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  • Overview of Reltio Site Intelligence
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  1. Home
  2. Solution Accelerators

    Reduce your time to value with industry configurations easily applied to your tenant.

  3. Account 360

    Account 360 is a Solution Accelerator that delivers reliable account data.

  4. Account 360 User Interface

    Learn to use the Account 360 user interface.

  • Welcome to Reltio Documentation

    You can find the documentation links for all the new and noteworthy features of our latest release here.

  • Announcements

    This page lists the announcements.

  • Release Notes

    The Reltio Connected Data Platform is a cloud-native data management platform that enables organizations to create a unified, trusted real-time source for their core data.

  • Getting Started with the Reltio Connected Data Platform

    The Reltio Connected Data Platform is a cloud-native data management platform that enables organizations to create a unified, trusted real-time source for their core data.

  • Multidomain MDM

    Master Data Management (MDM) as a discipline and technology has been used by enterprises in the quest for a single, reliable, and high quality 360° view of their customers, accounts and product profiles.

  • Reltio Data Science

    Get insight-ready data to bring your AI and ML ideas to life.

  • Reporting and Analytics

    Reporting and Analytics provides insights into your data by showing you trends and anomalies.

  • Reference Data Management (RDM)

    Reference Data Management allows you to ensure data governance and operational excellence.

  • Data as a Service

    Enrich Connected Customer 360 profiles with public or third party data subscriptions.

  • Reltio Identity 360

    Boost collaboration, efficiency, and strengthen compliance by maximizing the value of your data through Reltio Identity 360.

  • Overview of Reltio Site Intelligence

    Reltio Site Intelligence is a one-stop platform where users can view consolidated information about various Clinical Studies, Study Sites, Research Sites/Facilities, and Investigators.

  • Solution Accelerators

    Reduce your time to value with industry configurations easily applied to your tenant.

    • Applications Foundation

      Reltio's Solution Accelerators are built on top of the foundation layer.

    • Account 360

      Account 360 is a Solution Accelerator that delivers reliable account data.

      • Account 360 Data Model

        A default Account 360 application includes the Organization, Contacts, and Locations entities.

      • Account 360 Match Rules

        Match rules are used to identify duplicate profiles and either merge them or flag them as Potential Matches.

      • Account 360 Predefined Lookups/Reference Data

        This page lists out the predefined Lookups and Reference Data for Account 360.

      • Account 360 Cleansers

        Account 360 includes three prebuilt cleansers for Address, Phone, and Email.

      • Account 360 User Interface

        Learn to use the Account 360 user interface.

        • Dashboard

          The Account 360 UI Dashboard provides at-a-glance view of an Organization's data.

        • Organization Profile

          The Organization profile is arranged into “facets” that display the Profile, D&B Attributes, Contacts, Potential Matches, D&B Hierarchy, and Company Hierarchy.

        • D&B and Company Hierarchies

          D&B and Company hierarchy facets enable you to add, edit, and remove parent or child entities.

        • Contact Profile

          The Contact profile page enables you to view, create, and update a contact.

        • Location Profile

          The Location profile page enables you to view, update, and delete a Location.

      • Account 360 D&B Connector

        The Reltio D&B connector helps in appending the Reltio Organization entities with the latest D&B data.

      • Account 360 Salesforce Connector

        Learn about integration of the Account 360 application with Salesforce.

      • Handling of Addresses
    • Life Sciences Customer 360

      The Life Sciences Customer 360 product provides solutions to manage healthcare professionals, healthcare organizations and their affiliations.

    • Consumer 360

      Consumer 360 solution is an application for mastering consumers and households.

    • Life Sciences Product 360

      The Life Sciences Product 360 is a preconfigured life sciences product application built on the Reltio Big Data platform.

  • Integration and Connectors

    Reltio Connected Data Platform provides powerful out-of-the-box capabilities for integration with other systems, in various classic modalities.

  • API Reference
  • Additional Utilities

    Use this set of utilities to extend the value of the Reltio Platform.

Account 360 User Interface

Learn to use the Account 360 user interface.

The following are the main components of Account 360 User Interface:

  • Dashboard
  • Organization Profile
  • D&B and Company Hierarchies
  • Contact Profile
  • Location Profile
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