We have use case where according to business requirements, it is essential to ensure that before any merging, users can verify if any other workflows, such as DCR, are open on another entity. This allows them to review details before proceeding with the merge. Currently, in Reltio, if an entity with an open workflow is merged and becomes the losing entity, the open workflow disappears and is not available in the history. This can lead to the loss of important information, especially if a workflow like DCR was suggested. Therefore, we need functionality that allows business users to verify all steps before proceeding with the merge.
Current Reltio behavior doesn't support this. so we have raised Idea as below. Please upvote the same if you have the similar requirement or business case.
https://reltio.ideas.aha.io/ideas/MDM-I-1820
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Yash Gupta
Eaton
Pune
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