Configure insurance relationship types

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

In Reltio for Insurance, the Data Modeler is contextualized with insurance-specific relationship types for people, policies, claims, households, organizations, and so on. You can view and edit these predefined relationship types or create new ones to suit your needs.
To view or edit relationship types:
  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. From the left navigation pane, select Relationship types.

  3. In the Relationship Types page, view a summary of each relationship's details: Name, Entity Type, Attributes, and Description of the relationship.
  4. Hover your mouse pointer over a relationship and from the displayed Action menu and select Edit to open the Edit relationship type panel, where you can update details.
  5. Select a relationship to display its Attributes page, where you can view and edit existing attributes in the relationship or create new ones.

For more information on relationship types, see topic Relationship Types.