In order for you to suggest a relationship, both the start object end object entity needs exist in Reltio. Hence you will not be able to add a relationship while suggesting a new entity profile creation even with the default ADMIN_TENANT role. You will not be able to achieve this behavior using custom role.
Original Message:
Sent: 07-27-2023 13:51
From: Karthik karthik
Subject: Custom Role for Suggesting a Profile
Hi Ashish
We are trying to create a custom Role to achieve this , please let me know if this can be achieved by custom role
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Original Message:
Sent: 7/27/2023 12:55:00 PM
From: Ashish Rawat
Subject: RE: Custom Role for Suggesting a Profile
Even default roles don't provide options to add new relationship in suggest mode unless its via reference attribute.
------------------------------
Ashish Rawat
Sr. Manager
Fresh Gravity
Bangalore
Original Message:
Sent: 07-27-2023 06:02
From: Karthik karthik
Subject: Custom Role for Suggesting a Profile
Hi All,
We had a requirement to create a custom role to Initiate Change request and few Attributes should be read only.
we created a custom role , when an user can create a profile in Suggest Mode.
while an user is creating a profile with the above mentioned access, he is able to Suggest a profile whereas he is unable to add Relationships while Suggesting a new Profile through Reltio UI.
Attached the Role Definition and below is the UI Screenshot For Reference.
Role Definition:
[
{
"uri": "configuration/entityTypes/CapitalPool",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/entityTypes/CapitalPool/attributes/CapitalPoolID",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ"
]
}
]
},
{
"uri": "configuration/entityTypes/Investment",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/entityTypes/Investment/attributes/InvestmentID",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ"
]
}
]
},
{
"uri": "configuration/entityTypes/Transaction",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/entityTypes/Loan",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/entityTypes/Property",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/relationTypes/InvestmentCapitalPool",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/relationTypes/LoanProperty",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/relationTypes/PropertyInvestment",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/relationTypes/LoanCapitalPool",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/relationTypes/LoanInvestment",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/relationTypes/TransactionCapitalPool",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
},
{
"uri": "configuration/relationTypes/TransactionInvestment",
"permissions": [
{
"role": "BPG_MDM_SUGGEST",
"access": [
"READ",
"INITIATE_CHANGE_REQUEST"
]
}
]
}
]
------------------------------
Karthik
PWC
------------------------------