Reltio Connect

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  • 1.  How to create Merge Only Role

    Founding Member
    Posted 03-03-2022 05:50

    Hi  Team,

    Need your inputs on how to create a MERGE ONLY role where user  can  have permission following permission

    1. View the record
    2. Merge the record 

    Apart from above user should not be able to update any attribute. To what I have experienced if any Role is configured with READ and MERGE access as below they are not able to merge records. Wondering if there  is a way to accomplish this specific business requirement.

    {
                    "role": "ROLE_MERGE_ONLY",
                    "access": [
                        "READ",
                        "MERGE"
                                       ]
      }

     I could think of another way to restrict access on each attribute but it has huge maintenance overhead.



    ------------------------------
    Ashish Rawat
    Fresh Gravity
    Bangalore
    ------------------------------



  • 2.  RE: How to create Merge Only Role

    Reltio Employee
    Posted 03-03-2022 12:59
    Hi Ashish,

    When the user merges a pair of records you are essentially changing the values of the attribute via survivorship rules. Users may not directly update the underlying source attribute values but in order to complete the merge operation, the platform would need permission to update the record.  So the MERGE permission will give user UPDATE permission by default.

    ------------------------------
    Suchen Chodankar
    ------------------------------



  • 3.  RE: How to create Merge Only Role

    Founding Member
    Posted 04-01-2022 10:09

    Thanks Suchen, Totally agree with you technically if a user is merging a records they are updating it indirectly, however when it comes to data governance policies like "MDM should not be source of records" we are unable to implement it and UI is prone to accidental updates.

    I have logged in a enhancement request please vote for it and add your suggestions. 

    Enhancement request : https://reltio.ideas.aha.io/ideas/MDM-I-1148



    ------------------------------
    Ashish Rawat
    Fresh Gravity
    Bangalore
    ------------------------------



  • 4.  RE: How to create Merge Only Role

    Reltio Employee
    Posted 04-04-2022 16:47
    Thanks Ashish,

    Can you expand on the idea of the UI being prone to accidental updates?  In order to update an entity in the Reltio UI, the user needs to change from View mode to Edit mode.  That's not intuitive how edits happen accidentally.

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



  • 5.  RE: How to create Merge Only Role

    Founding Member
    Posted 04-06-2022 05:00
    Thanks for pointing it Gino. I have update the business impact accordingly

    ------------------------------
    Ashish Rawat
    Fresh Gravity
    Bangalore
    ------------------------------