How do I update the deprecated fallbackStrategiesChain survivorship rules to fallbackStrategies?

Question

Updating L3 survivorship rules section to change fallbackStrategiesChain to fallbackStrategies due to deprecation of fallbackStrategiesChain in 2017, and have not observed any major issues related to OV values under merged profiles; does this mean that fallbackStrategiesChain is still being supported by Reltio?

Does anything extra need to be done to make sure that survivorship-related changes are applied in the tenant as expected, including matches refresh?

Answer

You can set a fallback strategy for survivorship rules. For example, say you have a source system survivorship rule for an attribute, and you have two records from the same source system involved in a merge. In this example, Reltio would generate two Operational Values (OVs) for the attribute. To get a single OV, you can specify the fallback strategy as a tiebreaker

Fallback strategies provide flexibility to change an OV rule for some other attribute. In the following example, in the case of fallback for LastName, you can change the rule for the FirstName attribute.

{
   "survivorshipGroups":[
      {
         "URI":"configuration/entityTypes/HCP/survivorshipGroups/default",
         "default":true,
         "mapping":[
            {
               "attribute":"configuration/entityTypes/HCP/attributes/FirstName",
               "sourcesUriOrder":[
                  "configuration/sources/HMS",
                  "configuration/sources/AHA",
                  "configuration/sources/Reltio"
               ],
               "survivorshipStrategy":"SRC_SYS"
            },
            {
               "attribute":"configuration/entityTypes/HCP/attributes/MiddleName",
               "survivorshipStrategy":"OtherAttributeWinnerCrosswalk",
               "primaryAttributeUri":"configuration/entityTypes/HCP/attributes/FirstName"
            },
            {
               "attribute":"configuration/entityTypes/HCP/attributes/LastName",
               "survivorshipStrategy":"OtherAttributeWinnerCrosswalk",
               "primaryAttributeUri":"configuration/entityTypes/HCP/attributes/FirstName",
               "fallbackStrategies":[
                  {
                     "attribute":"configuration/entityTypes/HCP/attributes/LastName",
                     "survivorshipStrategy":"SRC_SYS",
                     "sourcesUriOrder":[
                        "configuration/sources/HMS",
                        "configuration/sources/Reltio",
                        "configuration/sources/AHA"
                     ]
                  }
               ],
               "fallbackUsingCriteria":"ZERO_OR_MORE_THAN_ONE"
            }
         ]
      }
   ]
}
NoteThe default value of the new survivorship strategy option fallbackUsingCriteria is MORE_THAN_ONE, which is used for backward compatibility. ZERO_OR_MORE_THAN_ONE means that the fallback rule applies to the result of the primary survivorship rule if there are either zero or more than one Operational Values.

References

https://docs.reltio.com/datacleanse/fallbackstrategies.html

https://docs.reltio.com/datacleansenew/configfallbackstrategy.html?hl=fallbackstrategies

https://docs.reltio.com/matchingmerging/survivorshiprules.html?hl=fallbackstrategies#survivorshiprules__ssprulesfallbackstrategies

 

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