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What To Know about Reltio MDM Workflows: A Demonstration

By Daniel Gage posted 03-28-2022 09:09

  

In our fourth and final installment of this article series, covering the webinar Reltio Workflow: Process Design and Deployment, we will walk through a demonstration, and take a look at the answers of some important questions asked at the end of the Reltio Community Show.


In our first article, we learned that Reltio Workflow is a repeatable pattern of activity within the Reltio Master Data Management software. In following articles, we also learned about many of its out-of-the-box and customizable capabilities, like the Reltio Inbox, different data functionalities, how to generate a match review and more. 


With this final installment, we will wrap up the final points about this new Reltio product. 

Reltio Workflow Demonstration Components and Walkthrough

Let’s go over one of the simplest custom Reltio workflows. This workflow is really just a single step, where we acknowledge that there was a record with multiple social security numbers associated with it. Using the standard Reltio configuration, our presenter Dan Gage uses an Aggregation Survivorship strategy to allow the system to identify records with multiple numbers. He triggers a workflow to notify a business user that they need to review these records, and remediate or deactivate the potential incorrect or inconsistency in the data.


To begin a workflow, go into Reltio Console. Then, drag and drop the workflow task into the pane to connect the start process with the workflow task. Click the wrench icon and choose the task type. It will either be a user task, service task, or a scripting task. Here are the four steps required to further define the workflow:


In the General tab, assign the unique identifier to the workflow process. This unique process identifier will allow Reltio to distinguish whether or not a workflow task of this type already exists for the selected profile or if a new one needs to be instantiated.
Unique identifier to the MDM workflow process

The Main tab allows you to assign the candidate groups. In other words, you’ll assign the workflow to a specific user. Or, you can indicate that you’d like a round-robin assignment to automatically assign tasks to the next appropriate user in a group. You can customize this to all your needs.
Assign MDM Workflow to a Specific User

When you move to the Form tab, there are two sections that need to be defined. In the Decision section, you may only need to indicate that the task has been reviewed. In other circumstances, you may need to indicate multiple options, like review, reject, and/or send to another user. The Validator section, on the other hand, gives Reltio the ability to respond to the action that was taken. Reltio provides an out-of-the-box validator, but if you want to provide custom logic, that is customizable as well. 
Decision and Validator MDM Workflow Section

The Listener tab “listens” for the event that a task has begun. You will be able to choose the custom logic that will make this assignment. 

Custom Logic to make an assignment

The demonstration continues within the Reltio Integration Hub, another new module from Reltio designed to orchestrate automated processes or to connect other data software with Reltio.  This is intended to make all data management easier for users while smoothing out the friction between platforms.  The indicated RIH process finds records with multiple SSN and invokes the new workflow process for each of them.

Reltio Integration Hub for Reltio MDM Workflow Management

Demonstration

Dan begins by showing us a record that he has just created. After he adds some new information and hits Suggest, we see that the new information has appeared within the Reltio Workflow. If the task is assigned to you, you will see the options that you have according to the workflow definition. These options will not be visible to you unless the task is assigned to you.


You will also be able to see this within the Reltio Inbox. The Reltio Inbox is accessible through a URL, so that you can go directly into it from your laptop or any browser or mobile device. When viewing a task in your Reltio inbox, you can click on it, which will extend the view on the right hand side of the screen to let you see other information about that task. Here you also have the ability to accept or reject individual fields, and finally approve the task. When you go back into the record and hit refresh, the changes will be applied. 

Reltio Inbox for MDM Workflows

Recommend for delete is also just as simple. When you have ownership of a task, you will have the option to delete and/or cancel the task. If you choose delete, it will purge the record from the system.


The Reltio activity log (a drop down on the right hand side of your screen)  will track these tasks as they are completed.

Customizing a Workflow

We’ve made the customization of workflow a simple, visual process. Remember to copy the original workflow from the Reltio Open Community Software Repository, and then customize your copy. If you want to add a task within your customized workflow, simply drag and drop that step into your workflow. For example, if you wanted to do a GDPR compliant delete, or interact with other systems, you would drag an additional service task into the workflow.  You can also define your preferred recipe within the Reltio Integration Hub.


To watch all of this in real time within the software we’ve mentioned, watch the webinar embedded above.

Questions about Reltio Workflow Demonstration

At the end of our webinar, there were a few questions presented that are worth mentioning. This way, anyone within the community can easily find the answers here if we need them. 


Q: When an update or delete is performed as a response to a workflow, is there a relationship between the update that is reflected in the activity log and workflow request? 


A: Any change that occurs during any stage of the Reltio Workflow will be logged through the standard activity log. That way, we can track completed workflows. If you query the system and look at closed or completed workflows, you will see any pending changes associated with it.


Q: Is there any way to conditionally set approvers or control which workflow is triggered, based on the data being saved?


A: Yes. Within the documentation portal, in the Workflow Customizations section, there is full documentation. If you look at the overview of workflow customizations, you’ll see details around JAR files. This would be completed in the Listener tab, that fourth step in the workflow process. When the task is initiated, it is going to listen for the event that a task has begun. Based upon that, you can use custom logic to make the assignment. 


Q: Are there any limitations and features for developing Reltio’s Workflow vs. other third-party modelers?


A: If you’d like to use a third-party modeler, it is certainly acceptable. Reltio Workflow uses the Activiti Workflow engine, Activiti BPEL. So, if you use the Activiti plugin for Eclipse, a standard text editor, or another third-party BPEL, you will be successful as long as that BPEL is compliant with the Activiti engine. Your Reltio customer success manager can help you get the version of the Activiti engine that we use to ensure you’re leveraging the best possible features. To find out who your customer success manager is, email communitymanager@reltio.com.


In summary, remember: We designed the Reltio Workflow system to provide repeatable patterns of activity to allow your business users to efficiently increase their productivity by taking on greater levels of tasks that can be collaboratively performed by different users across your business.


To download sample workflows, and load them into the Reltio interface, follow this link to the Reltio Open Community software and the Reltio Documentation portal.

Watch @Daniel Gage Community Show on Reltio Workflow: Process Design and Deployement

Relevant Content: 
Reltio Workflow: Match Reviews and ROCS
Reltio Workflow Process: Deletes & Data Change Requests
Reltio Workflow Process Design and Components



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