Survivorship for B2B
Learn about the Reltio for B2B prebuilt survivorship types.
The Reltio for B2B data model includes survivorship groups, which help you define the golden record (final state) of any object that your business considers important.
For information on working with survivorship properties, see topic Preconfigured User Interface for B2B.
For general information on survivorship, see topic Survivorship groups. For details on the preconfigured entity types that come with Reltio for B2B, see Entity types for B2B. For information on advanced survivorship strategies that can only be defined through metadata configuration, see topics and Survivorship Rule Types. For descriptions of the preconfigured survivorship groups that come with Reltio for Healthcare, see the following sections.
Organization entity type survivorship groups B2B
This table identifies the Reltio for B2B default survivorship group for the Organization entity type. Use Organization survivorship groups to merge a record for a specific organization.
| Rule attribute | Strategy |
|---|---|
| Organization Type | Recency |
| Website URL | Recency |
| entityURI | Recency |
| Domicile State | Recency |
| Status Reason Code | Recency |
| Status Update Date | Recency |
| Ownership Status | Recency |
| DUNS Number | Source system |
| Company Type | Recency |
| CUSIP | Recency |
| Sector | Recency |
| Industry | Recency |
| Founded Year | Recency |
| IPO Year | Recency |
| End Year | Recency |
| Tax ID | Recency |
| Address | Aggregation |
| Financial Statement | Recency |
| Ticker | Recency |
| Identifiers | Aggregation |
| Phone | Aggregation |
| Aggregation | |
| Email/attributes/Email | Source system |
| Match Quality | Source system |
| D&B Global Ultimate Indicator | Source system |
| D&B Number of Family Members | Source system |
| D&B Source | Source system |
| Industry Code | Source system |
| Industry Code/attributes/Industry Code Value | Source system |
| Industry Code/attributes/Industry Type Code | Source system |
| Industry Code/attributes/Industry Code Language Code | Source system |
| Industry Code/attributes/Industry Code Writing Script | Source system |
| Industry Code/attributes/D&B Code | Source system |
| Industry Code/attributes/Type | Source system |
| Industry Code/attributes/Description | Source system |
| Industry Code/attributes/Naics Description | Source system |
| Industry Code/attributes/Naics Code | Source system |
| Industry Code/attributes/Display Sequence | Source system |
| Industry Code/attributes/Sales Percentage | Source system |
| Key Financial Figures | Aggregation |
| Match Quality/attributes/Confidence Code | Source system |
| Match Quality/attributes/Display Sequence | Source system |
| Match Quality/attributes/Match Code | Source system |
| Match Quality/attributes/Match Grade | Source system |
| Match Quality/attributes/BEMFAB (Marketability) | Source system |
| Match Quality/attributes/Name Profile Code | Source system |
| Match Quality/attributes/Street Name Profile Code | Source system |
| Match Quality/attributes/Street Number Profile Code | Source system |
| Match Quality/attributes/City Profile Code | Source system |
| Match Quality/attributes/State Province Profile Code | Source system |
| Match Quality/attributes/PO Box Profile Code | Source system |
| Match Quality/attributes/Phone Profile Code | Source system |
| Match Quality/attributes/ZIP Profile Code | Source system |
| Match Quality/attributes/SIC Profile Code | Source system |
| Match Quality/attributes/SIC Description | Source system |
| Match Quality/attributes/Density Profile Code | Source system |
| Match Quality/attributes/Uniqueness Profile Code | Source system |
| Verification/attributes/D&B Organization Type | Source system |
| D&B Last Update Date | Source system |
| DUNS Hierarchy | Source system |
| DUNS Hierarchy/attributes/Global Ultimate DUNS | Source system |
| DUNS Hierarchy/attributes/Domestic Ultimate DUNS | Source system |
| DUNS Hierarchy/attributes/Parent DUNS | Source system |
| DUNS Hierarchy/attributes/Headquarters DUNS | Source system |
| Prior DUNS NUmber | Source system |
| Prior DUNS NUmber/attributes/Transferred From DUNS Number | Source system |
| Prior DUNS NUmber/attributes/Transferred To DUNS Number | Source system |
| DUNS Hierarchy/attributes/Parent Organization | Source system |
| DUNS Hierarchy/attributes/Headquarters Organization | Source system |
| Prior DUNS NUmber/attributes/Transfer Date | Source system |
| Prior DUNS NUmber/attributes/Reason | Source system |
| Prior DUNS NUmber/attributes/Reason Code | Source system |
| Doing Business As Name | Source system |
Location entity type survivorship groups B2B
This table identifies the Reltio for B2B default survivorship group for the Location entity type. Use Location survivorship groups to merge a record for a physical structure, such as a building.
| Rule attribute | Strategy |
|---|---|
| Address Input | Recency |
| Address Line 1 | Source system |
| Address Line 2 | Other Attribute Winner Crosswalk |
| City | Other Attribute Winner Crosswalk - Address Line 1 |
| State | Other Attribute Winner Crosswalk - Address Line 1 |
| Country | Other Attribute Winner Crosswalk - Address Line 1 |
| Zip | Other Attribute Winner Crosswalk - Address Line 1 |
| Zip/attributes/Zip5 | Other Attribute Winner Crosswalk - Address Line 1 |
| Zip/attributes/Zip4 | Other Attribute Winner Crosswalk - Address Line 1 |
| Zip/attributes/Postal Code | Other Attribute Winner Crosswalk - Address Line 1 |
| Verification Status | Recency |
| Verification Status Details | Recency |
| AVC | Recency |
| ISO3166-2 | Recency |
| ISO3166-3 | Recency |
| ISO3166-N | Recency |
| Super Admin Area | Recency |
| Street | Recency |
| Admin Area | Recency |
| Sub-administrative Area | Recency |
| Unit | Recency |
| Unit/attributes/Unit Name | Recency |
| Unit/attributes/Unit Value | Recency |
| Floor | Recency |
| Building | Other Attribute Winner Crosswalk - Address Line 1 |
| Sub Building | Other Attribute Winner Crosswalk - Address Line 1 |
| PO Box | Other Attribute Winner Crosswalk - Address Line 1 |
| Neighborhood | Recency |
| Double Dependent Locality | Recency |
| Dependent Thoroughfare | Recency |
| Locality | Recency |
| GeoLocation | Other Attribute Winner Crosswalk - Address Line 1 |
| GeoLocation/attributes/Latitude | Other Attribute Winner Crosswalk - Address Line 1 |
| GeoLocation/attributes/Longitude | Other Attribute Winner Crosswalk - Address Line 1 |
| GeoLocation/attributes/GeoAccuracy | Other Attribute Winner Crosswalk - Address Line 1 |
| Organization | Other Attribute Winner Crosswalk - Address Line 1 |
| Premise | Recency |
| County | Recency |
| Continent Code | Recency |
| Automated Zone Indicator | Recency |
| Carrier Route | Recency |
| CMRA Indicator | Recency |
| Congressional District | Recency |
| Default Flag | Recency |
| Delivery Point Bar Code | Recency |
| DPV Confirmed Indicator | Recency |
| DPV Footnotes | Recency |
| eLOT Code | Recency |
| eLOT Number | Recency |
| EWS Flag | Recency |
| False Positive Indicator | Recency |
| FIPS County Code | Recency |
| LACS Link Code | Recency |
| LACS Link Indicator | Recency |
| LACS Status | Recency |
| No Stat Indicator | Recency |
| PMB Number | Recency |
| PMB Type | Recency |
| Primary Address Line | Recency |
| Record Type | Recency |
| Return Code | Recency |
| Secondary Address Line | Recency |
| SUITE Link Footnote | Recency |
| Vacant Indicator | Recency |
| Census Indicator | Recency |
| Census Code | Recency |
| Census Class Code | Recency |
| GNIS Feature ID | Recency |
| CBSA Metropolitan Statistical Area | Recency |
| CBSA Micropolitan Statistical Area | Recency |
| NECTA Metropolitan Statistical Area | Recency |
| NECTA Micropolitan Statistical Area | Recency |
| Metropolitan Division | Recency |
| NECTA Division | Recency |
| Block Code | Recency |
| Block Group Code | Recency |
| CBSA Code | Recency |
| CBSA Name | Recency |
| Metro Division Code | Recency |
| Metro Division Name | Recency |
| NECTA Code | Recency |
| NECTA Name | Recency |
| NECTA Division Code | Recency |
| NECTA Division Name | Recency |
| Old Census Code | Recency |
| Old MSA Code | Recency |
| Old MSA Name | Recency |
| Tract Code | Recency |
| Results String | Recency |
| Parsed Garbage | Recency |
| Time Zone UTC | Recency |
| Time Zone DST | Recency |
| Time Zone Name | Recency |
Contact entity type survivorship groups B2B
This table identifies the Reltio for B2B default survivorship group for the Contact entity type. Use Location survivorship groups to merge a record for a specific contact.
| Rule attribute | Strategy |
|---|---|
| Prefix | Recency |
| First Name | Source system |
| Middle Name | Source system |
| Last Name | Source system |
| Full Name | Source system |
| Suffix Name | Recency |
| Address | Aggregation |
| Phone | Aggregation |
| Aggregation | |
| Email/attributes/Email | Source system |
| Professional Designation | Recency |
| Multi Channel Communication Consent | Aggregation |
| Description | Recency |
| Department | Recency |
| Title/Salutation | Recency |
| Job Level | Recency |
| Identifiers | Aggregation |
| Privacy Preferences | Aggregation |
| Other Names | Aggregation |