Reltio IDE: Build Business Configurations Faster with AI

Business configuration is the foundation of every Reltio implementation. As data models grow and evolve, teams need a faster, more intuitive way to design, manage, and deploy business configuration. That's why Reltio IDE was built: a modern, AI-powered development experience for VS Code and Cursor that helps data modelers, solution architects, and implementation teams build and evolve Reltio business configurations with greater speed, ease, and confidence.

With Reltio IDE, you can:

Reltio IDE is available as a .vsix file from the Reltio GitHub repository for VS Code and Cursor.

For more information, see Reltio IDE overview.

Reltio AgentFlow mobile app now available for iOS and Android

Reltio AgentFlow mobile app brings the AgentFlow conversational experience to your mobile device - so you can query and act on governed Reltio data on the go. Available natively for iOS and Android, the app lets you interact with Reltio agents and custom agents using text or voice, browse the marketplace, switch between tenants, and share conversations as PDF or Markdown.

Diagrams in AgentFlow conversations

AgentFlow can now interpret the context of your prompt and generate relevant diagrams such as relationship maps, flowcharts, and timelines. These diagrams make processes and structures easier to understand when a visual representation is more effective than a text description.

You can interact with the rendered diagram, download it as a PNG or SVG image, and copy the diagram code for further use.

For more information, see Charts and Diagrams in AgentFlow.

Default completion email for External Match tasks

When you run an External Match task without the emails parameter, Reltio now sends a completion notification to the email address of the user who started the task. This ensures that you always receive an email when a task is complete, even when no recipients are specified.

For more information, see External match API.

Control role-based access to interaction types and attributes

You can now apply role-based access control to interaction types and interaction attributes. This capability helps protect sensitive interaction data and ensures that users can access and manage only the interaction information permitted for their roles.

For more information, see Interaction permissions.

Winner re-election on by default for origin contributor detachment

Winner re-election after origin contributor detachment is enabled by default for new tenants. When the origin contributor is detached from a composite profile, a real contributor is elected as the new winner instead of the remaining contributors being grouped into a shell composite. Electing a real winner improves survivorship consistency and data continuity when unmerging profiles with complex contributor histories.

This winner re-election behavior is available by default for newly created tenants, for both manual and automatic unmerge of the origin contributor. Existing tenants keep the value already configured for them.

For more information, see Control winner re-election after origin contributor detachment.

Count and length virtual properties in Data Validation Functions

Data Validation Functions (DVF) now support the .count and .length expressions, matching the syntax already available in the Search. You can use these expressions to enforce cardinality and length-based validation rules against live entity data. For example, you can enforce a minimum number of values for an attribute or set a maximum permitted length for a value.

Support for the .count and .length expressions applies wherever you define DVF rules, including at the crosswalk level.

For more information, see topic and DVF string functions.

Clone and export hierarchies from the Profile view

You can now clone an existing hierarchy and export hierarchy data directly from the Hierarchy tab in the Profile view.

Cloning creates a new hierarchy instance with the same node structure. This enhancement helps you reuse hierarchy structures more efficiently. For example, you can clone a current customer or product hierarchy to create a new version for a regional structure, seasonal plan, or future reorganization without rebuilding it manually.

You can also export hierarchy instance data, including the hierarchy structure and related hierarchy details, in> CSV and JSON output formats. Export request submits an export job that you can track on the Export page.

For more information, see Materialized hierarchy, Clone a hierarchy in the Profile view, and Export a hierarchy in the Profile view.

LCA and DVF errors are now easier to understand and resolve

Life Cycle Action (LCA) and Data Validation Framework (DVF) error messages in Hub now display as plain-language messages instead of the raw internal templates, error codes, and combined error blocks shown previously. Depending on the type of failure, Hub simplifies the message as follows:

• When a single LCA operation fails, Hub shows only the underlying error message instead of the full internal template.
• When a DVF validation fails, Hub separates the results into two numbered lists, one for errors and one for warnings.
• When multiple errors occur during the same operation, Hub lists each one as a bulleted item in plain language.

The simplified format lets you quickly identify what caused a save or validation failure and resolve it without interpreting technical error codes.

The updated error format is available wherever LCA and DVF error messages appear in Hub, including the Profile page, Graph perspective, and Review DCR page. API responses still use the previous error format.

For more information, see Life Cycle Actions and Data Validation Functions.

Admins can now update published agents in Agent Builder

Agentflow admins can now update all published agents in a tenant, even if an agent was originally created by another user. This enhancement supports ongoing maintenance of agents by allowing admins to make timely updates, respond to changing business needs, and keep published agents accurate without depending on the availability of the original author.

Users with the ROLE_ADMIN_AGENTS and ROLE_ADMIN_TENANT roles can update all published agents in Agent Builder.

For more information, see Update a published agent.

D&B Data Blocks UI Buttons Role-Based Visibility

The D&B Data Blocks UI buttons (such as Get Match) in the profile side panel now enforce the canRead role configuration, consistent with all other UI panels. A legacy exception for the D&B panel ID caused these buttons to be visible to all users regardless of their assigned roles.

The buttons are now visible only to users who hold the role specified in the canRead field of the D&B panel UI configuration (typically ROLE_DNB_CONNECTOR), or who have the ROLE_UI_ALL or ROLE_UI_ALL_READONLY assigned.

No configuration changes are required. Review your tenant's D&B panel UI configuration to confirm the canRead roles are set correctly for all users who need access to these buttons.

For more information, see Configure on demand UI buttons for Reltio Enrichment with D&B Data Blocks and Use on-demand UI buttons effectively.

For more information, see

Find entity types faster in Search

The Entity types facet on the Search page now has a search field, allowing you to quickly search and find the required entity types without scanning the full list manually. This is especially helpful in tenants with many configured entity types, long labels, or similar entity type names.

The entity type search field is available in Search > Quick Filters > Entity types.

For more information, see Search entity types.

View relevant entity type tabs for your search results

When you run a search in Hub, the page now displays only the entity type tabs that are relevant to your search results. This helps you review results more quickly in tenants with many entity types, as tabs that do not apply to your search are hidden.

This enhancement is available in Hub > Search.

For more information, see Using Quick Filters

Real time Email and Phone Verification

Reltio real-time email and phone verification lets you verify email addresses and phone numbers as you capture them or in batch for existing records.

You can write verification results directly to the record or return them in the API response without storing them. Use this capability to validate contact data during onboarding, bulk data cleanup, and external system workflows.

For more information, see Email and phone verification.

Monitor your Data Shares

Monitoring data share is now available for each of your data shares in the Data Sharing application. For a selected data share, it shows the volume of data processed, and the total messages processed across all the outbound data shares and data pipelines in your Reltio tenant. Monitoring gives you a direct view of the health of the data share and the rate at which data is shared with your cloud data warehouse.

Available in Console > Data Sharing > Data Share. Select Monitor for a data share to open its Monitoring page.

For more information, see Monitoring data share and View data sharing activity.

Real-time address suggestions with Address autocomplete

In the Profile view, you can now search for and select address suggestions as you type in supported address fields. When you select a suggestion, the mapped address fields are populated with standardized address values. This reduces manual entry and helps improve address consistency at the point of entry.

For more information, see Address autocomplete.

Reltio Data Sharing with Databricks now uses streaming tables

Reltio Data Sharing with Databricks shared entity, relation, and interaction objects as materialized views, which provided a simplified schema for operational values (OV) data shares. These objects are now shared as streaming tables instead, bringing near real-time data latency while keeping the same simplified schema. The streaming tables use the same names as the materialized views they replace, so your existing downstream queries, dashboards, and applications continue working without changes.

New Reltio tenants that enable Reltio Data Sharing with Databricks receive streaming tables automatically, with no additional configuration required. Tenants with an existing Databricks data share continue using materialized views. However, we strongly recommend upgrading your data shares to use streaming tables. Contact Reltio Support to upgrade your tenant and existing data shares to streaming tables.

For more information, see Best practices for Reltio Data Sharing with Databricks.

Export tasks now run in parallel by default

Previously, parallel execution for export tasks had to be explicitly enabled on each request. Reltio Export Service now enforces parallel execution for all export tasks, including those created through the UI. This results in more consistent and predictable export duration, regardless of other scheduled activity on the tenant.

For more information, see Export entities, Export relations, and Export tasks management API.

Reltio Address Cleanser update

The Reltio Address Cleanser is updated with the latest data refresh, structural improvements, and verification enhancements. These updates include country rebuilds, data improvements, and issue fixes across multiple countries. They improve verification results and cleansed address output.

For more information, see Reltio Address Cleanser update - May and June 2026.

Create agents faster with Agent Blueprint

The Agent Blueprint feature introduced in Agent Builder creates an initial agent configuration from the details you provide, such as the purpose of the agent, intended users, use cases, and constraints. Agent Blueprint then generates a system prompt and automatically recommends tools that best match those requirements.

This feature reduces the manual effort required to define agent behavior and tool access, while giving you a more complete starting point that you can review, adjust, and refine before publishing.

For more information, see Generate a system prompt using Agent Blueprint.

Contextual data visualizations in AgentFlow

AgentFlow now analyzes your prompts and contextually displays charts or graphs wherever applicable, ensuring that information is always presented in the most effective format. This allows you to visually identify patterns in your data, compare metrics, and analyze relationships directly in AgentFlow, without exporting your data to external visualization tools. Charts and graphs are interactive, allowing you to show, hide, or filter specific attributes and values while reviewing your data.

This enhancement is available for all Reltio agents available in AgentFlow.

For more information, see Charts and Diagrams in AgentFlow.

Materialized hierarchy support for GCP and Azure

In addition to AWS, support for Materialized hierarchy extends to GCP and Azure. This gives you consistent hierarchy management capabilities across supported cloud environments.

For more information, see Hierarchy perspective.

Reltio Documentation Portal now available in 19 languages

The Reltio Documentation Portal now supports machine-translated content in 19 languages. You can select your preferred language from the language selector in the upper-right corner of the documentation portal, making Reltio documentation more accessible to a global audience.

Translated content may contain inaccuracies. The English (US) version remains the authoritative source for technical accuracy. The following items are not translated: product names, company names, roles, branded terms, code phrases, code blocks, images, videos, GIFs, and other non-text media.

For more information, see View documentation in your preferred language and Localization Disclaimer.

Download and upload agents across tenants in AgentFlow Agent Builder

Agent Builder now lets you download a published agent as an encrypted blueprint file and upload it into a different tenant. The uploaded blueprint pre-populates the agent name, description, tags, system prompt, and tool selections, reducing the effort required to deploy the same agent across multiple tenants.

Download is available from the ⋮ (more options) menu on any published agent. Upload is available from the Build new agent dropdown under Upload from an existing tenant.

For more information, see Download an agent and Upload an agent from another tenant.

OAuth2 client credentials for Azure Function LCAs

Azure Function Lifecycle Actions (LCAs) now support OAuth2 client_credentials authentication. When invoking an Azure Function, Reltio requests a bearer token from a customer-managed OAuth2 identity provider. OAuth2 client_credentials support adds an authentication option alongside existing methods and gives organizations greater control over how Azure Function LCAs authenticate.

For more information, see Configure OAuth2 client credentials for Azure LCAs.

Access Data Loader in the Console for China-based tenants

Data Loader is now available in the Console for China-based tenants. With this update, China-based tenants can now use not only the Data Loader API, but also the Data Loader UI in the Console, enabling users to manage data loading tasks through the application interface. Available in Console > Tenant Management applications > Data Loader.

For more information, see Get started with Data Loader.

Entitlement and Usage Summary now available to more customers

The Entitlement and Usage Summary page now supports additional contract types, allowing more customers to view their entitlements and usage across contracts, package mappings, and tenants in one place. Depending on how your entitlements are structured, the page also shows dedicated views for consolidated profile (CP) usage that is shared across tenants or pooled across contracts.

You can navigate to this page from Console > Usage Reporting > Entitlement & Usage Summary.

For more information, see Entitlement and Usage Summary.

Personalize the attribute view in Sources perspective

In the Sources perspective of the entity Profile page, you can now personalize the attribute view to better match your workflow. Instead of working with a fixed set of attributes, you can choose which attributes to show or hide, so you can focus on the information most relevant to your task. You can also reorder attributes to group related information and bring the most important values to the top for faster scanning and comparison..

Your attribute view personalization is automatically saved for each entity type. As a result, when you open another profile of the same entity type, your customized layout is preserved, allowing you to continue working with the same attribute view without configuring the view again. This enhancement helps reduce visual clutter, improves efficiency when you work with large or complex profiles, and and makes it easier to review relevant information.

For more information, see Reorder attributes and Hide attributes.

Self Service for Lambda LCA Deployment

A self-service setup experience for AWS Lambda-based Life Cycle Actions (LCAs) is now available in Reltio Console, replacing the support-led onboarding model with a guided workflow for tenant configuration. This experience enables authorized users to register AWS IAM role details, request tenant-specific Reltio IAM roles, validate trust relationships, and apply configuration directly within the product.

The setup supports asynchronous approval states, preserves progress across sessions, and applies tenant configuration only after successful trust validation. Built-in guidance for Lambda implementation and L3 configuration reduces reliance on manual support processes, accelerating onboarding and ensuring consistent setup across environments.

For more information, see Set up AWS Lambda connections for LCAs and Create an LCA in Reltio Console.

Search before create support for Veeva Vault CRM

The Reltio Integration for Veeva Vault CRM now supports the Search Before Create (SBC) feature, which helps prevent the creation of duplicate records. SBC searches for existing records across Veeva Vault CRM and Reltio Tenants before a new record is created.

If a match is found and the record is not already present in Veeva Vault CRM, the selected entity can be imported into Veeva Vault CRM instead of creating a duplicate. This enhancement improves data quality and reduces the effort required to resolve duplicate records manually.

For more information, see Search Before Create (SBC) for Veeva Vault CRM

Reltio AI-Ready HOWTOs on GitHub

Reltio AI-Ready HOWTOs is a public, open-source generator kit that enables Reltio customers, partners, and internal teams to produce accurate, task-based HOWTO guides for products in the Reltio Context Intelligence Platform with AI assistance. The public HOWTO guides repository is available at Reltio AI-Ready HOWTOs on GitHub. The kit is grounded in the official Reltio documentation corpus, synced twice weekly from Reltio Documentation Portal, and uses Claude Code as the generation engine. Every guide it produces traces every factual claim to the official corpus.

The model is fork-and-use: fork the repository, run npm install, open Claude Code, and generate HOWTOs tailored to your team's specific Reltio workflows. Guides are produced simultaneously in Markdown and self-contained HTML. A pre-commit hook validates and renders HTML automatically on every commit, and a scheduled GitHub Actions workflow keeps the corpus current without manual intervention.

Introducing Reltio Ontology Builder

Reltio Ontology Builder is a new agentic web experience on the Reltio website. It automates the heaviest phase of data model design by translating your existing schemas into a Reltio-ready canonical model in minutes — reducing discovery work.

This feature allows you to review available velocity packs through interactive visualizations, upload a source schema, inspect suggested mappings, and download generated schema output. It uses an AI agent and large language model (LLM) capabilities to analyze uploaded schemas and suggest mappings to Reltio model components. You can use the generated output as a starting point for model review and implementation planning.

For more information, see Reltio Ontology Builder.

Automatic sorting for pinned and ignored attribute values in Sources perspective

The Sources tab in the entity Profile page now automatically sorts attribute values in the following order:

Pinned > Unpinned > Ignored.

This updated ordering creates a consistent hierarchy across attribute values from multiple crosswalks, helping you focus on the most relevant values more quickly during comparison, validation, and operational value selection.

For more information, see Attribute Values Order.

Relevance scoring in _scoredMatches API

The _scoredMatches now returns optional relevance and actionLabel fields for matchGroups items when a matched rule produces a relevance value, including FERN-based rules. This enhancement gives you more context about why a candidate was returned when you compare records against external data. Existing matchScore behavior, candidate ordering, and other matchGroups fields remain unchanged.. For more information, see Search for potential matches for entity specified in JSON with scoring

Preserve customer attributes for group entities

Grouping-generated entities can now preserve customer-provided attributes that are attached through a crosswalk separate from the grouping service. Previously, recalculation could delete or recreate attribute values on the group entity because the grouping service fully managed that data. With this enhancement, grouping updates only grouping owned attribute values and preserves customer-enriched values from other source systems, allowing business data to persist through recalculations and membership changes. This option is available for grouping types configured through L3 tenant configuration, it isn't available in the Data Modeler UI.

For example, a Household entity can retain a head-of-household designation or externally calculated family income that was added by a customer system, even after the grouping service recalculates the household. If the group later dissolves, customer-managed data can remain on the retained entity instead of being removed with the grouping-managed values, helping preserve durable business context.

For more information, see Preserve customer attributes on group entities.

Amazon SQS payload support is increased from 256 KB to 1 MB

Reltio now supports Amazon SQS event payloads up to 1 MB for external queue streaming, increased from the previous 256 KB limit. The increase in the Amazon SQS event payload limit allows downstream consumers to receive larger event payloads through Amazon SQS more reliably. This update applies to Amazon SQS destinations configured in External queues in the Tenant Management application.

For more information, see Add an external queue configuration and Events API.

Google Cloud Private Service Connect for Reltio Private Link

Reltio Private Link now supports Google Cloud Private Service Connect (PSC) to access supported Reltio environments through a private endpoint. This feature provides a setup path for private connectivity from a Google Cloud VPC to Reltio services over a private network path.

This feature is available for Reltio Private Link on Google Cloud, subject to regional availability and Reltio approval for the environment.

For more information, see Configuring Google Cloud Private Service Connect.

Automate unmapped value resolution with RDM Autopilot

RDM Autopilot (Intelligent Mapping) now evaluates unmapped source values in transcode operations based on similarity and frequency. It automatically generates mappings when confidence is high or provides suggested mappings for review, helping you reduce manual effort and maintain consistent reference data.

This capability supports more efficient handling of new or unexpected source values by identifying patterns across existing mappings and frequently occurring values. It helps improve data standardization and reduces delays in transcode processing caused by unmapped entries.

This capability is available in Reference Data Management (RDM). You can enable Autopilot in the RDM UI through Autopilot configuration. When Autopilot is not enabled, unmapped values continue to require manual review and mapping.

For more information, see RDM Autopilot , RDM Autopilot API

Reltio Address Cleanser update

The Reltio Address Cleanser is updated with the latest data refresh and verification enhancements. These updates include data improvements and issue fixes across multiple countries. They improve verification results and cleansed address output.

Key improvements include postal code verification enhancements for Japan, corrected Address1, Address2, and Address3 splitting for CASS and SERP in the United States and Canada, and a fix for overpopulated output values. Together, these changes support more accurate and consistent address data and more reliable verification results.

For more information, see Reltio Address Cleanser update - April 2026