2023.3 major release notes

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

We're making a big song and dance about what's new and improved in our third and final Reltio Connected Data Platform major release of 2023!

The wait is over! We're ready to to share these 2023.3.0.0 General Availability (GA) release chart-toppers with you. We have more hits in the works, which we'll make available to registered fan club members in our Early Access (EA) programs. 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. Jump into our Reltio Community to jive with other Reltio users and find valuable webinars!

What's playing

We've changed up our Release Notes playlist. With a simpler set of album tracks — New features & major enhancements — you'll find it easier to keep the beat than with the old Discover > Start > Explore > Model > Integrate > Engage lineup.

What's new and improved

Check out new features and enhancements in the 2023.3 release.

Get in the groove with Reltio's cool new capabilities and rock to the remix of classic features!

Create model patients in Reltio for Life Sciences

Accurate patient data drives better patient outcomes. Unifying patient data from various sources provides a more complete and holistic view of patients' health histories, treatments, and outcomes. This comprehensive understanding allows for more informed decision-making in research and drug development. Reltio provides a 360-degree view of each patient in our unified and centralized repository by consolidating patient data from various sources, such as Electronic health records (EHRs), claims data, and clinical trial data.

Reltio for Life Sciences provides data models and configurations for patients and consumers:

Relationship types

Person Has Address
Research Subject (Person to Study)
Person to Prescriber (Person to HCP)
Person to Provider Organization
Person to Person (Caregiver, Guarantor, Contact, and so on)

Interaction types

Episode of care:

Home & Community Care
Acute Care
Rehabilitation
Aged Care

Reference data

Person Type
Address Type
Email Type
Phone Type
Identifier Type
Status
Policy Consent Type
Multi Channel Type
Channel Consent
Provider Role
Multiple Birth Indicator
Consent Policy Rule
Consent Policy Scope
Consent Policy Category
Consent Policy Decision
Consent Provision Purpose
ICD10_CM (Diagnosis Code)
Education
Ethnicity
Race
Language


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	R&D, Patient services and medical affairs, marketing, compliance
Configuration required	No
Additional subscription required	No
Find out more	Person entity type for Life Sciences

We added a United Kingdom expansion pack to our address cleanser to support unique UK address IDs.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Business Data Analyst, Data Steward, Solution Architect, System Administrator
Configuration Required	Yes
Additional subscription required	No
Find out more	Enhanced data for UK addresses

Pump up your data quality volume with DVFs

We've enhanced Data Validation Functions (DVFs) to detect and prevent poor-quality entity and relationship data from being loaded into Reltio and to provide a more tailored and precise data quality validation process. Look at you, all empowered to make informed business decisions based on clean, reliable data:

RDM attributes: Don't toss red RDM attributes into a load of Reltio whites! Create a DVF with our new RDM lookup condition to detect and warn you about any invalid RDM values before you put them in the wash.
System attributes: Need to ensure an end date is greater than a start date for a particular entity or apply a DVF to specific entity roles like Pharmacy but not Hospital? Create a DVF to tag potential errors for system attributes like start and end date, tags, and roles.
Source system name: Keeping your eye on data from a particular source? Create a DVF that runs only when an entity has a crosswalk from that source system. For example, the Duns number shouldn't be missing when an entity has a DnB crosswalk.
Relationship attributes: No need for a counselor to evaluate the state of your relationship. Create a DVF to validate relationships you're bringing into Reltio.
Revalidate job: Revalidate relationships after creating or updating a relationship DVF to validate existing data from the Console Tenant Management application.


When and how can I add this to my playlist?!
Availability	Preview - entity DVFs GA - relationship DVFs
Target users/roles	Configurator, Data Steward
Configuration required	No
Additional subscription required	No
Find out more	Define Data Validation Functions Create a revalidate job

Wise up with Match IQs pretrained ML model

Get ready to replace manual labor with pretrained machine learning (ML). Sure, as a data steward and match expert tag team, you're smart enough to build a matching model for matching by yourself. But do you really want to endure the tedious process of repetitively configuring, verifying, and tuning matches to train the ML model yourself? Treat yourself to our new pretrained ML match/merge model to augment your data team productivity with automated, accurate match-and-merge for the Life Sciences HCP data model:

Fast, simple, accurate matching: Pretrained ML models automatically analyze large datasets to find patterns and other insights in the data, making them faster and more effective over time.
Improve entity resolution accuracy: ML models pretrained using industry-standard data sources can lead to more accurate entity resolution with little to no effort from data stewards


When and how can I add this to my playlist?!
Availability	GA - HCP model for existing Life Sciences velocity pack customers Coming soon - HCP model for other Life Sciences customers, Individual/Person model for all velocity packs.
Target users/roles	Data Steward, Technical leaders
Configuration Required	No
Additional subscription required	No
Find out more	Use a pretrained FERN model

Secure source access with the Slice filter

The new Slice filter in the the metadata security configuration restricts entity access to specific sources based on a role. Restrict users from roaming your source corridors by creating roles with access to limited sources. Assign such roles only to users, who will see data only from the sources assigned to the role.


When and how can I add this to my playlist?!
Availability	Preview
Target users/roles	Business User, Configurator, Data Steward
Configuration Required	No
Additional subscription required	No
Find out more	Access restrictions to data sources

Part ways with outdated matches using automatic unmerge

It happens. Entities grow apart. No need for you to brood when merged records no longer meet match criteria after updates, dear Data Steward. Let the automatic unmerge feature take the sting out of parting. It monitors and detects simple or nested attributes that no longer meet your match criteria and automatically unmerges their underlying crosswalks:

Boost data steward productivity: Eliminate the need for extensive ongoing manual unmerge tasks and custom IT projects.
Increase match rule revision flexibility: Seamlessly onboard data sources without requiring massive manual rework.
Improve data quality and matching accuracy: Reduce false positive matches in core data.
Scale unmerge efficiency: Even as data volumes grow, unmerge records in real-time or in batch mode.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Data Steward, Technical Leader
Configuration Required	Yes (Enable the unmerge parameter in your tenant L3 configuration)
Additional subscription required	No
Find out more	Automatically unmerge entity records

Protect your data quality from outliers

Look over there. Is it a bird? Is it a plane? No, it's ML-powered anomaly detection — the caped crusader in the Reltio Data Quality universe charged with keeping your dataset safe from data villains. Our superhero focuses his laser vision on external sources to chase down poor quality data that could corrupt existing data and impact both insights and decision making. With his ML-driven analysis, he automatically identifies outliers (unusual patterns) and reveals the would-be infiltrators via the DQ Dashboard for Data Stewards to review and address at the source:

ML-powered automation: Continuously inspects and detects data anomalies
Greater data steward productivity: Intuitive charts identify and flag anomalies over time
Real-time rich data and actionable insights: Drill-down charts enable quick remediation.


When and how can I add this to my playlist?!
Availability	EA
Target users/roles	Data Steward
Configuration Required	No
Additional subscription required	No
Find out more	Uniqueness analysis over time Fill rate over time

Serve yourself a custom workflow

Remember when you had to create a BPMN file for a new custom workflow and save it to your local computer — and do it again every time you updated it? Or, when you had to compile your own JAVA code, send the code files to Reltio Customer Engineering to review with you over several iterations before they could approve it and register a JAR file in your tenant? Those days will soon be over.

Drum roll, please! Introducing self-service features in the Workflow Modeler to manage custom workflows:

Reltio code development pipelines: Subscribe to the Reltio code development pipelines in Bitbucket and push your custom code there, where we'll automatically review the code and suggest changes/fixes. Hey, presto! Changes made, code approved, JAR file automatically compiled and uploaded, and you're automatically notified in the Workflow Modeler when ready for registration.
Workflow Modeler: A new Business process page displays published workflows and their associated BPMN files. View file properties, open them for editing, and save them right here. You don’t need to export them anymore.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Custom Workflow Developer, Tenant Administrator
Configuration Required	Yes - Contact Reltio Customer Engineering
Additional subscription required	No
Find out more	Workflow Modeler at a glance Overview of JAR files Overview of Workflow Customizations

Take RDM values back to their source

We introduced the new reverseTranscodeLookups parameter to the Get Entity and Get Relationship. This parameter performs reverse transcoding of RDM attributes, which is the process of converting standardized lookup codes to their source value.


When and how can I add this to my playlist?!
Availability	Preview
Target users/roles	Integration developer
Configuration Required	No
Additional subscription required	No
Find out more	Get Entity Get Relationship

Home improvements

Automated householding, introduced in 2023.2, has already been spruced up to create an even happier home:

Self-service enablement: Enable grouping feature in your tenant yourself. No need to raise a Support ticket.
Improved grouping configuration screens: Set up automated householding feature easily and find detailed match rule and relationship information.
New functions for numeric attribute mapping: We added six brand new default functions to the Grouping Types section of the Console Data Modeler. Go ahead and calculate, populate, and aggregate values of numeric attributes from household members. For example, calculate the total household income or debt, highest individual member income, and number of household members.
Reference attribute mapping: Map reference attributes from the member entity type to the grouping entity type.
Consolidated profile metrics: Reflect household entities as consolidated profiles (CP) for usage and billing metrics.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Business User, Data Steward
Configuration Required	No
Additional subscription required	No
Find out more	Create grouping type configurations

Take your relationship data out more

Feeling like your relationship export data was missing a little something? Like exported CSV format files weren't sharing things you needed when you were designing and developing integrations using the relationship JSON export format or the Entities and Relations? Now you can patch things up with these key new Reltio data elements in the Relationship Export CSV format:

startDate / endDate
startRefPinned / endRefPinned
startRefIgnored / endRefIgnored


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Developer, Solution Architect, Technical Consultant
Configuration Required	Yes (Contact Reltio Support to configure these options.)
Additional subscription required	No
Find out more	Store export results

Take away a merge tree export as a JSON array

No time to consume exported merge tree data files line by line? What would you say to a JSON array format containing all of the merge tree data file? With our new merge tree export, you can grab and go without having to develop custom code or complex system integrations.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Developer, Solution Architect, Technical Consultant
Configuration Required	Yes (Contact Reltio Support to configure this option.)
Additional subscription required	No
Find out more	Export Merge Tree

Filter and flatten your GBQ costs

Synchronizing all of your data when you only have a few changes? Save time (and a dime) with these GBQ features to synchronize just the entity and relationship attributes you want:

Attribute filtering: Send only filtered attributes.
Attribute flattening: Send only simplified attribute values.

Reduced operational costs and simplified downstream schemas. Nice!


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Developer, Solution Architect, Technical Consultant
Configuration Required	Yes (Contact Reltio Support to configure these options)
Additional subscription required	No
Find out more	Enable attribute filtering for the Reltio Data Pipeline for Snowflake

Let it snow with Reltio Snowflake Connector

Getting snowed under by storage and compute costs from an avalanche of synchronized data? Shovel those drifts aside with these new Reltio Snowflake Connector features to synchronize just the entity and relationship attributes you want:

Attribute filtering: Send only filtered attributes to Snowflake
Attribute flattening: Send only simplified attribute values to Snowflake.
ovOnly attributes: Send only operational value to Snowflake.

Ski down the slopes to reduced operational costs and simplified downstream schemas.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Developer, Solution Architect, Technical Consultant
Configuration Required	Yes (Contact Reltio Support to configure these options)
Additional subscription required	No
Find out more	Enable attribute filtering for the Reltio Data Pipeline for Snowflake Configure the Reltio Data Pipeline for Snowflake for AWS Provision the Reltio Data Pipeline for Snowflake for your Reltio tenant (Azure) Configure the Reltio Data Pipeline for Snowflake for GCP

Simplify directory management with MedPro integration

Is incomplete, inaccurate, or non-standardized format data causing compliance and regulatory risks as well as decreasing revenue? We've got the recipe for success! New out-of-the-box Reltio Integration Hub recipes will soon have you whipping up delicious batches of integration for license verification and enrichment using the MedProID® database from multiple authoritative sources such as SLN, DEA, NPI, CDS, AMA, and HIN.

Reltio and MedPro systems integration allow you to access all key licensing and demographic data attributes enabling you to build a rich, comprehensive 360-degree view of HCP & HCO records and the relationships between them.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Data Steward, Integration Specialist
Configuration Required	No
Additional subscription required	Reltio Integration Hub entitlements
Find out more	Reltio Enrichment with MedPro set up

Azure in EU - not just blue sky thinking

Ah, to be floating among the clouds in Azure skies of Europe. This 2023.2 dream has now come true in 2023.3! We completed the expansion of our footprint in MS Azure Cloud by establishing the new Azure data center in Ireland, European Union. 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 cloud.


When and how can I add this to my playlist?!
Availability	GA
Target users/roles	Business User, Data Steward
Configuration Required	No
Additional subscription required	No
Find out more	Cloud providers

Bonus tracks

Learn about the additional minor enhancements introduced in this release.

Sure the new features and enhancements are smash hits. Oldies but goodies are important, too! Get your fix on our fixes and smaller enhancements here.

Login change notifications: Are you having doubts if your password reset was successful? Don't fret - check your email! We now send a confirmation email as soon as you reset your password. For more information, see topic Reset your password.
Additional DVF functions: Tired of one-size-fits-all solutions? Create data validation functions tailored to your specific needs. Whether it's ensuring accurate customer information or validating details, our new validation functions can handle it . For more information, see topics DVF string functions and DVF number functions.
Workflow Role: With the recent addition of ROLE_WORKFLOW_MANAGER, we noticed there were just too many cooks in the kitchen. Yes, we're referring to ROLE_WORKFLOW which, previously, had too many administration permissions. Now, ROLE_WORKFLOW is streamlined to focus solely on approving and rejecting tasks. For more information, see topic System roles

Unify and manage your data