Reltio Identity 360 FAQ's

Reltio Identity 360 FAQs

👆 Search ABOVE or scroll below for any Reltio Identity 360 Product Questions👆

With the free tool, Reltio Identity 360, we have put together a quick Q&A to answer any questions you might have. If you do not see your answer to the question below, please go to the Reltio Identity 360 Community,  create a login, and ask your question. 

Check out the Identity 360 quick hit videos to help you through the experience. Find them here

Reltio Community blogs on Reltio Identity 360

Top 12 Identity 360 Data Loader Questions Answered
In this blog, we will discuss 12 common questions that will help users understand the functions of the data loader application in the Reltio Identity 360 product. The data loader application comes bundled with Identity 360. Data loader is not a classic ETL tool, but it helps Identity 360 users to get started by loading file data from different sources and locations into Reltio Identity 360 hub.

Exploring the Master Data Management Reltio Dashboard
The Reltio Dashboard is the default view in Reltio. This view provides a great deal of high-level information about the information stored within Reltio and offers shortcuts to several different locations within Reltio. 

Q&A - Click the link to get entire answer

    |Q. What is the anticipated time between online registration and provisioning of the tenant for a free tier customer? 

    |A. Between 3-10 minutes.

    Q. If Identity 360 Premium is Person-only, is enterprise required to get Org and Contact?

    |A. At this point in time, Enterprise 360 is required if you want to add Org entity type or any other entity type until we release Account 360 and Customer 360.

    |Q. Can we customize workflows in Identity 360?

    |A. The Identity 360 Premium edition has pre-configured data governance workflows. Enterprise 360 is required for customization.

    |Q. How is ‘universal id’ implemented in Identity 360?

    |A. Universal ID is using the Reltio URI/Entity ID as the underlying capability.

    |Q. What functionality is not included in Identity 360?

    |A. Configuration functionality is not available for UI or for the L3. The Data Model and UI model are available for viewing only. Also, SSO is not available at this time. DQIQ and Data Sciences are also not available with Identity 360.

    |Q. Is there a link from the Identity 360 product to the Community for easy access?

    |A. Yes today you can access the community from the Identity 360 splash page or right here.


    |Q. Can the Identity 360 user delete the sample data?

    |A. Yes, sample data can be deleted. We have tied that into the More menu and added the steps to the documentation.

    |Q. In the free version, can the customer export the data to Excel or other format?

    |A. Yes, the data can be exported to Excel or other formats that are supported by Export functionality.

    |Q. Can customers request provisioning in a certain cloud?

    |A. No, customers cannot choose the underlying Cloud. This is controlled by Reltio.

    |Q. There is a “Data Quality Issues” UI facet in the Dashboard view. What will be displayed there for the Free edition?

    |A. There are a set of predefined Data Validation functions. The Data Quality facet will display the violations and will assist the data steward to rectify them.

    |Q. Can the user toggle the “splash” screen back on after their initial login?

    |A. Yes, the splash screen can be toggled with a “?” icon on the screen.

    |Q. Will customers get any read-only access to RDM base data?

    |A. RDM is being utilized for specific attributes but is not exposed to the customers in the Free-tier. This will be added as a capability in the Premium tier where each customer will have access to their own RDM tenant and UI.

    |Q. What is the process if a customer of of identity 360 wants to associate their data to a source that is not listed in the sources dropdown for data loader? will there be a request section somewhere for this to be added to the list?

    |A. Customers can use the Idea Portal to suggest enhancements. Also, there are generic sources that can be utilized (CRM, ERP, etc) if a specific source name is not available.

    |Q. Can customers sign-up for the Free edition using a college or higher education email address (*.edu)?

    |A. Yes, these email addresses are allowed to sign up.

    |Q. Separate files for related data (such as phone numbers, email addresses, or identifiers)

    |A. I am assuming that you have multiple files containing related data for the same source - meaning the same crosswalk will be used for the records. In such case for the first file let's say containing id and address, you can select the full data load on the define step of the data loader. When the remaining files are loaded, say id and phone or containing id and email,  you need to select Partial data load on the define step. This makes sure the new data for phone, email etc. are progressively added to the profile.... 

    |Q. What happens if I load more than 10,000 records into my instance?

    |A. Reltio Identity 360 is licensed for free based on a soft limit of 10,000 consolidated records.  Your Identity 360 instance will still keep working just fine if you load more than 10,000 records but you will be in violation of the license terms for the free version....

    Q. Can I add new match rules or change existing match rules in Reltio Identity 360?

    |A. Reltio Identity 360 already contains a series of pre-configured match rules to aid in the task of identity resolution to make it as easy as possible for end users.  All you have to do is load your data into your tenant and those rules will automatically identify duplicates....

    Q. I would like to what are the limitations in the free tier account and whether or not I can load a set of data of different entity and define its mappings, rules, match jobs, merge jobs, and all other configurations separately or not?

    |A. In Identity360 free tier version you can load data and execute match-merge jobs. However it does not allow to customize pre-defined configurations. So it is not possible to add/modify entity or related attributes and match-merge rules..



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