Configure insurance entity types

Learn how to configure entities in the Reltio for Insurance data model.

In Reltio for Insurance, the Data Modeler is contextualized with insurance-specific entity types that support end-to-end customer, policy, and claims data. You can view and edit these predefined entity types or create new ones to suit your needs. For more information on viewing and editing entity types, see Managing Entity Types and Editing an entity type.

To edit an entity type:

  1. Open the Data Modeler application:
    1. From the Applications menu, select Console.
    2. In the Console Configuration section, select Data Modeler.
    3. From the Select tenant dropdown menu at the top of the page, select the desired Reltio for Insurance tenant. The tenant name is displayed in the menu bar, and the Entity types page opens.
  2. In the Entity Types page, view attributes, roles, and rules summary details for a given entity type:
    • Claim
    • Contract
    • Individual
    • Insured Asset
    • Organization
    • Party Group

  3. In the displayed Attributes page, edit any of the attributes for the selected entity type.
    • Edit: Opens the Edit entity type panel, where you can update details. For more information on this panel, see topic Editing an entity type.
  4. Select an entity and in the displayed details page, view or change its details. The Attributes page, which is the first details page displayed, provides these entity details:
    • Label
    • Name
    • Type
    • Required
    • Hidden
    • Searchable

  5. From the Entity Type menu bar at the top of the page, navigate to Match rules and Validation Functions to view and edit additional details.