Behavioral segmentation, prebuilt integrations, FERN GA and more

Across every industry there is one constant—the demand for outstanding customer experiences is on the rise. Meeting these expectations requires trusted, unified data with a rich understanding of customers and their behavior. And of course, this data needs to be kept secure and made easily accessible where it is needed, when it is needed.

Our 2024.3 release delivers key updates to meet these needs across our platform Reltio Data Cloud (formerly Reltio Connected Data Platform).

Dynamic segmentation by behavioral data

With expectations for customer experiences higher than ever, understanding customer interactions and behavior patterns is crucial for personalizing engagement. The 2024.3 release introduces dynamic segmentation by behavioral data in our customer 360 offering. By analyzing behaviors such as purchases, claims, and service interactions, businesses can now create and activate granular audience segments. Whether you’re aiming to optimize your marketing efforts or improve customer service responses, this feature allows for more precise targeting and comprehensive customer understanding.

Integration with Microsoft Purview

We have unified and simplified governance with our new prebuilt integration between Reltio and Microsoft Purview Data Governance. This feature syncs Reltio metadata with Microsoft Purview to allow organizations to seamlessly manage and explore trusted data assets. You can now easily discover, explore, and consume your trusted Reltio data assets via Microsoft Purview’s data catalog.

Flexibility Entity Resolution Networks (FERN) GA

FERN—our AI-powered matching engine—reaches general availability in this release, transforming how businesses match and merge data. Powered by large language models (LLMs) and pretrained machine learning models, FERN delivers unprecedented match accuracy across individual and organizational data domains. FERN’s semantic understanding of text data enables it to find many matching “edge cases” your rules would likely otherwise miss—abbreviated names, hyphenated names, and nicknames are just a few examples. Whether you’re cleaning up vast amounts of B2C or B2B customer data, FERN delivers high-accuracy matching right out of the box and could mean finding thousands of more potential matches in your data.

Enhanced security with MFA, SSO, and client credentials

Security is a paramount concern for enterprises managing sensitive customer and organizational data. The 2024.3 release strengthens enterprise security with native support for multifactor authentication (MFA), single sign-on (SSO), client credentials, and a self-service trust center. This ensures that only authorized personnel can access critical systems, streamlining compliance and reducing the risks associated with unauthorized data access. The self-service trust center also simplifies audits, making it easier to manage permissions and ensure adherence to compliance standards.

Data modeler enhancements

The data modeler tool has received a user-friendly upgrade. With simplified edit mode and interaction configuration, data modelers can now work more efficiently, saving time while ensuring data models remain robust and flexible. This update also introduces intuitive workflows to reduce complexity when updating large or complex data models, leading to faster time-to-value for data management teams.

Self-service for tenant configuration

Empowering administrators is another key focus of the 2024.3 release. With new self-service UI capabilities, admins can control tenant configurations directly, including cleanse settings, tenant security, and match strategies. This increases operational flexibility, allowing organizations to customize their configurations without needing specialized support, resulting in improved response times and increased agility in adapting to new business needs.

Driving innovation in data unification

The 2024.3 release showcases our commitment to helping businesses unlock the full potential of their data. From tapping into the power of LLMs to enhancing security to enabling more granular customer segmentation, these new features ensure that organizations can navigate the increasingly complex data landscape with confidence. We are excited to see how our customers will leverage these new features to drive innovation, enhance efficiency, and achieve their business goals.