Learn how to create data validation functions for entity types and relationship types in Data Modeler.

1. From the Reltio App Selector,select Console > Data Modeler.
2. In the Data Modelernavigation panel, select the object type for the type of validation you want to perform and then select the desired entity or relationship type:

   • Entity types: For example, Contact or Organization.

   • Relationship types: For example, Organization -  Individual or Organization - Organization.

3. On the top menu bar, select Validation functions and then in the Validation functionspage select Create New.
4. In the Create new validation function page, specify the attributes you want to validate:

   • Attribute: From this drop-down menu, select the attribute to validate with this function from one of these categories:

     • User-defined attributes: Attributes you define for the selected entity or relationship in your tenant.

     • System-defined attributes: Attributes Reltio defines for all entities and relationships for all tenants.

     • Crosswalk attributes: The Source System Name attribute related to an entity or relationship crosswalk.

       Note: The data validation service performs the Source System Name validation at the entity or relationship level and not at the attribute level. This means that checking for specific Source System Name will return true if the entity or relationship has a crosswalk for the source system even if specific attribute does not have data from the source system.

   • Name:Enter the display name for this validation function.

   • Description:Enter a brief description of this validation function.

   • Active:Slide this switch to the left if you don't want to have this function applied to your data. By default, the switched is in the on position on the right.

   • Validation level:Select which type of message to display when entity data or relationship data doesn't meet the criteria specified in the validation function:

     • Warning:Display a warning message but finish loading the data and resolve the warnings afterwards.

     • Error:Display an error message and stop loading the data. Resolve the errors and then reload the data.

       Note: The errors and warnings related to entity validation functions appear on the Profile view. The errors and warnings related to relationship validation functions appear on the relationship table on the Relationship view. To see the errors and warnings related to relationships, select the Analytical Attributes option on the Show/ Hide menu of the relationship table.

     For more information, see topic Searching and Remediating Warnings.

   • Validation event:Select the event that applies this data validation function:

     • Create profile: Only when you create a profile.

     • Update profile: Only when you update a profile.

     • Create & update profile: When you either create or update a profile.

     For more information, see topics Adding a Profile and Editing profiles.

   

5. In the Function builder section, define the functions to validate the specified attribute:
   1. If the following conditions are met: Specify the criteria for valid data:

      • Select attribute:From the drop-down menu, select an attribute to create a condition with. The function builder automatically inserts another row for you to define additional conditions.

      • Condition type:From the drop-down menu, select the condition the attribute must meet for the data to be considered valid.

      • Value: Provide any additional values for the specified attribute and condition, such as Attribute Selector, Relative Date, and Date Selector. The values displayed depend on the specified attributes and conditions. Use the Switch to link below this field to change the entry mode between a drop-down menu and a text entry field:

        • Attribute selector:Select an attribute and compare it with the one you are validating.

        • Text input:Enter a text string and compare it with the attribute you are validating.

      • Logical operator: From the displayed drop-down menu, select the operator to use to evaluate this and the previous condition:

        • and: Both the previous and this condition must be met for the data to be valid.

        • or: Either the previous or this condition must be met for the data to be valid.

      Action buttons: Use these buttons to edit any condition rows you've created:

      • Add: Insert another row directly beneath this condition.

      • Duplicate: Make a copy of this condition directly beneath this one.

      • Delete: Remove this condition from the function.

      For more information on the attributes and condition types you can include in the Function builder, see topic Understanding the Expression Attribute.

   2. Then:

      • Display warning with message: Enter the message to display in the Profile view if you selected Warning in the Validation level field above.

      • Display error with message: Enter the message to display in the Profile view if you selected in the Validation level field above.

   3. In the Validation function summary section, review your defined validation function and make any changes in the previous sections.

   

6. Alternatively, if you are comfortable writing JSON queries, select Switch to advanced editor and enter your validation function in the Advanced query editor.
   Note: You can only create or edit data validation functions with nested conditions in the Advanced editor section. If you do, the Advanced editor displays a message informing you that you can't use the condition in the Function builder. For more information, see topic Understanding the Expression Attribute.

   

7. Select Save.