Hierarchy perspective
Learn about how the Hierarchy perspective in the Profile view helps you explore, manage, and compare hierarchy structures for an entity, including hierarchy versions and effective-date views.
The Hierarchy perspective in the Profile view lets you review and manage hierarchy data for a selected entity. It brings together the hierarchy instances associated with that entity so you can understand where the entity sits in a structure, review related branches, and manage hierarchy changes in context.
The Hierarchy perspective supports the following actions:
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View the hierarchy instances associated with an entity.
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Add parent and child connections to extend a hierarchy, along with their start and end dates
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Move or copy a hierarchy branch from one one node to another within the same hierarchy instance.
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Delete a hierarchy or a node in the hierarchy.
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Work with multiple versions of the same hierarchy when versioning is enabled.
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Review hierarchy data using an effective date so that the displayed structure matches the required business timeframe.
- Clone a hierarchy to create a copy of an existing hierarchy structure.
- Export a hierarchy to download the hierarchy structure for external use.
- Review structural-rule violations identified in the hierarchy.
The Hierarchy perspective depends on both backend and UI setup. Tenant business configuration defines the hierarchy types available to the tenant and the entity types that can use them. UI configuration controls whether and where the Hierarchy tab appears in the Profile view for a given entity type and which users can access it. For more information, see Configure tenant business settings for hierarchy and Configure UI settings for the Hierarchy tab.
Structural-validation issues
When a hierarchy contains structural rule violations, the Hierarchy perspective displays the number of observed issues above the hierarchy tree. Each issue includes a summary identifying the affected node and the violated rule.
Select View to open the Resolve hierarchy issue dialog and review the violation details. Nodes with violations display Rule violated, which you can select to review the issue associated with that node.
For more information, see Structural validation in Advanced hierarchy management.
Merging profiles and hierarchies
When entities in the same or different hierarchies in Advanced hierarchy management are merged, the merge can affect their hierarchy placement, connections, metadata, and effective dates. For information about the outcome of each scenario, see Effects of entity operations in Advanced hierarchy management.
A hierarchy cannot contain cycles. Parent-child connections that create a cycle are not saved. If a profile merge would create a cycle, the entity merge completes but Reltio does not apply the hierarchy remap. Configured recipients receive a notification that identifies the affected hierarchy. The cycle notification identifies the affected hierarchy, version, and profile. The existing hierarchy data remains available for review. For more information about notifications, Notification Management at a glance.Watch how Hierarchy perspective works
The following video explains how to create, import, or view hierarchies for a profile,.