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  • 1.  Pull all suspect matches created after specific dates

    Posted 09-29-2023 10:06

    Hello Team,

    We are trying to pull all of our suspect matches that were created after a specific date, either due to a data load or attribute changes. 

    Is there an API or utility to do this? 

    Thank you!



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    ujwal upadhyay
    fultonbank
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  • 2.  RE: Pull all suspect matches created after specific dates
    Best Answer

    Reltio Employee
    Posted 09-29-2023 10:37

    Hi Ujwal,

    You can find entities based on when their potential match occurred using filter on activity log in the UI or API or Export API



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    Michelle Popovits
    Technical Consultant
    Reltio
    ON
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  • 3.  RE: Pull all suspect matches created after specific dates

    Posted 09-29-2023 12:20

    Oh great! 

    Thanks for the reply. 

    Would you happen to know if there's an API that we could then use to mark these new potential matches for match review?



    ------------------------------
    ujwal upadhyay
    fultonbank
    ------------------------------



  • 4.  RE: Pull all suspect matches created after specific dates

    Reltio Employee
    Posted 09-29-2023 12:30

    You can call the api to start the potential match workflow for the returned entities.  You could wrap up these api's using whatever script/etl you have available or use Reltio Integration Hub to call the api's.  Here's a postman screen shot 



    ------------------------------
    Michelle Popovits
    Technical Consultant
    Reltio
    ON
    ------------------------------



  • 5.  RE: Pull all suspect matches created after specific dates

    Posted 09-29-2023 12:36

    Thank you!!

    Are you able to assign the match review to a user from the API? 



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    ujwal upadhyay
    fultonbank
    ------------------------------



  • 6.  RE: Pull all suspect matches created after specific dates

    Reltio Employee
    Posted 09-29-2023 12:43

    This api kicks off the workflow for the specified entity.  By default the Potential Match Review workflow will assign it to a user with the ROLE_REVIEWER role.



    ------------------------------
    Michelle Popovits
    Technical Consultant
    Reltio
    ON
    ------------------------------



  • 7.  RE: Pull all suspect matches created after specific dates

    Posted 09-29-2023 13:03

    Are we able to change the API call so it assigns it to someone other than the default?

    Thanks for all the help!



    ------------------------------
    ujwal upadhyay
    fultonbank
    ------------------------------



  • 8.  RE: Pull all suspect matches created after specific dates

    Reltio Employee
    Posted 09-29-2023 13:37

    No, the api only starts the process, the workflow configuration determines who gets assigned.

    Other thoughts...

    -Through User Management you can control what users have the ROLE_REVIEWER role and so control which users can potentially get assigned.   

    -Since all 3 default workflows use ROLE_REVIEWER by default and so you may have different user managing DCR's than PM's, You could change the configuration of potential match workflow to send to a different custom role (instead of ROLE_REVIEWER) and assign that role to the specific user that you choose.  Then all potential matches will get assigned to a different role than the default.



    ------------------------------
    Michelle Popovits
    Technical Consultant
    Reltio
    ON
    ------------------------------



  • 9.  RE: Pull all suspect matches created after specific dates

    Posted 09-29-2023 13:43

    Got it. 

    Thanks for all the help! 



    ------------------------------
    ujwal upadhyay
    fultonbank
    ------------------------------