Reltio Connect

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  • 1.  Ask Me Anything: Reltio's Automated Householding Feature

    Reltio Employee
    Posted 07-26-2023 10:21

    From our last deep dive into our new feature: Increase Productivity and Improve CX with Automated Householding there were a ton of questions we didn't have a chance to answer. We will be hosting a Community show in late August.

    During this live Reltio Community Show, @Suchen Chodankar,  Principal Product Manager at Reltio will answer some of those questions and new questions around the feature.  

    RSVP for the Live: Ask Me Anything: Reltio's Automated Householding Feature



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    Chris Detzel
    Director of Customer Community and Engagement
    Reltio
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  • 2.  RE: Ask Me Anything: Reltio's Automated Householding Feature

    Posted 07-26-2023 10:26

    In our environment we aggregate our customers addresses (rather than choosing a single address such as most recent.) Would that present challenges in the Householding rule configuration in Reltio?

    When a person leaves one household and joins another (or creates a new one) does it keep track of which Households they came from, and when they changed?

    Can we add multiple entity types to a Household? For example individuals and insured vehicles at the same address?



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    Brad Cronkrite
    mercuryinsurance
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  • 3.  RE: Ask Me Anything: Reltio's Automated Householding Feature

    Posted 07-26-2023 10:28

    Do the match rules allow rules that cross entities? For instance if account is a separate entity from person can you have a HH match rule that uses last name and account number?



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    Mark Campbell
    Liberty Mutual
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  • 4.  RE: Ask Me Anything: Reltio's Automated Householding Feature

    Posted 07-26-2023 10:29

    Is household a separate entity type that gets created? what happens with relationships?

    Would there be a way to prevent single person households?

    Could this be used for organizations and associating different orgs in a hierarchy i.e. parent companies

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    Mark Burlock
    Dodge Data & Analytics
    Hamilton NJ
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  • 5.  RE: Ask Me Anything: Reltio's Automated Householding Feature

    Reltio Partner
    Posted 07-26-2023 10:33

    Have couple of question

    1) Can household do matching across two entity like Org and Individual, current match rule at Reltio doesn't allow matching across entities

    2) Can the household data be published as event, if yes are there a new configuration required under Q config or is it part of relationship.

    3) When the source data changes and household link is dropped what kind of events are generated.



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    Bikash Singhal
    Fresh Gravity
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  • 6.  RE: Ask Me Anything: Reltio's Automated Householding Feature

    Posted 07-26-2023 10:35

    Is the rule created using the OV value only? 

    Also, 1 of the HM last name changed, can it be prevented from being unmerged from the HH?



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    charito phillips
    abbvie
    North Chicago IL
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  • 7.  RE: Ask Me Anything: Reltio's Automated Householding Feature

    Posted 07-26-2023 10:41

    What happens if household addressed changed for example we integrated to D&B and the address data is corrected /enriched - it will create new household and new households have these household members - what happens to old household?



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    Sreepriya Lakshhmanan
    EY
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  • 8.  RE: Ask Me Anything: Reltio's Automated Householding Feature

    Reltio Partner
    Posted 08-31-2023 11:21

    How do you define different logic for household Name like Lastname+ HouseholdID



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    Vinoth Kumar Chittibabu
    Mastech Infotrellis Inc
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