Reltio Connect

Hi ,

Curious to know whether we can create a match rule for an entity and include relationship as matching attribute.

e.g. A customer ABC  who is individual and has a relationship to an account as Owner, can we leverage this role in match criteria?

Thanks,

Rahul Singh

Yes, but I believe you need to do it with a reference attribute. I'm assuming the following:

1. There is an Entity type called Individual
2. There is a relationship called Owner between Individual and Organization
3. You want to merge Organizations if they have the same Owner 

If that's the case, then

1. Create a new Reference attribute on Organization
2. Choose Owner as the Relationship Type
3. (Optional) Select any Relationship attributes you want to match on or display
4. Select any Individual referenced entity attributes you want to match on or display (e.g. name, email, some unique identifier, etc...)

Once that's done, you can use the reference attribute(s) for matching.