What are different ways to update Reltio Name dictionary?

Question

How can I update the Reltio Name Dictionary?

 

Answer

Updating the Reltio Name Dictionary can be achieved through the following methods:

 

      1. Using the Reltio Match Cleansers

Reltio provides an in-built Name Dictionary Cleanser that offers a list of synonyms to be used during matching. You can configure your match rule to use this in-built dictionary or use your own dictionary.

Steps:

  • Access the Match Rule Editor in the Reltio Console.
  • In the "cleanse" section, include the following cleanse adapter:

 

  {
   "cleanseAdapter": "com.reltio.cleanse.impl.NameDictionaryCleanser",
   "mappings": [
     {
       "attribute": "configuration/entityTypes/Individual/attributes/FirstName",
       "cleanseAttribute": "configuration/entityTypes/Individual/attributes/FirstName"
     }
   ]
 } 

This configuration uses the in-built Reltio Name Dictionary for the First Name attribute.

 

     2. Using a Custom Name Dictionary

If you have developed your own list of base names and their synonyms, you can create a custom Name Dictionary Cleanser and use it during matching instead of the Reltio provided name cleanser.

Steps:

  • Using the Reltio RDM UI, add a new source named DICT_BASE_NAME to your RDM tenant.
  • Add a Lookup Type with the name of your choice, for example, Acme Name Dictionary, to your RDM tenant.
  • Load base values and synonym values to the Lookup Type.

 

  [
   {
     "tenantId": "RBcvGv0Dcmcjhgy",
     "type": "ACME_NAME_DICTIONARY",
     "enabled": true,
     "code": "bennie",
     "sourceMappings": [
       {
         "source": "DICT_BASE_NAME",
         "values": [
           {
             "code": "benjamin",
             "value": "benjamin",
             "description": "Predefined Name Dictionary value",
             "enabled": true,
             "canonicalValue": false,
             "downStreamDefaultValue": false
           }
         ]
       }
     ]
   },
   {
     "tenantId": "RBcvGv0Dcmcjhgy",
     "type": "ACME_NAME_DICTIONARY",
     "enabled": true,
     "code": "ben",
     "sourceMappings": [
       {
         "source": "DICT_BASE_NAME",
         "values": [
           {
             "code": "benjamin",
             "value": "benjamin",
             "description": "Predefined Name Dictionary value",
             "enabled": true,
             "canonicalValue": false,
             "downStreamDefaultValue": false
           }
         ]
       }
     ]
   }
 ] 

 

Add a cleanse adapter to your match rule

 

  {
   "cleanse": [
     {
       "cleanseAdapter": "com.reltio.cleanse.impl.NameDictionaryCleanser",
       "cleanseAdapterParams": {
         "rdmServiceUri": "https://rdm.reltio.com",
         "oauthInstance": "https://auth.reltio.com/oauth/token",
         "rdmTenantId": "rdm1234567890",
         "dictionary": "rdm/lookupTypes/ACME_NAME_DICTIONARY"
       },
       "mappings": [
         {
           "attribute": "configuration/entityTypes/Individual/attributes/FirstName",
           "cleanseAttribute": "configuration/entityTypes/Individual/attributes/FirstName"
         }
       ]
     }
   ]
 } 

 

This configuration uses your custom name dictionary during matching

 

Best Practices:

  • Consistency: Ensure that the dictionary is consistently used across all relevant attributes.
  • Documentation: Document the rationale for including specific synonyms to provide clarity for future data operations.
  • Review: Regularly review the dictionary entries to ensure they remain relevant and accurate.
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