Reltio Survivorship

Understanding Survivorship Groups and Strategies 

Survivorship is the process of selecting the best value  (or operational value) for each attribute from different sources to prepare a golden record ready for consumption in integrated applications. In many organizations, it is a complex process that involves several teams, departments, and systems. For example, operational values for marketing purposes may be different from the operational values for sales purposes. Hence, customers need the ability to define different survivorship strategies for the same attribute and execute specific strategies for specific use cases.

To manage this process effectively, the Reltio survivorship feature supports survivorship groups. 

So, what are Survivorship Groups? A survivorship group is a collection of survivorship strategies for different attributes in an entity.

Different survivorship groups can have different  survivorship strategies for the same attribute hence OV can be different for an attribute depending on the survivorship group that is used for fetching the data.

Survivorship groups can then be assigned to specific roles so that when a user with specific role (e.g. marketing or sales) fetches the entity data, they can see the OV specific to their function in the organization.

Survivorship Strategies Interaction with Key MDM Functions and Services

Entity resolution is at the core of multidomain MDM, and the series of five shows covers operational value determination in a consolidated profile and its impact to other functions like cleansing and matching. 

A consolidated profile is created through the match rules definitions in tenant L3 configuration. The platform determines the operational value on the fly (during runtime) based on the survivorship groups and survivorship strategies defined in tenant L3 configuration. 

User roles and groups defined in tenant metadata security controls what data is available to different users and what operational values are displayed for each role. 

The survivorship metadata configuration includes sourcesForOv, filters, fallback strategies and mappings between attribute types and strategies for each group and each entity type and relationship type. 

Operational value impacts functions like cleanse and match and you can choose to consider operational values only for these functions.

Exploring Advanced Survivorship Strategies - Filters and Fallback Strategies

This episode delves into advanced survivorship strategies, including fallback strategies and filter-based strategies. 

Filters are survivorship configuration structures that split attribute values into different sets based on a filter condition, and the winner is calculated separately for each set. 

Fallback strategies are used when the configured survivorship rule is unable to determine a single OV. The platform provides the flexibility to define fallback survivorship when no OV is selected or when more than one OV is selected based on primary survivorship strategy.

Mastering Complex Survivorship Strategies in Data Management

This episode focuses on complex scenarios of survivorship configuration involving multiple survivorship groups , fallbacks and filters. The episode also touches on the advanced behavior for survivorship rules and the scenarios where advanced behavior should be enabled / disabled.