Configuration Fundamentals


Our configuration fundamentals course creates a foundation for the skills necessary to support the configuration and integration of Reltio solutions. Through the course modules, learners will learn to work with Reltio's metadata model configuration, working with data, creating cleanse, match, and survivorship rules along with data integration techniques. 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 configuration fundamentals course is designed for technical roles like configurators, developers and architects.

To ensure success, we recommend our learners prepare by researching or expanding their knowledge in the following areas prior to signing up for this course:

  1. Master Data Management
  2. JSON
  3. REST API’s

Course Content

The Reltio Configuration Fundamentals course covers the following topics:

Course Modules Learning Objectives
Reltio Introduction & Key Features Discover product capabilities, graph technology and Reltio features

Understand which accelerator is the best fit for your business needs by learning about Reltio’s solution accelerators
Architecture & Metadata Model Overview Recognize the benefits of the Reltio platform and gain an understanding of Reltio's high level architecture

Define and differentiate Reltio’s API's

Establish definitions for the primary components used in the Reltio metadata model
Reltio User Interface Navigation Watch demonstration of the Reltio UI then follow instruction to conduct different searches, access tabs, edit profiles, review and resolve potential matches
Entity Type & Attributes Identify the purpose for entity types and attributes, define their properties and learn how to configure them in the data model
Sources Define a source, identify its purpose and learn how to configure it in the data model

This module includes a learning lab that demonstrates how to configure a source
Crosswalk & Surrogate Crosswalk Understand the purpose and learn how to configure crosswalks and surrogate keys in the data model

Includes a lab
Relationships & Reference Attributes Understand relationships and reference attributes, in terms of data modeling and presentation in the UI

Includes a lab

Reference Data Management (RDM) Define reference data and how to configure it, and then how to view and manage it in the reference data management (RDM) console UI

View lookup type and sources in RDM

Define reference data and then view the reference data management (RDM) UI

View lookup type and sources in RDM
Data Profiling & Cleansing Explain what data profiling is and when to use it, and explain the purpose and importance of Reltio cleansers

Differentiate between profiling and cleansing and then explain source data metrics to use for profiling and cleansing
Data Load into Reltio and Data Extract Distinguish between options for loading and exporting data from a Reltio tenant

Includes a lab
Matching Understand the match process and how to configure match rules in Reltio

Explain the components of a match rule including tokenization, comparators and operators

Includes a lab
Survivorship Explain what survivorship is in Reltio and how to use it

Describe the available survivorship strategies and how to use them

This module includes a learning lab for you to practice configuring survivorship rules

Final Project

After completion of the self-paced videos and learning labs, learners can apply the skills they have learned to a Reltio provided real-world business scenario using their training tenant. A detailed solution to the final lab is provided so learners can check their work.

Course Expectations

Learners can access the Configuration Fundamentals modules through Reltio Academy at their convenience.  The materials can be viewed on computers, tablets, or mobile phones.

Learners who want to participate in our learning labs will receive access to a training tenant within two business days of registering for the course. The training tenant will expire after three weeks.

Time Commitment

This course requires approximately 20 hours to complete the self-paced learning and hands-on activities.