Reltio Connect

Hello, I am coming from some other MDM background and bit new in Reltio. Was curious to know how do we implement household grouping in Reltio. Say, the rule says if multiple individuals share a common last name and address, then those are considered to be part of a household group. Can someone please suggest how can we implement it in Reltio? I found groupTypes in configuration file and guessing we need to use the same in some way, but unable to figure out the exact approach. Thanks in advance!

Regards,
Kaushik Sarkar

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Kaushik Sarkar
Cognizant
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Hi Kaushik,

I have done this once and can share our approach.

Step 1. Create a Household EntityType with attributes like last name, address, and anything else you would like to capture and store.

Step 2. Create a HouseholdToIndividual relationship type

Step 3. Load your individual data to a database and perform a group by Last Name and Address and generate an ID for each group. Each Group will represent a Household and Each Individual a Member. Create a load file of households and another of HouseholdToIndividual relationships form the result.

Step 4. Load to Reltio using the Console Data loader

For deltas you will need to rerun on a regular basis and compare the previous run. Using this to create 3 groups: households to create, households to update, households to delete.

I believe a householding solution is in the works to be integrated directly into the product soon that should make this even easier.

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Joel Snipes
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Thanks Joel! This make sense, and I am curious about the upcoming householding solution as well.

Thanks,
Kaushik

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Kaushik Sarkar
Cognizant
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Original Message:
Sent: 06-04-2021 13:48
From: Joel Snipes
Subject: What is the suggested approach to implement Household grouping in Reltio?

Hi Kaushik,

I have done this once and can share our approach.

Step 1. Create a Household EntityType with attributes like last name, address, and anything else you would like to capture and store.

Step 2. Create a HouseholdToIndividual relationship type

Step 3. Load your individual data to a database and perform a group by Last Name and Address and generate an ID for each group. Each Group will represent a Household and Each Individual a Member. Create a load file of households and another of HouseholdToIndividual relationships form the result.

Step 4. Load to Reltio using the Console Data loader

For deltas you will need to rerun on a regular basis and compare the previous run. Using this to create 3 groups: households to create, households to update, households to delete.

I believe a householding solution is in the works to be integrated directly into the product soon that should make this even easier.

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Joel Snipes
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We've done this with a specific Potential match rule.

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christopher bradley
carmax
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One other way you can achieve this is using match rule type as Chrisopher mentioned. 
Here are the high-level steps

Step 1:  Create a match rule to find household members ( for example, same last name, same address, and any other criteria that you might want to add).  Let's call it the "Household Match Rule".  This rule type should be either potential match or custom rule type that will simply publish the match pair to the event queue)

Step 2: Build a streaming queue (event queue) listener to receive the identified match pairs.

Step 3: In the Streaming queue listener component, use the create relationship api to create an association between the household entity and the household members.  In this same component, you can use the delete relationship api to remove the association between the household and entity if the member is no longer part of the household.



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Suchen Chodankar
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Original Message:
Sent: 06-07-2021 09:05
From: christopher bradley
Subject: What is the suggested approach to implement Household grouping in Reltio?

We've done this with a specific Potential match rule.

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christopher bradley
carmax
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Thanks Suchen!

Thanks,
Kaushik

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Kaushik Sarkar
Cognizant
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Original Message:
Sent: 06-07-2021 10:22
From: Suchen Chodankar
Subject: What is the suggested approach to implement Household grouping in Reltio?

One other way you can achieve this is using match rule type as Chrisopher mentioned. 
Here are the high-level steps

Step 1:  Create a match rule to find household members ( for example, same last name, same address, and any other criteria that you might want to add).  Let's call it the "Household Match Rule".  This rule type should be either potential match or custom rule type that will simply publish the match pair to the event queue)

Step 2: Build a streaming queue (event queue) listener to receive the identified match pairs.

Step 3: In the Streaming queue listener component, use the create relationship api to create an association between the household entity and the household members.  In this same component, you can use the delete relationship api to remove the association between the household and entity if the member is no longer part of the household.



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Suchen Chodankar
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Original Message:
Sent: 06-07-2021 09:05
From: christopher bradley
Subject: What is the suggested approach to implement Household grouping in Reltio?

We've done this with a specific Potential match rule.

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christopher bradley
carmax

Thanks Christopher!

Thanks,
Kaushik

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Kaushik Sarkar
Cognizant
------------------------------

Original Message:
Sent: 06-07-2021 09:05
From: christopher bradley
Subject: What is the suggested approach to implement Household grouping in Reltio?

We've done this with a specific Potential match rule.

------------------------------
christopher bradley
carmax
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