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  • 1.  Surviouship Strategy

    Reltio Partner
    Posted 11-23-2024 08:49

    Hi Experts,

    We had a requirement to achieve a edge case scenario, we are need to apply filter using multiple attributes to derive survived values.

    Below is the group we created and it is not working as expected.

    Please let me know where i am making mistakes.

    {

        "default": false,

        "sourcesUriOrder": [

            "configuration/sources/SFDC_Contact",

            "configuration/sources/SFDC_Lead"

        ],

        "mapping": [

            {

                "attribute": "configuration/entityTypes/Customer/attributes/FirstName",

                "survivorshipStrategy": "OldestValue",

                "filter": {

                    "and": [

                        {

                            "uri": "configuration/entityTypes/Customer/attributes/SourceType",

                            "operator": "equals",

                            "value": "Realtor"

                        },

                        {

                            "uri": "configuration/entityTypes/Customer/attributes/lnr_SourceObject",

                            "operator": "equals",

                            "value": "Contact"

                        }

                    ]

                }

            },

            {

                "attribute": "configuration/entityTypes/Customer/attributes/FirstName",

                "survivorshipStrategy": "OldestValue",

                "filter": {

                    "and": [

                        {

                            "uri": "configuration/entityTypes/Customer/attributes/SourceType",

                            "operator": "equals",

                            "value": "Realtor"

                        },

                        {

                            "uri": "configuration/entityTypes/Customer/attributes/lnr_SourceObject",

                            "operator": "equals",

                            "value": "Lead"

                        }

                    ]

                }

            },

            {

                "attribute": "configuration/entityTypes/Customer/attributes/FirstName",

                "survivorshipStrategy": "SRC_SYS",

                "filter": {

                    "and": [

                        {

                            "uri": "configuration/entityTypes/Customer/attributes/SourceType",

                            "operator": "equals",

                            "value": "Realtor"

                        },

                        {

                            "uri": "configuration/entityTypes/Customer/attributes/lnr_SourceObject",

                            "operator": "equals",

                            "value": "Contact"

                        },

                        {

                            "uri": "configuration/entityTypes/Customer/attributes/RealtorLeadContactMerge",

                            "operator": "equals",

                            "value": true

                        }

                    ]

                }

            },

            {

                "attribute": "configuration/entityTypes/Customer/attributes/FirstName",

                "survivorshipStrategy": "SRC_SYS"

            }

        ]

    }

    Thanks,

    Karthik Athota

     



    ------------------------------
    Karthik
    PWC
    ------------------------------


  • 2.  RE: Surviouship Strategy

    Reltio Employee
    Posted 11-25-2024 09:07

    Hi Karthik,

    Can you please explain in plain English what your survivorship requirements are and what's not working? I should be able to able based on that



    ------------------------------
    Thanks,
    Snehil Kamal
    Senior Solution Architect
    Reltio
    Bangalore
    ------------------------------



  • 3.  RE: Surviouship Strategy

    Reltio Partner
    Posted 11-25-2024 09:53
    Hi Snehil,

    Thank you for your prompt response. I wanted to touch base with you regarding our requirements for applying different survivorship strategies on the same attributes.

    Firstly, for our first requirement, we have a first name attribute and we need to apply the following survivorship strategy if it satisfies the specified filter criteria. The filter criteria are: if the Source Type is 'Relator' and the Source Object is 'Contact', then our expectation is that the oldest value should be the OV (Operational Value). Otherwise, the most recent value should be the OV.

    Next, our second requirement is based on a different filter criteria. Here, the filter criteria are: if the Source Type is 'Relator', the Source Object is 'Contact', and the Realtorflag is true, then our expectation is that the values that came as part of the profile, where the Source Object is 'Contact', need to be the OV.

    In this scenario, there are multiple merges between Source Object 'Contact' and Source Object 'Lead'.

    Please let me know if you have any questions or need further clarification on these requirements.


    Thanks,

    Karthik Athota

    PwC | Manager

    Consulting Solutions -- Analytics Insights




    Original Message


  • 4.  RE: Surviouship Strategy

    Reltio Employee
    Posted 11-27-2024 02:32

    Hi Karthik,

    I can recommend the following changes in your rule to meet the requirements:

    In the mappings array:

    1. The first array element looks good
    2. The second array element should have survivorshipStrategy as LUD to meet this requirement "Otherwise, the most recent value should be the OV"
    3. The third and fourth array elements are missing the sourcesUriOrder


    ------------------------------
    Thanks,
    Snehil Kamal
    Senior Solution Architect
    Reltio
    Bangalore
    ------------------------------

    Original Message


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