Reltio Connect

 View Only
  • 1.  Configuration of Attributes/Filter and Sorting Criteria in Reltio Relationship Facet

    Reltio Partner
    Posted 05-06-2024 16:52

    Hi All, 

    For our HCP MDM solution, we have below requirement in terms of displaying HCO Affiliation on HCP Page:
    Currently the HCP page shows HCO affiliation as reference in an Attribute facet, in random (or probably sorted on HCO name-not sure) order.

     New requirement - 
    1. Limited Attributes: There are 5 attributes in the relationship object. We need to select and show only 3 attributes out of 5 in the HCP UI.

    2. Focused visibility: We are going to store rank for each affiliation in a custom field. In HCP UI user wants to see top 10 affiliations in the facet at default view. Additional affiliations will be accessible through scrolling.

    3. Sorted view : With point #2, top 10 affiliations needs to be sorted in ascending order.

     Question - Any suggestion on how we can customize the facet with above requirement.



    ------------------------------
    Vivek Rawat
    Axtria Inc
    NJ
    ------------------------------


  • 2.  RE: Configuration of Attributes/Filter and Sorting Criteria in Reltio Relationship Facet

    Reltio Employee
    Posted 06-07-2024 09:58
      |   view attached

    Hi Vivek,

    Thanks for your questions.

    1. When you define reference attributes in HCP , in console you can choose which relationship attributes will be part of it.
    2. You can have affiliations also in relationship facet and convert it into tabular view
    3. This will help to sort by rank column and even filter the record once the user chooses which attributes to be shown.

    The only drawback that the table view gets reset whenever the page refreshes. We are working on to improve and persist these settings. 



    ------------------------------
    Abhradeep Sengupta
    ------------------------------



  • 3.  RE: Configuration of Attributes/Filter and Sorting Criteria in Reltio Relationship Facet

    Reltio Partner
    Posted 25 days ago

    Hi Abhradeep,

    Thanks for your response regarding the implementation. We've tested your solution, and while it addresses the initial concerns, we have an additional question about field ordering in the tabular view.

    Currently, the default order displays columns like "Directional Label," "Start Date," and "End Date."  This necessitates data stewards manually adding/removing fields during each review cycle, which is inefficient.

    Is it possible to implement a solution that allows us to pre-define the order of displayed fields, eliminating the need for manual adjustments? This would significantly improve efficiency for our data stewards.

    Thanks,



    ------------------------------
    Vivek Rawat
    Axtria Inc
    NJ
    ------------------------------