2024.3 major release notes

Learn about new features and enhancements introduced in this 2024.3 major release.

Get ready to supercharge your data management and customer insights with our 2024.3 release! Energize your target marketing with dynamic audience segmentation, complete with an interaction journey timeline, and other Customer 360 DP features. Empower Individual and Organization entities to meet their match at lightning speed with our AI-powered FERN models.

Reltio, your trusted data source, powers up our data integration game by joining forces with other industry leaders in this release. Easily map Reltio metadata in Microsoft Purview’s data catalog and build discoverable, ready-to-consume data products. Effortlessly enrich organization and contact data with ZoomInfo to base your key decisions on up-to-date and comprehensive information. Your data can rest safe with security features such as Multi-Factor Authentication and Role Based Access in RDM ensuring access is provided only with proper authentication and authorization.

The release is also power packed with other enhancements to streamline and strengthen the way you create, store, manage, and share your data. Check out our new self-service Data Modeling and Tenant Configuration capabilities, Hub user interface enhancements, Data Modeler updates, and more.

Mark your calendar with these dates:

30-Sep-2024 - Preview: Watch the 2024.3 Release Overview Webinar for Reltio Customers and Partners.
21-Oct-2024 - General Availability (GA): Enjoy the full release of new features and enhancements.

Find out more about our release schedules in topic Reltio Release Process. After GA, keep an eye on our weekly release notes for minor enhancements.

Dynamic Segmentation by Interactions

Understanding your target customers is essential for various strategic business initiatives, such as executing marketing campaigns or delivering hyper-personalized customer service. This segmentation enhancement helps you dynamically create, manage, and activate trusted customer data segments. In the new Hub Segmentation page, create segments based on interaction data to:

Rapidly explore customer data and create granular audience segments based on entity and interaction data such as purchases, claims, call center activity, and more.
Activate your customer data segments anywhere with over 1,000 prebuilt connectors to leading sales, service, and marketing applications.
Automate segment management with saved segments that dynamically update with every change to your customer profiles.


Get going with this feature
Availability	GA (GCP only)
Product line	Reltio 360 Data Products
Target users/roles	Business User
Configuration required	Yes
Additional subscription required	No
Find out more	Dynamic segmentation

Hub Interaction perspective enhancements

We've redesigned our Hub Profile Interaction perspective to improve the way you manage and view interactions data. Now, with the new design you can:

Filter interactions by type, date, and attributes.
View the interactions in reverse chronological order with the latest interaction at the top.
View associated interaction members and attributes.
Drill down from interaction members to their types and profile details.


Get going with this feature
Availability	Preview
Product line	Reltio 360 Data Products
Target users/roles	Data Product Owner \| Data Steward
Configuration required	No
Additional subscription required	No
Find out more	Interaction perspective for Reltio 360 Data Products

Load interactions using Data Loader

Previously, you could load only Entities and Relationships using the Console Data Loader. With this release, you can also upload a file of interactions, enabling you to:

Easily map attributes.
Batch load interaction data into Reltio.
Streamline your data management process.


Get going with this feature
Availability	GA
Product line	Reltio 360 Data Products
Target users/roles	Data Steward \| Developer \| Data Product Owner
Configuration required	No
Additional subscription required	No
Find out more	Load interactions into a tenant

Product and Supplier domains added to MDM B2B velocity pack

We've expanded the B2B velocity pack for our Multidomain Master Data Management product to include Product and Supplier domains. This update introduces these additional entities and relationships:

Entities:
- Supplier
- Product
- ProductCategory
- Material
Relationships:
- SupplierProduct
- SupplierHasAddress
- SupplieHierarchy
- SupplierAffiliation
- SupplierContact
- ProfessionalSupplierAffiliation
- SupplierHasSupplierItem
- DnBHierarchySupplier
- CategorytoCategory
- CategorytoProduct
- ProducttoProduct
- SubstituteProduct
- RelatedProduct
- ProductSubsidiary


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM
Target users/roles	Reltio Configurator
Configuration required	No
Additional subscription required	No
Find out more	What you get with Reltio for B2B

Flexible Entity Resolution Network (FERN)

Flexible Entity Resolution Network (FERN) pretrained machine learning models provide AI-powered matching of data attribute values in specified sources. These models are now walking the runway:

LLM-based matching for Individual domain: This model just stepped up from Early Access (EA) to General Availability (GA). Use this pretrained FERN model to match attributes in internal and external source data for the Individual type entity. Configure Individual entity matches based on attributes such as name, phone number, and email address.
LLM-based matching for Organization domain: This new model joins our line up at this release. Use this pretrained FERN model to match attributes in internal and external source data for the Organization type entity. Configure Organization entity matches based on attributes such as DoingBusinessAsName, Tax ID, and WebsiteURL.
Faster matching with FERN: We've combined our FERN and rule-based matching components to accelerate your matching speed. The engine now defines and stores the matching rules for various entity types in a centralized catalog service, rather than recreating them in each tenant . In the Console Data Modeler Entity types, lift the hood on the Match page to manage your AI-powered FERN model with up to three match rules.


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Data Steward \| Reltio Configurator
Configuration required	No
Additional subscription required	Yes
Find out more	FERN-based matching

Data Enrichment with ZoomInfo (EA)

Drive sales & marketing impact by enriching your Organization and Contacts data in Reltio with the ZoomInfo data that:

Works with B2B and Financial Services velocity packs.
Works with Reltio Integration Hub (RIH) Organization and Contacts enrichment recipes.
Operates in batch, near real-time, or on-demand mode.


Get going with this feature
Availability	Early Access (EA)
Product line	Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Data Product Owner \| Reltio Configurator
Configuration required	No
Additional subscription required	Yes (Zoominfo license, RIH subscription)
Find out more	Reltio Enrichment with ZoomInfo

Reltio Integration for Microsoft Purview

The more, the merrier! We continue to offer new integrations to ingest, enrich, and share your data. With the new Reltio Integration for Microsoft Purview, sync Reltio entity and relationship metadata into your Purview data catalog to leverage its data management capabilities:

Seamless Metadata Sync: Automatically fetch and update entity and relationship metadata from Reltio to Purview.
Enhanced Data Management: Add value to your Reltio data using advanced Purview features such as business glossary and data lineage.
Selective Enablement: Enable the integration selectively based on the specific needs of each tenant.

The integration fetches the latest entity and relationship metadata from your Reltio tenant's configuration and executes Purview APIs to create, update, or soft delete assets in the Purview data catalog, reflecting the latest changes in Reltio. Resync the data with a single click of a button using Reltio Integration Hub (RIH) recipes for any changed entities or relationships.


Get going with this feature
Availability	Preview
Product line	Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Reltio Configurator
Configuration required	Yes
Additional subscription required	Yes (Reltio-Purview integration and RIH license including tasks)
Find out more	Reltio Integration for Purview

Reltio Data Pipeline for Databricks with Unity Catalog and support on GCP

The Reltio Data Pipeline for Databricks now supports Google Cloud Platform (GCP), in addition to AWS and Azure. Furthermore, alongside Hive Metastore, the Databricks pipeline now supports Unity Catalog as a destination for your Delta tables across GCP, AWS, and Azure. Unity Catalog enhances data organization and governance, helping you achieve better data insights.


Get going with this feature
Availability	Already available (released in WR 2024.2.13.0)
Product line	Reltio Multidomain MDM
Target users/roles	Developer \| System Administrator
Configuration required	No
Additional subscription required	No
Find out more	Configure the Reltio Data Pipeline for Databricks for GCP Configure Databricks pipeline for GCP using Console UI

Enhancements to the Reltio Integration for Salesforce (with RIH)

The Reltio Integration for Salesforce (RIH) feature now includes enhancements such as a required SNS subscription policy configuration for RIH recipe installation and a new SFDC_ReltioEntityLockingTimeInSec parameter to track event locking duration. We also updated RIH recipes to optimize task consumption.


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM
Target users/roles	Developer \| Solution Architect
Configuration required	Yes
Additional subscription required	Yes
Find out more	Configure SNS Subscription policy Consumption definitions Configure environment properties

Search Before Create for Reltio Integration for Salesforce (with RIH)

In a previous release, we introduced the Reltio Integration for Salesforce (RIH) connector that uses RIH recipes to synchronize data between Reltio and Salesforce. We're now adding the Search Before Create (SBC) capability to this feature. SBC uses RIH recipes to search for records in Salesforce and Reltio, and imports the missing records into Salesforce.


Get going with this feature
Availability	Already available (released in WR 2024.2.11.0)
Product line	Reltio Entity Resolution \| Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Business User \| System Administrator
Configuration required	No
Additional subscription required	No
Find out more	Search before create (SBC)

Strengthened Enterprise Security - Multi-Factor Authentication (MFA)

We remain firm in our commitment to provide you with the highest level of security in our platform with this enhancement to further safeguard access to your Reltio accounts.

We probably sound like a broken record, but this enhancement deserves to be played on heavy rotation. We made MFA available for all users 16-Sep-2024 to enroll in their preferred authenticator apps or via email. Next, we are enforcing MFA for non-SSO users from 04-Nov-2024.

Enhanced Security with Multi-Factor Authentication

Multi-Factor Authentication (MFA) adds an additional layer of security by requiring you to provide a second form of verification in addition to your password. This makes it much harder for attackers to gain access to accounts. Even if a your password is compromised, the second verification factor prevents unauthorized access. Reltio offers the following two MFA options that you can set up from the Applications menu:

App-based MFA: You can generate a Time-based One-Time Password (TOTP) using an authentication app like Google Authenticator, Okta Verify, or Microsoft Authenticator. For more details, see Enroll for app-based MFA.
Email-based MFA: You will receive a verification code via email each time you log in. This will be the default method unless you opt for app-based MFA. For more details, see topic Enroll for email-based MFA.

For information on the corresponding APIs, see topic MFA Setup APIs.

For additional details, see our full announcement Multi-Factor Authentication Now Available.

Note: Reltio starts to enforce MFA enablement automatically on 04-Nov-2024. For more details, see topic Enable MFA.

Clients restricted by tenant

Say goodbye to customer-specific client access and hello to improved security with tenant-specific clients. Previously, each client could access all tenants under their corresponding customer. Now, you can specify the tenants that clients may access, ensuring access segregation among your environments. Existing clients remain unchanged; you have the option to explicitly remove individual tenants from them to restrict their access. For more information, see this Console UI topic Add new client and this API topic Create a customer client.

Reminder: Migrate service accounts from password to client credentials authentication

Just a reminder to start migrating your service accounts to client credentials as soon as possible. This is crucial for ensuring the continuous operation of your automated processes and integrations, as well as maintaining security and compliance. For more details, see topic Migrating service accounts from password to client credentials authentication.

Single Sign-On (SSO)/Multi-Factor Authentication (MFA) implementation dates extended

We've changed the dates for implementing Single Sign-On (SSO)/Multi-Factor Authentication (MFA) feature. For more information, see topic Enhance your security with Single Sign-On (SSO) and prepare for Multi-Factor Authentication (MFA).


Get going with this feature
Availability	Already available (released in WRs 2024.2.7.0, 2024.2.9.0, 2024.2.11.0, and 2024.2.13.0)
Product line	Reltio ER \| Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	System Administrator \| Solution Architect
Configuration required	Yes
Additional subscription required	No
Find out more	Upcoming deadlines and exceptions in security rollout - Sep 2024 Multi-Factor Authentication (MFA) MFA Setup APIs

Trust Center

Reltio Trust Center is your security and compliance resource hub:

Single source for information to easily find all the Reltio security and compliance certifications, documentation, and more you need.
Proactive security updates and compliance feeds enable you to stay up to date with the latest Reltio audit results and certifications.
Self-service access to find the information you need anytime and make informed decisions about your data security and compliance practices.


Get going with this feature
Availability	Already available
Product line	Reltio Entity Resolution \| Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Data Steward \| System Administrator
Configuration required	Yes
Additional subscription required	No
Find out more	Reltio Trust Center

Improved Role Based Access Control (RBAC) for RDM Data

The new RBAC for Reference Data Management (RDM) enhances data security and integrity. Use this new feature to restrict access to RDM lookup types and canonical codes/values based on user roles.

Granular role-based permissions: Permissions are now reflected across the Reltio Connected Data Platform UI drop-downs and API responses that expose RDM lookup values. Users can only access information they are authorized to view or modify.
Improved data visibility: The RDM UI respects RBAC settings, with both the Lookup Types (including Hierarchy View and Activity Log) and Export page filtered based on user permissions. This ensures that users have visibility only into the data they are permitted to see.


Get going with this feature
Availability	Preview
Product line	Reltio Entity Resolution \| Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Business User
Configuration required	Yes
Additional subscription required	No
Find out more	Role-based access control (RBAC) for RDM

Enhanced Delta Payload Streaming

The Reltio platform streams message into an external queue or topic in JSON format for consumption in downstream apps. This enhancement simplifies the downstream integrations.

The new Snapshot with delta payload type sends fixed fields in snapshot format and updated fields in delta format in streamed messages, thus:

Improving data accuracy and integrity by ensuring consistent inclusion of values when streaming changed object attributes ("deltas").
Streamlining integrations by supporting snapshot-selected fields along with delta streaming—no need for separate API calls.
Enhancing operational efficiency by reducing complexity and simplifying data workflows.
Simplifying downstream processing by accessing standard fields that are otherwise unavailable in delta streaming.


Get going with this feature
Availability	Preview
Product line	Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Solution Architect
Configuration required	No
Additional subscription required	No
Find out more	External queues overview Add an external queue configuration Edit an external queue configuration Message streaming

Data Modeler Enhancements

The Data Modeler creates the blueprint for the way you organize elements of your data, such as individuals, organizations, and locations as well as how these entities interact. These enhancements streamline the process for managing multiple attributes at once rather than one-by-one and defining interaction in the Console:

Manage multiple attributes in bulk with Edit Mode

The new Edit Mode on the Data Modeler Entity Attributes page makes it quicker and easier to add, update multiple attributes for an entity in a single Save operation, providing:

Ease of Use: Perform complex tasks in an intuitive user interface (UI), allowing non-technical users to easily manage attributes.
Enhanced control: Easily add, edit, data model attributes directly from the UI.
Time saving: Consolidate multiple changes into a single save operation.

Interactions configuration

Unlock valuable insights by defining Interaction types in the new Data Modeler Interaction Types page:

Simplified configuration process to create and manage interactions and related objects through an intuitive data modeler interface.
Enhanced visibility and control: Gain easier access to view and manage individual interaction components.
Eliminate the need for L3 layer configuration to create interactions with properties such as URI, label, description, and more.


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM (Edit mode and Interactions configuration) \| Reltio 360 Data Products (Interactions configuration)
Target users/roles	Data Steward \| Reltio Configurator
Configuration required	No
Additional subscription required	No
Find out more	Create entity type attributes Configure Interaction types

Life Cycle Actions support Google Cloud Functions on GCP

The Reltio Life Cycle Actions (LCAs) framework now supports Google Cloud Functions on the Google Cloud Platform (GCP). Previously, the framework only supported AWS Lambda. Now, you can build, troubleshoot, deploy, and manage LCAs directly in your own GCP account, giving you full control of your processes.


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Solution Architect
Configuration required	Yes
Additional subscription required	No
Find out more	Check back soon

Self-service for Tenant Configuration

Take control of your tenant settings with our new self-service configuration, giving you the flexibility to manage configurations directly in the new Console Tenant Management Tenant Configuration page:

Simplified configuration management: Directly update physical configurations like cleanse settings, tenant security, and match strategies through a UI, eliminating the dependency on support teams.
Improved control and visibility: Enhanced visibility into configuration settings, while audit logs are maintained in the backend to ensure transparency and security.
Increased efficiency: Reduce time spent on support requests for routine configuration updates.


Get going with this feature
Availability	GA
Product line	Reltio Entity Resolution \| Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Reltio Configurator
Configuration required	No
Additional subscription required	No
Find out more	Self-service tenant configuration

Configure partial overrides for specific nested attributes in your business configuration

The enableNestedPartialOverride option determines whether the Entities partially overrides nested attributes when you update an entity. Previously, you could only set this option at the tenant level, so it applied globally to all nested attributes in that tenant. Now, you can also configure this option for specific nested attributes in the business configuration. If you don't define this option at the attribute level, the API uses the tenant level configuration as a fallback, providing flexibility in managing nested attribute.


Get going with this feature
Availability	Preview
Product line	Reltio Entity Resolution \| Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Developer
Configuration required	No
Additional subscription required	No
Find out more	enableNestedPartialOverride option

Hub user interface enhancements

We've heard you! Now see the changes we've made to improve your experience in the Hub:

Persist tabular view of relationship facet in profile page

Previously, the Hierarchy facet in the Hub Profile view showed only the relation type and the start and end date attributes for relationships. You can now configure specific relationship attributes to display in this facet, for example:

AffiliationSubType
HierarchyCode
AdditionalAttributes

For more information, see topic Hierarchy facet relationships.

Pinned and ignored attributes in Advanced search UI

The options we introduced in a 2024.1 release to filter profiles by pinned and ignored attributes are now also available in the Advanced Search UI. For more information, see topic Advanced search with pinned or ignored attributes. For the API details, see topics Search for Pinned or Ignored Entity attributes and Search for Pinned or Ignored Relation attributes.

Visible Attributes in Profile view

When editing, suggesting, or viewing a profile, do you want attributes without values to show up in the Profile view? Configure your UI to include the alwaysVisible option for the attributes you want visible in all modes. This option applies to the Collaborative Profile Creation as well. For more information, see topic Display attributes in all modes.

Directional arrows in Relationship UI

In the Hub Profile Relationship view, arrows depict relationships between the start and the end entity. We've corrected an error where the arrow directions and labels were inconsistent. Now the labels match the direction. For more information, see topic Detailed View of the Related entity.

Streamlined Collaborative Profile Creation

Have you used the Collaborative Profile Creation feature, and its authoring workflow, to create profiles? Well, we've streamlined this process to make it even easier to accept or reject workflows. Now, instead of having to navigate to the notification Inbox, reviewers and approvers can approve or reject them directly in the Profile view. For more information, see topic Suggest and save profiles using the authoring workflow.


Get going with this feature
Availability	Already available (released in WRs 2024.2.1.0, 2024.2.3.0, 2024.2.4.0, 2024.2.10.0)
Product line	Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Data Steward
Configuration required	Please check details for each enhancement
Additional subscription required	No
Find out more	Get started with the Hub Get started with Hub (Reltio 360 Data Products)

Survivorship filter additions

Survivorship filters previously supported only the equal operator and comparison against a fixed value, limiting your ability to create complex survivorship strategies. Now, build more advanced survivorship strategies with support for not equals, less, less than or equal to, greater than, greater than or equal to, missing, and exists operators. Additionally, use the new NOW value to make comparisons against the current date.


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM \| Reltio 360 Data Products
Target users/roles	Reltio Configurator
Configuration required	No
Additional subscription required	No
Find out more	Survivorship Rules

Additional features and enhancements

Learn about additional features and enhancements in the 2024.3 release.

But wait, there's more!

We crossed the T's on our Data Integration terminology

As we announced earlier this year, we simplified the terminology for the various types of connective and data exchange capabilities we provide. We dotted the I's in much of our sites and have now finished the renaming our cloud-platform pipelines in our user interface and documentation:

FROM: Cloud Data Warehouse Pipelines
TO: Data Pipelines


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM
Target users/roles	Data Product Owner \| Data Steward \| Developer \| Reltio Configurator
Configuration required	No
Additional subscription required	No
Find out more	Data Pipelines

Improved Profile Relationship view

The Profile Relationship view previously showed all entity relationships; for high data volumes this sometimes led to performance issues. The new defaultRelationshipType parameter in your UI configuration file lets you set the Profile Relationship view to display only a default relationship type. Additionally, if you select a different relationship type in the Profile Relationship view, your preference is saved per entity type and applied the next time you open a profile of the same type.


Get going with this feature
Availability	GA
Product line	Reltio Multidomain MDM
Target users/roles	Data Steward \| Reltio Configurator
Configuration required	Yes
Additional subscription required	No
Find out more	Relationships Perspective

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