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2023.2 major release notes

Learn about new features and enhancements introduced in the second release of 2023.

Reltio has three major releases a year in February, June, and October. In these releases, we introduce new General Availability (GA) and Early Access (EA) features and major enhancements.

The second Reltio Connected Data Platform release of 2023 is here! If you marked your calendar with these dates earlier, you'll have seen what's coming and now you can get your hands on these exciting new features:
  • 05-Jun-2023 - Preview: Get a front-row seat for trailers of our upcoming EA/GA features by watching the 2023.2 Release Overview in the Reltio Community.
  • 26-Jun-2023 - General Availability (GA): Enjoy the full release of new features and enhancements shared in the Webinar and described in these Release Notes.
Find out more about our release schedules in topic Reltio Release Process. Keep up to date by checking out our weekly release notes and engaging with other users and attending events in the Reltio Community.

Simplify data activation

Check out new features to help make activating your data in Reltio even simpler.

You've got a lot to do and not much time to do it in. You've got weeks--not years--to get results. We hear you! We're here for you!! We've added new data domains and updated existing domain data models in our preconfigured velocity packs, so you can rip off the box top and roar into action. We've tuned up our integrations and enrichment features, so you can share the data you need at speed.

Gather more speed with velocity packs

Got a jump start unifying your data with Reltio velocity packs in our 2023.1 release? Get ready to gather more speed with additional domains and further data model enhancements in this 2023.2 release.

Pick up an updated pack for these key market segments.
Customer Data (B2B)
Get more out of your business-to-business customer data with these enhancements:
  • Entity types: New attributes for Contact and Organization.

  • Interaction types: New omnichannel interactions for Organization

  • Match rules: Updated for Location and Organization entity types

  • Profile view: Updated facets for Location entity and Organization

Consumer Data (B2C)
Make more of your business-to-consumer data with these enhancements:
  • Interaction types: New omnichannel interactions for Organization

  • Match rules: Updated for Location entity type

Healthcare
The healthcare velocity pack is chock-full of new features to give you a complete picture of health system patient, consumer and practitioners as well as a 360 view of member and network providers:
  • Householding data domain: patient’s household members

  • Relationship types: household membership, insurance plan, HCO Network

  • Interaction types: patient encounters and claim pre-authorization and predetermination

Life Sciences
We've added several new domains to the Life Sciences velocity pack, including:
  • Clinical operations: Have clinical study, site, drug, sponsor, or investigator data to manage? Get an inside view of relationships between investigators, clinical sites, clinical studies, and therapeutic areas with preconfigured interaction, reference, and relationship data. Spend less time and effort getting quicker and more meaningful results for:
    • Enabling decentralized clinical trials

    • Analyzing clusters of investigator and site data

    • Defining site selection criteria and use it to search and select investigators

    • Performing clinical performance analytics

    • Assembling data for clinical study and FDA submissions

  • Commercial operations: Check out the new domains for integrated delivery networks (IDN) and group purchasing organizations (GPO) and new relationship types for organizations. This enhanced velocity pack moves you more quickly towards:
    • Higher sales effectiveness and productivity with critical relationship views for IDN and group purchasing organizations GPOs

    • HCP/HCO segmentation and personalized engagement of researches and insights

    • Improved physician experience with omnichannel engagement

    Plus, you can get a jump-start on our upcoming pre-trained, Machine Learning model for accurate entity resolution with minimized effort designed initially for this Life Sciences data model. Find out more about this Early Access feature in section Strengthen data unification.

The Financial Services and Insurance velocity packs are still around. Look for updates to these in a future release.

For more information on these preconfigured market segment solutions, see topic Reltio velocity packs.

When and how can I get my hands on these!
Availability GA
Target users/rolesBusiness Analyst, Data Scientist, Data Steward, Project Owner
Configuration requiredNo
Additional subscription requiredNo

Analytics - Reltio Databricks Delta Lake Connector (Early Access)

Simplify data transfer from the Reltio platform to Databricks Delta Lake with the new Reltio Databricks Delta Lake Connector. Create a comprehensive view of your data in near-real-time by packaging key Reltio data types. You'll gain insights from high-quality data for faster decision-making. The connector integrates with your existing infrastructure, enhances data visualization, and supports self-service reporting, giving stakeholders more flexibility in exploring data. To find out more about Early Access (EA) features, see topic Reltio Release Process.

When and how can I get my hands on these!
AvailabilityEA
Target users/rolesBusiness Stakeholder, Data Scientist, Analyst, Data Steward, Solution Architect, Configurator, Project Manager
Configuration Required Connector, customer cloud storage, and Databricks configuration details to be provided during the EA program
Additional subscription requiredNo

Salesforce Connector enhancements

Frustrated by your Salesforce records being out of step with the merged entity in Reltio? Now you can keep your updates in lock step! Merges in Reltio are now automatically updated in Salesforce. Additionally, if the relationship in Salesforce is maintained through an object, then the relationship attributes are also synchronized. Salesforce records stay in sync with Reltio, avoiding any data quality/integrity issues related to incorrect hierarchy (missing parent child relationship) or relationships. For more information on managing multiple relationships, see topic Relation Synchronization from Reltio Platform to Salesforce.

When and how can I get my hands on these!
Availability Preview*
Target users/rolesBusiness user
Configuration requiredYes*
Additional subscription requiredNo
* Changed from Preview publication.

Strengthen data unification

Check out new features to help make unifying your data in Reltio even stronger.

You're on a journey to continuously curate and unify your data. Of course, you're traveling with your data quality and governance guides. Let us lighten your load with an intuitive experience that moves you from master data management towards data unification!

Meet our unconventional match maker (Early Access)

Are you tired of spending too much time trying to find the perfect match using traditional match rules? Well, here's an enticing solution for you: pre-trained machine learning models. These models are fast and easy to configure, require less domain expertise and maintenance, and are often more accurate.

If you work with Life Sciences data and need to quickly match HCP entities without relying on match rules, then you should explore this Early Access feature. Within the Data Modeler Match Rules page, you can create various types of match actions for the model. These actions include generating potential matches and merging them based on the relevance score.

To access this feature, you'll need to become a member of our EA program. If you're interested in joining and discovering more about this exciting capability, check out this topic for details Reltio Release Process.

When and how can I get my hands on this!
AvailabilityEA
Target users/rolesBusiness Users, Data Stewards
Configuration requiredNo
Additional subscription requiredNo

Automated householding

Eliminate painful manual effort and costly customizations with Reltio's new automated householding capability to increase data team productivity and improve customer experience!

We created Reltio's grouping service to help you identify and maintain household data among your customer data in a simple, time-effective, and cost-effective manner. Instead of manually updating household relationships if this data changes, use our automated householding feature to automatically group your customers into households based on business-defined match rules. Our simple UI enables you to quickly create rules that automatically group customers into households, which Reltio uses to maintain and update household data.For more information, see topic Automated householding.

When and how can I get my hands on this!
AvailabilityGA
Target users/rolesBusiness Users, Data Stewards
Configuration requiredNo
Additional subscription requiredNo

Inbox table view

We have made several improvements in the Reltio Inbox user experience. Having experienced the List view in Reltio Inbox, would you like another way to view the details of your tasks? With the new Table view feature, you have the option to display your task attributes in a tabular format. You can modify the layout by hiding columns you don't need, add new columns you need to perform your operations, and rearrange them! From now on, the Reltio Inbox will automatically remember your last filters and layout setup; so that the next time you open Inbox, you don't need to reconfigure it. Everything will be just as you left it! Finally, continue to use filters as usual but now with the added ability to select multiple task types simultaneously. The new layout allows you to see different tabs for different task types, and one condensed tab with all selected task types.

For more information, see topics Get started with Reltio Inbox and Switch between Table and List views.

When and how can I get my hands on this!
AvailabilityPreview
Target users/rolesBusiness Users, Data Stewards
Configuration requiredNo
Additional subscription requiredNo

Get behind the wheel of our revved-up Data Modeler

Prefer to be behind the wheel rather than under the hood? Put down your JSON wrench, wipe the API oil off your hands, and slide into the updated Data Modeler driving seat, where you can easily view and test entity cleansers. Get a clear view of the cleansers configured for your entity types right in the Console Data Modeler. Go ahead and take them for a test run while you're at it. No need to export the configuration, update entries in JSON, and then load them back into Reltio. Easier, speedier, leaves you with more time for other tasks. Check out our seriously revved-up UI in topic Test cleanse data model functions.

When and how can I get my hands on this!
AvailabilityGA
Target users/rolesData Modeler, Configurator
Configuration requiredNo
Additional subscription requiredNo

Help yourself to the Reltio Google BigQuery Connector

Sure you're pretty good at using APIs to configure and manage things in Reltio. Sometimes, though, wouldn't it be nice to have an intuitive user interface to minimize errors and accelerate configuration? And we guess you wouldn't say no to getting immediate feedback on successful configuration and data synchronization tasks. We're helping you to help yourself with our new Cloud data warehouse connectors. Try out Reltio Google BigQuery (GBQ) Connector and see how simple a UI for configuration, troubleshooting, and validation steps can be.

When and how can I get my hands on this!
AvailabilityPost GA*
Target users/rolesReltio Administrator, Project Manager
Configuration requiredNo
Additional subscription requiredNo
* Changed since Preview publication

Aggregated API for Search scenarios

Even if you knew the specific entities you wanted to create or update, you first had to locate them with the Search before you could run the Create/Update. Ready to pick up the pace? Search and update entities all at once in the combined Search Before Create. Find entities, their relationships and connected parties and structure your search by reference or relationship type with the Find Connected Parties and Search Connections.

These new API endpoints allow multiple steps in one call with low latency - typically milliseconds, not seconds. Perform complex operations like finding objects by attribute value, finding all of their connections and connected parties, or creating a conditional save where the result is defined by a search condition all in a single API call. For details, see topics Find Connected Parties and Search Connections.

When and how can I get my hands on this!
AvailabilityGA
Target users/rolesSolution Architect, Configurator
Configuration requiredNo
Additional subscription requiredNo

DVF Console enhancements

Don't have the time or expertise to build external Life Cycle Actions (LCAs) to perform complex data validations? Bet you'd prefer an intuitive self-service capability to configure Data Validation Functions (DVFs). Well, we've got you covered! Now you can create DVFs in the Console Data Modeler:
  • Compare against system dates, for example, Current Date > Start date

  • Compare fields within an entity, for example, Date of Death > Date of Birth

For more information, see Additional updates.

When and how can I get my hands on this!
AvailabilityGA
Target users/rolesConfigurator
Configuration requiredNo
Additional subscription requiredNo

Reference Data Management (RDM)

Check out these new titles on our reference shelf:
  • In the ​RDM​, when you approve a Data Change Request (DCR) created for mapping an unmapped value to a canonical value, the new source mapping is added to the canonical value and the unmapped value is deleted. If the DCR is rejected, the unmapped value stays unmapped and the new mapping is not created.

  • To delete an RDM tenant, you must now raise a support ticket to Reltio. External administrators will no longer be assigned the RDM tenant delete permission. We want to ensure the RDM tenant is not deleted accidentally, so we have restricted access to external administrators.

When and how can I get my hands on these!
AvailabilityPost GA*
Target users/rolesBusiness Analyst, Data Scientist, Data Steward, Project Owner
Configuration requiredNo
Additional subscription requiredNo
*changed from Preview publication

Enhance real-time performance and reliability

Check out new features to enhance Reltio's real-time performance and reliability.

In today's world, where you're scaling up and moving at speed, you need disruption-free solutions that you can access from wherever you are. Happy to help!

That's put a Spanner in the works

Some of our enhancements may not be visible on the screen, but we're sure you'll feel the difference in performance from this one. We're migrating our primary and matching data storage on all Reltio Google Cloud Platform (GCP) environments from Cassandra to Google Cloud Spanner. Take your updated tenant on a spin to check out high availability, throttling to prevent noisy neighbors, and more.

When and how can I get my hands on this!
AvailabilityGA
Target users/rolesExecutive Sponsor
Configuration requiredNo
Additional subscription requiredNo

Azure in EU

Wish you were floating among the clouds in Azure skies of Europe? We're expanding our footprint in MS Azure Cloud by introducing the Reltio Azure Platform in Ireland (EU). Now you can still enjoy Reltio's performance, scalability, seamless integration, and advanced security and meet EU data sovereignty and compliance requirements on our Azure platform.

When and how can I get my hands on this!
AvailabilityDeferred to a later release*
Target users/rolesExecutive Sponsor
Configuration requiredNo
Additional subscription requiredNo
* Changed since Preview publication.

Additional updates

See what enhancements and fixes are provided along with the 2023.2 release.

Sure the new features and enhancements are exciting. Keeping tried and true features roadworthy is important, too! Get your fix on our fixes and smaller enhancements here.

Explore - Get ready to transform your data

Check out these new features and enhancements in this weekly release to help you plan your master data management voyage.

Hub

We fixed a bug that prevented accurate filtering of results by date range when using the History filter on an individual profile. See the filter feature in this topic Filter the History tab.

Model - Define your data model

Check out these new features and enhancements in this weekly release to help you define model, match, merge, and cleanse your data.

Potential Matches
In the Potential Matches view, you can now filter profiles and sort them based on the relevance score and match action. We introduced two new filters - the Relevance score and Match action - that help you filter profiles that are potential matches to the main entity. After these matches are filtered and listed in the tab, you can sort them in the ascending or descending order based on the relevance score and match action and then select the most deserving ones. For more information, see topic Select the potential matches for a profile.

Integrate - Connect your data

Check out these new features and enhancements in this weekly release to help you import, enrich, and export your data.

Data Loader
The Job Status page showed a status of ERROR rather than STOPPED if you stopped a download job before the Data Loader began processing records or could set an end date. We added processing checks, so now when you stop a job, the Job Status page displays an appropriate status rather than ERROR. For details, see topics Stop a Data Load Job, View Data Analysis Information about a Job, and View the History of a Job Definition.