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Reltio Identity Builder™ at a glance

Configure and enable Reltio Identity Builder

Learn how to configure and enable Reltio Identity Builder so that your tenant can perform identity resolution and enrichment.

Configure and enable Reltio Identity Builder for your tenant. This involves verifying your provisioning, configuring attribute mappings and match rules, and posting the subscription to the DTSS endpoint.

Prerequisites

  • Your organization has a valid Reltio Identity Builder entitlement.

  • Reltio Identity Builder has been provisioned for your tenant.

  • You have been assigned one of the following roles based on your licensed tier: ROLE_DTSS_IDBUILDER_MATCH_MANAGER, ROLE_DTSS_IDBUILDER_ENRICH_MANAGER, or ROLE_DTSS_IDBUILDER_ENRICHPLUS_MANAGER.

  • Your tenant is hosted on AWS within the United States.

  • Your tenant's data model aligns with the B2C velocity pack or contains equivalent Individual and Location entity types. If your model differs, you may need to modify your tenant configuration and adjust mappings during provisioning. Reltio Identity Builder also supports nested addresses.

  • Required match attributes are configured: FirstName and LastName, and one of: Address, Email, or Phone. Optionally, for stronger match confidence: MiddleName, Suffix, Gender, YoB, and MoB.

  • If you plan to use REALTIME sync, confirm that streamingEnabled and streamingAPIEnabled are both set to true in your tenant's physical configuration before you begin.

To configure and enable Reltio Identity Builder
  1. Verify the attributes you want to synchronize from the data tenant.

    For more information, see Enrichment attributes and output data.

  2. Add any missing attributes to your customer tenant configuration.

    If the data tenant includes attributes that do not exist in your customer tenant, use the supplied JSON to add them.

    For more information, see Data model.

  3. Copy the subscription template that matches your licensed tier and save it as a JSON file.

    For Identity Builder Match, use the following template:

    Show template

    [
  {
    "customerTenantId": {
      "id": "{tenantId}"
    },
    "bringGoldenRecord": true,
    "validation": {
      "strictMappingCheck": true
    },
    "synchronizationConfig": {
      "entities": [
        {
          "types": [
            "configuration/entityTypes/Individual"
          ],
          "action": "AUTOSUBSCRIBE",
          "matchRules": [
            "configuration/entityTypes/Individual/matchGroups/IB_01_PersonByExactNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_02_PersonByExactNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_03_PersonByExactNameDoBPhone"
          ],
          "thresholds": {
            "default": 1,
            "extendSubscription": false,
            "custom": []
          }
        },
        {
          "types": [
            "configuration/entityTypes/Individual"
          ],
          "action": "MANUAL_MATCH",
          "matchRules": [
            "configuration/entityTypes/Individual/matchGroups/IB_04_PersonByExactNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_05_PersonByExactNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_06_PersonByExactNamePhone",
            "configuration/entityTypes/Individual/matchGroups/IB_07_PersonByFuzzyFirstExactLastNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_08_PersonByFuzzyFirstExactLastNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_09_PersonByFuzzyFirstExactLastNameDoBPhone",
            "configuration/entityTypes/Individual/matchGroups/IB_10_PersonByFuzzyNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_11_PersonByFuzzyNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_12_PersonByFuzzyNameDoBPhone",
            "configuration/entityTypes/Individual/matchGroups/IB_13_PersonByFuzzyFirstExactLastNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_14_PersonByFuzzyFirstExactLastNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_15_PersonByFuzzyFirstExactLastNamePhone",
            "configuration/entityTypes/Individual/matchGroups/IB_16_PersonByFuzzyNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_17_PersonByFuzzyNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_18_PersonByFuzzyNamePhone"
          ]
        }
      ],
      "dtSyncType": "REALTIME",
      "ctSyncType": "REALTIME",
      "relations": []
    },
    "mappings": [
      {
        "copyFromDT": "configuration/entityTypes/Individual",
        "copyToCT": "configuration/entityTypes/Individual",
        "attributes": [
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/FirstName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/FirstName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/MiddleName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/MiddleName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/LastName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/LastName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/NameSuffix",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/NameSuffix"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Gender",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Gender"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/YoB",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/YoB"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/MoB",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/MoB"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine1",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine1"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine2",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine2"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/City",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/City"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/StateProvince",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/StateProvince"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Country",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Country"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Zip5",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Zip5"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Zip4",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Zip4"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressType",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address/attributes/AddressType"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Email",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Email"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/Email",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/Email"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Phone"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/Number",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/Number"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/Type",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/Type"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/FirstSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/FirstSeen"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/LastSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/LastSeen"
                ]
              }
            ]
          }
        ]
      }
    ]
  }
]

    For Identity Builder Enrich, use the following template:

    Show template

    [
  {
    "customerTenantId": {
      "id": "{tenantId}"
    },
    "bringGoldenRecord": true,
    "validation": {
      "strictMappingCheck": true
    },
    "synchronizationConfig": {
      "entities": [
        {
          "types": [
            "configuration/entityTypes/Individual"
          ],
          "action": "AUTOSUBSCRIBE",
          "matchRules": [
            "configuration/entityTypes/Individual/matchGroups/IB_01_PersonByExactNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_02_PersonByExactNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_03_PersonByExactNameDoBPhone"
          ],
          "thresholds": {
            "default": 1,
            "extendSubscription": false,
            "custom": []
          }
        },
        {
          "types": [
            "configuration/entityTypes/Individual"
          ],
          "action": "MANUAL_MATCH",
          "matchRules": [
            "configuration/entityTypes/Individual/matchGroups/IB_04_PersonByExactNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_05_PersonByExactNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_06_PersonByExactNamePhone",
            "configuration/entityTypes/Individual/matchGroups/IB_07_PersonByFuzzyFirstExactLastNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_08_PersonByFuzzyFirstExactLastNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_09_PersonByFuzzyFirstExactLastNameDoBPhone",
            "configuration/entityTypes/Individual/matchGroups/IB_10_PersonByFuzzyNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_11_PersonByFuzzyNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_12_PersonByFuzzyNameDoBPhone",
            "configuration/entityTypes/Individual/matchGroups/IB_13_PersonByFuzzyFirstExactLastNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_14_PersonByFuzzyFirstExactLastNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_15_PersonByFuzzyFirstExactLastNamePhone",
            "configuration/entityTypes/Individual/matchGroups/IB_16_PersonByFuzzyNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_17_PersonByFuzzyNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_18_PersonByFuzzyNamePhone"
          ]
        }
      ],
      "dtSyncType": "REALTIME",
      "ctSyncType": "REALTIME",
      "relations": []
    },
    "mappings": [
      {
        "copyFromDT": "configuration/entityTypes/Individual",
        "copyToCT": "configuration/entityTypes/Individual",
        "attributes": [
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/NamePrefix",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/NamePrefix"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/FirstName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/FirstName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/MiddleName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/MiddleName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/LastName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/LastName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/NameSuffix",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/NameSuffix"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Gender",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Gender"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/YoB",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/YoB"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/MoB",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/MoB"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/EstimatedAge",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/EstimatedAge"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/DataProviderFirstSeen",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/DataProviderFirstSeen"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/DataProviderLastSeen",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/DataProviderLastSeen"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/OtherNames"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNamePrefix",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNamePrefix"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherFirstName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherFirstName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherMiddleName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherMiddleName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherLastName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherLastName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameSuffix",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameSuffix"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameGender",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameGender"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine1",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine1"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine2",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine2"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/City",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/City"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/StateProvince",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/StateProvince"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Country",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Country"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Zip5",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Zip5"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Zip4",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Zip4"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressType",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address/attributes/AddressType"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressFirstSeen",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address/attributes/AddressFirstSeen"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Email",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Email"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/Type",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/Type"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/Email",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/Email"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/FirstSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/FirstSeen"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/LastSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/LastSeen"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Phone"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/Number",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/Number"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/FirstSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/FirstSeen"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/LastSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/LastSeen"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/Type",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/Type"
                ]
              }
            ]
          }
        ]
      }
    ]
  }
]

    For Identity Builder Enrich Plus, use the following template:

    Show template

    [
  {
    "customerTenantId": {
      "id": "{tenantId}"
    },
    "bringGoldenRecord": true,
    "validation": {
      "strictMappingCheck": true
    },
    "synchronizationConfig": {
      "entities": [
        {
          "types": [
            "configuration/entityTypes/Individual"
          ],
          "action": "AUTOSUBSCRIBE",
          "matchRules": [
            "configuration/entityTypes/Individual/matchGroups/IB_01_PersonByExactNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_02_PersonByExactNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_03_PersonByExactNameDoBPhone"
          ],
          "thresholds": {
            "default": 1,
            "extendSubscription": false,
            "custom": []
          }
        },
        {
          "types": [
            "configuration/entityTypes/Individual"
          ],
          "action": "MANUAL_MATCH",
          "matchRules": [
            "configuration/entityTypes/Individual/matchGroups/IB_04_PersonByExactNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_05_PersonByExactNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_06_PersonByExactNamePhone",
            "configuration/entityTypes/Individual/matchGroups/IB_07_PersonByFuzzyFirstExactLastNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_08_PersonByFuzzyFirstExactLastNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_09_PersonByFuzzyFirstExactLastNameDoBPhone",
            "configuration/entityTypes/Individual/matchGroups/IB_10_PersonByFuzzyNameDoBAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_11_PersonByFuzzyNameDoBEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_12_PersonByFuzzyNameDoBPhone",
            "configuration/entityTypes/Individual/matchGroups/IB_13_PersonByFuzzyFirstExactLastNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_14_PersonByFuzzyFirstExactLastNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_15_PersonByFuzzyFirstExactLastNamePhone",
            "configuration/entityTypes/Individual/matchGroups/IB_16_PersonByFuzzyNameAddress",
            "configuration/entityTypes/Individual/matchGroups/IB_17_PersonByFuzzyNameEmail",
            "configuration/entityTypes/Individual/matchGroups/IB_18_PersonByFuzzyNamePhone"
          ]
        }
      ],
      "dtSyncType": "REALTIME",
      "ctSyncType": "REALTIME",
      "relations": []
    },
    "mappings": [
      {
        "copyFromDT": "configuration/entityTypes/Individual",
        "copyToCT": "configuration/entityTypes/Individual",
        "attributes": [
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/NamePrefix",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/NamePrefix"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/FirstName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/FirstName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/MiddleName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/MiddleName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/LastName",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/LastName"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/NameSuffix",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/NameSuffix"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Gender",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Gender"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/YoB",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/YoB"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/MoB",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/MoB"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/EstimatedAge",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/EstimatedAge"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/DataProviderFirstSeen",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/DataProviderFirstSeen"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/DataProviderLastSeen",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/DataProviderLastSeen"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/SourceIP",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/SourceIP"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/WebInterests",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/WebInterests"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/WebInterests/attributes/WebsiteURL",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/WebInterests/attributes/WebsiteURL"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/WebInterests/attributes/WebsiteType",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/WebInterests/attributes/WebsiteType"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/DeceasedIndicator",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/DeceasedIndicator"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/DataProviderHouseholdID",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/DataProviderHouseholdID"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/OtherNames"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNamePrefix",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNamePrefix"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherFirstName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherFirstName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherMiddleName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherMiddleName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherLastName",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherLastName"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameSuffix",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameSuffix"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameGender",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/OtherNames/attributes/OtherNameGender"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine1",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine1"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine2",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLine2"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/City",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/City"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/StateProvince",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/StateProvince"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Country",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Country"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Zip5",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Zip5"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/Zip4",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/Zip4"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/VacantIndicator",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/VacantIndicator"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/DeliveryPointBarCode",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/DeliveryPointBarCode"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/DPVConfirmedIndicator",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/DPVConfirmedIndicator"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/RecordType",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/RecordType"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/CarrierRoute",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/CarrierRoute"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/FIPSCountyCode",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Address/attributes/FIPSCountyCode"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressType",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address/attributes/AddressType"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressFirstSeen",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address/attributes/AddressFirstSeen"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLastValidated",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Address/attributes/AddressLastValidated"
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Email",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Email"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/Type",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/Type"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/Email",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/Email"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/FirstSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/FirstSeen"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Email/attributes/LastSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Email/attributes/LastSeen"
                ]
              }
            ]
          },
          {
            "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone",
            "copyToCT": [
              "configuration/entityTypes/Individual/attributes/Phone"
            ],
            "attributes": [
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/Number",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/Number"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/FirstSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/FirstSeen"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/LastSeen",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/LastSeen"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/Type",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/Type"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/ConfidenceScore",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/ConfidenceScore"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/LineType",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/LineType"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/DirectInDial",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/DirectInDial"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/OriginalProvider",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/OriginalProvider"
                ]
              },
              {
                "copyFromDT": "configuration/entityTypes/Individual/attributes/Phone/attributes/DirectoryAssistanceCode",
                "copyToCT": [
                  "configuration/entityTypes/Individual/attributes/Phone/attributes/DirectoryAssistanceCode"
                ]
              }
            ]
          }
        ]
      }
    ]
  }
]
  4. Modify the subscription based on your requirements.

    The configurable elements for Identity Builder subscriptions are: synchronizationConfig and mappings.

    For more information about Data Tenant Subscription Service concepts and configuration, see Reltio Data Tenant Subscription Service (DTSS) at a glance.

  5. Verify that the attributes are mapped correctly to your customer tenant attributes.

    Naming conventions may differ between the data tenant and your customer tenant, but data types must match.

  6. Select the correct match rules for your subscription.

    Each subscription template ships with a conservative starting configuration: the AUTOSUBSCRIBE group contains the match rules for Strategy 1, and the MANUAL_MATCH group contains the match rules for Strategies 2 through 6. You can move rule URIs between the two groups based on your own business requirements — placing a rule under AUTOSUBSCRIBE resolves matching records automatically, and placing it under MANUAL_MATCH creates potential matches for your review in Hub instead.

    For the full list of match rule URIs and which strategy each belongs to, see Match strategies and logic.

  7. Post the subscription to the appropriate endpoint for your licensed tier and environment.

    • For Identity Builder Match: POST https://{env}.reltio.com/dtss/subscriptions/identityBuilderMatch

    • For Identity Builder Enrich: POST https://{env}.reltio.com/dtss/subscriptions/identityBuilderEnrich

    • For Identity Builder Enrich Plus: POST https://{env}.reltio.com/dtss/subscriptions/identityBuilderEnrichPlus

    The request body is the subscription JSON you prepared in the previous steps.

  8. Confirm the subscription was deployed successfully.
  9. Run a manual match task to begin matching the existing profiles in your tenant against Identity Builder.

    Complete this task and the next task if your tenant already contains data, or if you changed the match rules in this subscription. If you are deploying to a new, empty tenant using REALTIME sync, skip both tasks — matching occurs automatically as entities are created or updated in the customer tenant.

    For the request format, see Manual match API.

  10. Run a manual subscribe task to complete merging and enrichment for your existing profiles.

    For the request format, see Manual subscribe API.

Result

Reltio Identity Builder is now configured and enabled for your tenant. The subscription is active. Reltio Identity Builder will match and enrich records based on your selected strategies and attribute mappings.

Updated on August 11, 2026

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