Why are the entities that should be associated to a match group (householding) are not show in the UI?

Question

 
We are exploring Reltio's householding functionality and found some issue records during our testing.
 
These URI pairs:
 

bshlkmy and 1CBxMB10
04NEyoY and 00WWXj8

 
These entities are showing up as not using the new household associated with them despite showing as matched when verifying the matches: 

 
Answer

  •  Make sure the householding rule is defined correctly in L3 for the householding group. 

Example

{
"uri": "configuration/entityTypes/Contact/matchGroups/HHRuleTest4", <<===
"label": "HHRuleTest4",
"type": "automatic_grouping",
"scope": "INTERNAL",
"useOvOnly": "true",
"rule": {
"or": {
"matchTokenClasses": {
"mapping": [
{
"attribute": "configuration/entityTypes/Contact/attributes/LastName",
"class": "com.reltio.match.token.DistinctWordsMatchToken"
}
]
},
"comparatorClasses": {
"mapping": [
{
"attribute": "configuration/entityTypes/Contact/attributes/LastName",
"class": "com.reltio.match.comparator.DistinctWordsComparator"
}
]
},
"or": [
{
"and": {
"exact": [
"configuration/entityTypes/Contact/attributes/LastName",
"configuration/entityTypes/Contact/attributes/Addresses/attributes/AddressLine1",
"configuration/entityTypes/Contact/attributes/Addresses/attributes/Zip5"
],
"equals": [
{
"value": "HOME",
"uri": "configuration/entityTypes/Contact/attributes/Addresses/attributes/AddressType"
}
]
}
},
{
"and": {
"exact": [
"configuration/entityTypes/Contact/attributes/Addresses/attributes/AddressLine1",
"configuration/entityTypes/Contact/attributes/Addresses/attributes/Zip5",
"configuration/entityTypes/Contact/attributes/Addresses/attributes/AddressType",
"configuration/entityTypes/Contact/attributes/AssociatedAccount/attributes/AccountNumber",
"configuration/entityTypes/Contact/attributes/AssociatedAccount/attributes/Identifiers/attributes/ApplicationID"
]
}
},
{
"and": {
"exact": [
"configuration/entityTypes/Contact/attributes/Addresses/attributes/AddressLine1",
"configuration/entityTypes/Contact/attributes/Addresses/attributes/Zip5"
],
"fuzzy": [
"configuration/entityTypes/Contact/attributes/LastName"
],
"in": [
{
"value": "HOME",
"uri": "configuration/entityTypes/Contact/attributes/Addresses/attributes/AddressType"
}
]
}
}
]
}
},
"scoreStandalone": 0,
"scoreIncremental": 0
},

 

  • Make sure that the L3 contains the correct groupingType for the HouseholdConsumerTest definition.

 

{
"uri": "configuration/groupingTypes/HouseholdConsumerTest",
"description": "",
"source": "configuration/sources/ReltioGrouping",
"entityType": "configuration/entityTypes/HouseholdConsumerTest",
"groupForSingleEntity": true,
"members": [
{
"entityType": "configuration/entityTypes/Contact",
"relationType": "configuration/relationTypes/HHTest",
"groupingRule": "configuration/entityTypes/Contact/matchGroups/HHRuleTest4"
}
],
"attributeMappings": [
{
"uri": "configuration/entityTypes/HouseholdConsumerTest/attributes/Status",
"function": {
"type": "fixedValue",
"config": {
"value": "Active"
}
}
},
{
"uri": "configuration/entityTypes/HouseholdConsumerTest/attributes/LastName",
"function": {
"type": "copy",
"config": {
"attributes": [
"configuration/entityTypes/Contact/attributes/LastName"
]
}
}
}
]
},
  •  Make sure the relationship is defined correctly in the L3.
     
{
"uri": "configuration/relationTypes/HHTest",
"label": "HHTest",
"startObject": {
"uri": "configuration/relationTypes/HHTest/startObject",
"objectTypeURI": "configuration/entityTypes/HouseholdConsumerTest"
},
"endObject": {
"uri": "configuration/relationTypes/HHTest/endObject",
"objectTypeURI": "configuration/entityTypes/Contact"
},
"implicit": false,
"direction": "directed",
"entityEndDateStrategy": "END_DATE_RELATION_CROSSWALKS"
},
  •  Make sure that the grouping type is defined correctly in the L3
 "groupingTypes": [
{
"uri": "configuration/groupingTypes/HouseholdConsumerTest",
"description": "",
"source": "configuration/sources/ReltioGrouping",
"entityType": "configuration/entityTypes/HouseholdConsumerTest",
"groupForSingleEntity": true,
"members": [
{
"entityType": "configuration/entityTypes/Contact",
"relationType": "configuration/relationTypes/HHTest",
"groupingRule": "configuration/entityTypes/Contact/matchGroups/HHRuleTest4"
}
POST https://<envirnoment>.reltio.com/reltio/api/<tenantId>/truncateMatches

 

 

POST https://<environment>.reltio.com/reltio/rebuildmatchtable?tenantId=<tenantID>&distributed=true&taskPartsCount=4&rebuildInBackground=true&deleteOldCF=true
  • Corrected result

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