Reltio Connect

 View Only

  • 1.  Restrict potential matches for a particular role

    Reltio Partner
    Posted 04-28-2023 12:03

    Hi All,

    We have a requirement , where we need to restrict Potential matches for a particular Role. we have disabled Potential Match facet , but potential matches are showing in Profile View . Please let me know, if you have any idea how to implement this.

    @Chris Detzel  @Suchen Chodankar 

    Thanks and Regards,
    M.Chenchu Giri.



    ------------------------------
    Thanks and Regards
    Chenchu Giri Manduva
    ------------------------------



  • 2.  RE: Restrict potential matches for a particular role

    Reltio Employee
    Posted 05-01-2023 15:00

    Hi Chenchu,

    There are several zendesk tickets that explain how to do this.  One is https://reltio.zendesk.com/agent/tickets/74978



    ------------------------------
    Gino Fortunato
    Senior Solution Engineer
    Reltio
    ------------------------------

    Original Message


  • 3.  RE: Restrict potential matches for a particular role

    Reltio Partner
    Posted 05-01-2023 20:42

    Thank you Gino , for providing the link . But , I'm not able to access the link it is showing link is expired . Could you please provide latest URL or it would be very helpful if you copy  the ticket in this discussion.



    ------------------------------
    Thanks and Regards
    Chenchu Giri Manduva
    ------------------------------

    Original Message


  • 4.  RE: Restrict potential matches for a particular role

    Reltio Employee
    Posted 05-02-2023 02:02
    Unfortunately, that is the only link.....

    the format is:

    "canRead" : { "roles": ["role1", "role2"]}

    with canCreate, canUpdate, and canDelete also available.

    --

    Gino Fortunato

    Senior Solution Consultant

    gino.fortunato@reltio.com
    +1-415-867-4195

    Join Us:


    www.datadriven2023.com





    Original Message


  • 5.  RE: Restrict potential matches for a particular role

    Reltio Partner
    Posted 05-02-2023 02:32

    yes, we already updated canRead in UI modeler . But user is able to see Match rules filter in Search screen and also if user can open potential match facet (with Potential match url). Can we restrict that ?



    ------------------------------
    Thanks and Regards
    Chenchu Giri Manduva
    ------------------------------

    Original Message


  • 6.  RE: Restrict potential matches for a particular role

    Reltio Employee
    Posted 05-02-2023 10:13
    yes, you can use this property to hide the facet.

    But I don't think anything can be done about the search.

    --

    Gino Fortunato

    Senior Solution Consultant

    gino.fortunato@reltio.com
    +1-415-867-4195

    Join Us:


    www.datadriven2023.com





    Original Message


  • 7.  RE: Restrict potential matches for a particular role

    Reltio Partner
    Posted 05-02-2023 09:24

    Hi Chenchu,

    As per my understanding, you are trying to filter records based on region(as example), you can actually restrict the user roles so that the potential matches or records won't be displayed for other regions.
    We cannot restrict Potential Matches on search or on profile view based on role based on my knowledge.

    Also, you can create Saved Searches and ask users to work on specific Match Criteria by sharing the Saved Search with them based on Region etc.

    Let us know the actual requirements.



    ------------------------------
    Sheshadri V
    Fresh Gravity
    ------------------------------

    Original Message


  • 8.  RE: Restrict potential matches for a particular role

    Reltio Partner
    Posted 05-02-2023 09:33

    Hi ,
    Thank you for responding. We have to hide potential matches for a particular role. So , we have updated in the UI modeler ,now it is not showing (as expected).  But, same user can see match rules and count in the search screen and also, they can see potential matches directly with URL. How to handle this,could you please let me know ?

    Thanks and Regards,
    M.Chenchu Giri.



    ------------------------------
    Thanks and Regards
    Chenchu Giri Manduva
    ------------------------------

    Original Message


Related Content