Get started with grouping types
Learn how to create a grouping type.
Identify household members with the help of a new automatic grouping match rule type. Use this rule type to calculate household data using Reltio customer data or from third-party information providers like Dun & Bradstreet (D&B) or Bureau Van Dijk (BvD). You can see this rule in action in the Grouping types page of the Data Modeler.
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In the App Selector icon, select Console.
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In the Console home page, under the Configuration section, select Data Modeler. For more information, see topic Console.
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At the top of the page, from the Select tenant drop-down menu, select the tenant you want to work with.
You are now in the Data Modeler UI. Next, let’s find out how to get to the Grouping types page.
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In the Navigation pane, click Grouping types.
Next, use the following key sections of the Grouping types page to create a new household group, create a rule, and view created household groups for a member entity.
- Select tenant:
- A drop-down menu at the top of the Console page that provides a list of available tenants. For more information, see topic Selecting a Tenant.
- Title bar:
- The bar across the top of the Grouping types page displays the button you use to create a new group. For more information, see topic Create grouping type configurations.
- Navigation Pane:
- The pane that displays the different options you can view in the Data Modeler. For more information, see topic Data Modeler.
- Groupings Area:
- The area below the title bar and on the right of the navigation pane in which panel the available grouping types are displayed. For more information, see topic Configure grouping types.