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Configuration Fundamentals


Our configuration fundamentals course creates a foundation for the skills necessary to the technical roles responsible for 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 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

Determine the accelerator for your business needs by learning the current focus and components for solution accelerators
Architecture & Metadata Model Overview Recognize the architecture benefits of Reltio platform while also outlining Reltio's high level architecture

Define and differentiate Reltio API's

Establish unique definitions for primary terms used in metadata model configuration
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 then recognize configuration requirements
Sources Define a source and identify its purpose while recognizing source configuration requirements

Follow this module with a learning lab requiring configuration of a new source
Crosswalk & Surrogate Crosswalk Define a crosswalk and identify its purpose, recognize crosswalk configuration requirements and then define and differentiate a surrogate crosswalk

Follow this module with a learning lab requiring configuration and application of crosswalk
Relationships & Reference Attributes Form a unique definition of relationship while identifying their purpose and configuration properties

Configure reference attributes within Configuration and locate reference attributes within the Reltio UI

Follow up this module with a learning lab on how to establish and apply relationships
Reference Data Management (RDM) Define reference data and then view the reference data management (RDM) UI

View lookup type and sources in RDM
Data Profiling & Cleansing Establish a unique definitions for data profiling and illustrate the purpose and importance of Reltio cleansers

Differentiate between profiling and cleansing and then recognize metrics to include for source attributes
Data Load into Reltio and Data Extract Distinguish between loading options in Reltio and associate ways to extract data

Perform a data load into Reltio and data extract through the learning lab
Matching Form unique definitions of terms connected to . matching and recognize the value of match rules

Explain tokenization, comparators and operators while identifying components of a match rule

Follow this learning module by accessing the learning lab for configuration matches
Survivorship Form a unique definition of survivorship and summarize survivorship strategy

Differentiate between survivorship strategies

Practice learning skills by following the instructions for configuration requirements in the learning labs

Final Project

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

Course Expectations

Learners can access the Configuration Fundamentals modules through our learning management system at their convenience.  Each module can stream on computers, tablets, or mobile phones.

Learners who want to participate in our learning labs will receive access to a training instance of the Reltio Cloud. access to the training tenant expires in two weeks. This “tenant” supports 12 comprehensive and interactive learning labs culminating in a final project based on a business case scenario.

After successful completion of 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 20 hours to complete the self paced learning and hands on activities.