2024.1 major release notes
Learn about new features and enhancements introduced in the first release of 2024.
- 29-Jan-2024 - Preview: Read the feature highlights marked "In Preview - Yes" in the sections below and watch a recording of the 2024.1 Reltio Release Customer & Partner Overview webinar held 25-Jan-2024 on Reltio Community.
- 19-Feb-2024 - General Availability (GA): Enjoy the full release of new features and enhancements described in these Release Notes.
New features and enhancements
Check out new features and enhancements in the 2024.1 release.
Welcome to the 2024.1 release! We're excited to lead off in today's 29-Jan-24 Preview with our new AI (artificial intelligence)/ML (machine learning) offering to help your find the information you need faster than ever.
Read more about Reltio's Intelligent Assistant, new pre-trained ML model for Individual domain, new Product domain in the Life Sciences Velocity pack, as well as the full array of new features and functionality you'll be able to explore in the release GA on 19-Feb-24. We'll update these release notes then to provide links to topics with detailed information on the value of these new features and how to use them.
Find out fast with RIA - Reltio's Intelligent Assistant
Well, hello there! I'm RIA - the little widget up here on the upper right side of your tenant UI. If you have a question about the Reltio Connected Data Platform, I'll find the answer pronto.
Go ahead and give it a go. Click the widget to open a panel, then type in a question. I'll return a brief answer as well as links to relevant topics with more detailed information. Click the link to visit the topic or the X to close the panel when you're done.
As an AI/ML widget, I can comb through Reltio's digital content and share Documentation topics faster than you can say bippity-boppity-boo. I'm always learning, so I'll let you know if I don't understand the question or I can't find a relevant answer.
Get going with this feature | |
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Availability | Preview |
Target users/roles | Data Steward |
Configuration required | No |
Additional subscription required | No |
Find out more | Reltio Intelligent Assistant (RIA) |
Analyze your platform usage with the new Usage reporting app
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Summary
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Consolidated profiles
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API
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Storage
Get going with this feature | |
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Availability | GA |
Target users/roles | System Administrator |
Configuration required | No |
Additional subscription required | No |
Find out more | Usage Reporting |
Data Modeler enhancements for self-service configuration
- Reference attributes
- Create and edit Reference attributes for an entity in the Console Data Modeler just as you would Simple or Nested attributes.
- Nested entity attributes
- Configure all variations of Match field (matchFieldURIs) and Key attribute (keyAttributeURIs) to determine the conditions for merging and overriding sub nested attributes:
- matchFieldURIs
- matchFieldURIsExactOrNull
- matchFieldURIsExactOrAllNul
- keyAttributeURIs
- keyAttributeURIsExactOrNull
- keyAttributeURIsExactOrAllNull
Get going with this feature | |
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Availability | GA |
Target users/roles | System Administrator |
Configuration required | No |
Additional subscription required | No |
Find out more |
Our most flexible Match IQ pretained ML models yet
- Fast, simple, accurate matching
- These Pretrained ML models, based on Large Language Models (LLMs) automatically analyze large datasets to find patterns and other insights in the data, making them faster and more effective over time:
- New Individual entity type for Consumer Data (B2C) velocity pack v3 (EA)
- Updated Healthcare Provider (HCP) entity type for Life Sciences velocity pack v3
- Unprecedented flexibility
- The new ML pretrained model for Individual entities is available out-of-the box for all market segments.
Get going with this feature | |
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Availability | EA and GA |
Target users/roles | Data Steward |
Configuration required | No |
Additional subscription required | No |
Find out more |
Collaborative profile creation (EA)
Take a look at our completely new and improved way of creating profiles in the Hub. The new Collaborative profile creation feature provides configurable multi-step screens to enhance the user experience and productivity. Collaborate, search for similar profiles, and create relationships along with the profiles in pending mode to ensure better governance and high quality data.
Get going with this feature | |
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Availability | EA |
Target users/roles | Data Steward |
Configuration required | Yes |
Additional subscription required | No |
Find out more | Collaborative Profile Creation |
Match service
- Improve matching accuracy and data quality with automatic unmerge
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Improve entity resolution accuracy using additional methods of comparison (Jaro-Winkler, Volume comparators, and enhanced Levenshtein comparators) that provide additional matching options for various use cases.
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Unmerge with confidence! With the new reporting mode, get a count of consolidated profiles that no longer meet the matching criteria.
- Enhance flexibility in the unmerge process by specifying match rules and identifying the source systems to be considered during unmerging.
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- Match criteria for single-member households
- Single-member households can now meet their match. With our automated householding feature, you could create single-member households for specific purposes like targeted product offerings. You weren't required to enter all of the attributes you'd need to group this single-member household with other households based on criteria in match rules.
Now, when you create a single-member household, we verify whether the lone household member has the necessary attributes specified in the matching criteria. If not, we don't create a standalone household, thus optimizing the accuracy and efficiency of household generation while avoiding the unnecessary proliferation of single-member households that do not contribute to the intended grouping logic.
- Automatic unmerge considers relevance-based match rules
- The automatic unmerge capability we introduced in the 2023.3 release, unmerged consolidated records when the underlying individual records no longer met the criteria in the automatic match rules. We've enhanced this to also consider the criteria in relevance-based match rules.
Get going with this feature | |
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Availability | GA |
Target users/roles | Business Data Analyst | Data Steward |
Configuration required | Yes (Enable the unmerge parameter in your tenant L3 configuration) |
Additional subscription required | No |
Find out more |
Reltio Shield for GCP tenants
If you use Google Cloud Platform (GCP), you can now decide with whom to entrust the encryption key for your tenant. Our Shield Encryption UI with Bring Your Own Key capability is now available for GCP, so you can manage the encryption of your Reltio data storage using your own key or the key provided by Reltio.
Get going with this feature | |
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Availability | GA |
Target users/roles | System Administrator |
Configuration required | No |
Additional subscription required | Yes |
Find out more | Get started with Reltio Shield |
Control access to specific facets in the Hub
You can now set up role-based access control for specific facets in the Hub Profile view and grant that specific access to your end users. It's all about giving you more control and flexibility.
Get going with this feature | |
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Availability | GA |
Target users/roles | Business Data Analyst | Data Steward |
Configuration required | Yes |
Additional subscription required | No |
Find out more | Role based access for facets in Profile view |
Velocity packs
- Standardized Velocity Packs
- We created a new v3 of our velocity packs (VP) and made data models consistent:
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Reltio for Customer Data (B2B) v3 velocity pack gets you started at even greater speed! With a new uniform data model and content updated for consistency across VPs, the Reltio for Customer Data (B2B) v3 velocity pack provides:
- Updated data models:
- New Household entity type
- Individual, Organization and Location entity types with new and updated attributes
- New relationship types
- Relationship types with new and updated attributes
- Updated data models:
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Reltio for Consumer Data (B2C) v3 velocity pack announcement
Important: If you are just starting out with a Reltio velocity pack, use these v3 packs. If you're already using a previous velocity pack, stick with it. These v3 velocity pack aren't backwards compatible with the previous velocity packs.. -
Get going with this feature | |
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Availability | GA (We got excited and released the all but the B2B VP in earlier weekly releases!) |
Target users/roles | Data Steward |
Configuration required | No |
Additional subscription required | No |
Find out more |
Self-configuration UI for Reltio data pipelines
We replaced the lengthy manual process for configuring the Reltio data pipelines for Snowflake and Google BigQuery with a new, streamlined self-service UI. Launch Console Cloud data warehouse pipelines to configure a new Data Pipeline for Snowflake or Google BigQuery, with helpful troubleshooting and validation steps along the way.
Get going with this feature | |
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Availability | GA |
Target users/roles | System Administrator |
Configuration required | No |
Additional subscription required | Yes |
Find out more |
Improved security and performance with AWS PrivateLink support
Increase security, improve performance, and lower AWS costs by enabling direct VPC to VPC connections on AWS. With AWS PrivateLink support, you can avoid data leaving the AWS network boundaries and improve API performance.
Get going with this feature | |
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Availability | GA |
Target users/roles | System Administrator |
Configuration required | No |
Additional subscription required | No |
Find out more | Reltio Private Link |
New API experience (limited testing)
The new Reltio API experience starts and ends in the Doc Portal — no more API scavenger hunts through multiple locations! The whole API experience will be in a single, seamless, searchable, simple-to-navigate location in the Doc Portal, where you’ll also be able to try out the APIs.
Our limited testing program starts in the 2024.1 GA release, with registered participants evaluating a subset of our API endpoints to help confirm the direction, type, and depth of content to include. You're welcome to see draft content during the program; feedback is currently limited to test participants.
Meanwhile, the existing Reltio API content is still available in both the Developer Portal and Documentation Portal.
Get going with this feature | |
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Availability | GA |
Target users/roles | Data Steward | System Administrator | System Engineer |
Configuration required | No |
Additional subscription required | API beta program |
Find out more | Additional features and enhancements |
Don't miss these related features released since 2023.3
Additional features and enhancements
Learn about additional features and enhancements in the first release of 2024.
But wait, there's more!
- AWS Lambda functions Java upgrade
- We recommend upgrading your LCA functions from Java 8 to Java 17 for improved security, performance, and compatibility with new platform features and industry standards. For details on how to upgrade, see topic AWS Lambda function Java upgrade.
- Cleanse
When multiple cleansers were used in a chain, the first cleanser didn't resolve the lookup values before passing it to the subsequent cleanser. We now ensure each cleanser resolves it's lookups before passing it to the next cleanser in the chain.
We are deprecating US Census 2010 dataset fields from the Reltio Address Cleanser, replacing those fields with US Census Plus dataset fields. You must upgrade your tenant business configuration and any other integrated components that use deprecated fields from the Census dataset. For more information, see topic US Census replaced with Census Plus - Sep 2024.
- Global filters
- You can now add and delete search filters directly from the Global filter dialog. When deleting a saved search, you now have the option to retain the saved search as a global filter. For more information, see topic Understanding the Global Filters
- Reltio to Salesforce synchronization filter
- Previously, any data updates in Reltio that weren't from a service user triggered the synchronization to Salesforce. We added synchronization filtering to our Reltio Integration with Salesforce, so you can trigger the synchronization only for updates to mapped fields. Enable this filter to improve the integration's performance, ensuring more precise data management. For details on how to enable the filter, see topic Synchronization Process.
- Data integration
- We simplify data integration for MDM with our low-code/no-code development environment, 1,000+ prebuilt connectors, and real-time performance with latency under 300 milliseconds. We're simplifying the terminology for the various types of connectivity and data exchange capabilities we provide:
Reltio Integration Hub
Low-code/no-code productivity platform with prebuilt connectors and batch capabilities for accelerate data integration across multi-source environments.
Reltio Application Integrations
Prepackaged, end-to-end integration (with data orchestration logic) for for third-party applications. Check out Reltio Integration for Salesforce.
Reltio Data Enrichment Integrations
Prepackaged, end-to-end integration (with data orchestration logic) for third-party data sources. Check out Reltio Enrichment with 340B, BvD, D&B, DEA, and MedProd, and NPI.
Reltio Data Pipelines
Unidirectional data flow from Reltio into a cloud data warehouse. Check out Reltio Data Pipelines for GBQ and for Snowflake.
Reltio IPaaS Connectors
Technical connectors with no orchestration logic. Check out Reltio Connector for MuleSoft and for SnapLogic.
We reorganized the Integrate landing pageto help you navigate to the renamed connectors. We're working our way through renaming them across the DocPortal.