Managing Sources

You can manage the record sources that determine the operational values of the profile attributes.

Sources Overview

Data may come to Reltio platform from multiple sources. Each source must be registered in Reltio platform, and all data loaded into a tenant will be associated with a data source. If no source is specified when creating an object, the source will default to Reltio. Click Sources to view the tenant's sources.

The Sources page lists the details of the sources available for your tenant.

Creating a new Source

To create a new source, click the link on the Sources page. The Create new source page appears.
Note: To be able to create a new source, your role must have the MDM.config.businessModel - Update privileges.

You can associate an icon for the source that you are creating by clicking the edit/pencil icon on the image on the left. The Browse dialog box allows you to choose an image of “.svg” type only as the icon.

Note: After you have added an image, If you wish to remove it, click the icon (cross symbol) on the image. The selected icon is removed and the first character of the Display Name is shown as the image, by default.
Add the details as mentioned in the following steps to create a Source:
  1. As the Name, enter a unique name which is used in the URI (the path to reach the source). For example: "LinkedIn". The URI for creating a source is configuration/sources/.
    Tip: As a best practice, do not use special characters and spaces while creating a source.
  2. In Display name, enter a name that would identify your source in the user interface. For example: "LINKEDIN".
  3. In Abbreviation, enter a shortened form of the name of the source. For example: “LnIn”.
  4. Optionally, you can specify a detailed description of the source in Description.
  5. Click Save to create the new source.

Editing a new Source

You may want to modify the details of an existing source or add any additional detail such as the Description.

To modify the details of a source, on the Sources page, click the edit/pencil icon on the right side of the listed sources. The Edit source page appears.

You can modify all the details of an existing source, except the Name. For more information, see the Creating a new Source section.

Note: To remove an existing image, you can click the remove icon () (cross symbol) on the image. The selected icon is removed and the first character of the Display name is shown as the image, by default.

Click SAVE to update the source details.