Updating Entity Hierarchies in Reltio

Problem:

Business structures evolve over time, necessitating updates to entity hierarchies to accurately reflect these changes.


Solution:

1. Retrieve the Current L3 Configuration

Use the Configuration API to fetch the current L3 configuration:

GET https://{environment}.reltio.com/reltio/api/{tenantId}/configuration/_noinheritance

Note: This request requires the ROLE_TENANT_ADMIN role.


2. Define or Modify Relationship Types

In the L3 configuration, define or modify the relationTypes array to represent the desired hierarchical relationships. For example:

{
  "uri": "configuration/relationTypes/ProdGroupToMarket",
  "label": "Product Group to Market",
  "startObject": {
    "objectTypeURI": "configuration/entityTypes/ProductGroup"
  },
  "endObject": {
    "objectTypeURI": "configuration/entityTypes/Market"
  },
  "direction": "directed"
}

Repeat this process for each relationship type in the hierarchy.


3. Validate the Configuration

Before applying the changes, validate the new L3 configuration:

GET https://{environment}.reltio.com/reltio/api/{tenantId}/configuration/_validateTenantConfiguration?checkAllConstraints=true

Note: This step ensures that the configuration is syntactically correct and adheres to best practices.


4. Apply the New Configuration

Once validated, apply the new L3 configuration:

PUT https://{environment}.reltio.com/reltio/api/{tenantId}/configuration

Note: This request requires the ROLE_TENANT_ADMIN role.


Best Practices:

  • Backup Configuration: Always back up the current L3 configuration before making changes.
  • Incremental Changes: Implement changes incrementally to minimize the risk of errors.
  • Testing: Test the new hierarchy in a development environment before applying it to production.

Additional Resources:

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