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Hide Particular crosswalk data from merged profile

  • 1.  Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 03-16-2023 08:47

    Hi All,

    We have a requirement to restrict user access to profile data based on Source. For example, Domain A is having Source A and Domain B is having Source B and if User1 is from Domain A and user2 is from domainB . User 1 should see data from Source B and vice-versa.

    Note: Even if the profiles from Source A and Source B are merged , same restricted access should apply.

    We have tried with meta security roles and role based survivorship. it is working in profile view but when users open sources view , they can see other domain data .

    Is there any way to restrict ? or Is there any way to hide sources view only for the restricted roles.

     @Ashish Rawat@Chetan P@Gino Fortunato@Chetan P@Gloria Faley@Chetan P , Could you please help if you have any solution for the above problem.

    Thanks and Regards,



    ------------------------------
    Chenchu Giri Manduva
    ------------------------------


  • 2.  RE: Hide Particular crosswalk data from merged profile

    Reltio Employee
    Posted 03-16-2023 11:26

    Do these users need to see the sources view?  i.e. are they data stewards or do they have other roles?



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



  • 3.  RE: Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 03-16-2023 11:38

    DomainA and DomainB users(They will have mostly Read access ) need not to see Sources tab ,  but other users(global) should see sources tab.



    ------------------------------
    Chenchu Giri Manduva
    ------------------------------



  • 4.  RE: Hide Particular crosswalk data from merged profile

    Reltio Employee
    Posted 03-16-2023 11:47
    then, using the roles you have created, hide the sources view for the domain A and B users. The Reltio perspectives are governed by the same permissions that the data is.

    --

    Gino Fortunato

    Senior Sales Engineer

    gino.fortunato@reltio.com
    +1.415.867.4195
    blog.reltio.com
    Get the Study
    Total Economic Impact Study Finds Reltio's Modern MDM Delivered 366% ROI





  • 5.  RE: Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 03-16-2023 11:54

    Could you please let me know , how can we hide sources view for a particular role ? When we try to disable Sources view in the ui modeler , it is not showing for all the users. 



    ------------------------------
    Chenchu Giri Manduva
    ------------------------------



  • 6.  RE: Hide Particular crosswalk data from merged profile
    Best Answer

    Reltio Employee
    Posted 03-21-2023 15:26

    Sorry for the delay: it took me a while to make sure I had this right.  Big hint: remember that a user who has role_ui_all will see everything in the UI regardless of the security setup!  ;-)

    To configure this, download the file ending in sources.json via the UI Builder in the Reltio Console.  In the section where the "class" ends with ".Action" add the following to the file using your favorite plain text editor:

                "canRead": {
                    "roles": [
                        "ROLE_I_CREATED_TO_SHOW_HIDE"
                    ]
                }

    Save the file.  Upload via the UI Builder and publish the change.  Then login as the user who should not see the perspective.  It should no longer be visible.



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



  • 7.  RE: Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 03-27-2023 12:04

    **Sorry for the late reply**

    Thank you so much Gino , It is working . Now we are able to show Sources perspective only to a particular role. Once again, thank you for the help.



    ------------------------------
    Chenchu Giri Manduva
    ------------------------------



  • 8.  RE: Hide Particular crosswalk data from merged profile

    Reltio Employee
    Posted 03-27-2023 13:02

    GREAT! Glad we could help!



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



  • 9.  RE: Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 03-27-2023 13:46

    Thank you ,

    One more request, Can we restrict user search for a particular source based on role. As i mentioned earlier , we are restricting access  based on survivorship rule for a particular role. Though user is not able to see values in UI but they can search for a particular source value though search (also in search by OV only filter).So Is there any way to hide search bar and advance search , that we can restrict a role of users to search .

    Also, restricted user can see crosswalks and sources attributes in the potential match facet. Is there anyway to restrict/hide those 2 attributes in Potential match perspective ?



    ------------------------------
    Chenchu Giri Manduva
    ------------------------------



  • 10.  RE: Hide Particular crosswalk data from merged profile

    Reltio Employee
    Posted 03-27-2023 14:00

    if you restrict the search (i.e. don't have it in the UI), how do you expect to find the records the user needs to work on?



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



  • 11.  RE: Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 03-27-2023 20:10

    Hi Gino,

    If there is a way to restrict the search results for a particular domain/user , we will be fine. In the worst case , we are planning to hide entire search bar and advanced search for a particular role. If we need to hide search bar, we are thinking of two ways . One is creating DCR for any update happens to Domain A source data and assign it to particular user role . Or if there is any chance to create default saved search with just showing Search query , this will also be fine . 

    Could you please let me know which can be achievable and best way to restrict domain source data for other domain users 



    ------------------------------
    Thanks and Regards
    Chenchu Giri Manduva
    ------------------------------



  • 12.  RE: Hide Particular crosswalk data from merged profile

    Reltio Employee
    Posted 03-27-2023 21:01

    Is this what you are looking for?

    https://docs.reltio.com/en/explore/embark-on-your-journey/what-to-know-before-you-set-off/security/understanding-authorization/role-based-security/metadata-security/filtering-entities-by-source



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



  • 13.  RE: Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 04-03-2023 02:11

    Thank you Gino for providing the link . We still facing some of the challenges . User can see the Restricted source names in the Potential Match facet. For example, entity A is having sources A,B and C and metadata security is configured on Sources A and B. But in the potential match facet , user is able to see Sources A,B and C (in Sources, crosswalks attributes comparison) in matched profile. Is there any other way to hide in the matched profiles?



    ------------------------------
    Thanks and Regards
    Chenchu Giri Manduva
    ------------------------------



  • 14.  RE: Hide Particular crosswalk data from merged profile

    Reltio Partner
    Posted 04-10-2023 02:36

    Hi @Gino Fortunato ,

    Could you please let us know how we can achieve hide attributes(sources,crosswalks) in potential match facet ? and also , user is not able to merge the profiles which are having restricted source crosswalks. User can also search for a profile which restricted source information.

    For Suppose, User has no access to Source A and access to Source B . If profile X is having both Source A and B crosswalks ,then user can search for profile X with Source B information. Is there any way to restrict search ?
    Note : we have tried with Search By OV enabled filter condition but not working.




    ------------------------------
    Thanks and Regards
    Chenchu Giri Manduva
    ------------------------------



  • 15.  RE: Hide Particular crosswalk data from merged profile

    Reltio Employee
    Posted 04-16-2023 09:53

    Hi,  Sorry, I have been on PTO.

    you can hide/show attributes with the show/hide attributes icon in the upper right of the match screen.

    I'm not sure what you are asking in the other case.  If you haven't done so already, please open a ticket.



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