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  • 1.  Multi level Reltio workflow

    Reltio Partner
    Posted 10-30-2022 11:36

    We have a project requirement to implement Multi level Approval in workflow for Hierarchy Management related workflows. For example, in the scenario of a Company acquisition and divestiture, Data Stewards will initiate a hierarchy change. But the change will have to be reviewed and approved by Multiple Teams in the business process - Sales Team, Legal Team, Finance team, Marketing Team etc.
    Can any one please explain if the Reltio workflow has capability to setup multi level approval  and please provide the steps to implement it.
    Thanks in advance for your support.

    Abhijit Auddy

  • 2.  RE: Multi level Reltio workflow

    Founding Member
    Posted 11-01-2022 05:53

    Yes Reltio supports customization of existing DCR to Multi level DCR. If its a simple flow like A-> B-> C you can achieve it via BPMN itself. If its complex flow where based  on nature of updates you want assess and assign DCR then it requires customization in JAVA. Here is link to docs if it helps

    You can also look for workflow customization webinars in this community

    Ashish Rawat
    Fresh Gravity

  • 3.  RE: Multi level Reltio workflow

    Reltio Employee
    Posted 11-01-2022 10:39
    Thanks @Ashish Rawat. Great answer.

    @Abhijit Auddy here are some really good resources for you that could help.

    Using Reltio Integration Hub to Automate Reltio Workflows - Show​​ - Reltio workflow provides a controlled way to route profiles to different users for review, enrichment and approval. Initiating workflow in Reltio has traditionally required manual intervention or automation via a Lifecycle Action

    Reltio Workflow: Process Design & Deployment - Webinar - Embedded in the Reltio Connected Data Platform is a Business Process Management engine. We refer to this functionality simply as Workflow. This capability allows Reltio users to be notified when tasks require their participation to enrich or otherwise approve a profile action.

    Making Reltio Workflows Work for You - Show - We will be covering workflows from what comes out of the box to the art of the possible. Learn what it take to integrate your business processes into your Reltio tenant. ​​

    Reltio MDM Workflow Management - Find resources on Workflow management - Reltio Questions on Reltio MDM Workflow Management, process and customizations. 

    I hope this helps!

    Chris Detzel
    Director of Customer Community and Engagement