2023.1 major release notes
Learn about new features and enhancements introduced in the first 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.
- 01-Feb-2023 - Preview: Get a front-row seat for trailers of our upcoming features by attending the Release Overview Webinar and by reading the feature highlights marked “In Preview - Yes” in the sections below.
- 22-Feb-2023 - General Availability (GA): Enjoy the full release of new features and enhancements described in these Release Notes.
Simplify data activation
Check out new features to help make activating your data in Reltio even simpler.
You're busy. We get it. That's why we're providing features that help you get what you need - FAST! From getting started quickly with pre-built data models and configurations, to quick and easy connectors to applications your colleagues need to do their jobs - we want to help you get your to-do list done!
Velocity packs for key market segments
Get a jump start unifying your data with Reltio velocity packs! Velocity packs speed up your time to value by delivering industry-specific data models and configurations - all pre-loaded onto your tenants so you and your team can rock and roll.
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Entity types
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Attributes
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Cleansers
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Interaction types
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Match rules
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Reference data
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Relationship data
Sources
Survivorship groups
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Validation functions
Integration and enrichment connectors
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Customer Data (B2B)
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Consumer Data (B2C)
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Financial Services
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Healthcare
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Insurance
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Life Sciences
For more information, see topic Reltio velocity packs.
When and how can I get my hands on these! | |
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Availability | GA |
Target users/roles | Business Analyst, Data Scientist, Data Steward, Project Owner |
Configuration required | Reltio velocity packs include the necessary configurations out-of-the-box! |
Additional subscription required | None |
Analytics - New connectors for Google BigQuery and Snowflake
Analyze and act on your data faster than ever by cleansing, deduplicating, and enriching it before it hits your cloud data warehouses. With this release, you can quickly and easily connect Reltio to your Google Big Query (GBQ) and Snowflake for high-quality data your business users can rely on!
For more information, see topics Reltio Google BigQuery (GBQ) Connector and Reltio Snowflake Connector.
When and how can I get my hands on these! | |
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Availability | GA |
Target users/roles | Analytics Managers, Business Analysis, Data Scientists, Data Stewards, Reltio MDM Project Managers |
Configuration required | Raise a Support ticket providing the following details to enable one of these connectors:
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Additional subscription required | None |
Salesforce Connector - Bidirectional sync
Good things come to those who can't wait. Now, Salesforce users will have clean, consolidated data—no patience required—with complete bidirectional synchronization within the Reltio Salesforce Connector. Serve Salesforce users with standardized, cleansed, and consolidated data as soon as the data is created in Salesforce. For more information, see topic Synchronize data with Salesforce Connector.
When and how can I get my hands on these! | |
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Availability | Preview |
Target users/roles | Salesforce User |
Configuration required | None |
Additional subscription required | None |
Strengthen data unification
Check out new features to help make unifying your data in Reltio even stronger.
Message Streaming - Transmit OV only
Facing an increasing message payload of unwanted data without the means or desire to build custom logic in your own applications to manage events that Reltio transmits to external queues? Looking for an easier way to manage the data you transmit from Reltio to external message streaming queues instead? Look no further than Add queue, select theTransmit OV only checkbox to stream only events that cause Operational Values (OVs) to change from Reltio. For more information, see topic Add an external queue configuration.
. Now when youWhen and how can I get my hands on this! | |
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Availability | GA |
Target users/roles | Solution Architect |
Configuration required | None |
Additional subscription required | None |
New UI - Parity and complete migration
As announced during the Reltio Connected Data Platform 2022.2 Release, we're retiring our Classic user interface (UI) in this release (for details on this deprecation notice, see topic Classic UI - Feb 2023.)
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Improved navigation with fewer clicks
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Modern tech stack and design concepts for improved performance
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Better usage of screen real estate
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Feature enhancements for better usability
- Hub Profile page and related perspectives
- The Profile page is based on enhanced UI Modeler, with a four-column layout (increased from the previous three-column layout) to better present pertinent profile information. For example, we've moved validation errors and warnings to the top of the page, so you can quickly find and fix problems. A new navigation paradigm will have you skipping effortlessly through the different perspectives, that are also sporting new designs:
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Activity log
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Graph perspective
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Potential match perspective
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Relationships perspective
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Sources and survivorship perspective
To take a closer look at these Profile UI features, see topic Profile Perspective Details.
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- Dashboards
- Now it's even easier to visualize key data metrics in these Hub dashboards:
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Profile statistics: We've improved the visualization, customization, and performance of the charts and facets that let you view statistics data management activities, business insights, and profile quality.
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Real-Time Data Quality: We've made it easier to drill down from and entity to its attributes to give you a complete picture of your data consistency and accuracy in real-time.
To take a closer look at these Dashboard UI enhancements, see topic Profile Statistic Dashboard.
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- Search
- Back by popular demand! In Advanced search, you can once again profile file data when you create a query. Pick your preferred presentation of search results (table or list views) and dive into a map view directly from search results.
To take a closer look at these Search UI enhancements, see topic Exploring the Advanced Search.
- Security
- We've tightened up security, moving access/refresh tokens from the UI to a more secure location in HTTPS cookies.
- UI Modeler
- Arrange your UI to suit your preferences. Now you have four columns to lay out your facets, which you can resize and rearrange.
To take a closer look at the UI Modeler updates, see topic UI Modeler overview.
When and how can I get my hands on this! | |
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Availability | Preview |
Target users/roles | Business Data Analyst, Data Stewards |
Configuration required | None |
Additional subscription required | None |
Real-Time Data Quality - Error on save via DVF
Data Validation Functions (DVFs) now offer an additional defense from the corrupting influences of bad data! DVFs now display error as well as warning messages in the Console Data Loader. Go ahead and save data if a Warning message isn't a showstopper. DVFs don't let data flagged with an error message in to Reltio until you resolve the error. Think bad data may have slipped through earlier? Revalidate it against yourDVFs and check the errors listed on the Profile page. For more information, see topic Data validation function.
page for new or updated data before allowing it in through an API or theWhen and how can I get my hands on this! | |
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Availability | Preview |
Target users/roles | Data Steward, Executive Sponsor, System Administrator |
Configuration required | None |
Additional subscription required | None |
Real-Time Data Quality - Time series
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Fill rate over time: Analyze the tenant-level aggregate information about the completeness of your data. For more information, see topic Fill rate over time.
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Profiles with invalid data over time: Analyze active Data Validation Functions (DVFs) information. For more information, see topic Profiles with invalid data over time.
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Uniqueness analysis over time: Analyze unique and common values of attributes. For more information, see topic Uniqueness analysis over time.
When and how can I get my hands on this! | |
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Availability | GA |
Target users/roles | Business User, Data Analyst, Data Steward |
Configuration required | None |
Additional subscription required | None |
Survivorship strategy – Filters, fallbacks, and rulesets
Wanted to focus on configuring complex survivorship strategies rather than learning the complexities of JSONs and APIs? Now you can easily build comprehensive survivorship strategies involving fallback and filters in Manage Survivorship rules in Data Modeler.
. For more information, see topicWhen and how can I get my hands on this! | |
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Availability | Preview |
Target users/roles | Solution Architect |
Configuration required | None |
Additional subscription required | None |
Workflow - Inbox UX enhancements
- Modify Inbox tasks in bulk
- There are times when processing tasks single-file makes sense, and times when this drip-feed approach makes no sense. When you need to change the due date or add comments to large numbers of Inbox tasks, it just makes sense to do that in bulk. And now you can from
Find out more about managing Inbox tasks in bulk in topics Additional Entries and Details, Filter tasks, and Overview of Workflow Task Variables.
.Select a group of tasks—or even all tasks—and simultaneously adjust the due date or add the same comment. - Filter Inbox tasks
- Finding particular types of tasks among hundreds of generated tasks was like searching for a needle in a haystack. Now you can find tasks with particular criteria fast! Select multiple task attributes and their values to display only relevant tasks in your Inbox. To see additional filter options (previously called Filter Types), first add them as Tasks variables in your workflow definition. Find our more about these new filtering options in topics Filter tasks and Overview of Workflow Task Variables.
When and how can I get my hands on these! | |
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Availability | GA |
Target users/roles | Data Steward |
Configuration required | None |
Additional subscription required | None |
Enhance real-time performance and reliability
Check out new features to enhance Reltio's real-time performance and reliability.
You want to operate your business efficiently. Reltio wants to help! With this release, you'll find new features that will help you reach new geographies, eliminate human blockers, and help yourself to cleaner tenants. All this in the spirit of ensuring you can perform at the top of your game!
Cloud - Reltio in China
Expanding your global reach to China? Let Reltio help you master your data there! Reltio hosts its Software as a Service (SaaS) platform in China, fully compliant with the security and privacy regulations for storing data locally there. Reltio is now Multi Level Protection Scheme (MLPS) certified—a prerequisite cyber security standard—for all companies doing business in China. For more information, see topic Internet Content Provider (ICP) compliance.
When and how can I get my hands on this! | |
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Availability | GA |
Target users/roles | Account Executive, Executive Sponsor |
Configuration required | None |
Additional subscription required | Yes. Contact your Reltio Customer Success Manager (CSM) or Account Executives to learn more about Reltio in China and license requirements. |
Self service - Delete tenant data
Need to clean up your tenant's act? If you've waited to have data removed from your tenant during its initial implementation or want fresh data when subsequently testing configurations, you'll be pleased to know that you can take matters into your own hands now. No need to raise a Support ticket anymore, just head over to Tenant Delete job. Find out how in topic Run a Delete tenant data job.
, and create your ownWhen and how can I get my hands on this! | |
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Availability | GA |
Target users/roles | System Administrator |
Configuration required | None |
Additional subscription required | None |
Self service - API authentication client credentials
Cut out the middle man and let the Reltio API authenticate and connect directly with third-party systems/scripts. Instead of a user account to supply credentials (username and password) to authenticate through the Reltio API, use Client Credentials (client ID and client secret) to comply with OAuth 2.0 for machine-to-machine communications. You don't even have to raise a Support ticket! Define your Client ID or API Key and the level of access it should have, and create your own client credentials in Application Client Management APIs, Client Credentials and Application Clients.
. You can also list, update, and delete existing client credentials. To see how to use your client credentials/applications securely with Reltio, see topicsWhen and how can I get my hands on this! | |
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Availability | GA |
Target users/roles | System Administrator, System Engineer |
Configuration required | None |
Additional subscription required | None |
Additional updates
See what enhancements and fixes are provided along with the 2023.1 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
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- In the Profile view, in the errors and warnings section, you couldn't identify the attribute and sub-attribute with the blank or wrong value that resulted in an error or warning. We now display the name of the attribute and sub-attribute in the error or warning to make it easier for you to identify. For more information, see topic Profile Attribute Facets.
- In the new UI, after searching for a profile in the Search field in the Hub, you couldn't use the down arrow key to select the profile, as was possible in the classic UI. We now implemented the arrow navigation for the new UI, and you can search and select profiles from the Search field using the down arrow key. For more information, see topic Search.
- In the Profile view, you couldn't view the Select Relationship type option in the Relationship facet. We enhanced the logic to view configuration in this facet, and you can now view the Select Relationship type field in the Relationship facet.
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.
- Cleanse
- Previously, when you recleansed an entity using the CASS-enabled Address Cleanser, the service automatically ignored unverified addresses. We enhanced the Address Cleanser with the ignoreUnverifiedResults property to give users more control over how the service treats unverified addresses when cleansing or recleansing. For more information, see topic Address Cleansing Properties.
- Potential Matches
- In the Potential Matches view, you added attributes and new columns in the Match Review table, but couldn’t see the changes when you returned after navigating to another view. We ensured that the preferences were saved before it was loaded again, and now you can see the modified view after navigating back to the Potential Matches view. For more information, see topic Merge potential matches.
Integrate - Connect your data
Check out these new features and enhancements in this weekly release to help you import, enrich, and export your data.
- Connectors
- We introduced the Data Pipeline Hub (DPH) service for the Snowflake and Google BigQuery (GBQ) connectors. Use this service to analyze your data quickly and efficiently by cleansing, deduplicating, and enriching it before it hits your cloud data warehouses. For more information, see topics Reltio Snowflake Connector and Reltio Google BigQuery (GBQ) Connector .