Reltio Survivorship

Reltio Survivorship

Reltio Survivorship is the process of determining which values to keep and which to discard when consolidating multiple records of the same object type into a single golden record. The survivorship rules are used to define the criteria for selecting the most accurate and complete values, based on factors such as data quality, source reliability, and business rules.

By focusing on the key components of survivorship (consolidating records, selecting values, and using rules), this definition provides a clearer and more actionable description of the concept. Additionally, by explicitly mentioning the importance of data quality, source reliability, and business rules, it highlights the critical factors that should be considered when designing survivorship rules.

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11 Tips On How To Use Reltio Survivorship

Reltio Survivorship refers to the method of determining which value should be included in the golden record (OV) from a multitude of potential values provided by the entity's crosswalks. Each attribute in Reltio is associated with a survivorship rule, and in cases where no rule has been explicitly defined, "Recency" is utilized by default.

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Understanding Survivorship Groups and Strategies 

Survivorship is the process of selecting the best data from different systems and merging it into one record. In many organizations, it is a complex process that involves several teams, departments, and systems. To manage this process effectively, many companies use survivorship groups and strategies. What Are Survivorship Groups? A survivorship group is a collection of attributes that define the criteria for selecting the best data. It is created based on roles or departments that have access to the data. For example, a marketing team might have a survivorship group that selects the best data for marketing purposes, while the sales team might have a different group that selects the best data for sales purposes. In a survivorship group, you can define the attributes that are used to select the best data, as well as the rules and filters that determine which data is selected. You can also define the order in which the data sources are considered, and you can exclude certain sources if necessary.

Survivorship Strategies Interaction with Key MDM Functions and Services

We will review the consolidated profile logic regarding operational value and data calculation and data model, including roles. Entity resolution is at the core of multidomain MGM, and the series of five shows covers this topic. The consolidated profile is created through the metadata defined, match rules, data storage, and operational value calculator. The operational value calculator calculates the operational value on the fly based on the survivorship groups from types and strategies in the metadata. User roles and groups can control the operations like search and how operational values are displayed. The survivorship metadata configuration includes sourcesForOv, filters, and mappings between attribute types and strategies. Operational value impacts functions like cleanse and you can define the OV only equals true parameter to only consider operational values for the cleanse function.

Exploring Advanced Survivorship Fallback Strategies in Data Management

This episode delves into advanced survivorship fallback strategies, including fallback strategies and filter-based strategies. Filters are metadata 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 no survivorship rule applies. Entity Internal Survivorship is one of the primary use cases for advanced survivorship strategies. Advanced Survivorship Behavior covers the last update date, some values, and same was recent crosswalk strategies. In data management, comparators are used to compare complex logic in nested attributes, and external dimension sets can be used to group values based on their attributes.

Mastering Complex Survivorship Strategies in Data Management

This episode focuses on data management in complex scenarios and the role of entity resolution in identifying unique records and eliminating duplicates. We discuss survivorship strategies, which determine which attributes to keep and which to discard when merging records. The Reltio platform is introduced as a data management system that allows for tenant configuration and provides survivorship strategies, operational value calculation, roles, and vibrations to manage data effectively. The episode also touches on the advanced behavior for survivorship rules and its importance in data management.

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Discussions on this Topic

  • Discussion

    Hi all ! I am trying to find a way to make some specific values to survive based on what I found in this thread (Link) My use case is that I have an entity (Individual) and that entity has an attribute ...

  • Survivorship issue


    Hello community, Hope everyone is well. We have a situation when 2 updates from the source at the same exact time. In this case survivorship becomes a problem as recency has a conflict. Here’s an ...

  • Survivorship Pin and Ignore


    Do they get overwritten at any time? #Survivorship ​ ------------------------------ Sandro Palleschi Manager - Enterprise Data Services at Empire Life Empire Life --------------------------- ...

  • This question is around the #Survivorship webinar that @Joel Snipes did a few weeks back. ​​ ------------------------------ Sandro Palleschi Manager - Enterprise Data Services at Empire Life Empire ...

  • Keyword based Survivorship


    Hi, I wanted to understand if Reltio has any survivorship method which allows a value having specific keyword/character to become master value. For E.g. I want a name to become master value if it ...

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