Deep dive into Reltio for Individual Accounts

Learn about the components in Reltio for Individual Account.

This section details the Reltio industry-specific templates you'll use to manage individual account data. Dive in!

Reltio for Individual Accounts account administration

Administration enables you to manage users and provide access to API keys.

Using Administration, you can do the following:

Invite users
For example, you want to invite your team mates to explore Reltio for Individual Accounts features. The Invite User functionality is available only for the administrators.

For more information, see Invite users.
Manage Users
After inviting users into Reltio for Individual Accounts, you can edit user details, make users inactive, and delete users. You can also activate inactive users.

For more information, see Administer your Reltio free account.
Access API keys
In Reltio, you need the API keys to obtain access tokens from the Reltio Auth server. You can use the tokens to use Reltio APIs through the Developer Portal. Using Administration, you can gain access to these API keys.

For more information, see Access the API Keys.

Administer your Reltio free account

Administration enables you to invite, edit, activate, and delete users.

Access Administration

Click Console > Administration.
The Users page is displayed. This page includes details such as the User Name, Full Name, Role, and Status.

Invite users

In the Administration page, click Invite user. The Invite User page is displayed.
Enter First name*.
This is a mandatory field.
For example, Alan.
Enter Last name*.
This is a mandatory field.
For example, Kent.
Enter Email address*.
This is a mandatory field and should be a valid email ID, which is made up of the email id and domain name.
Select User.
The User role enables you to do all tasks, except User Management and Workflow Approval.
Or
Select Admin.
The Admin role enables you to do all tasks, including User Management and Workflow Approval.
Click Invite User.
The user is added and listed in the Users page.

Edit a user

In the Users page, hover over the user whose details have to be edited.
Click Edit.
The Edit user page is displayed.
Edit the required field: First name or Last name.
Note: You cannot edit the Email Address of the user.
Edit the Role, if required.
Click Save.
The updated user information is displayed in the Users page.

Activate a User

In the Users page, hover over the inactive user.
Click Activate.
The user is activated. The Status of the user changes from Inactive to Active.

Deactivate a User

In the Users page, hover over the active user.
Click Deactivate.
The user is activated. The Status of the user changes from Active to Inactive.

Delete a User

In the Users page, hover over the user.
Click Delete.
The user is deleted and no longer listed in the Users table.

Access the API Keys

In the Administration page, click API credentials.
The API credentials page is displayed. In this page, the Client ID, Client Secret, and Authorization details are displayed, which cannot be modified.
Click Copy.
The Client ID, Client secret, and Authorization are copied. You can use these keys to send a request to the Reltio Auth server to obtain tokens to access your tenant.
For more information about obtaining token access, see Obtaining access tokens with client credentials grant type .

Exploring the Dashboard

The Reltio Dashboard consists of various facets that show the data in the form of charts.

The Dashboard helps you to analyze key information more quickly and thoroughly. It provides a graphical summary of information and you get a consolidated view of all the data in a single page.

You can view various charts on the Dashboard. These responsive charts show relevant data when you hover over on the various graphical portions of the chart. When you click any graphical portion, the drill down results are shown in the search page. For example, if you click on the Male bubble in the Individuals by Gender bubble chart, the Search page appears with the results of the selected Male segment as shown in the images below.

Various Dashboard Facets

Some samples of the dashboard charts are given below.

The chart given below displays the individuals based on their marital status. When you hover over each category, the associated number of results is visible.

This chart displays the number of individuals based on the state.

This chart displays the address verification status of individuals.

This chart displays the data based on the source system.

Understanding the Reltio free account Data Model

The rich Reltio for Individual Accounts free account data model provides a 360-degree view of an individual.

Use the Reltio free account to master personal data. Use your free account to integrate details about individuals that exist across various sources. With the out-of-the-box match rules, Reltio will remove duplicates and generate a golden copy of an individual’s data.

Check out the data model for Reltio free account - including individual profile and attributes.


Individual	Parameter Example
URI	`configuration/entityTypes/Individual`
Label	`Individual`
Description	This entity type represents a person entity.
Abstract	`false`
Data Label Pattern	`{LastName} {FirstName}`


Attribute Label	Name		Attribute Type	Sub-Attribute Name	Data Type
Full Name	Name		Simple		String
Prefix	Prefix		Simple		String
First Name	FirstName		Simple		String
Middle Name	MiddleName		Simple		String
Last Name	LastName		Simple		String
Suffix	SuffixName		Simple		String
Preferred Name	PreferredName		Simple		String
Title	Title		Simple		String
Nickname	Nickname		Simple		String
Devices Used	DevicesUsed		Simple		String
Web Cookie ID	WebCookieID		Simple		String
Device ID	DeviceID		Simple		String
Alternate Name	AlternateName		Nested
	Type Code			Type	String
	Type Description			Description	String
	First Name			FirstName	String
	Last Name			LastName	String
	Middle Name			MiddleName	String
	Prefix			Prefix	String
	Suffix			Suffix	String
Gender	Gender		Simple		String
Role Type	roleType		Enumerated		String
Ethnicity	Ethnicity		Simple		String
Social Media	SocialMedia		Nested
	Channel Name			ChannelName	String
	Identifier			Identifier	String
	Join Date			JoinDate	Date
	Active Status			ActiveStatus	String
Policy Consent	PolicyConsent		Nested
	Type			Type	String
	Effective From			EffectiveFrom	Date
	Expiry Date			ExpiryDate	Date
	Policy Version			PolicyVersion	String
	Time Stamp			TimeStamp	TimeStamp
	User/Application			UserApplication	String
	Source IP			SourceIP	String
	Device ID			DeviceID	String
	Cookie ID			CookieID	String
Phone	Phone		Nested
	Type			Type	String
	Number			Number	String
	Country Code			CountryCode	String
	Extension			Extension	String
	Formatted Number			FormattedNumber	String
	Rank			Rank	Int
	Area Code			AreaCode	String
	Local Number			LocalNumber	String
	Validation Status			ValidationStatus	String
	Line Type			LineType	String
	Format Mask			FormatMask	String
	Digit Count			DigitCount	Int
	Geo Area			GeoArea	String
	Geo Country			GeoCountry	String
	Suppress			Suppress	String
	Exception			Exception	String
	Active Status			Active	Boolean
	MultiChannelCommunicationConsent		Nested (within nested)		Nested (Within nested)
		Privacy Consent Status		PrivacyConsentStatus	String
		Source Type		SourceType	String
		Source		Source	String
		Effective From		EffectiveFrom	Date
		Expiry Date		ExpiryDate	Date
		Communication Type		CommunicationType	String
		Communication Frequency		CommunicationFrequency	String
		Source IP		SourceIP	String
		Device ID		DeviceID	String
		Cookie ID		CookieID	String
		Phone Opt Out		PhoneOptOut	Boolean
		Text Message Opt Out		TextMessageOptOut	Boolean
Address	Addresses		Nested
	Address Type			AddressType	String
	Address Input			AddressInput	Blob
	Address Line 1			AddressLine1	String
	Address Line 2			AddressLine2	String
	City			City	String
	State			StateProvince	String
	Country			Country	String
	Zip5			Zip5	String
	Zip4			Zip4	String
	Verification Status			VerificationStatus	String
	Verification Status Details			VerificationStatusDetails	Blob
	AVC			AVC	String
	Latitude			Latitude	String
	Longitude			Longitude	String
	DPV Confirmed Indicator			DPVConfirmedIndicator	String
	Residential Delivery			ResidentialDelivery	String
	MultiChannelCommunicationConsent		Nested (within nested)
		Privacy Consent Status		PrivacyConsentStatus	String
		Source Type		SourceType	String
		Source		Source	String
		Effective From		EffectiveFrom	Date
		Expiry Date		ExpiryDate	Date
		Communication Type		CommunicationType	String
		Communication Frequency		CommunicationFrequency	String
		Source IP		SourceIP	String
		Device ID		DeviceID	String
		Cookie ID		CookieID	String
		Email Opt Out		MailOptOut	Boolean
Email	Email		Nested
	Type			Type	Enumerated
	Email			Email	String
	Domain			Domain	String
	Domain Type			DomainType	String
	Username			Username	String
	Rank			Rank	Int
	Validation Status			ValidationStatus	String
	Active			Active	Boolean
	Source CD			SourceCD	String
	MultiChannelCommunicationConsent		Nested (within nested)
		Privacy Consent Status		PrivacyConsentStatus	String
		Source Type		SourceType	String
		Source		Source	String
		Effective From		EffectiveFrom	Date
		Expiry Date		ExpiryDate	Date
		Communication Type		CommunicationType	String
		Communication Frequency		CommunicationFrequency	String
		Source IP		SourceIP	String
		Device ID		DeviceID	String
		Cookie ID		CookieID	String
		Email Opt Out		MailOptOut	Boolean
Status	Status		Simple		String
Status Reason Code	StatusReasonCode		Simple		String
Status Update Date	StatusUpdateDate		Simple		Date
Education	Education		Nested	Education
	School Name			SchoolName	String
	Type			Type	String
	Degree			Degree	String
	GPA			GPA	Number
	Years in Program			YearsInProgram	Int
	Start Year			StartYear	Int
	End Year			EndYear	Int
	Field of Study			FieldofStudy	String
	Year of graduation			YearOfGraduation	Int
	Graduated			Graduated	Boolean
	Eligibility			Eligibility	String
	Type			EducationType	String
Marital Status	MaritalStatus		Simple		String
Privacy Preferences	PrivacyPreferences		Nested
	Do Not Process (GDPR)			DoNotProcess	Boolean
	Do Not Profile			DoNotProfile	Boolean
	Do Not Track			DoNotTrack	Boolean
	Do Not Market			DoNotMarket	Boolean
	Do not Export Individual Data			DoNotExportIndividualData	Boolean
	Ok to Store PII Data Elsewhere			OktoStorePIIDataElsewhere	Boolean
	Forget Individual			ForgetIndividual	Boolean
	Do No contact			DoNoContact	Boolean
Identifiers	Identifiers		Nested
	Deactivation Reason Code			DeactivationReasonCode	String
	Deactivation Date			DeactivationDate	Date
	Reactivation Date			ReactivationDate	Date
	Type			Type	String
	ID			ID	String
	Status			Status	String
	Activation Date			ActivationDate	Date
Date of Birth	DoB		Simple		Date
Year of Birth	YoB		Simple		Int
Date of Death	DoD		Simple		Date
Year of Death	YoD		Simple		Int
Presumed Dead	PresumedDead		Simple		Boolean
Image Link	ImageLinks		Simple		Image URL
Video Link	VideoLinks		Simple		URL
Document Link	DocumentLinks		Simple		URL
Website URL	WebsiteURL		Simple		URL
Description	Description		Simple		Blob
Account	Account		Simple		String
Birth City	BirthCity		Simple		String
Birth State	BirthState		Simple		String
Birth Country	BirthCountry		Simple		String
Delete Entity	DeleteEntity		Simple		Boolean

Reltio Identity 360 Match Rules

Match rules are combinations of attributes that are used for matching the entities.

The following table lists the six out-of-the-box Match Rules defined for Reltio Identity 360:

Table 1. Match Rules
Label	Name	Type	Scope
`Rule1:Exact(first, last, addressline1, city, state);ExactOrNull(Middle, Suffix, Gender)`	Rule1	Suspect for review	All
`Rule1:Exact(first, last, addressline1, city, state);ExactOrNull(Middle, Suffix, Gender)`	Rule2	Automatic merge	All
`Rule3:Fuzzy(first, Last name);Exact (Identifier Id, Identifier Type)`	Rule3	Automatic merge	All
`Rule4:Exact(first, last, Zip5);ExactOrNull(Middle, Email Id);Fuzzy(Addressline1)`	Rule4	Suspect for review	All
`Rule5: Fuzzy (first, Last name);Fuzzy(email, phone))`	Rule5	Suspect for review	All
`Rule6:Fuzzy(first, Last name);Exact(Email, Phone)`	Rule6	Suspect for review	All

Reltio Identity 360 Relationship Types

Relationships are the links between the entities.

The following table lists the Relationship Types available for the Free and Premium editions of Reltio Identity 360:

Table 2. Relationship Types
Name	Entity Type	Direction	Attributes	Description
Friend	Individual-to-Individual	Bidirectional	1: Commenters (String)	Type of relationship between Individuals, representing the Friend relationship type.
Relative	Individual-to-Individual	Bidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Relative relationship type.
Assistant	Individual-to-Individual	Unidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Assistant relationship type.
Manager	Individual-to-Individual	Unidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Manager relationship type.
Affiliated with	Individual-to-Organization	Unidirectional	4: Commenters (String), Title (String), PrefOrActive (String), Rank (Int)	Type of relationship between Individual and Organization, representing the Affiliation with an organization.
ReferredBy	Individual-to-Individual	Unidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Referred By relationship type.
Parent	Individual-to-Individual	Unidirectional	1: Commenters (String)	Type of relationship between Individuals, representing the Parent relationship type.
Spouse	Individual-to-Individual	Bidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Spouse relationship type.
Sibling	Individual-to-Individual	Bidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Sibling relationship type.
Domestic Partner	Individual-to-Individual	Bidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Domestic Partner relationship type.
Family	Individual-to-Individual	Bidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Family relationship type.
Influencer	Individual-to-Individual	Unidirectional	1: Commenters (String)	Type of relationship between individuals, representing the Influencer relationship type.

Reltio Identity 360 Data Sources

Data may come to the Reltio platform from multiple sources.

The Sources page in the Data Modeler application lists the details of the sources available for your tenant.

The data sources for Reltio Identity 360 are given below.

Table 3. Data Sources in Reltio Identity 360
Source Name	Description	Abbreviation
Salesforce CRM	Salesforce CRM - Sales & Service Cloud	SFCRM
Microsoft Dynamics	Microsoft Dynamics CRM	MSD
Hubspot	Hubspot CRM and Marketing Automation	HUB
Marketo	Marketing Automation	MARK
Abode Marketing	Marketing Automation
Salesforce Pardot	Marketing Automation	SFPAR
Salesforce Marketing Cloud	Marketing Automation	SFMC
Constant Contact	Marketing Automation	CC
MailChimp	Marketing Automation	MAIL
Twilio	Communications	TWIL
PagerDuty	Communications	PAGE
Zoom	Video and Web Conferencing	ZOOM
Webex	Video and Web Conferencing	WEBX
Segment	Customer Data Platform	SEG
Tealium	Customer Data Platform	TEA
Lytics	Customer Data Platform	LYT
ActionIQ	Customer Data Platform	AIQ
Okta	Identity and access management	OKTA
OneLogin	Identity and access management	ONEL
ForgeRock	Identity and access management	FORGE
SAP Customer Data Cloud (Gigya)	Identity and access management	SAPCDC
ServiceNow	Customer service & Support	SERNOW
Zendesk	Customer service & Support	ZEN
Salesforce Service Cloud	Customer service & Support	SFSC
Freshdesk	Customer service & Support	FRESH
Liveramp	Identity Third Party Data	LIVE
Acxiom	Identity Third Party Data	ACX
Experian	Identity Third Party Data	EXP
Infutor	Identity Third Party Data	INFU
Discover.org	Identity Third Party Data	DISC
ZoomInfo	Identity Third Party Data	ZINFO
Qualtrics	Customer Experience	QUAL
Medallia	Customer Experience	MEDA
Gainsight	Customer Success	GAIN
Survey Monkey	Survey	SURV
Drift	Online Chat	DRIFT
Hootsuite	Social Engagement	HOOT
Sprinklr	Social Engagement	SPRINK
Website	Web form	WEB
Contact Data File	Contact Data File	CDF

Reltio Identity 360 Interactions Perspective

Interactions Perspective enables you to manage interactions or events for a profile.

An Interaction is an event that occurs at a particular moment, such as, making a retail purchase, opening an email, opening a support case, or, visiting a website. You can define different types of interactions and their taxonomies in the Business Model.

Interactions can be associated with multiple entities, have an interaction type, and have associated attributes. For more information, see Interactions Perspective.

The following table lists the Interactions Types available out-of-the-box for the Free and Premium tiers of Reltio Identity 360:

Table 4. Interaction Types
Name	Attribute	Attribute Type	Description
Email	Email Opened First Time	Timestamp	The date and time when the user opened the email for the first time. For example, 05/11/2021 9:15:01 PM.
	Email Opened Last Time	Timestamp	The date and time when the user opened the email the last time. For example, 05/11/2021 9:15:01 PM.
	Email Sent Time	Timestamp	The date and time when the user sent the email. For example, 05/11/2021 9:15:01 PM.
	Email Link Clicked First Time	Timestamp	The date and time when the user clicked the email link the first time. For example, 05/11/2021 9:15:01 PM.
	Email Link Clicked Last Time	Timestamp	The date and time when the user clicked the email link the last time. For example, 05/11/2021 9:15:01 PM.
	Email link	URL	The Universal Resource Locator (URL) link of the email. For example, test@gmail.com.
Product Viewed	Product ID	String	The ID of the product viewed by the user. For example, TR643RYV.
	Product Description	String	The product description. For example, Handmade Special Forces rucksack.
	Time	Timestamp	The date and time when the user viewed the product. For example, 05/11/2021 9:15:01 PM.
Product Link Clicked	Product ID	String	The ID of the product, whose link was clicked by the user. For example, JW892IM.
	Product Description	String	The description of the product link clicked by the user. For example, XX smart phone.
	Product Link	URL	The URL link of the product. For example, https://aaaa.com/xx-smart-phone/.
	Time	Timestamp	The date and time when the user clicked the product link. For example, 05/11/2021 9:15:01 PM.
Product Shared	Product ID	String	The ID of the product, whose link was shared by the user. For example, JW892IM.
	Product Description	String	The description of the product shared by the user. For example, XX smart phone.
	Sharing Medium	String	The medium through which the product was shared.
	Time	Timestamp	The date and time when the user shared the product. For example, 05/11/2021 9:15:01 PM.
Product Added to Cart	Product ID	String	The ID of the product added to the cart by the user. For example, JW892IM.
	Product Description	String	The description of the product added to the cart by the user. For example, XX smart phone.
	Time	Timestamp	The date and time when the user added the product to the cart. For example, 05/11/2021 9:15:01 PM.
Product Removed from cart	Product ID	String	The ID of the product, removed from the cart by the user. For example, JW892IM.
	Product Description	String	The description of the product removed from the cart by the user. For example, XX smart phone.
	Time	Timestamp	The date and time when the user removed the product from the cart. For example, 05/11/2021 9:15:01 PM.
Product Searched	Product Search Term	String	The term used to search for the product. For example, handmade rucksack.
	Time	Timestamp	The date and time when the user searched for the product. For example, 05/11/2021 9:15:01 PM.
	Search URL	URL	The URL link where the product was searched. For example, https://inaaa.com/fashion/handmade-rucksacks.html.
Checkout Started	Cart ID	String	The Cart ID when starting the checkout process. For example, 3.
	Time	Timestamp	The date and time when the checkout started. For example, 05/11/2021 9:15:01 PM.
	Cart Value	String	The value of the cart when checkout started. For example, $62.10.
Checkout Complete	Cart ID	String	The Cart ID when completing the chckout process. For example, 3.
	Time	Timestamp	The date and time when the checkout process was completed. For example, 05/11/2021 9:15:01 PM.
	Cart Value	String	The value of the cart at the time of checkout. For example, $62.10.
Form Filled	Form Link	URL	The URL link of the form filled by the customer. For example, https://inaaaa.com/filling-a-form/xj33.
Form Filled	Time	Timestamp	The date and time when the user filled the form. For example, 05/11/2021 9:15:01 PM.
Asset Downloaded	Asset ID	String	The ID of the asset downloaded by the user. For example, TR345TY.
Asset Downloaded	Time	Timestamp	The date and time when the user downloaded the asset. For example, 05/11/2021 9:15:01 PM.
Page Viewed	Page URL	URL	The URL link viewed by the customer. For example, https://aaa.com/rucksack.html.
Page Viewed	Time	Timestamp	The date and time when the user viewed the page. For example, 05/11/2021 9:15:01 PM.
Subscribe	Time	Timestamp	The date and time when the user subscribed to the service. For example, 05/11/2021 9:15:01 PM.
Unsubscribe	Time	Timestamp	The date and time when the user unsubscribed from the service. For example, 05/11/2021 9:15:01 PM.
Unsubscribe	Unsubscribe Reason	String	The reason for unsubscribing from the service. For example, Did not sign up for this service.
Order	Order ID	String	The ID of the order generated after the user places the order. For example, 820932.
	Order Value	String	The value of the order placed by the user. For example, $92.32.
	Time	Timestamp	The date and time of the order placed by the user. For example, 05/11/2021 9:15:01 PM.
Store Visit	Store ID	String	The ID of the store where the user has placed the order. For example, 293832.
	Store City	String	The city where the store is located. For example, San Franscisco.
	Store Address	String	The address of the store where the user has placed the order. For example, 123, 1st Avenue.
	Store Zip	String	The Zipcode of the city where the store is located. For example, 92112.
	Time	Timestamp	The date and time of the order placed by the user. For example, 05/11/2021 9:15:01 PM.
Ad-click	Type of Ad	String	The type of advertisement viewed by the customer. For example, Banner or Video.
	Channel	String	The channel where the advertisement was viewed. For example, email.
	Time	Timestamp	The date and time the user viewed the advertisement. For example, 05/11/2021 9:15:01 PM.
Campaign	Campaign ID	String	The campaign ID followed by the user. For example, 1054.
	Campaign Name	String	The campaign name. For example, Clients Newsletter.
	Campaign Source	String	The source of the campaign. For example, your email newsletter.
	Campaign Medium	String	The medium of the campaign. For example, any social media.
	Campaign Term	String	The term of the campaign. For example, 2 weeks.
	Campaign Content	String	The content of the campaign. For example,

Overview of Profiles

A profile is a collection of all the data associated with an entity.

An entity is a customer, supplier, or an employee who form the core of your business. In order to maintian seamless business operations, you must make sure that all entity details are available in your system.

Reltio Identity 360 enables you to create and maintain your entities using profiles. These profiles can be created in the following ways:

Loading profiles into Reltio
You can use the Data Loader application in Console to load profiles into Reltio Identity 360. For more information, see Get started with Reltio Identity 360 .
Creating a new profile
You can create new profiles in Reltio Identity 360 using the Profile page in Hub. This page includes various attributes and facets, such as Address, Identifiers, Contact, Relationship, and Privacy Preferences. For more information, see Creating Profiles in Reltio Identity 360.

Creating Profiles in Reltio Identity 360

The Profile page enables you to create and maintain your profiles.

To create a new profile:

From the Main menu, click MORE > Create Profile > Individual. The Profile page is displayed. By default, the page is displayed in the Editing mode.
Enter Full Name.
This is an alphanumeric field.

For example, Donald Argo Turner.
From the drop-down list, select Prefix.
For example, Mister (Mr).
Enter First Name.
This is a mandatory field and is alphanumeric.
For example, Donald.
Enter Middle Name.
This is a mandatory field and is alphanumeric.
For example, Argo.
Enter Last Name.
This is a mandatory field and is alphanumeric.
For example, Turner.
From the drop-down list, select Suffix.
For example, Doctor of Medicine (MD).
Enter Preferred Name.
This is an alphanumeric field.
For example, Donald Turner.
Enter Nick Name.
This is an alphanumeric field.
For example, Don.
Enter Devices Used.
For example, your smart phone.
Enter Web Cookie ID.
For example, aaa.example.com. This information is a unique identifier for the profile.
Enter Device ID.
For example, 289kjjks29. This information is a unique identifier for the profile.
Click Alternate Name if the entity is also known by another name.
Enter First Name, Last Name, Middle Name, Prefix, and Suffix.
From the drop-down list, select Role Type.
For example, Customer.
Click Create Social Media to specify the social media channel details for the profile being created.
Enter Channel name, Join Date, and Status.

For more information, see Understanding the Reltio free account Data Model.
Click Create Policy Consent.
Enter Type, Effective From, Expiry Date, and Policy Version.

For more information, see Privacy and Consent Preferences.
Select Status.
For example, Active.
Click Create Education.
Enter School Name, Type, Degree, GPA, Start Year, End Year, and Year of Graduation.

For more information, see Understanding the Reltio free account Data Model.
Click Create Privacy Preferences.
Select Yes or No.

For more information, see Privacy and Consent Preferences.
Click the Calendar icon.
Select the Date of Birth.
This is a mandatory field.

The year in the date of birth should be after the year 1921.
Click the Calendar icon.
Select the Date of Death.
This is a mandatory field.

The year in the date of death should be after the year 1921.
In the Contact Attributes facet, enter Phone, Address, and Email details.
Enter a valid valid email ID, which is made up of the email ID and domain name.
For more information, see Understanding the Reltio free account Data Model.
In the Contact Attibutes facet, click Create Multi Channel Communication Consent.
Enter Privacy Consent Status, Consent type, Source, Effective From, Communication Type, and Source IP.
For more information, see Privacy and Consent Preferences.
In the Relationship facet, click Add.
From the drop-down list, select Type.
For example, daughter.
From the Individual drop-down list, select the relevant profile.
For example, selecting the profile of Allison Turner denotes she is Donald's daughter.
Click Market Demographic.
Enter Gender and Marital Status.

For more information, see Understanding the Reltio free account Data Model.
Click Identifiers.
Enter Type, Status, ID and Activation Date.
For example, your Loyalty ID.
For more information, see Understanding the Reltio free account Data Model.
Click Save.

Privacy and Consent Preferences

Reltio Identity 360 enables you to specify the privacy and consent preferences of your customers.

When dealing with personal data of customers, utmost care must be exercised since there are laws to protect the privacy of these data. In accordance with the data protection law of the land, it is crucial to obtain legal consent or permission from individuals to process their personal data.

In Reltio Identity 360, consent for customer data can be configured for the following:

Profile/Entity
You can specify privacy preferences for a customer. For example, whether the individual can be tracked or profiled, or whether their data can be processed in third party systems.
Policy Consent
When users interact with websites or services, they consent and accept policies such as Privacy Policies or Terms of Services. These policies are tracked within Reltio Identity 360 along with the dates of acceptance and versions.
Multi-channel communication consent
Multi-channel consent refers to the consent or permissions that customers or individuals have given to organizations. Through consent, a customer agrees to be contacted through different channels of communication. The channel of communication can be Email, Short Message Service (SMS), in-person, or over a phone call. Individuals consent or agree a particular channel to be contacted. For example, some individuals do not want to be contacted through Email or in-person. Instead, they prefer only SMS or phone calls.

Configuring Privacy and Consent Attributes

Configure privacy and consent preferences of the customers.

Configuring Privacy Preferences

In Reltio Identity 360, select the profile to configure privacy and consent preferences.
Select Editing.
The profile is displayed in the Editing mode.
Click Privacy Preferences.
Select Yes or No for Do Not Process (GDPR) to indicate whether the customer is GDPR compliant. For more information about GDPR, see GDPR compliance in the Reltio Platform.
Select Yes or No for Do Not Profile to indicate whether the customer can be profiled.
Select Yes or No for Do Not Track to indicate whether the customer can be tracked.
Select Yes or No for Do Not Market to indicate whether customer data can be shared with others for advertising purposes.
Select Yes or No for Do Not Export Individual Data to indicate whether customer data can be exported.
Select Yes or No for Ok to Store PII Data Elsewhere to indicate whether the customer's Personally Identifiable Information (such as social security details or contact information) can be stored elsewhere.
Select Yes or No for Forget Individual to specify whether the system needs to forget the user's details.
Select Yes or No for Do Not Contact to indicate whether the customer can be contacted for notifying information such as new product launch, or updates to existing products.

Configuring Policy Consent

In the profile, select Policy consent.
Expand Data Processing.
Select Type.
This denotes the type of policy being accepted by the user.
Click the Calendar icon.
Select Effective From date.
This denotes the date from which the policy is applicable.
Click the Calendar icon.
Select Expiry Date.
This denotes the date till which the policy is applicable.

Configuring Multi Channel Consent Attributes

In the Contact attributes facet of the profile, click Phone.
Expand Multi Channel Communication Consent.
Select Privacy Consent Status.
- Not Seen (NS) - If the customer is not interested in being contacted using the communication type being selected.
- Opt In - If the customer wants to opt for the communication type being selected.
- Opt Out - If the customer wants to opt out of the communication type being selected.
- Seen - If the customer is interested in being contacted using the communication type being selected.
Select Source Type.
Enter Source based on the Source Type selected.
Enter Effective date.
This denotes the date from which the privacy consent status is applicable.
Enter Expiry date.
This denotes the date till which the privacy consent status is applicable.
Select Communication Type, which can be Marketing(M), Newsletters(N), or Promotions(P).
Select Communication Frequency, which can be Daily (D), Monthly(M), Other(O), or Weekly(W).
Enter Source IP.
This is an alphanumeric field.
Enter Device ID.
This is an alphanumeric field.
Enter Cookie ID.
This is an alphanumeric field.
Select Yes or No for Phone Opt Out to indicate whether the customer agrees to be contacted through phone.
Select Yes or No for Text Message Opt out to indicate whether the customer agrees to be contacted through SMS.

Data Validation Function for Identity 360

The Data Validation Function (DVF) is now enabled for Identity 360.

By now, you have either loaded data into Reltio Identity 360 using Data Loader or created data using Profiles. This data has to be validated for its accuracy. We have enabled Data Validation Function (DVF) for Reltio Identity 360 to validate the accuracy of the data.

DVF enables you to validate data against a set of validation functions. For more information, see Data validation function.

For Identity 360, the following DVFs have been enabled:

Social Security Number (SSN)
If the Identifier Type for the profile is SSN, and the format is not as per the recommended format, then a warning message indicating that the SSN is invalid is displayed.
Email
- The Email address of the entity should follow standards set in RFC-5322. In other words, the email should have an email ID, the symbol @, and a domain name. If this standard is not followed, a warning message is displayed.
- The Email address is mandatory for a profile. A warning message is displayed if the Email address is not entered, or is missing for an entity.
First name
The First Name of the entity should contain only alphabets. If you enter numbers or special characters, a warning message is displayed.
Middle name
The Middle Name of the entity should contain only alphabets. If you enter numbers or special characters, a warning message is displayed.
Last name
The Last Name of the entity should contain only alphabets. If there are numbers or special characters, a warning message is displayed.
Date of Birth
The year in the Date of Birth specified for the entity must be after the year 1921. A warning message is displayed if the year is before the year 1921.
Date of Death
The year in the Date of Death specified for the entity must be after the year 1921. A warning message is displayed if the year is before the year 1921.

Note: Data Validation Function can be defined using the Reltio UI or using APIs. For more information, see Define Validation Function.

Reltio Identity 360 - FAQ

Find the answers to Frequently Asked Questions (FAQs) about Reltio Identity 360.

The Console offers so many applications. Which applications can I access while using the FREE edition?
The FREE edition of Reltio Identity 360 provides access to UI Modeler, Data Modeler, Tenant Management, Data Loader, Export, External Match, and User Management applications.
I would like to upgrade from the Reltio Identity 360 FREE edition. What should I do?
To move to a higher edition of Reltio Identity 360, click the UPGRADE button on Hub or Console and we will get back to you to discuss your requirement and take it forward.
Can I invite my team members to explore the same Reltio Identity 360 FREE edition?
Yes, you can invite your team members to explore the FREE edition of Reltio Identity 360. For more information, see Add more Users.

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