Sources perspective

Learn about the various sources and crosswalks for a profile.

In the Profiles page, the Sources perspective enables you to manage data sources. These data sources are used to determine the records responsible for determining the Operational Values (OV) for profile attributes.

In the Sources perspective, you can view and manage the source data and associated crosswalk information.

The Sources perspective displays a color coded sources grid that displays the following information:

Attributes and Operational Value
Winner Source System
Rule Type
Count
Attribute values

The Show/Hide columns option enables you to select the columns that must be displayed in this perspective. Reltio saves these preferences and the next time you login, the columns are displayed as per your saved preferences.

You can also view these details for specific rulesets. A ruleset is a set of survivorship rules that is assigned to a specific role. You can only view those rulesets that are accessible to the roles assigned to you. There is a default ruleset but you can select any other ruleset from the dropdown to view the OV and rules corresponding to the selected ruleset. For more information, see Ruleset Configuration and View operational values for a ruleset.

Attributes and Operational Value

This column displays the attribute's labels and OVs. The OV is a dynamic value calculated in real-time, which is based on Survivorship Rules. Expanding the arrow adjacent to the OV displays the nested attributes for the value.

Winner Source System

An attribute value can be found in different source systems. Among them, one source system emerges as a winner or survivor based on the applicable rule type. For more information, see Survivorship Rule Types.

Note: In case of Aggregation rule type, the winner source systems are shown in the order of attribute values.

The winner source system, the attribute value, and crosswalks in the right panel use the same color coding scheme to indicate that they represent the same source system. When you hover over the source system, the attribute values of the same source system are also highlighted.

Rule type

This column displays the survivorship rule used to determine the attribute's OV. By default, it shows the primary survivorship strategy defined in the metadata configuration.

If the showAppliedSurvivorshipRules option is enabled in the UI configuration, the column displays the actual survivorship strategy applied during OV calculation. This reflects the rule recorded in the appliedSurvivorshipRules field rather than only the metadata-defined primary strategy. For more information about the configuration, see Configure profile screens.

This distinction is relevant when fallback strategies are configured. If the primary rule cannot be executed, the system applies a fallback rule. Displaying the applied rule clarifies which strategy determined the OV and removes ambiguity between configured and executed logic.

When enabled, the system includes the showAppliedSurvivorshipRules=true parameter in the entity API request. If multiple survivorship rules are applied, each appears on a separate line. If no applied rule is recorded, the metadata-defined primary strategy is shown.

Note: Supported for simple attributes only.

Count

This column displays the number of source values for the attribute.

Attribute Values

This column displays the source values for the attribute. These are color coded to indicate the source system to which it belongs. In case of nested attributes, expand the arrow next to the attribute value to view the sub-attributes. When you hover over an attribute value, the other attribute values from the same crosswalk are also highlighted. You can add attribute values by dragging a crosswalk and dropping it into the Attribute Values column or by clicking the +ATTRIBUTE link in the Sources perspective. For more information, see Add Attributes in the Sources Perspective.

Each attribute value is color-coded to indicate the crosswalk to which it belongs. In case of nested attributes, you see colored circles next to the nested attribute to indicate the crosswalks it belongs to. See an example below:

You can also easily find out if a nested attribute belongs to a deleted crosswalk. Instead of a colored circle, a deleted crosswalk is represented with a hollow circle. See the image below:

If a crosswalk provides only nested or reference attribute values then this crosswalk is added as dependent crosswalk

Interaction Types

For each of these attribute values, the following actions are available:


Action	Icon	Description
Pin		Enables you to override the OV with the original source value. Note: You can pin attributes whose values are auto-generated from a sequence generator. For more information, see topic Autogenerated IDs for attributes and crosswalks.
Ignore		Enables you to ignore the source value. Note: You can ignore attributes whose values are auto-generated from a sequence generator. For more information, see topic Autogenerated IDs for attributes and crosswalks.
Focus		Highlights the attribute values that belong to the same source system. In the example, when you click on the Focus icon for Western Sahara (EH), it keeps this attribute value highlighted all the time. Simultaneously, it also keeps all attribute values belonging to the same source system also highlighted.
Edit		This option enables you to edit an attribute value. If the attribute value is a drop-down or a lookup field, the available options are displayed when you edit the attribute. You can select the required option. If the attribute value is an entry field, you can edit the field and change it as required.
Delete		This option enables you to delete the attribute value for the entity.

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