How the AI agent creates a match rule

You describe the match rule requirement in a natural language prompt. To create the rule, the AI agent does the following:

• Resolves the entity type and attributes: The AI agent finds the entity type and the attributes in the business configuration of the connected Reltio tenant.

• Asks for missing details: The AI agent asks only for information that is missing from your prompt, such as whether an attribute match should be exact or fuzzy

• Builds the rule: The AI agent applies best practices (comparator/token classes, cleansers etc) that Reltio recommends for each type of attribute, such as names, addresses, phone numbers, organizations, and identifiers.

• Checks for duplicates: If an existing rule already covers your requirement, the AI agent tells you which rule it is and does not create another one.

• Tests the rule: The AI agent tests the rule against the Reltio tenant before it adds the rule. It generates contextual synthetic data for testing.

• Adds the rule: The AI agent adds the rule to the entity type in Business Config/BusinessConfig.json, for you to review it before deploying.

How the AI agent tests a match rule

Before the AI agent adds a new match rule, it creates at least three pairs of invented test records, and more pairs when the rule has filters or special cases. The integrated development experience runs the pairs against your connected Reltio tenant with your sign-in, and the AI agent compares the results with the results that it expects. If a result differs, the AI agent adjusts the rule and tests it again.

The test is read-only. It does not create, merge, or change records in the Reltio tenant, and it does not deploy the rule. If the test cannot run against a Reltio tenant, for example because you are not signed in, the AI agent shows the results that it expects and labels them as not verified against a Reltio tenant.

Reltio skills and settings

The AI agent uses Reltio skills to create match rules. When you open a workspace with a connected Reltio tenant or Git repository, the integrated development experience installs the skills where your AI agent finds them. You do not need to install or select the skills.

The following settings control the skills and the tests. Both settings are turned on by default. To change them, open the settings of your editor and search for Reltio.

To create a rule, see Create a match rule with the AI agent. To resolve problems, see Troubleshoot AI-assisted match rules.