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Advanced Configuration


Our advanced configuration course builds on the foundation of the configuration fundamentals course to explore advanced configuration topics in greater depth for technical roles responsible for configuration and integration of Reltio solutions. Through the course modules, learners will extend their knowledge of Reltio's metadata model configuration, the various ways to import and export data from a Reltio tenant, and understand and create cleanse, match and survivorship rules. This course is a combination of self paced video modules and hands on learning labs using a Reltio training tenant.

Course Prerequisites & Target Audience

Reltio Advanced Configuration course is designed for technical roles like configurators, developers and architects.

To ensure success, we recommend our learners prepare by completing the following mandatory prerequisites.

  • Reltio Configuration Fundamentals

Course Content

The Reltio Advanced Configuration course covers the following topics:

Course Modules Learning Objectives
Reltio Data Model Extend your knowledge of how to model data in Reltio including the difference between Master Data, Interactions and Reference Data

Learn about Reference attributes vs Relationship facets, Interactions and best practices related to data modeling in Reltio

Follow up this module with a learning lab requiring entity type and attribute creation based on an implementation scenario
Reltio Console Get an introduction to the Reltio Console focusing on the UI Modeler and Data Modeler

Follow up this module with a learning lab using Reltio console
Reference Data Management Learn how to create, update and manage RDM lookups via the REST API and RDM User Interface

Follow up this module with a learning lab on reference lab
Loading Data Into Reltio Learn the main methods for loading data into a Reltio tenant including how to use the Reltio Data API, Reltio Console Data Loader, ROCS Utilities and how third party ETL tools can use the Reltio API to import data into a Reltio tenant

Follow up this module with a learning lab to load data into Reltio
Matching & Survivorship Learn how to create and use match and survivorship rules with in depth coverage of Match Rule components and definitions, Match Rule tuning, optimization and best practices and Survivorship rule types and definition

Follow up this module with a learning lab requiring creation of match rules and survivorship
Exporting data from Reltio Learn the main methods that can be used to export data from a Reltio tenant using the Reltio Data API, the Reltio Console Export application, and get an introduction to using the streaming API for small volume real time events

Follow up this module with a learning lab on data extract
Workflow Watch a demonstration of how to create and deploy a workflow in Reltio using Reltio console workflow modeler

Final Project

After completion of the self paced videos and learning labs, learners must then complete a final assessment and submit a project with business requirements designed to mimic a real world project implementation scenario using their Reltio training tenant.

Course Expectations

Learners can access the Advanced Configuration training modules through our learning management system at their convenience.  Each module can stream on computers, tablets, or mobile phones providing both step by step instructions and background information that supports an understanding of navigation and use.

Learners who want to participate in our learning labs will receive access to a personal instance of the Reltio Platform (application/solution). This “tenant” supports 10 comprehensive and interactive learning labs culminating in a final project based on a business case scenario. The labs allow direct modification of the metadata model in the Reltio Tenant that mimics workplace requirements of configurators and architects.

After successfully participating in the modules, exercises, lab work, and assessments, learners can apply their skills and knowledge through a final use case based lab exercise.

Time Commitment

This course requires approximately 25 hours to complete the self paced learning and hands on activities.