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Overview of Reltio Site Intelligence

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Multidomain MDM
Master Data Management (MDM) as a discipline and technology has been used by enterprises in the quest for a single, reliable, and high quality 360° view of their customers, accounts and product profiles.
Hub
Hub is the browser-based client that provides you the ability to manage your data in Reltio Platform.
Working with Profiles
Reltio platform provides the ability to manage a variety of data entities using Hub. A profile is a collection of all the data associated with an entity.
Adding a Profile
Watch a video on adding a Profile.

Welcome to Reltio Documentation
You can find the documentation links for all the new and noteworthy features of our latest release here.
Announcements
This page lists the announcements.
Release Notes
Getting Started
You can explore the key concepts, your subscription license details, and other key resources available in Reltio Connected Data Platform.
Multidomain MDM
Master Data Management (MDM) as a discipline and technology has been used by enterprises in the quest for a single, reliable, and high quality 360° view of their customers, accounts and product profiles.
- Reltio Information Model and Configuration Concepts
  An introduction to Reltio's logical model of the business data and configuration validation.
- Data Cleansing and Standardization
  Data cleansing aims at transforming dirty data into clean data in accordance with your business data objectives.
- Data Validation Function
  The Data Validation Function offering ensures data accuracy, improves data quality, and questions the data ingested in the Reltio platform.
- Reltio Match, Merge and Survivorship
  Matching is a powerful area of functionality and can be leveraged in various ways to support different needs.
- Life Cycle Actions
  Use the Life Cycle Actions (LCA) framework to create custom logic for various operations on your Reltio data.
- Data Quality
  The Data Quality solution helps you derive data-driven decisions.
- Security
  Reltio Platform's Security model provides granular, least-privileged access to the users of our tenants.
- Workflow
  In Reltio platform, Workflow (WF) is an out-of-the-box feature allowing users to manage business processes through a series of predetermined steps.
- Hierarchy Management (Early Access)
  You can use the Hierarchy Management application to manage changes to the existing hierarchies in your data.
- Hub
  Hub is the browser-based client that provides you the ability to manage your data in Reltio Platform.
  - About the App Selector Menu
    The App Selector menu enables you to navigate to different applications and resources provided in the Reltio platform.
  - Managing View Preferences
    Using the Profile Settings in Reltio, you can specify the view mode as Classic or New for your Potential Match perspective.
  - Working with Profiles
    Reltio platform provides the ability to manage a variety of data entities using Hub. A profile is a collection of all the data associated with an entity.
    - Profile View
      The Profile view consists of a sidebar menu, a main area displaying attributes and relationships, and a tab menu.
    - Attributes
      The Profile view also allows you to view and edit Attribute values.
    - Location Cleanse
      The Cleanse function in Reltio attempts to clean up address values in case of irregularities.
    - Potential Matches Summary
      To avoid duplication of profiles, Reltio provides a feature that allows you to view a summarized view of potential matches wherein you can merge profiles if they are the same.
    - Adding a Profile
      Watch a video on adding a Profile.
    - Editing Profiles
      To edit a Profile, select either Editing or Suggesting mode.
    - Deleting a Profile
      You can delete a profile through Hub.
    - Using Entity Tags
      Entity tags are lightweight values that a business user can use to characterize the entity.
    - Adding and Editing Relationships
      You can also add relationships to a profile, if your tenant configuration allows it.
    - Perspectives
      Let's take a look at the Perspectives available in Hub.
  - Managing Object Deletion and Activeness
    Information about managing object deletion and activeness.
  - Hierarchy Management Facet
    The Hierarchy Management facet allows you to work with your hierarchical data.
  - Dashboard
    Depending upon your tenant configuration, your Dashboard can display a variety of profile facets.
  - Search
    You can search through your data by accessing Search in Hub.
  - Graph Search (Early Access)
    Graph Search is an Early Access (EA) feature. If you are interested in participating in the Early Access program, reach out to your Customer Success Representative.
  - Activity Log
    Information about viewing, searching, and exporting the Activity Log.
  - Collaboration
    Reltio Platform collaboration provides robust and intuitive comments functionality.
  - UI Custom Components
    Through the UI client, you can work with custom scripts and components. You can execute a custom script from menu items, custom buttons, and custom views controls.
- Console
  Reltio Console is a collection of applications to configure, manage, and secure your data within the Reltio Platform.
- Internationalization and Localization
  Reltio Platform offers Internationalization (i18n) and Localization (L10n) solution for customers with global deployments for Reltio Connected Cloud and Solution Accelerators.
Reltio Data Science
Get insight-ready data to bring your AI and ML ideas to life.
Reporting and Analytics
Reporting and Analytics provides insights into your data by showing you trends and anomalies.
Reference Data Management (RDM)
Reference Data Management allows you to ensure data governance and operational excellence.
Data as a Service
Enrich Connected Customer 360 profiles with public or third party data subscriptions.
Reltio Identity 360
Boost collaboration, efficiency, and strengthen compliance by maximizing the value of your data through Reltio Identity 360.
Overview of Reltio Site Intelligence
Reltio Site Intelligence is a one-stop platform where users can view consolidated information about various Clinical Studies, Study Sites, Research Sites/Facilities, and Investigators.
Solution Accelerators
Reduce your time to value with industry configurations easily applied to your tenant.
Integration and Connectors
Reltio Connected Cloud provides powerful out-of-the-box capabilities for integration with other systems, in various classic modalities.
API Reference
Additional Utilities
Use this set of utilities to extend the value of the Reltio Platform.

Adding a Profile

Watch a video on adding a Profile.

The following video contains information about adding a profile.

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