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.
- 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.
Dynamic Segmentation by Interactions
- 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 | |
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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 | Segmentation at a glance |
Hub Interaction perspective enhancements
- 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 | |
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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 | Interactions perspective |
Load interactions using Data Loader
- Easily map attributes.
- Batch load interaction data into Reltio.
- Streamline your data management process.
Get going with this feature | |
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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 | |
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Availability | GA |
Product line | Reltio Multidomain MDM |
Target users/roles | Reltio Configurator |
Configuration required | No |
Additional subscription required | No |
Find out more | Reltio for B2B Data Domains velocity pack |
Flexible Entity Resolution Network (FERN)
- 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 | |
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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)
- 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 | |
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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 set up |
Reltio Integration for Microsoft Purview
- 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 | |
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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 set up |
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 | |
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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 |
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 | |
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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 |
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 | |
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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.
- 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 | |
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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 |
Trust Center
- 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 | |
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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
- 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 | |
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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.
- 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 | |
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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 |
Add an external queue configuration |
Data Modeler Enhancements
- 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 | |
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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 |
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 | |
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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
- 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 | |
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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 | Tenant Configuration at a glance |
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 | |
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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
- 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
- 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
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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 | |
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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 |
Hub navigation in Reltio Multidomain Master Data Management (MDM) |
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 newNOW
value to make comparisons against the current date.Get going with this feature | |
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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 - 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