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  • 1.  Search Before Create API's

    Reltio Partner
    Posted 12-06-2023 22:52

    Hi Team,

    We are looking to implement Search Before Create Functionality from an external source system with Reltio ( It's not Salesforce).

    Can you please share the list of pre-requisite or set up needed from an external source system to enable this functionality ?

    I see SBC documentation is mainly focused on Salesforce and would like to understand steps needed to configure for source sytems other than Salesforce.



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    Sridhar Raju
    Manager
    PricewaterhouseCoopers
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  • 2.  RE: Search Before Create API's

    Reltio Employee
    Posted 12-07-2023 10:13

    Hi Sridhar,

    There shouldn't be anything special you have to do. If you have access to the Reltio API, you should be able to just use the various search options available via the API to accomplish the SBC behavior you're looking to achieve for the business user. And in doing so, you actually have greater flexibility than the OOB connector provides.  Hope that helps.



    ------------------------------
    Curt Pearlman
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    Original Message


  • 3.  RE: Search Before Create API's

    Reltio Partner
    Posted 12-08-2023 04:21

    Thanks Curt. Will explore further on the Reltio SBC API's. 



    ------------------------------
    Sridhar Raju
    Manager
    PricewaterhouseCoopers
    ------------------------------

    Original Message


  • 4.  RE: Search Before Create API's

    Reltio Partner
    Posted 12-07-2023 11:55

    Hi Sridar,

    This API might also be of some use.  "aggregate of Search and Save API"

    Robert



    ------------------------------
    Robert Quinn
    Data Management Practice Lead
    imidia LLC
    Basking Ridge NJ
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    Original Message


  • 5.  RE: Search Before Create API's

    Reltio Partner
    Posted 12-08-2023 04:20

    Thanks Robert. Will explore further on this.



    ------------------------------
    Sridhar Raju
    Manager
    PricewaterhouseCoopers
    ------------------------------

    Original Message


  • 6.  RE: Search Before Create API's

    Reltio Partner
    Posted 12-08-2023 08:54

    Hi Sridhar,

    We can also use External match functionality to check if the record is exists or not based on the attribute values configured. If it matches the external data with Reltio, then it will return MDM Id, else it will return null. You can extract non-match records and post to Reltio. This will be used for batch process. For real time process, then you can use SearchBeforeCreate as per @Robert.

    "https://docs.reltio.com/en/model/consolidate-data/configure-match-rules-overview/external-match"

    "https://docs.reltio.com/en/explore/get-going-with-apis-and-rocs-utilities/reltio-rest-apis/model-apis/entities-api/search-before-create"



    ------------------------------
    Nagaraju
    ------------------------------

    Original Message


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