Reltio Master Data Management Concepts (MDM)

Raise a Rialto tenant request by visiting the endpoint, entering an organization email, Rialto Bridge account details, and a display name, then agree to the policy and submit.

Raise a relative tenant access request to receive credentials and the access URL for the Reltio tenant. Log in, complete MFA with the QR code, and reach the dashboard.

Explore the Rialto tenant overview, navigate profiles, dashboards, and data quality, and learn to search, filter, and manage records across locations, contacts, organizations, and households.

Create search queries in Reltio by selecting the search section and first name field from the contact entity, then save, share, and manage queries via saved and recent searches.

Learn how to export location entity data to CSV or JSON, customize attributes and related entities, run and monitor export jobs, and download the resulting file.

Create a new profile or record for a selected entity by choosing contact or location, entering attributes like first name, last name, and address, then saving the record.

Explore how Reltio uses a graph database to model entities as nodes and relationships as edges. See patient, provider, and organization interactions with attributes and interactions captured as objects.

Explore data modeling in Reltio by defining entities, relationships, interactions, and transactions with validations. Understand how attributes and data quality guide cleansing and standardization.

Design a Reltio data model for healthcare by modeling patient and provider as core entities, with hospital relationships and data from SAP, Salesforce, and Exclaim.

Create a new entity in Reltio by defining name, display name, label and description, using the data modeler to add patient, provider, and hospital entities.

Explore the Reltio data model by mastering simple, nested, and reference attributes configured at the entity, relationship, and interaction levels, with examples like employee and organization.

Configure simple attributes for the patient entity by capturing name, display name, description, data type, and masking or lookup options, then sequence them to match the user interface.

Create nested attributes for the patient entity, such as phone and address, and configure match and merge criteria using the data modeler in Reltio Studio.

Learn to create relationship types in Reltio mdm by configuring directed patient–provider relationships, defining start and end entities, and adding attributes and searchable fields in the data modeler.

define and add multiple source systems in Reltio, create new source systems such as SF and Rxc, assign names, display names, abbreviations, and descriptions for accurate data loading.

Learn how to onboard data in Rialto using file data loads, comparing full update and partial update options. Partial update retains existing values when the new data is null.

Load patient data into Reltio using the data loader with a spreadsheet source, map fields including nested phone and address, configure crosswalks, and enable incremental updates.

Explore tenant management in reltio, focusing on monitoring and managed components like data loader and data export, plus performance, usage reporting, and match analysis via queues.

Learn how to use the usage reporting tool to analyze resource consumption in a Reltio MDM tenant, including consolidated profiles, API usage, and storage trends.

Explore data quality in Reltio: learn about data validations and cleansing, including warning and error messages, and how address and phone cleansers improve match results in the data modeler.

Deep dive into the data quality component for the patient entity by reviewing source-system contributions, 86% last-name population, and SAP issues to guide data stewards and developers.

Explore the RDM application for reference data management, including lookup types, sources, generators, and export, and learn how to access it from the main tenant and create new lookup data.

Configure a status lookup type in the reference data management system by mapping SAP, Salesforce, and Exclaim values to canonical active, inactive, and pending for use in the patient application.

Explore match rule concepts in reltio MDM, including boolean, relevance-based, and ML-based rules, to minimize false positives and false negatives while optimizing manual review and automatic merges.

Explore how tokens act as keys generated before and during the match process in Reltio, pairing with entity IDs to speed exact and fuzzy record matching by bucketing similar tokens.

Explore match configuration in the Rialto tool, designing internal rules, selecting operational values, and choosing auto merge versus manual review, with exact and fuzzy matching for patient attributes.

Analyze and iterate match rule configurations to achieve optimal entity matching, reviewing results with business users and refining tokenization and fuzziness in tenant management.

Design and configure survivorship rules in Reltio by building attribute-level strategies, default groups and role-specific criteria, using recency and source-system fallbacks to resolve first name, last name, and country.