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 Keyword based Survivorship

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Kumar Shubham's profile image
Kumar Shubham posted 08-24-2021 09:19
Hi,

I wanted to understand if Reltio has any survivorship method which allows a value having specific keyword/character to become master value. 
For E.g. I want a name to become master value if it contains copyright symbol © 
Input names:
   1. Kumar 
  2. Kumar Shubham 
  3. Kumar Shubham ©

Mastered Name: 
  Kumar Shubham ©

Is there a way to achieve this ?

Thanks,
Kumar Shubham
ZS

#Survivorship
Joel Snipes's profile image
Reltio Employee Joel Snipes

Right now survivorship filtering does not support contains which would be the best way to solve for this.

Another way to do this would be to use a nested Name. So rather than
Name = Joel Snipes

It would be
Name.FullName = Joel Snipes
Name.Primary= true

Use ETL to populate Name.Primary = true if Name.FullName contains ©

In survivorship use the config below. It will make the winner Name.Primary only the values where there is a © and it will make Name.FullName choose the same winner as Name.Primary

{
      "attribute": "configuration/entityTypes/HCP/attributes/Name/attributes/Primary",     
      "survivorshipStrategy": "LUD",
      "filter": {
        "equals": [
          {
            "uri": "configuration/entityTypes/HCP/attributes/Name/attributes/Primary",
            "value": "true"
          }
        ]
      }
    },
{
      "attribute": "configuration/entityTypes/HCP/attributes/Name/attribute/FullName",
      "survivorshipStrategy": "OtherAttributeWinnerCrosswalk",
      "primaryAttributeUri": "configuration/entityTypes/HCP/attributes/Name/attributes/Primary"
}
Kumar Shubham's profile image
Kumar Shubham
Thanks @Joel Snipes for your answer. 

I just had a follow up question. 
Let's say we make changes to allow winning of only those values where a nested attribute has been set to True. But with this,
  1. If a record doesn't have any value with True, will any value win?
  2. If two crosswalks have that attribute set to True, source based survivorship will work? 
TIA,
Kumar Shubham

​​
Joel Snipes's profile image
Reltio Employee Joel Snipes
[
  {
    "attribute": "configuration/entityTypes/HCP/attributes/Name/attributes/Primary",
    "survivorshipStrategy": "MaxValue",
    "fallbackStrategies": [
      {
        "attribute": "configuration/entityTypes/Individual/attributes/FirstName",
        "survivorshipStrategy": "LUD"
      }
    ],
    "fallbackUsingCriteria": "ZERO_OR_MORE_THAN_ONE"
  },
  {
    "attribute": "configuration/entityTypes/HCP/attributes/Name/attribute/FullName",
    "survivorshipStrategy": "OtherAttributeWinnerCrosswalk",
    "primaryAttributeUri": "configuration/entityTypes/HCP/attributes/Name/attributes/Primary"
  }
]


Good questions @Kumar Shubham .  I have updated my suggested strategy below.  If we use MaxValue rather than a filter, "true" will win over "false" or null. If two records or zero are set to true it will use the fallback strategy of Recency/LUD (LastUpdatedDate).