Reltio Connect

Hi All,

We are using Reltio String function Cleanser for Fistname and Lastname. Our expectation is the ReltioString Function Cleanser will cleanse the Fname and lname in title case and the cleansed value will win the survivorship. We are using recency as survivorship rule. But we are seeing the ReltioStringCleanser is not winning the survivorship. The reason behind this is the corresponding update date of the cleanser crosswalk is not updating as expected. 

when we  update the First Name, then the String function cleanser cosswalk date is showing earlier than the actual crosswalk update time. For example, I update the first name to mani From Membership system crosswalk and its update time is 8:07:12 AM. The Reltio String Function Cleanser cleansed the value and changed it to Mani and its update time is 8:06:48 AM. Screenshot attached. 

I'm not sure why you are getting the behavior you are representing, but would recommend a survivorship rule which leverages ONLY the cleanser crosswalk(s), with a fall back strategy on ZERO OR MORE THAN ONE to recency in case there is no cleanser crosswalk for any reason. 

When recleasing (usually on update) I expect Reltio should ignore the cleanser crosswalk values and then apply survivorship on the remaining values  to determine the inputs, then add the cleansed value and survivorship would subsequently be applied with the cleansed value when returning or performing a get on the record.  Below is an example of the survivorship rule I am suggesting.  Note that by default it should only consider cleansed crosswalk values when getting data for the base survivorship rule.  If will only fall back to the recency rule if it gets zero values or more than one value.    Note that you may need to apply this rule to both the FullName and other Name-contributing  field to get your desired results.

You may also want to make sure you are using a cleansing in a CHAIN to apply the FullNameBuilder AFTER the contributing name fields area cleansed.  This is done by putting the cleanser configs in the same CHAIN array in the order you want the cleansing to take place.

        {
            "attribute": "configuration/entityTypes/Individual/attributes/Name",
            "survivorshipStrategy": "SRC_SYS",
            "sourcesUriOrder": [
                "configuration/sources/ReltioCleanser",
                "configuration/sources/FullNameBuilder"
            ],
            "fallbackUsingCriteria": "ZERO_OR_MORE_THAN_ONE",
            "fallbackStrategies": [
                {
                    "attribute": "configuration/entityTypes/Individual/attributes/Name",
                    "survivorshipStrategy": "LUD"
                }
            ]
        }

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Dan Gage
Principal Solution Consultant
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