Reltio has built a new UI that is going to replace the existing or classic UI that customers currently use.
We have carefully analyzed all the feedback that we received from our customers and captured where things have changed to make sure it can help the data stewards and business users in their daily operations to increase their productivity and effectiveness.
In this first part of this blog series - we will discuss important perspectives under the profile page.
Reltio New UI is a completely redesigned and rebuilt user interface. It is an intuitive & modern user experience keeping in mind the needs of data stewards, analysts and business users alike. The new Reltio UI allows users to
Why did we decide to revamp the Reltio UI
Potential Match Perspective:
As shown in the first image below - in the right hand panel , “Potential Match” option allows users to build a query by clicking on the filter icon and providing filter clauses based on different attributes. Users can also sort the list of potential matches based on any attribute.
In the second image - “Find Matches” option in the right hand panel is shown. As indicated in the image - users can search for a profile , sort them and then take hover over the list of profiles to take actions like - “Merge” , “Not a Match” and “ Save on Potential Matches”
Once the user identifies a profile as “Not a Match” then it moves to the third tab in the right hand panel called “Not a Match”. Users can add comments as shown in the image for better collaboration with other users.
Similar options are also available in tabular (row) view where the users can arrange different profiles as per their preference as shown below
Getting the attribute selection frozen would help a lot to improve data stewards' productivity. Having the persistence of user selection/preference is a significant enhancement for potential match screen.
On the right hand panel of the sources page - we get the history view and crosswalk legend view.
On the left hand side we have OV values for different attributes based on survivorship strategy. The end user can view the survivorship strategy for each of the attributes. (S)he can also control what attributes will be visible on the screen.
Survivorship in console
Survivorship configuration will now be managed from console->data modeler ( instead of HUB) by admin/configurator as shown in the picture below. Every entity type will have a new tab called survivorship
You can have survivorship groups for an entity and multiple rules under one survivorship group and one survivorship group can be marked as “default”.
Edit Option for survivorship
You can click on the pencil icon to edit the rules under one survivorship group. Survivorship strategies can be modified and new attributes can be added from this screen ( as shown below in the picture). You can also define complex strategies for an attribute by defining the fallback strategies and configuring different primary and fallback strategies based on certain filter conditions
The advanced editor allows the user to modify survivorship strategy using JSON editor
On the right hand side of the sources view - the panel has a history tab which gets expanded when clicked to show a series of historical events/actions associated with that profile. Just like the profile page - the user can choose which historical slice of the profile (S)he needs to compare with.
It also has the option to filter ( as shown in the picture below) the view based on multiple parameters like activity , user , date range etc.
Crosswalk view from Legend
The other option on the right hand panel shows legend view - based on source contributor or crosswalk ( as shown below)
The top portion is called swim lane view and the bottom portion is termed as list view.
The swim lane view is basically a visual representation of different crosswalks getting merged to each other to form the current consolidated entity. The hover over option allows the user to get the details of those events as shown in the example below
The list view in the new UI is where the user can take some actions. It allows you to add a crosswalk for a specified source or you can unmerge a specific crosswalk from here. This list view works together with the swim lane view by highlighting specific crosswalk as you hover/move your mouse over different section/events of swim lane view
The list view can be expanded to show more details about the crosswalk as shown below . The “eye” icon on the left allows the user to focus/highlight a specific crosswalk. This makes both swimlane view and left pane view filtered based on the “in-focus” crosswalk. The contribution of this crosswalk is highlighted with the same color in the left hand pane. In case the contribution is not directly visible (sub attribute of a nested attribute for example) then a color dot helps the user to identify the attributes that have data from the in-focus crosswalk. Color dots for other crosswalks are faded to highlight the in-focus crosswalk .
One of the feedback from our customers was that the end dated crosswalks are not easily understandable in source UI. We updated the experience to make it more prominent as shown in the picture below
In case the user wants to unmerge a crosswalk - the user will get the option of tree unmerge depending on the crosswalk that (S)he decided to unmerge.
Better way to highlight contributions from in-focus source
You will notice increased opacity for other crosswalks to highlight the focused crosswalk. This will help in easily identifying the crosswalk that is in focus even when the color of the focused crosswalk is very light.
Ruleset in new UIUsers with access to multiple survivorship groups will be able to view all the groups as Rulesets in the Sources UI as a dropdown. The survivorship group marked as default will be selected in the UI but the users can choose any other survivorship group to view the operational values of the attributes wrt the selected group.
Please Note: Selection of a survivorship group in the UI will not make the survivorship group as default. Selection of different rulesets in the UI only lets you simulate the OV for different rulesets.
Graph perspective is a second level sub-division under profile page to display direct and indirect ( multi-hop) relationships with other entities. The major upgrades that happened between classic and new UI are:
You also have an option to get 1st level relationship details for the selected node. You can search or filter relationships , add , edit or delete relationships from this place directly
Some of the feedback Items on which team is currently working on
The filter now provides the option to select multiple activity types. If you choose multiple activities - then the user gets only the default set of filters. However if only one activity is selected then additional filters may appear based on activity.
In conclusion, we have discussed how different perspectives ( Profile , Relationships , Graph , Potential Match, Sources & Activity Log) under the profile page are improved in the new UI. We have applied modern tech stack and enhanced the user experience while upgrading all the key features which make Reltio UI special.
In the second edition of this blog we will be discussing Search Experience , Dashboards , UI modeler and Navigation.If you have questions make sure you post them here on the Reltio Community!
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