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  • 1.  Survivorship rule based on field value

    Posted 12-08-2023 08:13

    Hi ,

    We have an requirement that if two matching records merged and one record has the value Active in Status field while the other has Inactive ,then always the record which is Active would survive.

    Please let us know how to achieve this requirement.



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    Utsa Das
    Syneos
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  • 2.  RE: Survivorship rule based on field value

    Reltio Partner
    Posted 12-08-2023 08:40

    Hi Utsa,

    you can use survivorship rule is MinValue for Status field. The order will be calculated as per the "lexicographical sort order"

    For Other attributes, you can use survivorship rule is "OtherAttributeWinnerCrosswalk" with the primaryAttributeUri=Status.

    you can refer: "https://docs.reltio.com/en/model/consolidate-data/design-survivorship-rules/survivorship-rules"



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    Nagaraju
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    Original Message


  • 3.  RE: Survivorship rule based on field value

    Founding Member
    Posted 12-08-2023 09:24

    You can make Status attribute primary for rest of the attribute in survivorship using OtherAttributeWinnerCrosswalk strategy and use min value for status to survive Active status. Further a combination of fallback would be needed to handle null and multiple Active status



    ------------------------------
    Ashish Rawat
    Sr. Manager
    Fresh Gravity
    Bangalore
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    Original Message


  • 4.  RE: Survivorship rule based on field value

    Posted 11-08-2024 13:24

    Hello, I'm trying to implement this same survivorship strategy to always survive "Active", however I receive this error "One or few errors was found during validation of Reltio Business Model."  I cannot understand why I can't save the survivorship rule. Can you provide an explanation?
     "attribute": "configuration/entityTypes/Organization/attributes/StatusInformation",
                "sourcesUriOrder": [
                    "configuration/sources/ServiceNow",
                    "configuration/sources/Salesforce",
                    "configuration/sources/ReltioCleanser",
                    "configuration/sources/DataProvider",
                    "configuration/sources/FCSADomain",
                    "configuration/sources/ReltioStringFunctionCleanser",
                    "configuration/sources/ReltioFullNameBuilder",
                    "configuration/sources/SAP",
                    "configuration/sources/DnB",
                    "configuration/sources/Reltio",
                    "configuration/sources/ReltioGrouping",
                    "configuration/sources/ZoomInfo",
                    "configuration/sources/BvD",
                    "configuration/sources/Workday"
                ],
                "survivorshipStrategy": "OtherAttributeWinnerCrosswalk",
                "primaryAttributeUri": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/Status"
            },
            {
                "attribute": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/Status",
                "survivorshipStrategy": "MinValue",
                "fallbackUsingCriteria": "ZERO_OR_MORE_THAN_ONE",
                "fallbackStrategies": [
                    {
                        "attribute": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/Status",
                        "survivorshipStrategy": "SRC_SYS",
                        "sourcesUriOrder": [
                            "configuration/sources/ServiceNow",
                            "configuration/sources/Salesforce",
                            "configuration/sources/ReltioCleanser",
                            "configuration/sources/DataProvider",
                            "configuration/sources/FCSADomain",
                            "configuration/sources/ReltioStringFunctionCleanser",
                            "configuration/sources/ReltioFullNameBuilder",
                            "configuration/sources/SAP",
                            "configuration/sources/DnB",
                            "configuration/sources/Reltio",
                            "configuration/sources/ReltioGrouping",
                            "configuration/sources/ZoomInfo",
                            "configuration/sources/BvD",
                            "configuration/sources/Workday"
                        ]
                    }
                ]
            },
            {
                "attribute": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/StatusReason",
                "survivorshipStrategy": "OtherAttributeWinnerCrosswalk",
                "primaryAttributeUri": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/Status"
            },
            {
                "attribute": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/UpdateDate",
                "survivorshipStrategy": "OtherAttributeWinnerCrosswalk",
                "primaryAttributeUri": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/Status"
            },
            {
                "attribute": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/Comments",
                "survivorshipStrategy": "OtherAttributeWinnerCrosswalk",
                "primaryAttributeUri": "configuration/entityTypes/Organization/attributes/StatusInformation/attributes/Status"
            },



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    john stormberg
    FCSAmerica
    ------------------------------

    Original Message


  • 5.  RE: Survivorship rule based on field value

    Reltio Employee
    Posted 12-11-2023 10:35

    Also Utsa, just one minor point I noticed in your question. You said you wanted the record with the active status to survive. In Reltio, records are not survived. Survivorship occurs at the attribute level within the merged record. 



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    Curt Pearlman
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    Original Message


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