Survivorship groups for Insurance
Learn what survivorship groups are preconfigured in entity types for Reltio for Insurance.
The Reltio for Insurance v3 data model includes survivorship groups for some entity types. Use interaction types to view transactional events that have an associated date and time.
For general information on survivorship, see topic Survivorship groups. For details on the preconfigured entity types that come with Reltio for Insurance, see Entity types for Insurance .
For information on working with survivorship properties, see topic Preconfigured User Interface for Insurance.
Broker Agent entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance default survivorship group for the Broker Agent entity type. Use this survivorship group to merge a record for an insurance broker or agent.
| Rule attribute | Strategy |
|---|---|
| License | Aggregation |
| Brokerage - Agency | Aggregation |
| Prefix | Recency |
| First Name | Frequency |
| Middle Name | Frequency |
| Last Name | Recency |
| Suffix Name | Recency |
| Full Name | Source system |
| Address | Aggregation |
| Phone | Aggregation |
| Aggregation | |
| Email/attributes/Email | Source system |
| Identifiers | Aggregation |
| Privacy Preferences | Aggregation |
| Policy Consent | Aggregation |
| Multi Channel Communication Consent | Aggregation |
| Education | Aggregation |
| Credential | Recency |
| Other Names | Aggregation |
| Gender | Recency |
| Date of Birth | Recency |
| Year of Birth | Recency |
| Birth City | Recency |
| Birth State | Recency |
| Birth Country | Recency |
| Date of Death | Recency |
| Year of Death | Recency |
| Presumed Dead | Recency |
| Status | Recency |
| Status Reason Code | Recency |
| Status Update Date | Recency |
Claim entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance survivorship group for the Structure entity type. Use this survivorship group to merge a record for a physical structure, such as a building.
| Rule attribute | Strategy |
|---|---|
| Claim Number | Aggregation |
| Date of Loss | Recency |
| Date of Notification | Recency |
| Claim Amount | Recency |
| Claim Status | Recency |
| Claim Status Update Date | Recency |
| Address | Aggregation |
| Claimant | Recency |
| Claim Description | Recency |
Contract entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance survivorship group for the Contract entity type. Use this survivorship group to merge a record for a contract.
| Rule attribute | Strategy |
|---|---|
| Address | Aggregation |
| Aggregation | |
| Email/attributes/Email | Aggregation |
| Email/attributes/Type | Aggregation |
| Contract Component Coverage | Aggregation |
| Named Insurance | Recency |
| Insured Asset | Aggregation |
Individual entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance survivorship group for the Individual entity type. Use this survivorship group to merge a record for an individual.
| 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 |
Insured Asset entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance survivorship group for the Insured Asset entity type. Use this survivorship group to merge a record for a insured assets.
| Rule attribute | Strategy |
|---|---|
| Address | Aggregation |
| Primary Owner | Regency |
Location entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance survivorship group for the Location entity type. Use this survivorship group to merge a record for a location.
| Rule attribute | Strategy |
|---|---|
| Address Input | Recency |
| Address Line 1 | Source system |
| Address Line 2 | Other Attribute Winner Crosswalk |
| City | Other Attribute Winner Crosswalk |
| State | Other Attribute Winner Crosswalk |
| Country | Other Attribute Winner Crosswalk |
| Zip | Other Attribute Winner Crosswalk |
| Zip/attributes/Zip5 | Other Attribute Winner Crosswalk |
| Zip/attributes/Zip4 | Other Attribute Winner Crosswalk |
| Zip/attributes/Postal Code | Other Attribute Winner Crosswalk |
| 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 |
| Sub Building | Other Attribute Winner Crosswalk |
| PO Box | Other Attribute Winner Crosswalk |
| Neighborhood | Recency |
| Double Dependent Locality | Other Attribute Winner Crosswalk |
| Dependent Thoroughfare | Other Attribute Winner Crosswalk |
| Locality | Recency |
| GeoLocation | Other Attribute Winner Crosswalk |
| GeoLocation/attributes/Latitude | Other Attribute Winner Crosswalk |
| GeoLocation/attributes/Longitude | Other Attribute Winner Crosswalk |
| GeoLocation/GeoAccuracy | Other Attribute Winner Crosswalk |
| Organization | Other Attribute Winner Crosswalk |
| 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 |
Organization entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance survivorship group for the Organization entity type. Use this survivorship group to merge a record for an organization.
| Rule attribute | Strategy |
|---|---|
| Organization Type | Recency |
| Website URL | Recency |
| entityURI | Recency |
| Domicile State | Recency |
| Status Reason Code | Recency |
| Status Update Date | Recency |
Structure entity type survivorship groups (Insurance)
This table identifies the Reltio for Insurance survivorship group for the Structure entity type. Use this survivorship group to merge a record for a physical structure, such as a building.
| Rule attribute | Strategy |
|---|---|
| Identifiers | Aggregation |
| Additional Information | Aggregation |