Search by Operational Value Only

You can limit an attribute search to its Operational Values only.

It is important to review the information model surrounding attributes and values before we discuss how to Search by Operational Values (OVs). For a general background on Reltio Attributes, refer to Understanding the Reltio Attribute Type .

An attribute acts like a container of values contributed from one or more sources. The survivorship rule chosen for an attribute may cause one or more values to be considered as an Operational Value (OV) of this attribute. for example, the Aggregation rule applied to an attribute causes all of the attribute's unique values to be designated as the OV.

Reltio Platform uses an attribute's Operational Values:

  • to generate the visualizations on the Dashboard (bubble charts, bar charts, and heat map)
  • to populate the type-ahead search interfaces (the search boxes at the top of every Reltio Cloud screen)
  • as the values that represents the attribute in a drop-down list
  • as the values that represents reference attributes
  • to choose profile pages linked to by reference attributes
  • in the assembly of the Entity's Golden Record

This behavior is not alterable.

Operational Values in the Search Function

When searching for data in a tenant, a user may wish to search all values contained within an attribute, or search just the Operational Values with the attribute, chosen by the Survivorship Rules.

By default, your tenant is configured to only provide the “Search All Values” mode for any search conducted by a user. If you wish your users to have the option to “Search by Operational Value only”, you must file a ticket to Reltio Support with the request, “For my tenant <tenant ID>, enable the feature “Search by Operational Value only””.

The behavior of these two modes is described below.

Search Experience When Tenant is Configured to Operate Only in 'Search All Values' Mode

This is the default mode for your tenant and will provide the following search experience.

Consider the entity, Mitchell Burgin, shown below.

The First Name attribute contains the values "Mitch", "Mitchel", and "Mitchell", but you can see that the tenant's survivorship rules have chosen "Mitchell" as the OV. This record will be found if any of the values "Mitch", "Mitchel", or "Mitchell" are submitted as the search term because all values within the attribute are considered.

Search Experience When Tenant is Configured to Enable 'Search by Operational Value Only'

In this mode of configuration, (which requires filing a support ticket to Reltio), you now have the option to search all values as described earlier, or to search by Operational Value only. In the default mode, the experience is to search by Operational Value only. This means that searching for “Mitch” or “Mitchel” will not produce the record for Mitchell Burgin. Only a search for “Mitchell” would produce the record. If you wish to widen your search and have the experience and results described in the previous section, then you must disable the setting “Search by operational value” temporarily. To do this, click the Advanced Search tab. The Advanced Search Screen displays a checkbox called, "Search by operational value only" which contains a check mark. Reset the checkbox and press the blue Search button. As a result, in the search screen a new criterion, “search by all values” appears, as shown here.

This directs the search index to consider all the values within the attributes, which in the example, which includes “Mitch” and/or “Mitchel”.

Important: After the Reltio Support has acknowledged that your tenant has been reconfigured to support the mode of choice, ensure that you reindex the tenant to a separate index.

To initiate a Reindex job and create a separate index using the enableSeparateIndexing flag, see Reindex Data Task.