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Work Assigner

Learn about what the Work Assigner Agent does and when to use it.

Attention: This feature is available to limited users through the Reltio Early Access (EA) program. Interested in finding out more about this feature or participating in our EA program? Get details in topic Early Access (EA) features.

The Work Assigner Agent can help you redistribute workflow tasks across Data Steward approvers and other user groups in your Reltio tenant.

Who is it for?

Data Steward Reltio Configurator System Administrator

For more information, see About roles.

Why would I use it?

Use the Work Assigner to reduce bottlenecks and improve review time by ensuring that tasks are assigned to active users with available capacity.

When and where would I use it?

Use Reltio AgentFlow to run the agent and balance backlogged tasks, especially after staff changes or spikes in task volume.

How does it support business goals?

It improves operational efficiency and governance by reducing idle or stale workflow tasks and preventing reviewer overload.

Core capabilities

  • Identify users by role or group
  • Count tasks and detect imbalances
  • Detect inactivity
  • Redistribute fairly with optional dry run
  • Skip locked/terminal tasks

Inputs and outputs

InputsOutputs
Role ID - Which role identifies the users to rebalance

Group ID - Which group identifies the users to rebalance

Dry Run - Preview changes without executing them

Target Max Diff - Maximum acceptable task difference between users

Days Back - How many days to look back for user activity

Markdown report with full task reassignment log

Safeguards, permissions, and governance

  • Dry-run support,
  • Retry logic,
  • Task state validation, and
  • Role-Based Access Control (RBAC) enforcement.

Limitations and edge cases

  • Requires at least one active user, and
  • Won't override locked tasks.