MDM CM Extract Outbound Views

Prerequisites

Area Prerequisite

Task Group Execution

Reltio_MDM_Extract task group must be executed successfully at least once.

Start object type data and End object type data

Once the Reltio MDM extract process is completed, make sure that the start object type and end object type data is available for relations data in staging table's (ODP_CORE_STAGING.@ReltioConnectionName_RELATIONS) json message. If it is not available, contact Reltio support team.

Create a Task Group for CM Outbound Data Views

To extract the outbound views, you need to first create a Task Group in IDP OA platform to execute the extract process. Follow the below steps to create a task group in IDP OA.

  1. Using WinSCP or s3 browser, connect to the IDP default s3 bucket and go to the folder <bucket_name>/templates/product.

  2. Find the template Reltio_MDM_CM_Outbound_Dataviews__<version>.json and download the latest version template to the local machine.

    Open the pipeline template Reltio_MDM_CM_Outbound_Dataviews_<version>.json in any text editor and replace all the occurrences of below place holders.

    Placeholder Replaceable String
    <RELTIO_CONN_NAME> Reltio Connection name configured in Entity Collection. For example, RELTIO_MDM

  3. Login to IDP OA platform and under the Data Management section, click Data Pipeline.

  4. On the Landing Page, click Data Pipeline again. The Task Groups page appears.

Click Task Group from Template, select the latest downloaded template Reltio_MDM_CM_Outbound_Dataviews__<version>.json and then click OPEN.

Verify the Parameters

Verify the taskgroup parameter EntityTypeList and add reltio entity types if required. Only those entities information and it'srelated relations/merges, which are configured as part of this parameter EntityTypeList is available in outbound views. To add a new entity type to this parameter, add a comma (,) followed by entity type enclosed within in single quotes ('') and save the task group. Do not remove the already configured baseline entity types.

Similarly, verify the taskgroup parameter PayerEntityTypeList for the parameter values Company and Formulary and add the reltio entity types if required. Only those entities information and its related relations/merges, which are configured as part of this parameter PayerEntityTypeList will be available in outbound views. To add a new entity type to this parameter, add a comma (,) followed by entity type enclosed within in single quotes ('') and save the task group. Do not remove the already configured baseline entity types.

Create Outbound Views

  1. On the Task Group page, find the task group Reltio_MDM_CM_Outbound_Dataviews and then click RUN.

  2. The task group status will be ExecutionInProgress while the data is being extracted and status will be displayed as ExecutionCompleted once the extract process is done.

  3. The Outbound Dataviews are now created for Customer Master and you can extract the data from outbound views into flat files.

  4. To know the execution details, click the three vertical dots beside RUN and then click Show Execution Logs from the drop down as shown in the figure below.

Task group Reltio MDM CM Outbound Dataviews should run only in the below scenarios:

  • When imported for the first time into an IDP environment.

  • When a latest version of this task group released in the subsequent releases.

  • If any changes made to the definition of underlying views or views by client teams.

  • If underlying views are invalid.

Data Interface Document

For more information on DID for Customer MDM Outbound Extract, refer Data Interface Documents.