Bulk Operations

You can perform bulk updates on multiple profiles within the Reltio Platform.

Reltio supports bulk updates on Simple Attributes, Nested Attributes and Reference Attributes. Customers can use the search capabilities to narrow down the list of profiles on which bulk operations can be performed. Bulk updates can also be performed on the same profiles. Updates for data structure is different for different entities.

The following section describes how to perform Simple attributes updates on profiles.

Bulk Operations for Simple Attributes

You can perform the following bulk operations:

  • Add a new attribute
  • Clear an attribute value
  • Replace all attribute values with a single value
  • Find and replace attribute values
  • Find and remove attribute values
Bulk Attribute Description
Add a new attribute The Add New functionality creates a new creates a new simple attribute. This functionality has 1 input field (control is attribute type -driven).
Clear an attribute value Deletes all values of the simple attribute. This option does not have any inputs.
Replace all attribute values with a single value Replaces all values of an attribute to one specific value. This option has 1 input field (control is attribute type-driven).
Find and replace attribute values Find and Remove locates and removes specified values. This functionality has 1 input field (control is attribute type -driven).
Find and remove attribute values Find and Remove locates and removes specified values. This functionality has 1 input field (control is attribute type -driven).

Searching and Selecting Entities

You can now perform bulk updates for entities using the Search tab.

To search and select entities, perform the following steps.

  1. Launch Reltio Connected Customer 360 and click the Search tab located on the menu bar.
  2. Select the Entity Types from the options available.
  3. Click the Bulk Operations link under the Actions drop-down menu located on the right side of the screen.

The entity type search results displays.

You can use this screen to select the profiles you want to perform bulk operations.

  1. Navigate to the Reltio platform, and click Search link.
  2. Select the Entity Types from the options listed on the left side of the screen.
  3. Click the Bulk Operations link under the Actions drop-down menu located on the right side of the screen.

The Select Profiles screen displays.

  1. Place a Checkmark next to the Profiles you want to perform bulk operations.
  2. Click Next located at the right of the screen. Step 2 of 3: Update Operations Details screen displays.

This screen contains the profile attributes details. The Main Information section contain all the Simple Attributes on your profile. The other sections are Nested Attributes.

Select the Main Information arrow and click the +Add link. The +Add link for each category displays a specific list of attributes you can select and configure for bulk update operations for that category.

Specify the attribute you want to update using the options available from the drop-down.

Attribute Update Options:

  • Add New
  • Clear Attribute
  • Replace all with
  • Find and Replace
  • Find and Remove
  1. Fill-in the attribute configuration field as requested.
  2. Click Next located at the right of the screen. Step 3 of 3: Confirmation Details screen displays.
  1. Place a Checkmark next to Send email for this update box if you wish to receive notification when the bulk update operations are complete.
  2. Click Confirm to start the bulk update operation process.

Adding Conditions

You can add condition(s) to your bulk update operation by clicking the Add condition link.

The Add condition feature allows you configure when a specific bulk update operation is triggered. This feature uses if and then operations to determine when a specific bulk update is executed.

Click the Add condition link to access condition configuration screen

  1. Use the Search field to locate the item you you wish to apply the conditions.
  2. Select the item or property.
  3. Click the change link to change item or property.
  4. Click the X to remove the condition.

In this example the bulk update process will only apply to the Address profile if the condition is met.

Bulk Operations for Nested Attributes

The following section describes how to perform Nested attributes update operations for profiles attributes.

  • Add a new attribute
  • Clear an attribute value
  • Replace all attribute values with a single value
  • Add sub-attributes
  • Find and replace attribute values
  • Find and remove attribute values
Bulk Attribute Description
Add a new attribute The Add New functionality creates a new creates a new simple attribute. This functionality has 1 input field (control is attribute type -driven).
Clear an attribute value Deletes all values of the simple attribute. This option does not have any inputs.
Replace all attribute values with a single value Replaces all values of an attribute to one specific value. This option has 1 input field (control is attribute type-driven).
Add sub-attributes Adds sub-attributes to existing nested attribute indentified by anchor.
Find and replace attribute values Find and Remove locates and removes specified values. This functionality has 1 input field (control is attribute type -driven).
Find and remove attribute values Find and Remove locates and removes specified values. This functionality has 1 input field (control is attribute type -driven).
  1. Navigate to the Reltio Application, and click Search link.
  2. Select the Entity Types from the options listed on the left side of the screen.
  3. Click the Bulk Operations link under the Actions drop-down menu located on the right side of the screen.
  1. Place a checkmark next to the Profiles you want to perform Bulk Operations.
  2. Click Next located at the right of the screen. The Step 2 of 3: Update Operations Details screen displays.
  3. Select the profile category you want to perform bulk operations.
  4. To update a nested profile attribute, select the desired profile and click the +Add link under the attribute label. You should see the available attribute options you can select for that specific option.
  1. Select the nested attribute you wish to add from the list in the drop down menu and enter the required configuration information.
  2. Click the Gear icon to display Advance options.
  3. Optionally: Check the box, Pin new value. Pinning a value lets you overide the survivorship rule. When you select this option the selected value will become OV.
  4. Continue to add nested attributes as needed for each Profile attribute using the +Add link.
  5. Click Next located at the right of the screen. The Step 3 of 3: Confirmation Details screen displays.
  1. Optionally: Check Send email for this update if you want to recieve a notification when the update completes.
  2. Click Confirm to start the bulk attributes update operation. A message indicating the Bulk operation started displays.