Reltio Connect

If you have read the previous blog on matching, you will know that there are two types of match rules in Reltio: Automatic and Suspect. When an automatic match rule is triggered, the records are merged automatically. Automatic match rules are used when confidence about the match is high, so no human intervention is needed. 

When a suspect match rule is triggered, a Potential Match is generated for review by a data steward. Suspect match rules are used when confidence about the match is not high enough to automatically merge the records, and human intervention is needed to make a decision.

So how does a Data Steward manage Potential Matches in Reltio? They will typically follow a process something like this:

1. Generate a list of profiles that need to be reviewed.
2. Select a profile to review.
3. Go to the potential matches view of the profile.
4. Review the potential matches and make a decision about what to do:
1. Decide that the records are a match and merge them.
2. Decide that the records are not a match and flag them as such so that they no longer appear as Potential Matches.
3. If workflow is enabled, send them for review by someone who can make a decision.
5. If profiles are merged, view the sources of the merged profile in the sources view to validate the outcome or make further corrections.
6.  If two profiles have been merged by mistake, they can be unmerged in the sources view. A Data Steward can also use this view to manually correct individual attribute values if they have relevant permissions.

Take a look at the video for a demonstration of how to do all of this.