Reltio Connect

Hello.,

I am trying to make use of the custom survivorship strategy(Record-values based source priority), i want to use this as a tie-breaker rule for 2 address records from the same source. I took the sample code given in the reltio doc and framed per my requirement but not sure where to fit in the configuration. As per the doc they say to keep it at the same level as entityTypes, when i push the config it always throws some error.

Attached the error json i get while pushing the config and the screen shot of the config showing the custom survivorship placement.

------------------------------
Mohammed Ibrahim
Infosys
------------------------------

In your example, you appear to be editing at the survivorshipStrategies.  Do you intend to change the strategy for all attributes using it, or just for a few specific attributes?  If just specific attributes, you should be changing the survivorship in the survivorshipGroups section.

I think you just need to add a fallback strategy like below to the intended attribute:

"fallbackStrategies":[
{
"attribute":"configuration/entityTypes/Individual/attributes/Addresses/attributes/AddressLine1",
"survivorshipStrategy":"LUD"
}
],
"fallbackUsingCriteria":"ZERO_OR_MORE_THAN_ONE"

More details and examples are available here: https://docs.reltio.com/datacleanse/configfallbackstrategy.html?hl=fallback

------------------------------
Dan Gage
Principal Solution Consultant
------------------------------

while I agree with what Dan has said above, I think your error is driven by the fact that you are in the entityTypes array.  You don't add survivorshipStrategies in that array.  Instead, that array is further down in the configuration.  

survivorshipGroups array within an individual entityType object is what you want to modify within the entityTypes array to change the survivorship for a particular entityType

------------------------------
Gino Fortunato
Senior Solution Engineer
Reltio
------------------------------

Original Message:
Sent: 07-26-2021 09:32
From: Daniel Gage
Subject: Example of custom survivorship strategy definition

In your example, you appear to be editing at the survivorshipStrategies.  Do you intend to change the strategy for all attributes using it, or just for a few specific attributes?  If just specific attributes, you should be changing the survivorship in the survivorshipGroups section.

I think you just need to add a fallback strategy like below to the intended attribute:

"fallbackStrategies":[
{
"attribute":"configuration/entityTypes/Individual/attributes/Addresses/attributes/AddressLine1",
"survivorshipStrategy":"LUD"
}
],
"fallbackUsingCriteria":"ZERO_OR_MORE_THAN_ONE"

More details and examples are available here: https://docs.reltio.com/datacleanse/configfallbackstrategy.html?hl=fallback

------------------------------
Dan Gage
Principal Solution Consultant
------------------------------

I good with other survivorshipStrategy types. My only concern is how to use the "Record values based source priority OV rule" strategy. As you mentioned if i try using the below block inside survivorshipGroups. Reltio application doesnt recognize the keyword survivorshipStrategies. Furthermore in Reltio documentation they say . The survivorshipStrategies parameter must be placed at the same level as the entityTypes parameter in the configuration.
https://docs.reltio.com/matchmerge/survivorshiprules.html

{
"survivorshipStrategies": [
{
"uri": "configuration/survivorshipStrategies/CleanserWinsStrategy",
"label": "Record values based source priority OV rule",
"winnerSourceType": "configuration/sources/ReltioCleanser",
"winnerSourceAttributes": [
"configuration/entityTypes/HCO/attributes/Addresses/attributes/AddressLine1",
"configuration/entityTypes/HCO/attributes/Addresses/attributes/AddressLine2",
]
}
]
}

Can you please share some sample L3 config wherein you have used the winnerSourceType.

------------------------------
Mohammed Ibrahim
Infosys
------------------------------

Original Message:
Sent: 07-26-2021 11:31
From: Gino Fortunato
Subject: Example of custom survivorship strategy definition

while I agree with what Dan has said above, I think your error is driven by the fact that you are in the entityTypes array.  You don't add survivorshipStrategies in that array.  Instead, that array is further down in the configuration.  

survivorshipGroups array within an individual entityType object is what you want to modify within the entityTypes array to change the survivorship for a particular entityType

------------------------------
Gino Fortunato
Senior Solution Engineer
Reltio
------------------------------


Original Message:
Sent: 07-26-2021 09:32
From: Daniel Gage
Subject: Example of custom survivorship strategy definition

In your example, you appear to be editing at the survivorshipStrategies.  Do you intend to change the strategy for all attributes using it, or just for a few specific attributes?  If just specific attributes, you should be changing the survivorship in the survivorshipGroups section.

I think you just need to add a fallback strategy like below to the intended attribute:

"fallbackStrategies":[
{
"attribute":"configuration/entityTypes/Individual/attributes/Addresses/attributes/AddressLine1",
"survivorshipStrategy":"LUD"
}
],
"fallbackUsingCriteria":"ZERO_OR_MORE_THAN_ONE"

More details and examples are available here: https://docs.reltio.com/datacleanse/configfallbackstrategy.html?hl=fallback

------------------------------
Dan Gage
Principal Solution Consultant

Thats my point: your configuration above does NOT have them at the same level.  This is what is meant by the same level....




------------------------------
Gino Fortunato
Senior Solution Engineer
Reltio
------------------------------

Original Message:
Sent: 07-26-2021 12:14
From: Mohammed Ibrahim
Subject: Example of custom survivorship strategy definition

I good with other survivorshipStrategy types. My only concern is how to use the "Record values based source priority OV rule" strategy. As you mentioned if i try using the below block inside survivorshipGroups. Reltio application doesnt recognize the keyword survivorshipStrategies. Furthermore in Reltio documentation they say . The survivorshipStrategies parameter must be placed at the same level as the entityTypes parameter in the configuration.
https://docs.reltio.com/matchmerge/survivorshiprules.html

{
"survivorshipStrategies": [
{
"uri": "configuration/survivorshipStrategies/CleanserWinsStrategy",
"label": "Record values based source priority OV rule",
"winnerSourceType": "configuration/sources/ReltioCleanser",
"winnerSourceAttributes": [
"configuration/entityTypes/HCO/attributes/Addresses/attributes/AddressLine1",
"configuration/entityTypes/HCO/attributes/Addresses/attributes/AddressLine2",
]
}
]
}

Can you please share some sample L3 config wherein you have used the winnerSourceType.

------------------------------
Mohammed Ibrahim
Infosys
------------------------------


Original Message:
Sent: 07-26-2021 11:31
From: Gino Fortunato
Subject: Example of custom survivorship strategy definition

while I agree with what Dan has said above, I think your error is driven by the fact that you are in the entityTypes array.  You don't add survivorshipStrategies in that array.  Instead, that array is further down in the configuration.  

survivorshipGroups array within an individual entityType object is what you want to modify within the entityTypes array to change the survivorship for a particular entityType

------------------------------
Gino Fortunato
Senior Solution Engineer
Reltio


Original Message:
Sent: 07-26-2021 09:32
From: Daniel Gage
Subject: Example of custom survivorship strategy definition

In your example, you appear to be editing at the survivorshipStrategies.  Do you intend to change the strategy for all attributes using it, or just for a few specific attributes?  If just specific attributes, you should be changing the survivorship in the survivorshipGroups section.

I think you just need to add a fallback strategy like below to the intended attribute:

"fallbackStrategies":[
{
"attribute":"configuration/entityTypes/Individual/attributes/Addresses/attributes/AddressLine1",
"survivorshipStrategy":"LUD"
}
],
"fallbackUsingCriteria":"ZERO_OR_MORE_THAN_ONE"

More details and examples are available here: https://docs.reltio.com/datacleanse/configfallbackstrategy.html?hl=fallback

------------------------------
Dan Gage
Principal Solution Consultant

Perhaps we need to better understand what you are trying to accomplish?

survivorshipStrategies is an abstract rule concept.  If many attributes will follow the same policy you can define the policy here.
survivorshipGroups is a specific configuration for an attribute on how survivorship should be applied for that attribute.  I think your first approach should be to configure survivorship the way you need at this layer.  If you find many attributes use the same policy, you can try to abstract it in the survivorshipStrategies section after that.  

------------------------------
Dan Gage
Principal Solution Consultant
------------------------------

Original Message:
Sent: 07-26-2021 12:14
From: Mohammed Ibrahim
Subject: Example of custom survivorship strategy definition

I good with other survivorshipStrategy types. My only concern is how to use the "Record values based source priority OV rule" strategy. As you mentioned if i try using the below block inside survivorshipGroups. Reltio application doesnt recognize the keyword survivorshipStrategies. Furthermore in Reltio documentation they say . The survivorshipStrategies parameter must be placed at the same level as the entityTypes parameter in the configuration.
https://docs.reltio.com/matchmerge/survivorshiprules.html

{
"survivorshipStrategies": [
{
"uri": "configuration/survivorshipStrategies/CleanserWinsStrategy",
"label": "Record values based source priority OV rule",
"winnerSourceType": "configuration/sources/ReltioCleanser",
"winnerSourceAttributes": [
"configuration/entityTypes/HCO/attributes/Addresses/attributes/AddressLine1",
"configuration/entityTypes/HCO/attributes/Addresses/attributes/AddressLine2",
]
}
]
}

Can you please share some sample L3 config wherein you have used the winnerSourceType.

------------------------------
Mohammed Ibrahim
Infosys
------------------------------


Original Message:
Sent: 07-26-2021 11:31
From: Gino Fortunato
Subject: Example of custom survivorship strategy definition

while I agree with what Dan has said above, I think your error is driven by the fact that you are in the entityTypes array.  You don't add survivorshipStrategies in that array.  Instead, that array is further down in the configuration.  

survivorshipGroups array within an individual entityType object is what you want to modify within the entityTypes array to change the survivorship for a particular entityType

------------------------------
Gino Fortunato
Senior Solution Engineer
Reltio


Original Message:
Sent: 07-26-2021 09:32
From: Daniel Gage
Subject: Example of custom survivorship strategy definition

In your example, you appear to be editing at the survivorshipStrategies.  Do you intend to change the strategy for all attributes using it, or just for a few specific attributes?  If just specific attributes, you should be changing the survivorship in the survivorshipGroups section.

I think you just need to add a fallback strategy like below to the intended attribute:

"fallbackStrategies":[
{
"attribute":"configuration/entityTypes/Individual/attributes/Addresses/attributes/AddressLine1",
"survivorshipStrategy":"LUD"
}
],
"fallbackUsingCriteria":"ZERO_OR_MORE_THAN_ONE"

More details and examples are available here: https://docs.reltio.com/datacleanse/configfallbackstrategy.html?hl=fallback

------------------------------
Dan Gage
Principal Solution Consultant