Reltio Connect

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  • 1.  Permission on Relationship Facet based on filter

    Reltio Partner
    Posted 27 days ago

    We have Entity1 and Entity2, where Entity2 records are segregated using a Type attribute (e.g., BU1, BU2, etc.). Entity1 and Entity2 are connected through a relationship that is managed via the Relationship Facet on the Entity2 profile.

    As per our requirements, BU1 and BU2 users should only be able to create and update Entity2 records belonging to their respective business units, including the associated relationships. In other words, BU1 users should not be able to create/update BU2 records or their relationships, and vice versa.

    We have implemented Metadata Security, which successfully restricts profile-level updates. BU1 users can create/update only BU1 records, while BU2 users can create/update only BU2 records. When users attempt to update profile attributes on unauthorized records, Reltio correctly returns an Insufficient Privileges error.

    However, users can still create or update relationships on records for which they have read-only access. For example, a BU1 user can modify relationships on a BU2 record through the Relationship Facet, even though they cannot update the profile attributes.

    Has anyone implemented a similar requirement? Is there a supported way to make the Relationship Facet read-only, hide it, or otherwise restrict relationship create/update operations based on an entity attribute (e.g., Type) and the user's role?

    Note: Reference attributes instead of relationships is not a viable alternative in our case.



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    Abhijit Auddy
    Cognizant
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  • 2.  RE: Permission on Relationship Facet based on filter

    Reltio Employee
    Posted 26 days ago

    it sounds like you need to extend the metadata security to the relationships.  it appears you have it only configured for entities currently



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    Gino Fortunato
    Principal Solution Engineer
    Reltio
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  • 3.  RE: Permission on Relationship Facet based on filter

    Reltio Partner
    Posted 25 days ago

    Thanks for the suggestion.

    Yes, we have not configured permissions on the relationship type yet.

    However, making the relationship type read-only would prevent both BU1 and BU2 users from creating/updating relationships, whereas BU1 users should be able to manage relationships for records where Type = BU1 (and similarly for BU2).


    Is it possible to apply relationship permissions using a filter on the start object's attributes, for example: startObject.attributes.Type = 'BU1'

    This would allow BU1 users to manage relationships only for BU1 records, while having read-only access to BU2 records (and vice versa).

    If supported, could you please share a sample configuration or documentation reference?



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    Abhijit Auddy
    Cognizant
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  • 4.  RE: Permission on Relationship Facet based on filter

    Reltio Employee
    Posted 24 days ago
    I think you are looking at it in a way I had not intended. Make BU1
    read only, and BU2 Read/write (or vice versa?) for that relationship.