Reltio MDM Live Training

Course Description

Demo Video:

Demo session - Reltio MDM Live training

Course Content:

 Module 1: Introduction to Reltio

1.1 Overview of Reltio

1. What is Reltio?
2. Key features and advantages
3. Reltio vs. traditional MDM platforms
4. Reltio Connected Data Platform architecture

1.2 Reltio Terminology

1. Entities, Relationships, Attributes
2. Crosswalks, Survivorship, Match & Merge
3. Views and Perspectives

Module 2: Reltio Cloud Architecture

2.1 Reltio Architecture Deep Dive

1. Multitenant cloud architecture
2. Graph-based data model
3. APIs and microservices

2.2 Environments

1. Dev, QA, Prod
2. Tenant management
3. Data load pipelines overview

Module 3: Reltio Data Modeling

3.1 Data Model Concepts

1. Entities, relations, reference entities
2. Attribute groups and configurations
3. Party, Organization, Product, and custom models

3.2 Creating a Reltio Logical Data Model

1. Designing entity structures
2. Configuring relationships and interactions
3. Data validation constraints

Module 4: Data Ingestion & Integration

4.1 Data Ingestion Methods

1. Batch ingestion (Reltio Integration Hub / RIH)
2. Big Data Pipeline ingestion
3. Real-time ingestion using REST APIs

4.2 Connectors & Integration Tools

1. Reltio Integration Hub (Workato-based)
2. Prebuilt connectors (Salesforce, SAP, Oracle, etc.)
3. Webhooks and event streaming

4.3 Loading & Synchronizing Data

1. L3 → L1 loading mechanics
2. Monitoring ingestion jobs

Module 5: Match, Merge & Survivorship

5.1 Matching Fundamentals

1. Deterministic vs. probabilistic matching
2. Match rules configuration

5.2 Survivorship Rules

1. Source ranking
2. Attribute-level survivorship
3. History & traceability

5.3 Merge & Unmerge

1. Auto-merge flow
2. Manual merge
3. Handling duplicates

Module 6: Data Quality Management

6.1 DQ Framework

1. Data validation
2. Standardization
3. Enrichment

6.2 Enrichment Services

1. Third-party enrichers (D&B, Open Data APIs, etc.)
2. Reference data management

Module 7: Reltio UI & User Experience

7.1 Navigation

1. Landing page
2. Search, view, and edit entities

7.2 Using Workspace

1. Viewing golden profiles
2. Managing relationships
3. Data stewardship activities

7.3 Advanced Stewardship

1. Tasks & workflow
2. Managing exceptions

Module 8: Reltio API & Extensibility

8.1 Reltio REST API

1. Authentication
2. CRUD operations
3. API best practices

8.2 Event Management & Extensions

1. Reltio Events
2. Real-time streaming to Kafka/SQS
3. External worker design

Module 9: Reltio Integration Hub (RIH)

9.1 Introduction to RIH

1. Architecture
2. Use cases

9.2 Building Recipes

1. Triggers & actions
2. Data mapping
3. Monitoring executions

9.3 Pre-Built Accelerators

1. Salesforce
2. SAP
3. Snowflake

Module 10: Administration & Security

10.1 User & Role Management

1. Roles and permissions
2. Access groups

10.2 Security Concepts

1. Data privacy
2. GDPR-ready features
3. Audit logging

Module 11: Performance & Monitoring

11.1 Monitoring Tenants

1. Data load monitoring
2. API usage tracking
3. Troubleshooting

11.2 Performance Optimization

1. Index tuning
2. Match rule optimization
3. Scaling considerations

Module 12: Reporting & Analytics

12.1 Reltio Insights

1. Dashboards & reporting
2. Data export

12.2 Integrating with BI Tools

1. Power BI
2. Tableau
3. Snowflake pipelines

Module 13: Hands-On Labs (Practical Exercises)

1. Build a data model
2. Configure match rules
3. Create survivorship rules
4. Load sample data
5. Execute match/merge
6. Build a RIH integration recipe
7. Implement enrichment
8. Query data via API

Module 14: Capstone Project

1. Full Reltio MDM implementation scenario:
   1. Design model
   2. Ingest multi-source data
   3. Configure matching & survivorship
   4. Build UI perspective
   5. Create an integration flow
   6. Demonstrate data quality improvements

Module 15: Certification Preparation

1. Reltio platform certification overview
2. Sample test questions
3. Exam strategies