Reltio Connect

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  • 1.  Data Validation | Scenario

    Posted 05-20-2023 05:24

    Hi Team,

    Looking whether this is possible.

    Use case 1 - State Check : If country is US, need to check value of State and validate if particular State is part of US
    Use case 2 - Zipcode Check : If Country is US, need to check value of Zipcode and validate if particular Zipcode is part of US
    Use case 3 - Check if the value is unique across entire other profiles.

    Was checking documentation and other related references but unable to get answers for these.



    ------------------------------
    Chetan P
    Senior MDM Specialist
    Freshworks
    Chennai
    ------------------------------


  • 2.  RE: Data Validation | Scenario

    Reltio Employee
    Posted 05-22-2023 10:57

    RDM will perform the first task with standard Dependent Lookup capabilities documented here.  

    Zip codes will get validated by Loqate as part of address cleansing, but if you are looking for validate them independently, you would need to orchestrate a process via RIH to call Loqate to pass just the Zip to validate it.   Alternatively you could have your own database of ZipCodes to validate against, but I would still recommend RIH for this process.  

    Similar for unique values - depending on your goal, you can use a match rule which will provide immediate feedback in the UI - but it will be commingled with other potential match information and potentially undesirable.  Similar to the second variation, you can orchestrate a process in RIH to query the repository for other records with the same information.  Depending on how you want to respond to the scenario, you can annotate this on the profile in a new attribute, or trigger a custom workflow to review the new records with duplicate information for review.  



    ------------------------------
    Dan Gage
    Principal Solution Consultant
    ------------------------------



  • 3.  RE: Data Validation | Scenario

    Reltio Employee
    Posted 05-23-2023 11:51

    Hi Chetan,

    I agree with Dan, (side note: DISAGREEING with Dan is usually a mistake!) but if your use case is a UI one, you can also check for uniqueness with the pivot view.  

    To his point, I don't see that the address use cases are needed because you will pick this up for 'free' with the address validation.  i.e. if you input country of 'Canada' and state of 'Texas', it will be an invalid address.  You don't need to check the components separately.



    ------------------------------
    Gino Fortunato
    Senior Solution Engineer
    Reltio
    ------------------------------



  • 4.  RE: Data Validation | Scenario

    Posted 05-24-2023 06:22

    Thanks a lot @Daniel Gage & @Gino Fortunato for the response for adding your thoughts on the above Uses cases.
    It is truly helpful for me to see things in that aspect.

    Adding a point on @Gino Fortunato response - In the above example, you have said that if input is Canada & state is Texas, then It will be an invalid address and it comes as free with address validation. Are we talking about loqate functionality here ?  If yes, dont we need to add entire address to check if it is valid / not.

    As per my understanding :
    If we enter entire address - (Mr John Smith132, My Street, Kingston, New York 12401) It checks valid / not (And fills few fields based on response)
    If we enter partial / in-complete address - It does not works as expect.

    My understanding may be wrong, but want to share a though on this.
    In-case any documentation, it will really be very helpful to me on validating Country & State through Address validation :) 



    ------------------------------
    Chetan P
    Senior MDM Specialist
    Freshworks
    Chennai
    ------------------------------



  • 5.  RE: Data Validation | Scenario

    Reltio Employee
    Posted 05-24-2023 10:48
    Perhaps I didn't understand the use case well enough.  I had assumed that this entry was part of a complete address.

    What would you be doing with a partial address?  Perhaps a marketing use case?  Certainly I don't expect to actually contact someone with just a state and country.

    --

    Gino Fortunato

    Senior Solution Consultant

    gino.fortunato@reltio.com
    +1-415-867-4195

    Join Us:


    www.datadriven2023.com







  • 6.  RE: Data Validation | Scenario

    Reltio Employee
    Posted 05-24-2023 13:15

    The Reltio Address Cleanse API will validate and complete information where possible.    You can invoke the API as documented here:

    https://developer.reltio.com/private/swagger.htm?module=Data%20Operation#/Entities/entityCleanse

    Or leverage this feature directly from the Admin console - under the Data Modeler | Location entity | Cleanse - I recommend just passing data to AddressInput.  In this case, if you pass only the Zip code it will return the City and State (as long as the zip code maps to only one city/state - some zip codes cross city boundaries).    Note that the GeoAccuracy will tell you if the City/State combination is accurate.  Dallas, TX is a GeoAccuracy A2 (valid to city), Dallas, SC is a GeoAccuracy A1 (valid to state only).



    ------------------------------
    Dan Gage
    Principal Solution Consultant
    ------------------------------



  • 7.  RE: Data Validation | Scenario

    Posted 05-25-2023 02:26

    @Gino Fortunato  - Sorry for not being clear :) . I will elaborate the Use case.

    Use case - This is w.r.to Entity that holds company information and have details regarding which city, state, country & Zip code. Analysis is that, using any of the above combination i must be able to cleanse the details.

    For example -
    1. if the profile has city & state value but no Country value -> i need to get Country based on City & State
    2. if the profile has city & country but no State value -> i need to get State based on City & Country
    3. if the profile has Zipcode, City but no Country & State -> i need to get Country & State based on Zipcode & city

    @Daniel Gage - Thank you so much for the information & swagger link. I will try on analyse in the same.
    I anyhow tried to replicate the same example as the above image but not getting the same.  I will try the same.









    ------------------------------
    Chetan P
    Senior MDM Specialist
    Freshworks
    Chennai
    ------------------------------



  • 8.  RE: Data Validation | Scenario
    Best Answer

    Reltio Employee
    Posted 05-25-2023 10:44

    Your first two scenarios are a little too ambitious and cannot be supported.  Without a Country as guidance I do not believe any of your scenarios will work.  All of the address cleansing engines I have worked with require Country first, or will at least attempt to derive information based off a default country.   Likewise, having only City and Country is potentially too ambiguous and is unlikely to produce reliable results without an AddressLine1.  

    Having said that, your cleanse config is not returning results because you are missing the returnDataByStatus parameter.  This is required when an address is only partially verified.  Note that this is not always desirable for mastered addresses, so an alternate cleanse config can be created just for this partial address validation / completion.  Here is a sample L3 Cleanse config which adds this option.  Note that your verificationStatusMapping can be adjusted based on your own preferences.

    {
      "uri": "configuration/entityTypes/Location/cleanse/infos/partialAddress",
      "useInCleansing": true,
      "sequence": [
        {
          "chain": [
            {
              "cleanseFunction": "Loqate",
              "resultingValuesSourceTypeUri": "configuration/sources/ReltioCleanser",
              "proceedOnSuccess": false,
              "proceedOnFailure": false,
              "mapping": {
                "inputMapping": [
                  {
                    "attribute": "configuration/entityTypes/Location/attributes/AddressInput",
                    "mandatory": true,
                    "allValues": false,
                    "cleanseAttribute": "Address"
                  }
                ],
                "outputMappingRef": "configuration/entityTypes/Location/cleanse/mappings/address/outputMapping"
              },
              "params": {
                "verificationStatusMapping": {
                  "Verified": [
                    "V(4|5).*"
                  ],
                  "Partially Verified": [
                    "V(1|2|3).*",
                    "P.*"
                  ],
                  "Unverified": [
                    "U.*"
                  ],
                  "Ambiguous": [
                    "A.*"
                  ],
                  "Conflict": [
                    "C.*"
                  ],
                  "Reverted": [
                    "R.*"
                  ]
                },
                "returnDataByStatus": "Partially Verified;Verified"
              }
            }
          ]
        }
      ]
    }


    ------------------------------
    Dan Gage
    Principal Solution Consultant
    ------------------------------



  • 9.  RE: Data Validation | Scenario

    Posted 05-26-2023 04:55

    Wow this helps a lot :) 

    I was able to get a 360 degree view on Loqate cleanser now.
    Will be testing few scenarios and decide an optimal solution for problem use case.

    Thanks a ton Dan Gage (Above explanation was so much clear) !!



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    Chetan P
    Lead MDM Specialist
    Freshworks
    Chennai
    ------------------------------