Get started with Reltio Identity 360

Start maximizing your data today with your own Reltio Identity 360 to master individual accounts.

First things first - when you're ready to give Reltio a try, request a free account.

We'll get your account set up and send you information on where and how to log in. When you do, you'll see a dashboard, indicating you've successfully logged into Reltio Hub.

With a free account, you can perform the following tasks with your data:

Understand your Data Model and Sources

The rich Reltio data model provides a 360-degree view of an individual. For more information on Reltio for Individual Accounts Data Model and Sources information, see Understanding the Reltio free account Data Model.

Add more Users

You can add other users to your tenant.

Use the Add User Request Form to enter the First name, Last name, and Email address of the user you want to add to your tenant. Enter your email address and your tenant ID, then click Send. Your request will be processed in two business days. An email will be sent to the user inviting him/her to your Reltio tenant.

Explore the Dashboard

The Dashboard helps you to analyze key information through a graphical summary of information and you get a consolidated view of all the data in a single page. For more information, see Exploring the Dashboard.

Load Data into your Reltio account

You can load data in Reltio free account by using the Data Loader application in Console. If you want to delete the sample data before loading your customer data, navigate to the MORE menu and select the Delete All Profiles option.

Important: You cannot reverse the deletion process.

A confirmation dialog box appears. Click OK to finish the delete process.

Note: While the deletion task is in progress, some results might appear in the Search page. After the deletion task is completed, the Search page displays no results. In addition, if you create any profile while the deletion is in progress, the newly created profile may also get deleted. We recommend waiting until the deletion task is completely over.

When the task is completed, you can load your customer data by following the steps given in the Load entities into a tenant topic.

Create and Manage Individual Profiles in the Profile View

A profile is a collection of all the data associated with an entity. Use the Create Profile option to create an individual's profile. For more information, see Creating Profiles in Reltio Identity 360.

Resolving Potential Matches in Reltio

Reltio for Individual Account can be used to collate the information spread across multiple profiles into a single source of truth, by using the match capabilities. Matches can be automatically merged or they can be designated as Potential Matches where they can be manually reviewed and merged. For more information, see Reltio Identity 360 Quickstart Product Training.

Search Profiles in Reltio

Hub allows you to search across all your data within your Reltio free account. You can access Search by clicking the Search tab in Hub as shown below.

Select the Individual entity type in the left facet and filter on the attributes to segment your data. The relevant quick filters are displayed in the Quick Filters panel on the left.

Your search results appear on the main screen, where you can view the data in a Table or List view. The Table view allows you to show and hide attribute columns so you can focus on what matters most. To format your Table view, click on the Show/hide columns icon () and select the attributes you want to display.

You can use the Map view () to display the locations of the profiles on the map. Profile locations are displayed as pin drops in the map.

Note: Click

to load your data using Data Loader,

to export your data, and

to save your search.

For more information on using Search, see Working with the Main Search Page.

Export data from your Reltio tenant

You can export your data from your free Reltio tenant by using the Export application in Console. By creating a new export job, you can export the entity types and relationships. For more information, see Export entities and relationships.

Note: Relationships are only available with the Premium edition.

Integrate Data for Real-Time Access

You can use REST APIs to work with your free Reltio account and ensure real-time integration of your data. For more information on the APIs, see Developer Portal.

The App Selector menu

Use the App selector icon to access the different applications provided in the Reltio platform.

Table 1:Applications lists the applications available in the App Selector menu.

Table 1. Applications
Application/Resource	Description
Console	Reltio Console is a collection of applications to configure, manage, and secure your data within the Reltio Platform. For more information, see Console.
Inbox	Inbox enables Workflow users to efficiently view, manage, and act on business tasks assigned to them and to their team. For more information, see Workflow Tasks

Understanding Reltio Identity 360 Editions

You can start with Reltio Identity 360 today for free and expand as needed.

Reltio Identity 360 is available in FREE and PREMIUM editions. Beyond the Premium edition, you can move to the Enterprise 360 product.

The following table provides the information about the entitlements for each edition:

Table 2. Entitlements Information
Product Details	Free Edition	Premium Edition	Enterprise Edition
Consolidated Profiles	Up to 10,000	50,000 included	Custom pricing for any scale
Domain	Person-only	Person-only	Custom
Feature List	Pre-configured data model, identity resolution and progressive stitching Universal ID North American Address standardization, verification and geocoding Email & phone standardization GDPR & CCPA compliance	In addition to the Free Edition: Country-specific Address standardization, verification and geocoding upon request Pre-configured relationships & identity graph Pre-configured governance workflows	In addition to the Premium Edition: Configurable data model, matching and survivorship Controlled access for healthcare (HIPAA) and Financial Services Encryption Key Management Additional backup, cloning, snapshot services

Reltio Identity 360 Quickstart Product Training

As an Identity 360 user, you can access the Quickstart training for free.

Reltio now offers free Reltio Identity 360 Quickstart training for Free and Premium tiers. For the users who have signed up for the Reltio freemium offering, this course provides an overview of the Reltio User Interface, steps to load data into a Reltio tenant, and the process to export data from a Reltio tenant.

Click here to access the free training.

Accelerate the Value of Data