners can now use the Reltio Console Data Modeler to view the complete data model for a specific tenant, including entities, attributes, matches, relationships, and sources.

Customers and partners can use the UI Modeler to configure their Profile page using a point-and-click interface and the Workflow Modeler to view, design and modify their workflows.

With Reltio Workflow, users can now create, modify and deploy their workflow processes (via .bpmn files) from within the Reltio Console.

Related Videos

Reference Data Management (RDM)

Reltio Reference Data Management (RDM) provides a trusted source of reference data that helps improve data quality and brings operational excellence for your MDM. It provides an easy-to-use application that allows you to create, map, and manage reference data. Customers can create reference data and manage reference data hierarchies across multiple systems, domains, and geographies.

Documentation: Reference Data Management (RDM).

Reltio Insights (RI)

Reltio Insights (RI) is a Reltio product built on Apache Spark and designed to run complex analytics against data stored in the Reltio Cloud Platform.

Documentation is available at Reltio Data Science.

Core MDM

API Validation

Ability to validate that a class exists and implements MatchToken/Comparator interfaces accordingly. This validation also checks for circular references and vertical inheritance."

Desktop and Mobile UI

Table View for Nested Attributes

You can now view nested attributes in a table format on the Profile page.

Documentation: Displaying Nested Attributes in a Table View

Multiple Roots in Hierarchy

A new, additional hierarchy facet allows you to visualize multiple roots of an entity.

Documentation: Hierarchy Management Facet Settings

Bulk Operations UI

The Bulk Operations UI is now available to all customers. Email notifications are enhanced to include an error log that shows failed and passed operations. Customers can now enable this capability in their tenants.

Documentation:

Core Platform API

API Validation

Ability to validate that a class exists and implements MatchToken/Comparator interfaces accordingly.

OV Rendering Based on Source

Ability to view an entity based on OV rules based on a source or a combination of sources.

Evaluate using RI Event Processor for Export

Evaluation of gaps for RI enabled export.

Matching API Features and Enhancements

  • The APIs now include relationship filtering functionality.

    Documentation: Filtering Entities

  • The Matching API now includes capabilities to resolve lookups for attributes during matching.

    Documentation: Matching API

  • You can now include multiple logical operands of each type (AND, OR, NOT) within other logical operands.
  • By default, match tokens are now dynamically defined based on comparator configuration. Customers can override the default with their own manually composed match rules.

    Documentation:

  • The new External Match API provides self-service capabilities to enable data stewards to submit files for external matching.

    Documentation: Pending

  • Customers can now search for entities with "Not a Match" status.
    • Documentation: Pending

Export Activity Logs

Export activity log by time, type of activity, user(s) and objects.

Documentation: Export Relations

Search and Bulk Edit Improvements

The consistency of search results from the Search facet and results viewed in the Bulk Edit facet has been improved.

Documentation: Bulk Operations

DTSS

Publish Relationships When Either Side is Modified

Customers now have the option to publish the relationship if either side of the relationship is updated.

DTSS Security Enhancements

Specific roles provide customers ability to define and maintain their DTSS subscription and at the same time restrict only to their related information.

Export

Ability to Skip Errors During Testing

Minor errors can now be skipped during export in testing environments.

Additional Filtering Options

You can now define multiple filtering criteria to searches, such as date ranges, wild cards, event triggers, and so on.

Documentation: Export Relations

Workflow

Workflow Web Based Modeler

Reltio Workflow users can now create, modify and deploy their workflow processes (via .bpmn files).

Documentation:

DCR Support for Relationships

Reltio out-of-the-box workflow Data Change Requests (DCR) now support change requests for relationships. Create, edit and delete are supported. You can use the desktop or mobile UI to suggest relationship changes.

Release Considerations

API Changes

Reltio’s Error message now includes a Code at the beginning of the each message with the ability to optionally receive a localized description of the error at the end of the message.

Before this enhancement, your error messages were as follows:
Code: <code>; Message parameters: <message_parameters>
After this enhancement, they will appear as follows:
Code: <code>; Message parameters: <message_parameters>[. <localized_description>][. <localized_detailed_description>]

Deprecated APIs and Features

This section lists the APIs that have been deprecated in this and previous releases of Reltio Cloud. Generally, support for deprecated functions continues for two more major releases if not stated explicitly.

Deprecated in Reltio Cloud 2017.1

This section contains APIs deprecated in Reltio Cloud 2017.1 and its minor releases.

Deleted Tenants Automatically Removed From User Access List

Users will no longer have tenants in their access list which do not exist. When a tenant is deleted, users who have access to this tenant are cleaned up to reflect the right state of access.

Resolved Issues

API

API. Search filters "missing" and "exists" don't work for lookup type

Resolution: Fixed

UI

Mobile: Non-Reltio reference attribute is removable

Resolution: Fixed

UI/Mobile. Wrong information in DCR card when updating reference/nested attribute with Reltio crosswalk

Resolution: Fixed

UI/Desktop. Non-Reltio reference attribute in entity with Reltio crosswalk was deleted instead of ignored

Resolution: Fixed

UI/Mobile. Attributes with non-Reltio crosswalks not ignored when deleted/updated

Resolution: Fixed

UI/Mobile. Extra Reltio crosswalk appears when approving DCR with edited reference attribute non-Reltio crosswalks from mobile

Resolution: Fixed

Mobile: Support Cumulative Entity Update

Resolution: Fixed

Workflow

Workflow: task with few step updated DCR is assigned on a user who is not in possible assignees list

Resolution: Fixed

API: /_getAccessRoles return NPE for DCR with "APPLIED" status

Resolution: Fixed

API: Need to verify UPDATE permission on entity when apply DCR on insert attribute

Resolution: Fixed

Desktop: changes in DCR task card are not displayed for profile with imageLink

Resolution: Fixed

Workflow Modeler: Deleted element recovers back when deployed

Resolution: Fixed

Workflow Modeler: Can't see message about successful deployment if there was a deployment error on previous step

Resolution: Fixed

Workflow UI: only 2 changes are displayed in the DCR card on create relation with 3 attributes

Resolution: Fixed

Production, Development, and Test Environments

Reltio Cloud 2017.3 GA is deployed on the Development, Test, and Production environments.

The roll-out of Reltio Cloud 2017.3 GA is targeted for October 29, 2017. Your Development, Test, and Production tenants will be upgraded at that time.

Attention: The upgrade window is from October 28, 2017, starting at 8:00 pm (PT), to October 29, 2017, ending at 8:00 am (PT), with no planned downtime.

Reltio Cloud 2017.3 GA Release Notes: Reltio Insights

New and updated Reltio Insights features in Reltio Cloud 2017.3 GA.

For full documentation see: Reltio Data Science.

Reltio Insights at a Glance

Reltio Insights (RI) is a Reltio product designed for running complex analytics against data stored in the Reltio Cloud Platform.

RI is built on top of Apache Spark™ and provides a set of out-of-the-box libraries and connectors to enable agile analytics and provide bidirectional integration and access to all data between the Reltio Cloud Platform and RI. This integration also enables closed-loop analytics to allow for personalized and in-context insights.

RI uses the Apache Spark analytics processing platform.

Use Cases and Operations

RI provides the ability to export entities, relationships, crosswalks, and match history from the Reltio Cloud Platform to Spark Datasets for advanced analysis. Additionally, interaction data can be loaded directly into RI and matched with corresponding data from the Reltio Cloud platform to support closed-loop analytics.

RI supports the following use cases:

  • Accessing data from the Reltio Cloud Platform.
  • Building reports with extracted data from the Reltio Cloud Platform.
  • Storing analytics in Amazon S3 and publishing analysis data on the Reltio Cloud Platform.
  • Performing additional analysis with available out-of-the-box Spark SQL, Spark GraphX, and SparkMLib libraries.
  • Leveraging data from the Reltio Cloud Platform plus interaction and transaction data loaded directly into Spark for up-to-date analytics.

New Features and Improvements

Event Processor Auto Scaling

The RI Event Processor now auto scales depending on the workload.

Upgrade to Spark 2.1

RI is now certified with Spark 2.1 (upgraded from Spark 2.0).

Attribute Level Crosswalks in RI

RI now supports exporting crosswalk-level entity and relationship information in addition to the consolidated operational views.

Incremental Data Access for Interactions

RI now allows you to identify and export delta interactions.

Reltio Cloud 2017.3 GA Release Notes: Reference Data Management

This document covers new and updated Reference Data Management features for the Reltio Cloud 2017.3 GA release.

RDM at a Glance

Reltio Reference Data Management (RDM) provides a trusted source of reference data that helps improve data quality and brings operational excellence for your MDM. It provides an easy-to-use application that allows you to create, map and manage reference data. Customers can create reference data and manage reference data hierarchies across multiple systems, domains, and geographies.

Reltio Reference Data provides:

  • A business-user-friendly portal to define, manage and standardize reference data across multiple source systems.
  • Automatic transcoding and translation, with no special coding required.
  • Easy mapping and standardization of reference data.
  • The ability to centrally remediate reference data issues.
  • A comprehensive REST API layer for access using integration systems.
  • A reverse transcoding API for conversion into downstream system values.

Challenges

Reference data is a non­volatile and slow-moving subset of master data. Challenges in reference data management include a lack of clear visibility into reference data usage and no easy method to change and update reference data across systems. Managing reference data requires transcoding during ETL and may require additional custom code. RDM allows customers to create reference data objects within their MDM model, map and manage external source data to reference data, and build hierarchies for reference data.

Features and Benefits

The major features of Reltio RDM include:

  • Exceptional reference data management
    • Functionality:
      • The capability to map reference data to data sources and manage reference data sets.
      • Administration support for diverse reference data types, and connections to existing MDM and operational applications.
      • Remediation of reference data is centralized and easy
      • Security and access control.
    • Business values:
      • RDM provides user-friendly tools to create and manage reference data.
      • The cost of operation is low, as RDM has no customer code management or database setup requirements.
  • Hierarchy and operational management
    • Functionality:
      • Support for reference data hierarchy management over reference data sets, including cross-domain mapping capabilities.
      • RDM contains pre-populated packaged reference data, for example, Zip, Country, and State.
    • Business values:
      • Users can produce high transaction quality results without the need for any transactional rework.
      • Users can create new data codes with capabilities for improved reporting and analytics.

Data-Driven Applications for Business Teams

Reltio RDM customers can centrally create, manage and view their reference data using an RDM portal. Data stewards can use this portal to map their source system reference data to standardized canonical values.

RDM Portal

Reltio RDM customers can centrally create, manage and view their reference data using an RDM portal. Data stewards can use this portal to map their source system reference data to standardized canonical values.

Support for Canonical to Source Transcoding for Reference Data

The RDM Transcoding API now returns source system values when you provided the source system name as a request parameter.