Reltio Connect

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  • 1.  Cross Attribute Matching

    Reltio Partner
    Posted 01-13-2024 09:07

    We are implementing Customer Master solution in the Insurance landscape.

    Can you please suggest if the following scenario can be addressed by Cross-Attribute matching? If yes, can you please provide some examples of creating multigroup or how the cross attribute matching can be configured?


    Existing customer to Policy record information

    John Smith (Hash Key =Jhs) -> Policy P1 (Reference attribute host client id = 123 )

    Now say we are receiving another update on the same customer (name update) but with a new relationship to a scheme. See below:

    Jonathan Smith (Hash Key = Jnhs)  -> Scheme S1 (Reference attribute host client id = 123 )

    Note: The host client ids are the same in the 2 different reference attributes ( Policy is a separate reference to the customer and Scheme is a different reference to the customer as both are separate relationship types). The hashkeys at the customer level are also different as the name got updated.

    Now we have to ensure that the 2 records at the customer level should merge based on the reference host client ids across different relation types (Policy and Scheme).

    Abhik Das
    Tata Consultancy Services