Relationship change activity - Precisely Data Integrity Suite

Data Integrity Suite
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Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
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Data_Observability
Data_Quality
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Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
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Data Integrity Suite
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2000
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2026

A workflow can contain a Relationship Change activity which allows you to add, modify or remove relationships based on workflow Form values from a previous activity.

Relationships between assets help to define the bigger picture of your business glossary by showing how assets are connected. This is useful for understanding dependencies, data lineage, and the overall structure of your data governance framework.

Before you can establish relationships, you need to create a Relationship Type that connects two asset types. For more information, see Configure relationship types.

Once you have configured a Relationship Type, you can create relationships manually, or you can build a workflow that uses the Relationship Change activity to create or update relationships. For every relationship change you want to make, you must use a separate Relationship Change activity.

Configure the Change Type property

Set whether the Relationship Change activity will add, remove, or modify relationships.

The Change Type property determines what action the activity performs on relationships.
Choose from the following options:
  • Create a relationship: Adds a new relationship between assets.
  • Remove a relationship: Deletes an existing relationship between assets.
  • Modify a relationship: Updates an existing relationship. This option applies only if there are fields on the Relationship Type.

Configure the Relationship Type property

The Relationship Type property specifies which relationship the activity will create, remove, or modify. A Relationship Type must already be defined before you create your workflow.
Choose one of these methods to select the Relationship Type:
  • From field: Select a field that will contain the Relationship Type value. Use this option if there is a preceding Form activity that contains a Relationship Type field.
  • By type: Select from the Relationship Types that have been configured for the asset type referenced on the Start activity. The workflow is based on the asset type that is referenced on the Start activity.

Understand relationship subjects and objects

Learn how the Relationship Change activity defines which assets are connected.

The subject and object of a relationship are determined by your workflow configuration:
  • The subject of the relationship is defined by the asset type on which the workflow is based.
  • The object of the relationship is defined by the relationship type selected in the Relationship Change activity.

Example: Create relationships in a workflow

This example shows a workflow that automatically relates new Business Term assets to a Primary Domain.

Asset types and relationship:

  • Business Asset > Business Term: Each Business Term asset contains the contact information for a customer.
  • Business Asset > Primary Domain: Every Business Term asset is owned by a Primary Domain, for example, Membership, Insurance, Accounts.

A Relationship Type connects the two Business Asset types:

Business Asset: Primary Domain owns / is owned by Business Asset: Business Term

The cardinality of this Relationship Type is One to Many. This means that a Primary Domain can contain multiple Business Terms, but a Business Term can only belong to one Primary Domain.

Workflow structure:

  1. Start
  2. Form
  3. Relationship Change
  4. End

Form activity configuration:

The Form activity has a List field with these properties:

  • Field Type: List. The field name is changed to "Select a Domain".
  • Allow Multiselect?: No. The relationship cardinality is One to Many.
  • Select List: The Primary Domain asset type is selected.
  • Required Field: Yes. The form assignee must complete this field.
  • Email notification: On. The form assignee receives an email with a link to the Form where they must select the appropriate Primary Domain to own the new Business Term.

Relationship Change activity configuration:

The Relationship Change activity references the List field on the Form activity:

  • Change Type: Create a relationship
  • Relationship Type: By Type > is owned by Business Asset: Primary Domain
  • Subject: Form: Select a Domain
  • Remove existing relationships?: Yes

Result: A relationship is created where the Primary Domain that is selected in the Form becomes the subject of the relationship and the new Business Term asset becomes the object of the relationship.