Informatica® MDM - Customer 360

10.2 HotFix 5

User Guide
Informatica MDM - Customer 360 User Guide
10.2 HotFix 5
July 2020
© Copyright Informatica LLC 2016, 2020

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Publication Date: 2020-07-30

Table of Contents
Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 1: Introduction to Informatica MDM - Customer 360. . . . . . . . . . . . . . . . . . 9

Overview of Informatica MDM - Customer 360. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Key Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Search and Compare. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Merge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Review Processes and Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Hierarchies and Relationships. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Business Entity Data Enrichment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
DaaS Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Logging In. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Charts and Graphs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Tasks Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
My Records Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 2: Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Getting Started Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Sorting and Filtering Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Viewing Customer Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Customer Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 3: Adding Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Adding Business Entities Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Data Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Adding a Person Scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Adding an Organization Scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Adding a Person Business Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Adding an Organization Business Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Table of Contents 3
 DaaS Validation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Address Verification and Standardization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Email Address Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Phone Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Validating a Postal Address, an Email Address, or a Phone Number. . . . . . . . . . . . . . . . . . . . . 29
Adding a Household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Adding an Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Adding a Time Period. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Adding a Time Period Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Adding a Classification Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Adding a Campaign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 4: Searching and Editing Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . 33

Finding and Editing Business Entities Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Search Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Scenario for Editing a Business Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Searching for Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Filtering Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Viewing and Opening a Business Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Editing a Business Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Deleting Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Adding a Tag. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 5: Working with Drafts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Working with Drafts Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
My Records Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Timeline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Editing a Draft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Submitting a Draft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Deleting a Draft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Chapter 6: Participating in Review Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Participating in Review Processes Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Example of a Review Process for Edits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Task Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Timeline. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Task Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Receiving Task Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Claiming Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Resolving Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Reviewing Edited Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Reviewing New Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Resolving Records Sent Back for Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

4 Table of Contents
 Closing Notification Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Reviewing Merge Proposals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Reviewing Unmerge Proposals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Organizing Work on Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Sorting and Filtering Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Editing Due Date, Priority, and Other Task Priorities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Assigning Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Disclaiming Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Chapter 7: Importing Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Importing Data Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Import Summary Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Import Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Import File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Importing Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Chapter 8: Resolving Duplicates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Resolving Duplicates Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Match Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Merge Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Scenario for Duplicate Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Resolving Duplicate Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Identifying Duplicate Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Identifying Duplicate Child Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Merging Duplicate Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Resolving Duplicate Records within a Business Entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Chapter 9: Investigating Data Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Scenario for Data Changes in History View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Comparing Data Changes in the History View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Chapter 10: Investigating Hierarchies and Relationships. . . . . . . . . . . . . . . . . . . . . 66

Investigating Hierarchies and Relationships Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
User Interfaces. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Hierarchy View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Managing Relationships. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Opening a Record in the Hierarchy View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Viewing Records and Relationships. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Adding a Relationship to a Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Adding a New Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Creating a Relationship between Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Deleting a Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Table of Contents 5
 Show or Hide a Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Editing the Relationship Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Exporting a Hierarchy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Chapter 11: Viewing the Relationship Graph. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Relationship Graph Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Opening the Relationship Graph View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Relationship Graph User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Filtering the Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Aggregating the Business Entities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Setting the Visualization Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Modifying the Graph View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

6 Table of Contents
Preface
Use the Informatica® MDM - Customer 360 User Guide to learn how to create, consume, manage, and monitor
customer data in Customer 360. Learn how to manage records, manage relationships between records, and
update records.

Informatica Resources

Informatica Network
Informatica Network hosts Informatica Global Customer Support, the Informatica Knowledge Base, and other
product resources. To access Informatica Network, visit https://network.informatica.com.

As a member, you can:

• Access all of your Informatica resources in one place.

• Search the Knowledge Base for product resources, including documentation, FAQs, and best practices.
• View product availability information.
• Review your support cases.
• Find your local Informatica User Group Network and collaborate with your peers.

Informatica Knowledge Base

Use the Informatica Knowledge Base to search Informatica Network for product resources such as
documentation, how-to articles, best practices, and PAMs.

To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas
about the Knowledge Base, contact the Informatica Knowledge Base team at
[email protected].

Informatica Documentation
To get the latest documentation for your product, browse the Informatica Knowledge Base at
https://kb.informatica.com/_layouts/ProductDocumentation/Page/ProductDocumentSearch.aspx.

If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation
team through email at [email protected].

Informatica Product Availability Matrixes

Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types
of data sources and targets that a product release supports. If you are an Informatica Network member, you
can access PAMs at
https://network.informatica.com/community/informatica-network/product-availability-matrices.

7
 Informatica Velocity
Informatica Velocity is a collection of tips and best practices developed by Informatica Professional
Services. Developed from the real-world experience of hundreds of data management projects, Informatica
Velocity represents the collective knowledge of our consultants who have worked with organizations from
around the world to plan, develop, deploy, and maintain successful data management solutions.

If you are an Informatica Network member, you can access Informatica Velocity resources at
http://velocity.informatica.com.

If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional
Services at [email protected].

Informatica Marketplace
The Informatica Marketplace is a forum where you can find solutions that augment, extend, or enhance your
Informatica implementations. By leveraging any of the hundreds of solutions from Informatica developers
and partners, you can improve your productivity and speed up time to implementation on your projects. You
can access Informatica Marketplace at https://marketplace.informatica.com.

Informatica Global Customer Support

You can contact a Global Support Center by telephone or through Online Support on Informatica Network.

To find your local Informatica Global Customer Support telephone number, visit the Informatica website at
the following link:
http://www.informatica.com/us/services-and-training/support-services/global-support-centers.

If you are an Informatica Network member, you can use Online Support at http://network.informatica.com.

8 Chapter 1: Preface
Chapter 1

Introduction to Informatica MDM -

Customer 360
This chapter includes the following topics:

• Overview of Informatica MDM - Customer 360, 9

• Key Concepts, 10
• Logging In, 12
• User Interface, 13

Overview of Informatica MDM - Customer 360

Informatica MDM - Customer 360 provides clean, consistent, and connected information about customers.
Business managers use the master customer data to make better business decisions about customers and
manage customer relationships. You can get a single trusted view of a customer. You can enrich and update
the customer data with the data from Data as a Service (DaaS) providers, such as Dun and Bradstreet (D&B).

With Customer 360, business users can achieve the following goals:

• Streamline the customer onboarding and qualification process.

• Centralize the data about customers in a master database.
• Enrich customer data with data from external sources, such as D&B.
• View the relationships between customers, parent companies, subsidiaries, and related organizations.
• Design campaigns based on customer preferences and behavior.
• Improve customer service.
• Connect customer data to the product catalogs and view the buying patterns.
• View customer-to-product relationships.

Customer 360 is based on Informatica MDM Multidomain Edition. Business users connect to master
customer data through a business-friendly user interface. The user interface displays an enterprise-level
dashboard as well as 360 degree customer views that are customized for different business users.

The Customer 360 environment integrates with Informatica Product 360, which is a product information
management system.

Use Customer 360 to access the master data that is stored in the Hub Store. Master data is organized by
business entities. Business entities are the type of top-level data that has significance for an organization.
Business entities include persons and organizations.

9
 Business users use Customer 360 to perform the following activities:

• Add business entities.

• Request DaaS providers to enrich the data in business entities.
• Search for and edit business entities.
• Manage relationships between business entities.
• Participate in review processes for new and changed business entities.
• Import records in bulk to create new customers.

Key Concepts
To work effectively in Customer 360, you need a basic understanding of Informatica Master Data
Management concepts.

Business Entities
Business entities represent entities with significance to an organization. Organizations commonly define
business entity types to represent customers, suppliers, employees, products, and accounts. For example, a
business entity type might be Person. The customer John Smith is a business entity of type Person.

An organization can also define business entity types for data that is unique to the business. For example, a
charity defines donors as a type of business entity. Many organizations define more than one business entity
type.

In the MDM Hub Store, a business entity corresponds to a record in a base object table. The parent record
contains identifying information for the business entity. The parent record contains links to child records that
contain related information for the business entity, such as addresses and telephone numbers.

Related Topics:
• “Adding Business Entities Overview” on page 23
• “Adding a Person Scenario” on page 24
• “Finding and Editing Business Entities Overview” on page 33

Search and Compare

A best practice in data governance is to check for existing records before adding new records. When you
begin adding a business entity, Customer 360 searches for duplicate business entities.

You can preview the potential duplicate business entities as they appear and take one of the following
actions:

• If more than one entity is a potential match for the entity you are adding, you can compare the entities
side by side. If you find that the entities are duplicates, you can initiate a merge.
• If one entity matches the entity you are adding, you can open the entity and begin working with it. In this
case, the entity that you started adding is discarded.
• If none of the entities is a match, you can continue adding the new entity.

The Customer 360 developer configures the fields to use in the search for potential duplicates.

10 Chapter 1: Introduction to Informatica MDM - Customer 360

Merge
After you compare business entities, you can merge entities that appear to be duplicated.

When you merge a business entity, the root records of the merged business entity are consolidated into a
single root record. The child records from each of the root records become child records of the merged root
record.

Review Processes and Tasks

A review process is an automated business process. When a user adds, edits, merges, or unmerges business
entities, the action can initiate a review process. A review process ensures that business managers or data
stewards review and ultimately approve the data before it becomes master data.

Your user role determines whether a change to the master data triggers a review. For example, if your user
role permits you to add or edit data but not approve changes, then when you save an edit or merge business
entities, the action triggers a review process.

A review process contains people activities. A people activity is a point in the review process when the
process requires human participation. When an instance of a review process reaches a people activity, the
review process sends a task notification. Business managers and data stewards receive task notifications in
their task inboxes.

Hierarchies and Relationships

A business entity can have relationships to other business entities. You can view a graph that shows how a
business entity is related to other business entities. Use the Hierarchy view to examine the relationships
between the open business entity and other business entities.

You can see the business entity relationships in the entity view. The relationship panels on the right display
the relationship for the business entity. Use the panels to add relationships.

Business Entity Data Enrichment

You can enrich the data in a business entity with data from a DaaS provider, such as Dun and Bradstreet
(D&B). Data enrichment is available only for the Organization business entity. Use the linkage service from
D&B to get information of all branches and divisions of an organization.

After you have enriched the business entity data, you can get the updates to the data. You can perform a
lookup based on the D-U-N-S Number for an organization and get details about the organization to which the
D-U-N-S Number is assigned.

DaaS Validation
Validation and verification of postal addresses, email addresses, and phone numbers improves the ability to
contact your customers. Use the integration of Customer 360 with Informatica DaaS for data verification and
correction. You can verify customer contact information and store accurate data in the database.

You can analyze, verify, correct, and format addresses according to the local postal standards. Ensure that
the email addresses are valid and formatted correctly. Find email domains involved with spam networks,
traps, and other malicious threats and verify that the email address is valid, not valid, or malicious. Verify the
phone numbers of your customers and ensure your ability to connect.

Key Concepts 11
Logging In
To log in, you need the URL for Customer 360 and your user credentials.

1. Open a supported browser, such as Chrome.

2. Enter the URL for Customer 360. The URL has the following format:
http://<MDM Server host name>:<MDM Server port number>/c360/
com.informatica.tools.mdm.web.auth/login
The Log In page opens.
3. Enter your user name and password.
4. Click Log In.
5. If prompted, select the Customer 360 application.
The Customer 360 opens and displays the Home page. Your user name appears in the top right corner of
the application header.

12 Chapter 1: Introduction to Informatica MDM - Customer 360

User Interface
The Customer 360 user interface contains a navigation pane on the left and a details pane on the right. Click
a link in the Left pane to open the corresponding pages, such as New menu, File Import, and Task Manager.
The details pane displays details about the link you select in the left navigation pane.

The following image shows the user interface with the Home page displayed:

Customer 360 has the following tabs:

Home

The Home page is your dashboard and monitoring page. The page contains the tasks panel, records
panel, and a collection of charts. The charts give a visual summary of the customers and task details.
Managers and administrators can view a list of review tasks in the tasks panel. The records panel lists
the records that you have submitted or saved as drafts.

New

The New page lists the type of master data that you can add. Your user role must permit you to add the
master data. Use the New tab to add business entities.

Search

The Search page contains the search results. Use the Search tab to find business entities. You can open
a business entity from the search results.

User Interface 13
 Task Manager

The Task Manager page displays the tasks that are assigned to you and all unclaimed tasks. Use the
Task Manager to organize, claim, and resolve tasks that the review processes generate.

My Records

The My Records page contains the list of drafts, submitted records, and the details pane. When you
create a business entity, you can save the data as a draft. Use the My Records page to find, edit, and
delete drafts. When a draft is complete, you can submit the draft for approval.

File Import

The File Import page contains the options to import data into Customer 360. Follow the steps to select
and import data.

Charts and Graphs

Charts and graphs on the Home page contain enterprise-level information about all customers and tasks. You
can view a visual representation of the customers and related information. You can view the breakdown of
tasks, grouped by their state and priority.

The charts and graphs can be static or dynamic. Before you analyze the data, ensure that the data reflects
the current master data. Your administrator can add or remove charts from the Home page. All managers
share the same Home page, so you might want to coordinate with other managers before requesting
changes.

Chart Description

Customers Added by Year Displays the number of customers added in each year.

Customer Onboarding Time Displays how long it took to qualify customers.

Source Systems Displays the percentage of customer data that comes from each source
system in each year; for example, SAP.

Tasks Overview Displays the total number of tasks and breaks down the tasks by status
and priority.

14 Chapter 1: Introduction to Informatica MDM - Customer 360

Tasks Panel
A task is a request to participate in a review process. For example, you might need to approve a new
business entity or review changes to a business entity.

The following image shows the task panel:

1. Quick filters
2. Column filters
3. Refresh icon

The following table describes the elements in the task inbox:

Inbox Description
Element

Filters You can use the following types of filters alone or in combination:
- Quick filters. To see only your claimed tasks, select My Tasks. To see all tasks, select Available
Tasks.
- Column filters. Filters the tasks based on the task properties that are visible in the list. Use only
one column filter at a time.

Refresh icon Updates the contents of the task inbox.

Task Title A link that displays a short description of the review task. To review the business entity and take
action on the task, click the task title. The business entity opens in the review panel. If your role
permits it, you can edit the business entity from this view before taking action on the task.

Type The name of a people activity within the process.

Priority The task priority can be Low, Normal, or High. When generating tasks, the review process assigns the
same priority to all tasks of the same type.

Due Date The date the task is due. The review process calculates a default due date based on the task creation
date plus a predefined time period.

Owner The owner is the signed in user. You might also see Unclaimed tasks, which you can claim.

User Interface 15
 My Records Page
Use the My Records page to organize your work and get an insight into your drafts and records submitted for
approval. You can work on the drafts and submit them for approval.

To go My Records, click My Records in the left navigation pane.

The following image shows the My Records page:

16 Chapter 1: Introduction to Informatica MDM - Customer 360

Chapter 2

Getting Started
This chapter includes the following topics:

• Getting Started Overview, 17

• Home Page, 17
• Sorting and Filtering Tasks, 18
• Viewing Customer Data, 19

Getting Started Overview

After you log in to Informatica MDM - Customer 360, you see the Home page. The Home page is unique to
your user role.

Based on the Home page layout, you might be able to monitor data in reports, run a search in an embedded
search engine, and organize your tasks.

Home Page
The Home page is your dashboard and monitoring page that displays a list of tasks and a collection of charts
and graphs.

The Home page contains the following components:

Task Inbox

After a business user creates or edits record data, the action initiates a business process. The business
process generates tasks to managers to participate in the review process. The task inbox displays tasks
that you claim and all unclaimed tasks.

Drafts and Submissions

After you create or edit record data, you can save the form as draft to submit later. Users can view only
their drafts and submitted forms.

Charts and Graphs

Charts and graphs include tasks overview, customer onboarding time, customers added by year, and
source systems.

17
Sorting and Filtering Tasks
You can sort and filter the list of tasks in the task inbox. For example, you might want to review edited
business entities before you review merge proposals.

The task inbox contains quick filters and column filters. You can use these two types of filters in combination
to get specific results. For example, to see high priority tasks assigned to you, select the My Tasks quick
filter and set the Priority column filter to High. In logical terms, filters are joined by the AND operator.

Note: You can set one column filter at a time. For example, you can narrow your list to Organizations and then
further restrict the results to show only the Merge tasks for organizations.

1. Click either the Home tab or the Task Manager tab.

The task inbox appears.
2. To sort the list of tasks by an attribute, click the column heading with that attribute name.
For example, to sort tasks by task type, click the Task Type column heading.
Sorts the tasks based on the values in the selected column. An up arrow beside the column heading
indicates that the values are sorted in ascending order. A down arrow indicates descending order.
3. To filter the list, set filter criteria in any order.
• To filter tasks by the most commonly-used criteria, select a quick filter:

Option Description

My Tasks Shows tasks that you own.

Available Tasks Shows tasks that you own and tasks that are unassigned.
Note: You cannot view tasks that are assigned to other people.

• To filter the task list based on an attribute in a column heading, set one column filter:
Note: If the column filter fields are hidden, click Filter on to display the fields.

Option Description

Task Title Show tasks that contain the specified text. Enter the text that you want to search for in the task
titles.

Type Show tasks with the selected task type. Select a task type from the list, such as Final Review or
Merge.

Priority Show tasks with the selected priority, such as High. Select a priority from the list.

Due Date Show tasks that are due before or by the selected date. Click the field and then select a date
from the calendar.
The due date of each task is prefixed with one of the following colored dots:
• Green. Indicates that the task is not overdue.
• Red. Indicates that the task is overdue.
• Amber. Indicates that the task will be overdue in the next 24 hours.

18 Chapter 2: Getting Started

 Option Description

Status Show tasks with the selected status, such as Open or Closed. Select a status from the list.

Owner Show tasks that are assigned to the user. Enter a user name.

4. To remove filters, click the Clear Filter icon.

Viewing Customer Data

You can view the summary of customer details from a customer dashboard. Search for a customer that you
want to view. If multiple business customers appear in the search results, you can use filters to refine the
search. After you find the customer, click the customer record to view the details.

Customer Dashboard
A customer dashboard displays all relevant information of the customer. The dashboard displays customer
details, such as contact information, financial data, preferences, previous purchases, and tweets.

Note: You cannot edit the data in a dashboard view.

Viewing Customer Data 19

 The following image shows the customer dashboard for a person type customer:

The Product Details panel displays the product purchase history of the customer. Each product in the panel is
a link that you open and view the product details.

20 Chapter 2: Getting Started

The following image shows the details of a product:

Viewing Customer Data 21

 The following image shows the customer dashboard for a organization type customer:

22 Chapter 2: Getting Started

Chapter 3

Adding Business Entities

This chapter includes the following topics:

• Adding Business Entities Overview, 23

• Adding a Person Scenario, 24
• Adding an Organization Scenario, 25
• Adding a Person Business Entity, 25
• Adding an Organization Business Entity, 26
• DaaS Validation Overview, 28
• Validating a Postal Address, an Email Address, or a Phone Number, 29
• Adding a Household, 30
• Adding an Address, 30
• Adding a Time Period, 31
• Adding a Time Period Group, 31
• Adding a Classification Value, 31
• Adding a Campaign, 32

Adding Business Entities Overview

You can add business entities to the master data. The application developer defines the business entities
types, including the data and structure. The developer also designs the layout of the Business Entity views
that open when you create an entity.

Data entry form panel

The main panel in the view is the data entry form. Required fields have a red line.

Similar Records panel

If the view contains the Similar Records panel, as you enter data in required fields, Informatica MDM -
Customer 360 generates a list of similar business entities for your review. Review the similar business
entities before finishing the form. If you find the entity already exists, you can edit the existing entity
instead of adding a new entity. If you are uncertain whether a similar entity is the same entity that you
want to add, continue adding the new entity. If you add a duplicate business entity, Customer 360 can
find and consolidate matching entities for you.

23
 DaaS Provider panel

If the view contains the DaaS Provider panel, you can specify some basic information, such as the
display name, and send the information in a request to a DaaS provider. The DaaS provider searches the
database and returns a list of matching business entities. You can preview the data for each entity. You
can compare two or more entities and specify which of the entities you want to use to create the
business entity record. You can enrich the data in the business entity.

Note: The DaaS Provider is available only for the Organization business entity type.

Data Validation
When a user adds or changes data, Customer 360 checks the data against metadata and, optionally,
validation rules. The metadata defines the expected format for the data, such as the data type or the number
of characters permitted. Customer 360 has additional validation rules such as validation of government
identifiers, addresses, phones numbers, and emails addresses.

Validation processes run at the field level, section level, and entity level:

• Field level. When you add or edit data in a field in the Business Entity view, a client-side validation process
verifies that the data satisfies the metadata. For example, when you enter a date in a Date field and then
navigate away from the field, the process verifies that you entered the date in the expected date format.
• Section level. When you apply all changes in a section in the Business Entity view, a client-side validation
process verifies that all data satisfies the metadata and that the required fields contain data.
• Entity level. When you save a business entity in the Business Entity view, a server-side validation process
verifies that data satisfies the metadata and the validation rules.
If user input does not satisfy the metadata or the validation rules, you see messages about the problems with
the data.

Adding a Person Scenario

You are an insurance agent for a large insurance company. You have a new customer, Anthony Lomax, on the
phone. You want to add Mr. Lomax as a business entity.

To add Anthony Lomax, you perform the following steps:

1. From the Create menu, you select Person as the business entity type.
2. In the Last Name field, you type Lomax. In the First Name field, you type Anthony.
3. In the Similar Business Entities panel, you see a potential duplicate, so you open the similar business
entity.
4. You confirm with Mr. Lomax that he is not the same person as the existing Anthony Lomax, and then
close the similar business entity.
5. You finish adding Mr. Lomax's information in the form.

24 Chapter 3: Adding Business Entities

Adding an Organization Scenario
You are with the marketing department of a company. You have a new customer, CITIGROUP which is an
organization. You want to add CITIGROUP as an Organization business entity.

To add CITIGROUP, you perform the following steps:

1. From the Create menu, select Organization as the business entity type.
2. Fill In the required fields for the DaaS Provider. In the Legal Business Name field, type CITIGROUP. In the
Country field, select United States. Legal Business Name and Country fields are required fields for the
Dun and Bradstreet (D&B) data source.
3. Fill in all the other required fields.
4. Select D&B and click Get Matching Records.
5. Review the matching records that the D&B returns. You compare two or more entities in the search
results.
6. Select an entity that is a potential match and click Import to create the business entity.
7. If you do not find any potential matches, you close the search results, add data in the data entry form
and click Save to create the business entity.

Adding a Person Business Entity

To add a business entity of the Person type, start from the New menu.

1. Click New, and then click Person.

The customer creation form for New Person opens. A red line on a field indicates a required field.
2. For each required field in the form, click the field, and type a value.
3. If the Similar Records panel contains a list of similar business entities, review them.
a. In the Similar Records panel, click the information icon beside the name of a business entity.
b. Check the other data values to see if the business entity is the same as the one you are adding.
• If it is the same entity, click View. The selected business entity opens in an entity tab. You can
edit data as required. You can view the child records for the entity. You can discard the work-in-
progress entity.
• If it is not the same entity, click Close.
c. Review other similar entities in the same way.
d. If a business entity does not exist, return to the tab containing the work-in-progress customer
business entity.
4. In the customer creation form, add data in the optional fields.
a. Fill in the fields.
b. Optionally, add an image. Type a valid URL in the image field.
Note: For best results, use an image that is a maximum of 200 x 200 pixels. For images, the MDM
Hub stores the URL, not the file. If the location of the file changes, you must update the URL.
c. Click the Apply icon.

Adding an Organization Scenario 25

 5. If the data entry form includes sections for child records, add child records to the sections.
a. In the navigation menu, click a section name, such as Address or Phone.
The view scrolls to the selected section.
b. Click the Create Child Record icon.
Fields appear where you can enter data.
c. You can switch between a table view and a form view of the fields. Click the Form icon or the Table
icon.
d. Fill in the fields.
The following image shows the Phone section in the form view:

1 Table icon. Click to view the fields within a table.

2 Form icon. Click to view the fields within a form.
3 Create Child Record icon. Click to add a child record to the selected business entity.
e. Click the Apply icon.
6. After you finish adding data, click Save.
By default, the Draft check box is selected. When you click Save, the in-progress customer record is
saved as a draft. Later you can submit the record for approval. If you do not want to save the record as
draft, clear the check box before you save the record.
Note: If you are a user with an approver role, ensure that you clear the draft check box.
If your user role permits you to save data without a review, Customer 360 saves the record as an active
record. Otherwise, Customer 360 saves the record as a pending record and initiates the review process
associated with your role.

Adding an Organization Business Entity

To add an Organization entity type, start from the New menu. When you have Data as a Service (DaaS)
integrated with Customer 360 and configured for a business entity, the DaaS Providers panel lists the DaaS
providers, such as Dun and Bradstreet (D&B). Use the data provided by D&B to add your Organization record.

1. Click New, and then click Organization.

The data entry form for New Organization opens. A red line on a field indicates a required field.
2. Fill in the required fields and other fields as required.
Note: Click the information icon beside the name of a DaaS provider to get the required fields. For
example, the Legal Business Name and country are required fields.
3. If you want to add a related person record, perform the following tasks:
a. In the Contacts section, click the Create Child Record icon.

26 Chapter 3: Adding Business Entities

 b. Type the first name and last name of the person.
c. In the Relationship Type box, type one of the following values:
• ContactContact. Specifies the person as a contact for the organization.
• ContactEmployee. Specifies the person as an employee of the organization.
d. Enter values in other fields as required.
e. Click the Apply icon.
4. To use a DaaS service for information about the business entity, in the DaaS Provider panel, perform the
following tasks:
a. Select a DaaS provider you want to use, and then click Get Matches.
The DaaS provider returns the search results, based on the legal business name of the organization
and the country. The matching records are listed in descending order of confidence score.
The following image shows the search results that the D&B (DaaS provider) returns:

b. Investigate if an entity in the search result is the one you want to add.
1. Select the entity and view the entity details.
2. If the data values do not match the entity that you want to add, select another entity.
3. Review all entities in the same way.
c. To add the data from the search results, select a matching record from the search results, and then
click Import.

Adding an Organization Business Entity 27

 d. Click Import in the confirmation screen.
The business entity is created with the data from the DaaS provider.
The following image shows the business entity that you added:

5. If the DaaS service does not return any matching results, click Cancel.
6. If you do not use a DaaS service or if the DaaS service does not return any matching results, ensure that
you filled all the required fields, and then click Save.
By default, the business entity is saved as a draft, and you can later submit the business entity for
approval. If you do not want to save the record as a draft, clear the Draft check box before you save the
record.
Note: If you are a user with an approver role, ensure that you clear the draft check box.
If your user role permits you to save data without a review, Customer 360 saves the record as an active
record. Otherwise, Customer 360 saves the record as a pending record and initiates the review process
associated with your role.

DaaS Validation Overview

Validation and verification of addresses, email addresses, and phone numbers improves the ability to contact
your customers. Use the integration of Customer 360 with Informatica DaaS for data verification and
correction. You can verify customer contact information and store accurate data in the organization.

You can analyze, verify, correct, and format addresses according to the local postal standards. Ensure that
the email addresses are valid and formatted correctly. Find email domains involved with spam networks,
traps, and other malicious threats and verify that the email address is valid, not valid, or malicious. Verify the
phone numbers of your customers and ensure your ability to connect.

28 Chapter 3: Adding Business Entities

 Address Verification and Standardization
You can improve the quality of your address data. You can correct, standardize, and verify international
postal addresses in the address fields of your customer records. You can format the postal address
according to the requirements of the local postal authorities.

Verify the postal addresses when you create customer records. You can also verify existing addresses and
any changes you make to the address data.

You can verify an address when you select the verification check box and save the record.

Email Address Validation

Verify the email address in the email address fields of customer business entities. You can verify whether an
email address exists and is formatted correctly. You can identify known or potentially dangerous email
addresses or domains.

Validate and verify the email addresses in real time at the point of entry when you create a customer record.
You can verify existing email addresses and any changes you make to the email address data.

You can verify an email address when you select the verification check box and save the record.

Phone Validation
You can validate customer phone numbers in the phone fields of your customer business entities.

Validate phone numbers in real time when you create a customer record. You can validate existing phone
numbers and any changes you make to the phone data.

You can validate a phone number when you select the verification check box and save the record.

Note: Phone number validation is accurate when you specify country code.

Validating a Postal Address, an Email Address, or a

Phone Number
You can validate the postal address, email address, and phone number of your customer business entities.
You can perform the validation when you create a customer record or when you update a customer record.
You can validate the data in the root and the child fields.

1. Open the entity creation form to add a new customer or search and select a customer record to edit.
2. Select the check box for the field you want to verify.
To validate address, select Validate Address. To validate email address, select Validate Email. To
validate phone number, select Validate Phone.
3. Enter data in the fields for address, email address, and phone number.
Note: For phone number validation, ensure that you provide the country dialing code.

Validating a Postal Address, an Email Address, or a Phone Number 29

 4. Click Save.
For the postal address, email, and phone number fields in the root record, validation happens when you
move the cursor out of the data field. For the child records, validation happens when you save the
record.
If the check box for a field is selected, Customer 360 validates the data in the field and updates the
validation status in the validation status field.

Adding a Household
A household is a party group. Create a household and add members of the household.

1. Click New in the left navigation pane.

The Create page opens.
2. Click Household.
The New Household page opens.
3. In the Party Group Name, enter a name for the household.
4. In the Household Members section, to add a household member, perform the following steps:
a. Click the Create Child Record icon.
Fields appear where you can enter data.
b. Fill in the fields.
c. Click the Apply icon.
d. Repeat step a to step c for additional members.
5. After you finish adding data, click Save.

Adding an Address
Add an address from the New menu.

1. Click New in the left navigation pane.

The Create page opens.
2. Click Address.
The New Address page opens.
3. In the Address Line 1 field, enter the primary address information.
All other fields are optional.
4. Click Save.

30 Chapter 3: Adding Business Entities

Adding a Time Period
Add a time period from the New menu.

1. Click New in the left navigation pane.

The Create page opens.
2. Click Time Period.
The New Time Period page opens.
3. From the Time Period Type list, select the type.
4. In the Time Period Name field, enter a name for the time period.
All other fields are optional.
5. Click Save.

Adding a Time Period Group

Enter a short description of the task here (optional).

1. Click New in the left navigation pane.

The Create page opens.
2. Click Time Period Group.
The New Time Period Group page opens.
3. In the Group Name field, enter a name of the group.
4. Optionally, enter a description for the group, and then click Save.

Adding a Classification Value

Add a classification value from the New menu.

1. Click New in the left navigation pane.

The Create page opens.
2. Click Classification.
The New Classification page opens.
3. From the Classification Type list, select the classification type, such as NAICS or SIC.
4. In the Classification Value field, enter the value, and then click Save.

Adding a Time Period 31

Adding a Campaign
Add a campaign from the New menu.

1. Click New in the left navigation pane.

The Create page opens.
2. Click Campaign.
The New Campaign page opens.
3. In the Campaign Number field, enter the campaign number.
4. Optionally, enter a description of the campaign.
5. From the Campaign Type list, select the campaign type.
6. From the Campaign Channel Type list, select the campaign channel type.
7. Specify the reference year.
8. Click Save.

32 Chapter 3: Adding Business Entities

Chapter 4

Searching and Editing Business

Entities
This chapter includes the following topics:

• Finding and Editing Business Entities Overview, 33

• Scenario for Editing a Business Entity, 34
• Searching for Business Entities, 35
• Filtering Business Entities, 36
• Viewing and Opening a Business Entity, 37
• Editing a Business Entity, 38
• Deleting Business Entities, 38
• Adding a Tag, 39

Finding and Editing Business Entities Overview

You can search for a business entity that you want to view, edit, or delete. If multiple business entities appear
in the search results, you can use filters to refine the search.

After you find the business entity, you can open the entity in an entity tab. If your user role permits it, you can
edit the data or delete the business entity. When you save changes, based on your user role, a review process
might be initiated. In this case, Informatica MDM - Customer 360 saves the requested changes in a pending
record until the review process ends. If the review ends in an approval, Customer 360 applies the change
from the pending record to the active records.

Search Tab
The Search page is a temporary page that appears when you perform a search from the Search box in the
application header. A search returns a list of business entities that satisfy the search criteria.

Use the Search page to review the search results. You can expand a business entity in a search result to view
the summary of business entity details. To refine the search results, you can use filters.

You can group the business entities that appear in search results based on the business entity types. If you
group business entities, you can look for business entities in the relevant business entity type groups.

33
 The following image shows a sample Search page:

The Search page includes the following sections:

Search Results panel

Displays the total number of results found and lists the business entities that are part of the search
results. You can group the business entities listed in the search results by business entity type.

Filter panel

Displays the filter criteria to filter the search results. Use filters to refine the search results based on the
filter criteria that you select or enter a value for. You can hide the Filter panel if you do not need to filter
the search results.

Results total

Displays the total number of results found based on the search string that you enter in the Search box.

Filter criteria

Filter properties that you can select or enter a value for to refine search results.

Scenario for Editing a Business Entity

A customer named John Smith reports that he did not receive the product that you mailed to him. You want
to check his address, correct errors, and redirect the product to the correct address.

You search for the business entity that represents John Smith. The search returns multiple business entities
that have similar names. To refine the search, you filter the search results based on the city name, and some
other criteria. You find the business entity for John Smith, which you select and open to view the address.
You find that the address has an incorrect postal code. After you correct the address, you close and save the
business entity. You ensure that you resend the product to the correct address.

34 Chapter 4: Searching and Editing Business Entities

Searching for Business Entities
You can search for business entities that you want to view, edit, or delete.

1. Optionally, in the Search box in the header, from the list, select the business entity type within which you
want to search for the business entity.
2. Click Search in the left navigation pane.
3. In the Search box, perform one of the following tasks:
• Type the complete search string or the search string with the asterisk wildcard character (*) for the
business entity that you want to find. You can use the wildcard character at the end of the search
string or in between the search string. For example, if you want to search for John, you can specify
Jo* or J*n.
• If the search is configured to suggest search strings, type a few characters of the search string, and
select one of the suggested values as the search string.
Note: The values are suggested when you search within a single business entity type.
If the search results must contain the words in the search string, add the + operator before each search
word.
If the search string includes any of the following special characters, add a backslash as a prefix to the
special character: + , - , & , || , ! , ( ) , { } , [ ] , ^ , " , ~ , ? , : , \ . If you do not add a backslash as a prefix to
each special character, the search might return no results or incorrect results. For example, if you want
to search for AT&T, the search string must be AT\&T.
If you want to search for a negative value, type the value in the search string without the minus
character. For example, if you want to search for -5000, the search string must be 5000.
If you want to search a date, use a simple date format, such as <Month> <DD> <YYYY>, in any order and
do not use a date format, such as <YYYY>-<MM>-<DD> or YYYY-MM-DDThh:mmTZD. For example, use
November 20 2014 or 2014 Nov 20 as the search string.
The following image shows the Search box with the search string, John*:

4. Optionally, you can group the business entities that appear in search results based on the business
entity types.
The search results are sorted and moved to the relevant business entity type groups.
The following image shows search results in the Person business entity type groups, and search results
in the Secure Person business entity type group:

Searching for Business Entities 35

 5. To find the business entity that you are searching for, expand the business entity type under which you
expect to find the business entity.
The business entity type expands to show all the business entities that appear in the search result and
belong to the business entity type.
The following image shows the expanded results for the Person business entity type:

Filtering Business Entities

After you perform a search, you can refine the search results by using filters. For example, you can refine the
search results for John Smith by filtering the results by the city name, Toronto.

1. Perform a search.
The search results appear in the Search page.
2. In the Filter panel, select or enter a value for the filter criteria that you require.
Note: For a date and time field, you can specify the date in the filter, but not the time. The filter uses the
default time as 00:00:00 UTC. Some numeric filters might appear in the scientific notation, even though
the search results display the values in the decimal notation. For example, the filter might display
10544444.6 as 1.05444446E7.
3. Click Apply Filter.
The search results contain only the business entities that match the filters that you applied. A list of the
applied filters appears below the Search box. You can remove a filter by clicking the X icon for the filter.

36 Chapter 4: Searching and Editing Business Entities

 The following image shows that the search results contain only the business entities that matched the
applied filters:

1. Applied filters
2. Filtered search results
3. Selected filters
4. To clear all the filter criteria, click Clear All.

Viewing and Opening a Business Entity

You can view the summary of business entity details in the Search Results panel of the Search tab. To
ensure that you open the business entity that you want, review the details for the business entity before you
open it.

1. From the Search Results panel, select the business entity that you want to open.
Note: A description with the prefix [Pending] means that the business entity has pending changes that
are not yet approved. You can open the business entity, but you cannot make further changes until the
review and approval process ends.
2. To verify that you have the correct business entity, expand the entry to display a few details about the
business entity.
3. Click the business entity.
The Dashboard view of the business entity opens.
4. From the View list, select Business Entity.
5. View the entity details in the details pane.

Viewing and Opening a Business Entity 37

Editing a Business Entity
If your user role includes the edit permission, you can edit a business entity in the active state.

Note: You cannot edit a business entity that is in the pending state because the entity has changes that are
pending approval. You must wait until the review and approval process ends.

1. From the Search Results panel of the Search tab, click the business entity that you want to edit.
The Dashboard view of the business entity opens.
2. From the View list, select Business Entity.
The business entity record opens.
3. Click the Edit button.
Tip: If the button is disabled, either you do not have permission to edit the business entity or the
business entity has changes that are pending approval.
4. Edit the data in the root record as required.
a. Click anywhere in the top section.
The section becomes editable.
b. Edit the data.
c. Click the Apply icon.
5. Edit the data in child records as required.
a. Expand the child section.
b. Click the Edit icon.
The section becomes editable.
c. Edit the data.
d. Click the Apply icon.
6. Click the Save button.
If your user role permits you to save data without a review, the application saves the business entity to
the MDM Hub Store as active records. Otherwise, the application saves the business entity as pending
records and initiates the review process associated with your role.

Deleting Business Entities

If your user role includes the delete permission, you can delete business entities in the active state. You
cannot delete a business entity that is in the pending state because the entity is part of a workflow and is
pending approval.

1. From the Search Results panel of the Search tab, select the business entity that you want to delete.
2. Open the business entity.
3. Click the Actions menu next to the View list, and then click Delete. Actions > Delete.
You are prompted to confirm the action.
4. To delete the business entity, click Yes.
Customer 360 marks the entity as deleted and no longer displays the entity, but does not remove the
entity from the database.

38 Chapter 4: Searching and Editing Business Entities

Adding a Tag
Tags are a way to associate a label or information to your customers. You can add tags to a customer in the
dashboard view.

1. Search for a customer.

2. Select the customer to which you want to add the tags.
3. In the Tags panel, click Add a Tag.
4. Enter the tag that you want to add to the customer, and click Add.
5. Repeat step 4 until you add all the tags to the customer.
6. Click Done.
All the tags are added to the customer.

Adding a Tag 39
Chapter 5

Working with Drafts

This chapter includes the following topics:

• Working with Drafts Overview, 40

• My Records Page, 40
• Timeline, 41
• Editing a Draft, 42
• Submitting a Draft, 42
• Deleting a Draft, 42

Working with Drafts Overview

When you create or edit business entity data, you can save the in-progress data entry form as a draft. You
can partially fill in the business entity details and save for later. At any time, you can edit and complete the
data entry, and then submit the data for approval.

My Records Page
Use the My Records page to organize your work and get an insight into your drafts and records submitted for
approval. You can work on the drafts and submit them for approval.

To go My Records, click My Records in the left navigation pane.

40
 The following image shows the My Records page:

Timeline
The details panel of tasks and drafts contains record details and the timeline for the record. The timeline
shows in chronological order, the comments, history of changes, and actions taken on the record.

The following image shows the timeline for a record:

Timeline 41
Editing a Draft
Before you submit a draft for approval, you can make changes to the draft entity data.

1. In the navigation pane, click My Records.

2. Click Drafts and select the draft that you want to edit.
3. click Edit.
The entity view opens.
4. Edit the data as required and save the changes.
Note: You can enrich the data in the business entity data with the data from D&B.
The draft of the record is updated.

Submitting a Draft
You can submit a draft for approval.

1. In the navigation pane, click My Records.

2. Click Drafts, and then select the draft that you want to submit.
3. Click Submit.

Deleting a Draft
If you never want to submit your changes for approval, delete the draft to avoid confusion.

1. In the left navigation pane, click My Records.

2. Click Drafts.
3. Select the record that you want to discard, and then click Discard.
4. In the confirmation box, click Discard.

42 Chapter 5: Working with Drafts

Chapter 6

Participating in Review Processes

This chapter includes the following topics:

• Participating in Review Processes Overview, 43

• Task Types, 46
• Receiving Task Notifications, 47
• Claiming Tasks, 47
• Resolving Tasks, 47
• Organizing Work on Tasks, 52

Participating in Review Processes Overview

When a business user adds or changes data in Informatica MDM - Customer 360, the change triggers a
review process. A review process is an automated business process that notifies business managers when
changes are ready for their review.

The type of review process on the configuration whether the default review processes are in use. There might
be different review processes for creation, edits, merges, and unmerges.

Example of a Review Process for Edits

The staff in the Despatch department use Customer 360 to keep customer address information up to date.

In the Despatch department, each user credential includes one of the following user roles:

• Sales Operation Analyst. The user have permission to add and change business entities, but the changes
must go through a review process before the master data is updated.
• Sales Operation Manager. A Sales Operation Manager is a type of manager with additional permissions. A
Sales Operation Manager reviews changes and has the authority to approve them.
A Sales Operation Analyst edits the customer data as requested by the customer representative. The
following steps describe what happens during the review process.

1. A Sales Operation Analyst changes the address information of the customer and saves the change. In
the MDM Hub Store, the state of the customer records changes from active to pending. The proposed
edit is saved in a cross-reference record. The save action initiates the review process.
2. An instance of a review process starts and begins executing activities.

43
 3. When the review process reaches the first people activity, it generates a task for managers. All users
with the role of Sales Operation Manager receive a task notification in the task inbox with the task type
of Approve.
4. A Sales Operation Manager claims the task. The task is assigned to the manager.
5. The Sales Operation Manager opens the customer business entity, reviews the edit, and agrees with the
edit. The manager resolves the task by clicking Approve.
6. The review process marks the task as complete, and follows the Approve flow. The review process
notifies the MDM Hub that the change is approved, and then the review process ends. The MDM Hub
changes the address information in the customer record. The customer records change to the active
state. The creator of the record receives a notification, when a record is approved or rejected.

Task Manager
A task is a request to participate in a review process. You receive task notifications in the Task Manager. By
default, the Task Manager displays the first task in the My Tasks list and the associated business entity.

The following image shows the Task Manager:

The following table describes the elements in the Task Manager:

Task Manager Element Description

My Tasks The list of tasks that you have claimed and you have worked on. The list also
includes closed tasks.

Available Available tasks include the tasks that are assigned to you and all unclaimed
tasks. The list also includes closed tasks.

Details Panel Details of the selected task. By default, the first task is selected.

Task Title A link that displays a short description of the review task. To review the
business entity and take action on the task, click the task title. The business
entity opens in the review panel. If your role permits it, you can edit the
business entity from this view before taking action on the task.

ID The instance ID of the review process that generated the task.

44 Chapter 6: Participating in Review Processes

 Task Manager Element Description

Task Type The name of a people activity within the process.

Priority The task priority can be Low, Normal, or High. When generating tasks, the
review process assigns the same priority to all tasks of the same type.

Due Date The date the task is due. The review process calculates a default due date
based on the task creation date plus a predefined time period.

Owner The owner is the signed in user. You might also see unclaimed tasks, which
you can claim.

Timeline
The details panel of tasks and drafts contains record details and the timeline for the record. The timeline
shows in chronological order, the comments, history of changes, and actions taken on the record.

The following image shows the timeline for a record:

Participating in Review Processes Overview 45

Task Types
By default, workflows are triggered when a user with the Sales Operation Analyst creates or updates a record.
When a user with the Sales Operation Manager role creates or updates a record, no workflows are triggered.

The Informatica MDM - Customer 360 default configuration includes the following tasks:

Task Type Description

DraftState Created when a creator creates or updates a record and chooses to keep the
change in draft state.

Notification Created when an approver approves or rejects a record.

Update Created when an approver sends back a record for resubmission.

FinalReview Created when a creator sends a new record or an updated record for
approval.

The following steps summarize what happens when a user with the Sales Operation Analyst role creates or
updates a record and a user with the Sales Operation Manager role approves the record:

Task Task Owner Possible Actions Result

DraftState Creator Submit Record is submitted for approval. Record is

assigned to users with Sales Operation Manager
role.

Discard Record is deleted.

FinalReview Approver Claim User claims the tasks. Record appears in the task
inbox of the user.

Disclaim Record is assigned back to users with the Sales

Operation Manager role.

Approve Record is promoted. Notification sent to the creator.

Reject Record is deleted. Notification sent to the creator.

Send Back Record is sent back to the creator with comments.

Update Creator Submit for Approval Record is resubmitted for approval. Moves to the
FinalReview workflow.

Cancel Record is deleted.

Notification Creator Ok Close the workflow.

46 Chapter 6: Participating in Review Processes

Receiving Task Notifications
A task is a request to participate in a review process. You might need to approve a new business entity or
review changes to a business entity. You receive task notifications in the task inbox. Use the filters to help
you organize your work.

You can find the task inbox in the Home page and also in the Task Manager. In the tasks inbox, you can see
the tasks that you own and all unassigned tasks. Unassigned tasks are task notifications that were sent to all
users with the same user role. You do not see tasks owned by other people.

Claiming Tasks
Often, more than one person shares the same reviewer role. You can let others know that you are working on
tasks by claiming the tasks. Before claiming a task, check for comments. If someone else started work on
this task and then disclaimed it, there might be important details in the comments.

1. Click Task Manager.

The task inbox contains a list of tasks.
2. Use the quick filter at the top of the task inbox to select what you want to see in the task inbox.
• To see your claimed tasks, click My Tasks. Only your tasks are displayed.
• To see your claimed tasks and all unassigned tasks, click Available Tasks.
3. Select a task.
The business entity appears in the review panel.
4. Review the comments before claiming the task.
a. Click Task Details.
b. Read comments in the All Comments box.
c. When you are done, click Cancel.
5. To assign the task to yourself, click Claim.
The task inbox is updated, and your user name appears in the Owner column for the task.

Resolving Tasks
You resolve a task by reviewing the new or changed business entity and then taking an action. The possible
actions depend on the task definitions in the review process.

Receiving Task Notifications 47

 Reviewing Edited Business Entities
When you open a task to review an edited business entity, the fields that contain edited values are marked.

In the MDM Hub Store, the proposed edits are contained in a cross-reference record that is set to the pending
state.

1. In the task inbox, click a task that is a request to review an edited business entity.
The business entity appears in the review panel.
Note: If you open an unassigned task, be sure to claim it before you start work.
2. Look for highlighted fields and decide if the edits are valid.
3. If you see a typographical error or an incorrect value for which you know the correct value, perform the
following steps to edit the field:
a. Click Edit.
b. Make the changes as required, and then click Save.
4. To resolve the task, click More Actions and select one of the following actions:

Action Description

Approve If you agree with the edits and the task type permits you to approve changes, click
Approve. The ActiveVOS® Server marks the related Final Review people activity as
completed and performs the next activity in the process.

Send Back If you require more information to review the edits, click Send Back. Type an explanation
in the Comment box.

Reject If you disagree with the one or more edits, click More Actions > Reject and type an
explanation in the Comment box. The ActiveVOS Server notifies the user who edited the
business entity.

<Other> If you see other options in the menu, then your organization uses a custom business
process. If the purpose of the option is not clear and your role permits access to the
ActiveVOS console, you can open the process to understand the workflow. Otherwise,
contact the person who created the business process.

5. Confirm your action in the confirmation dialog box.

6. To change the ownership of the task without resolving the task, click More Actions, and then click
Disclaim.
The task returns to the pool of unassigned tasks.
7. Type an explanation in the Comment box, and then confirm your action.
The task remains open, but is no longer assigned to you. Someone with the same role needs to take
action on the task.

48 Chapter 6: Participating in Review Processes

Reviewing New Business Entities
When you open a task to review a new business entity, review all field values in the business entity that need
to be validated.

In the MDM Hub Store, the parent record and child records are in the pending state until the new business
entity is approved.

1. In the task inbox, click a task that is a request to review a new business entity.
The business entity appears in the review panel.
Note: If you open an unassigned task, be sure to claim it before you start work.
2. Determine if the values in the business entity meet your business requirements.
3. To make changes to the business entity data, perform the following steps:
a. Click Edit.
b. Make the changes as required, and then click Save.
4. To resolve the task, click select one of the following actions:

Action Description

Approve If you agree with the edits, click Approve. The ActiveVOS Server marks the related Final
Review people activity as completed and performs the next activity in the process.

Send Back If you require more information to review the edits, click Send Back. Type an explanation
in the Comment box.

Reject If you disagree with the one or more edits, click More Actions > Reject and type an
explanation in the Comment box. The ActiveVOS Server notifies the user who edited the
business entity.

<Other> If you see other options in the menu, then your organization uses a custom business
process. If the purpose of the option is not clear and your role permits access to the
ActiveVOS console, you can open the process to understand the workflow. Otherwise,
contact the person who created the business process.

5. Confirm your action.

The task is closed.
6. To change the ownership of the task without resolving the task, click , More Actions > Disclaim.
The task returns to the pool of unassigned tasks.
7. Type an explanation in the Comment box, and then confirm your action.
The task remains open, but is no longer assigned to you. Someone with the same role needs to take
action on the task.

Resolving Records Sent Back for Updates

If an approver sends back a record, the creator receives the task in the My Tasks section of the Home page.
As a creator, you can open the task, check the comments, work on the record, and send the record for
reapproval.

1. In the My Tasks section of the Home page, select the task.

The business entity opens in the review panel of the Task Manager.
2. Click Task Details and read the comments.

Resolving Tasks 49
 3. Click Edit, make changes as required, and then click Save.
4. If required, you can request a DaaS provider to enrich the business entity data.
5. To resolve the task, click select one of the following actions:

Action Description

Submit for Approval Submit the updated record for approval.

Cancel Delete the record.

6. Confirm your action.

The task is closed.

Closing Notification Tasks

When an approver approves or rejects a record, the process triggers a notification task workflow for the
creator of the task. If you created or updated a record and sent it for approval, you get the notification in your
task inbox.

1. In the task inbox, click the notification task.

2. Click OK.
The task is closed.

Reviewing Merge Proposals

When you open a task to review a merge proposal, the primary business entity appears beside the business
entities that are selected for the merge.

1. In the task inbox, click a task that is a request to review a merge proposal.
The business entity appears in the review panel.
Note: If you open an unassigned task, be sure to claim it before you start work.
2. Review the merge preview and determine if the merge is valid. The fields that appear in the merge
preview are highlighted.
Note: The next step depends on whether you have enough information to resolve the task or if you think
someone else should assess it.
3. To resolve the task, click Options and select one of the following actions:

Action Description

Merge If you agree with the merge proposal and the task type permits you to approve changes, click Merge.
The ActiveVOS Server marks the related Merge people activity as completed and performs the next
activity in the process.

Reject If you disagree with the merge proposal, click Reject and type an explanation in the Comment box. The
ActiveVOS Server notifies the person who proposed the merge.

50 Chapter 6: Participating in Review Processes

 Action Description

<Other> If you see other options in the menu, then your organization uses a custom business process. If the
purpose of the option is not clear and your role permits access to the ActiveVOS console, you can
open the process to understand the workflow. Otherwise, contact the person who created the business
process.

The task is closed.

4. To change the ownership of the task without resolving the task, click Options and select one of the
following actions:

Action Description

Reassign To ask another person to review the proposed changes, click Reassign, select the user, and type an
explanation in the Comment box. The task is reassigned to the selected person.
Note: If this option is not available, click Task Details and select the user from the Assign to list.

Disclaim To return the task to the pool of unassigned tasks, click Disclaim and type an explanation in the
Comment box. Someone with the same role needs to take action on the task.

The task remains open, but is no longer assigned to you.

Reviewing Unmerge Proposals

When you open a task to review an unmerge proposal, a preview shows the result of the unmerge.

1. In the task inbox, click a task that is a request to review an unmerge proposal.
The unmerge preview for the business entity appears in the review panel.
Note: If you open an unassigned task, be sure to claim it before you start work.
2. Review the unmerge preview and determine if the unmerge is warranted. The fields that appear in the
preview are highlighted.
Note: The next step depends on whether you have enough information to resolve the task or if you think
someone else should assess it.
3. To resolve the task, click Options and select one of the following actions:

Action Description

Unmerge If you agree with the unmerge proposal and the task type permits you to approve changes, click
Unmerge. The ActiveVOS Server marks the related Unmerge people activity as completed and
performs the next activity in the process.

Reject If you disagree with the unmerge proposal, click Reject and type an explanation in the Comment box.
The ActiveVOS Server notifies the person who proposed the unmerge.

<Other> If you see other options in the menu, then your organization uses a custom business process. If the
purpose of the option is not clear and your role permits access to the ActiveVOS console, you can
open the process to understand the workflow. Otherwise, contact the person who created the
business process.

The task is closed.

Resolving Tasks 51
 4. To change the ownership of the task without resolving the task, click Options and select one of the
following actions:

Action Description

Reassign To ask another person to review the proposed changes, click Reassign, select the user, and type an
explanation in the Comment box. The task is reassigned to the selected person.
Note: If this option is not available, click Task Details and select the user from the Assign to list.

Disclaim To return the task to the pool of unassigned tasks, click Disclaim and type an explanation in the
Comment box. Someone with the same role needs to take action on the task.

The task remains open, but is no longer assigned to you.

Organizing Work on Tasks

When you have a long list of tasks, you can organize tasks by sorting and filtering the list, changing task
properties, and assigning tasks to others.

For example, you might want to work on the tasks that have the highest priority or on the tasks that are due
soonest. After you filter the list of tasks, you might find tasks that need a higher priority or tasks that you can
work on at a later date. You can edit the task properties to better reflect the urgency within the business to
resolve tasks.

Sorting and Filtering Tasks

You can sort and filter the list of tasks in the task inbox. For example, you might want to review edited
business entities before you review merge proposals.

The task inbox contains quick filters and column filters. You can use these two types of filters in combination
to get specific results. For example, to see high priority tasks assigned to you, select the My Tasks quick
filter and set the Priority column filter to High. In logical terms, filters are joined by the AND operator.

Note: You can set one column filter at a time. For example, you can narrow your list to Organizations and then
further restrict the results to show only the Merge tasks for organizations.

1. Click either the Start tab or the Task Manager tab.

The task inbox appears.
2. To sort the list of tasks by an attribute, click the column heading with that attribute name.
For example, to sort tasks by task type, click the Task Type column heading.
Sorts the tasks based on the values in the selected column. An up arrow beside the column heading
indicates that the values are sorted in ascending order. A down arrow indicates descending order.
3. To filter the list, set filter criteria in any order.

52 Chapter 6: Participating in Review Processes

 • To filter tasks by the most commonly-used criteria, select a quick filter:

Option Description

My Tasks Shows tasks that you own.

Available Tasks Shows tasks that you own and tasks that are unassigned.
Note: You cannot view tasks that are assigned to other people.

• To filter the task list based on an attribute in a column heading, set one column filter:

Option Description

Task Title Show tasks that contain the specified text. Enter the text that you want to search for in the task
titles.

Type Show tasks with the selected task type. Select a task type from the list, such as Final Review or
Merge.

Priority Show tasks with the selected priority, such as High. Select a priority from the list.

Due Date Show tasks that are due before or by the selected date. Click the field and then select a date
from the calendar.

Status Show tasks with the selected status, such as Open or Closed. Select a status from the list.

Owner Show tasks that are assigned to the user. Enter a user name.

Editing Due Date, Priority, and Other Task Priorities

As you work with tasks, you might decide that some task properties need to be changed. For example, if
changes are made to the record of an important client, you might want to increase the priority of the review
task. Or, if you plan to be away and want to finish a set of tasks before you leave, you can change the due
dates for the tasks to represent a date before your planned absence.

1. Click Task Manager.

2. From the My Tasks list, click the task you want to edit.
3. In the review panel, click Task Details.
4. Edit one or more of the following fields:

Field Description

Task title A good title includes at least the name of the business entity and the change that initiated the
review. Type a title that is more meaningful to you.

Priority Select a priority that reflects the urgency within the business to resolve this change.

Due date Select a due date that reflects the urgency within the business to resolve the change.

Assign to Reassign this task to someone else.

Organizing Work on Tasks 53

 Field Description

Add Comment Add comments to explain edits to the task properties and to track questions and answers about
the task.

5. Click Save.

Assigning Tasks
If the business process management supports reassignment, you can assign tasks to other users. To find out
if task assignments can be done, open the Task Details dialog box and see if the Assign to list is enabled.

1. Click Task Manager.

The task inbox contains a list of your assigned tasks and all unassigned tasks.
2. Click Available tasks.
3. Click a task link.
The business entity appears in the review panel.
4. Click Task Details.
The Edit Task dialog box opens.
5. To assign the task, select the user from the Assign to list.
6. Optionally, add a comment in the in the Add Comment box.
7. Click Save.

Disclaiming Tasks
If you claim or are assigned a task that you feel would be better handled by someone else, you can disclaim
the task. Disclaimed tasks return to the pool of unassigned tasks. Use the Task Manager to disclaim tasks.

1. Click Task Manager.

2. In the task inbox, select an assigned task.
3. Click More Actions > Disclaim.

54 Chapter 6: Participating in Review Processes

Chapter 7

Importing Data
This chapter includes the following topics:

• Importing Data Overview, 55

• Importing Data, 56

Importing Data Overview

You can import data in bulk from a CSV source file into Customer 360. You can import up to 10000 records at
a time. The import process generates a summary report. Customer 360 does not identify duplicates during
the import process.

You import data to perform the following tasks:

• Create multiple primary, child, and grandchild records in a single operation.

• Update multiple primary, child, and grandchild records in a single operation

To import data, you need the import file and an import template. The import file contains the data that you
want to import. An import template contains the list of columns that are associated with a business entity
view. The columns map to the columns in the base object tables in the Operational Reference Store.

You must standardize and cleanse the data that you import into Customer 360.

You can stop the import at any point. However, you cannot roll back the already imported records. If your user
role permits you to save data without a review, Customer 360 saves the business entities as active records.
Otherwise, Customer 360 saves the business entities as pending records and initiates the review process
associated with your role.

Import Summary Report

When you import data into Customer 360, the system generates a summary report of the import operation.

The report lists the following information:

• Number of records created.

• Number of records updated.
• Number of records processed with errors.
• Number of records skipped during import.
• Number of records not imported because the import was stopped before completion.

55
 The following image shows the import summary report:

The import operation writes the rejected records to a CSV file. You can download the rejected records,
analyze, identify the issues with the records, and update the records. You can reimport the corrected records.

Import Template
An import template contains the list of columns associated with a business entity view. The columns map to
the columns in the base object tables in the Operational Reference Store. The columns in the import file must
map to the columns in the template. The import file can have a subset of the columns in the template.

If the file you want to import does not match an existing template, ask the Administrator to add the required
template.

Import File
You import data from an import file. You must use a CSV file, which is a flat file with the data separated by a
delimiter, such as a comma. Ensure that the columns in the import file match the columns in the import
template. Ensure that the required columns are present in the file. The import file can have a subset of the
columns in the template.

Importing Data
You can import data in bulk into Customer 360.

1. In the navigation pane, click File Import.

The Choose a Template page opens.
2. To choose the data you want to import, select the import template and the format of the file you want to
import.
3. Optionally, click View Template Details to view the columns in the template.
4. Click Next.
The Specify Import Properties page opens.

56 Chapter 7: Importing Data

 5. Browse to the file that contains the data that you want to import, and then click Open.
6. In the Import Properties panel, specify the following import file properties:

Property Description

Delimiter Character that represents the break between data values in the import file. Select a
predefined delimiter or select Other to define a custom delimiter.

Character Encoding Character encoding used in the file. Character encoding is the mapping of the
characters from a language or group of languages to hexadecimal code. Select UTF-8
or UTF-16 encoding.

Text Qualifier Symbols used in the file to enclose a string.

Header Enter the number of the row that serves as the header row in the file.

Date format Date format for the date fields in the import file.

Source System Required. Source system that supplied the records to import.

Primary Key Column Column in the import file to consider as the primary key column. The primary key
column must exist in the import file. If the value in the column does not exist in the
base object, the import operation inserts a record. If the value in the column exists in
the base object, the import operation updates the record. The column can have null
values.

7. To control what data to import from the file, set one of the following properties:

Records Property

All records Select All Records.

Range of records Specify the From Row and the Number of Records to Import.

8. Click Validate and Preview

Note: To continue, you must validate and preview the import file.
9. Click Next.
The Import File page opens.
10. Click Start Import.
Note: At any point, you can click Stop Import to stop the import operation.
11. View the summary report.
The import process writes the rejected records to a file. Click Download File to download the rejected
records in a CSV file format.

Importing Data 57
Chapter 8

Resolving Duplicates
This chapter includes the following topics:

• Resolving Duplicates Overview, 58

• Scenario for Duplicate Business Entities, 59
• Resolving Duplicate Business Entities, 60
• Resolving Duplicate Records within a Business Entity, 62

Resolving Duplicates Overview

The match process identifies matching business entities based on match rules. When you open the Matching
Records view for a business entity, Customer 360 retrieves data about the matching business entities from
the matches table. You can also search for other similar business entities and add them to the view.

In the Matching Records view, you can review the records in the similar business entities. You start with the
root records. If you identify duplicate business entities based on the data in the root records, select the
business entities. The merge preview for the root record shows you the results of the proposed merge. Next,
you can compare all the child and descendant records of the selected business entities. If some of the
records contain different values for the same field, the merge preview process refers to the trust score for
the data. The most trustworthy data is used in the merged business entity. At any time, you can open a
preview of the merged business entity.

When you are sure that the merge preview reflects the best version of the truth, start the merge process. If
your user role requires that someone else review the proposed merge business entity, Customer 360 saves
the entity and starts a merge review workflow. When an authorized person approves the proposed merge, the
MDM Hub updates the master data to reflect the merged business entity.

Match Process
The match process uses match rules to identify business entities that are similar to the entity that you
opened in the Business Entity view. The degree of similarity among the business entities depends on how the
match rules are defined.

The MDM Hub Administrator or a Data Steward defines the match rules in the Hub Console. Match rules
identify the record columns to search and the type of match to use, that is, fuzzy or exact. For more
information about match rules, see the Informatica MDM Multidomain Edition Configuration Guide.

This list of similar business entities is only a starting point. Business entities can be similar, without being
duplicate records. You must review the records in the business entities and identify the duplicates.

58
 Merge Process
To resolve duplicate business entities, you merge a target business entity with the duplicate business
entities. The merge process creates a business entity that contains the most trustworthy data from all the
participating business entities.

At the root level, the merge process merges the data in the root records of the business entities.

At the child level, when the parent-to-child relationship is a one-to-one relationship, the merge process
merges the child records. When the relationship is a one-to-many relationship, you can select the child
records to merge from the Matching Records view. All records that are not selected for a merge are added to
the merged business entity.

Note: Developers define the parent-to-child relationships when they define the structure of the business
entity.

After the merge process handles a child record, it tries to merge each level of descendant records using the
same merge strategies. The merge process must run successfully on a level before the process can try to
merge the next level.

The following image shows how the merge process works on three business entities, where each entity has a
root record and two child-level relationships:

The merged business entity contains the merged root record, the merged child records, and all the records
that were not merged.

Scenario for Duplicate Business Entities

You work for an insurance organization. A customer, Paula Laine, calls to review her home insurance policy.
You ask Ms. Laine for her policy number, and enter the policy number in the Search bar.

In the search results, you select the business entity that contains the policy number, and open the business
entity in the Business Entity view. You confirm a few personal details and then answer Ms. Laine's questions
about her policy.

Scenario for Duplicate Business Entities 59

 After you answer her questions, you ask Ms. Laine if she has any other policies. Ms. Laine tells you that she
has an automobile policy registered with a subsidiary of your organization. You enter the automobile policy
number in the Search bar, and the search returns the business entity that contains the automobile policy. You
verify that the personal data matches the data in the other business entity.

After you end the conversation, you open the business entity that contains the home policy in the Matching
Records view. From the similar business entities, you select the entity that contains the automobile policy.
You click Preview and verify that both policies appear in the Policies section. In addition, you can see that the
merged business entity is more complete overall, with data such as Ms. Laine's middle name and her mobile
phone number coming from different source records. When you are satisfied that the merge preview
represents the best version of the truth, you start the merge process.

Resolving Duplicate Business Entities

Use the Matching Records view to compare similar business entities. When you identify records that are
duplicates, you can resolve the duplicates by merging the records.

To identify and resolve duplicate business entities, perform the following tasks:

1. “Identifying Duplicate Business Entities” on page 60

Review the suggested similar business entities and, optionally, find other business entities that you think
might be matches. Select duplicates.
2. “Identifying Duplicate Child Records” on page 61
After you select duplicate business entities, the Navigate menu updates to include the child records and
descendant records from the duplicate business entities. Review the child records. Select duplicates.
3. “Merging Duplicate Business Entities” on page 62
Start the merge process.

Identifying Duplicate Business Entities

Compare the data in a target business entity with similar business entities in the Matching Records view.
Start with the root record, then use the Navigate menu to open the child records and their descendant
records.

Initially, the Navigate menu reflects the structure of the target business entity. After you select duplicate
business entities, the merge preview shows the result of merging the root records of the target and duplicate
business entities. The merge preview process applies the merge cascade rules to the child records and
descendant records. The structure in the Navigate menu changes to reflect the structure of the proposed
merged business entity.

1. With a business entity open, select Matching Records.

The Matching Records view opens with the target business entity in the second column. The first
column contains the Merge preview. The remaining columns contain the business entities that satisfy a
match rule that is associated with the records of the target business entity. The row labels in the grid
correspond to the column names in the root record.
2. Optionally, show only the business entities that satisfied a specific match rule.
a. Click the Filter tab.
b. Select Specify a match rule.

60 Chapter 8: Resolving Duplicates

 c. Click in the field and select the match rule from the list.
Tip: If the list is empty, the records of the target business entity have no match rules.
3. If you think that the match process missed a similar business entity, you can add it.
a. Click Add.
The Find and select entities page opens.
b. Type the text or value that you want to find, and click Search.
The search returns all business entities that contain the search term.
c. Optionally, select filters to restrict the search results and click Apply Filter.
d. Expand the details for a business entity by clicking the plus icon beside the name.
e. Select the business entities that you want to add.
f. Click Select.
The business entities appear in the Matching Records view. If a business entity is already displayed
in the view, it is not added again.
4. Compare the data in the root records across all the similar business entities.
5. Optionally, to change the fields displayed for each business entity, click the View button.
For example, you can show or hide the system columns.
6. When you determine that a business entity is a duplicate of the target business entity, select the check
box in the column header for that entity. You can select more than one business entity.
The Merge preview shows the result of merging the root records.
7. Click Preview.
The Business Enitity Preview opens. The preview shows the result of merging the records that belong to
the target and duplicate business entities.
8. To close the preview, click Back.
You return to the Matching Records view.

Identifying Duplicate Child Records

After you preview the merge of duplicate business entities, review the child records and their descendant
records in the Matching Records view. Select a record from the target business entity as the target record.
You can select one or more duplicate records to merge with the target record.

Note: As you work with the child records, you might find data that makes you decide that a business entity is
not a duplicate after all. You can return to the Overview screen and clear the check box for that business
entity. The merge preview process regenerates the Merge Preview. The merge preview process keeps any
manual merges that you created among the records in the remaining business entities. If a manual merge
contained records from the removed business entity, those records are removed from the manual merge.

1. In the Navigate tab, expand a node and select a child record from the target business entity.
The grid changes. The second column contains the selected child record, which is the target record. The
remaining columns display the sibling records.
Tip: If a pending icon appears in the column header for the target record, the record is in the pending
state and cannot participate in a merge process. Select a different record as the target record.
For example, you might see multiple telephone numbers for the target business entity plus all the
telephone numbers that belong to the duplicate business entities.
2. If you see a sibling record that is a duplicate of the target record, select the check box in the column
header. You can select more than one record.

Resolving Duplicate Business Entities 61

 Tip: If a pending icon is shown instead of the check box, the record is in the pending state and cannot be
selected for a merge.
The Merge Preview column shows the result of merging the target record with the duplicate records.
3. Repeat the process on the remaining child records. Optionally, you can perform the same process on
descendant records.
4. Click Merge.
5. In the Merge Duplicates dialog box, confirm the merge.
A manual merge request is saved in an internal change list.

Merging Duplicate Business Entities

After you select duplicate child records and descendant records for manual merges in the Matching Records
view, start the merge process.

1. In the Navigate tab, click Overview.

You can see the root records in the view.
2. Optionally, preview the proposed merged business entity.
a. Click Preview.
b. Review the proposed merged entity. The Preview is similar to the Business Entity view.
c. Click Back.
3. Click Merge.
Based on your user role, one of the following actions occurs:
• If your user role permits you to merge business entities without a review, the merge process merges
the records in the selected business entities. The merged records are in the active state.
• If your user role requires a review process, the merge process starts the merge review workflow. The
records that will participate in the merge remain in the active state, but the merge occurs only after
the merge proposal is approved.

Related Topics:
• “Merge Process” on page 59
• “Identifying Duplicate Business Entities” on page 60

Resolving Duplicate Records within a Business Entity

To look for duplicate records within a single business entity, open the business entity in the Matching
Records view. Do not select any other business entities.

1. With the business entity open, select Matching Records from the View list.
In the grid, the second column contains the selected business entity. In this scenario, ignore any similar
business entities.
2. In the Navigate tab, expand a node and select a child record from the business entity.
The grid changes. The second column contains the selected child record, which is the target record. The
remaining columns contain the sibling records, if any.

62 Chapter 8: Resolving Duplicates

3. If you see a sibling record that is a duplicate of the target record, select the check box in the column
header. You can select more than one record.
The Merge Preview column shows the result of merging the target record with the duplicate records. The
merge request is saved in an internal change list.
4. Repeat the process on the remaining child records. Optionally, you can perform the same process on
descendant records.
5. In the Navigate tab, click Overview to return to the root record.
6. Click Merge, and then confirm the merge.
The merge process implements the manual merge requests on the sibling records. Based on your user
role, one of the following actions occurs:
• If your user role permits you to merge business entities without a review, the merge process merges
the records. The merged records are in the active state.
• If your user role requires a review process, the merge process initiates the merge review workflow.
The records that will participate in the merge remain in the active state, but the merge occurs only
after the merge proposal is approved.

Resolving Duplicate Records within a Business Entity 63

Chapter 9

Investigating Data Changes

This chapter includes the following topics:

• Overview, 64
• Scenario for Data Changes in History View, 64
• Comparing Data Changes in the History View, 65

Overview
You can compare the best version of the truth at different moments in time for a particular business entity. If
you suspect that the data in the business entity has changed inappropriately, you can use the History view to
identify the data event that caused the data change.

The History view displays a chronology of data changes over the lifespan of the business entity. You can
view the data that existed in the business entity at any point in time in the chronology. View the data before a
data event and after a data event to determine if the event caused the inappropriate data change. A data
event is any action that changes the data in a business entity, such as an edit or a merge operation.

Scenario for Data Changes in History View

A customer reports that he recently changed his email address and he wants to confirm that you have his
current contact details. You look in the History view for the business entity that represents this customer.

The customer stated that he changed his address in October of the current year, so you look for data events
in the History view chronology that occurred around that time. You see that multiple data events occurred in
October for the business entity that represents the customer. You navigate to the Email child record and
compare the data before and after the data events. You see that the new email address for the customer was
added. After further investigation, you see that the middle name of the customer was added.

64
Comparing Data Changes in the History View
Use the History view to compare changes to master data.

1. With the business entity open, select History.

The History view opens. Changes to the business entity appear on the timeline.
2. Optionally, select filters to show or hide different types of events.
3. Optionally, select a time unit to group data events. To do this, click Options and choose a different
timescale. For example, select M to select a monthly timescale.
The following image shows data events grouped under the month of October:

4. Click the event labeled Email.

The event details panel shows the business entity details before and after the event and the time when
the business entity was updated. In this example, the email address has changed from
[email protected] to [email protected].
5. Click the event labeled SMITH, JOHN.
The following image shows that the display name of the business entity changed from John Smith to
John Xavier Smith.

Comparing Data Changes in the History View 65

Chapter 10

Investigating Hierarchies and

Relationships
This chapter includes the following topics:

• Investigating Hierarchies and Relationships Overview, 66

• User Interfaces, 66
• Managing Relationships, 67

Investigating Hierarchies and Relationships Overview

A business entity can have relationships to other business entities. You can view a graph that shows how a
business entity is related to other business entities. Use the Hierarchy view to investigate relationships and
the related business entities.

Relationships describe the affiliation between two entities. The MDM Hub supports one-to-many and many-
to-many relationships between business entities, in addition to hierarchical relationships between records in
the same business entity. You can view, add, edit, and manage relationships between a business entity and
the records related to the business entity. In the Related Records panel, you can view the entities that directly
relate to the entity that is open in the Entity view.

User Interfaces
Use Customer 360 interfaces to manage relationships for a record.

Note: The Hierarchy view appears in the network layout.

Hierarchy View
The Hierarchy view displays all relationships for the open record. Use the Hierarchy view to view, create, and
manage relationships and to view hierarchy relationships.

You can view the relationships for a record. You can show, hide, and filter relationships and records in the
network layout. You can also export the network layout.

The following image shows a sample Hierarchy view for a record:

66
 1. Network panel.
2. Relationship panel.

Network Panel
The network panel contains the canvas, which shows the relationships for the open record. You can expand,
collapse, and rearrange nodes on the canvas. You can also add relationships and records.

Relationship Panel
The relationship panel shows the business entities and the relationships for the open record. You can filter
records, add business entities and relationship fields.

Managing Relationships
You can view the network of relationships for a record. For example, the person business entity, Sam Dunn
has a bank account with the organization business entity, Bank of America. The Informatica record Sam Dunn
is related to Bank of America.

Use the Hierarchy view to view network relationships for a record. You can also create additional network
relationships in the Hierarchy view.

Note: When you create or update relationships, the Hierarchy view does not immediately persist the
relationships. All updates to relationships accumulate. You must click the Submit button to update
relationships or the Discard button to discard the relationship updates.

Opening a Record in the Hierarchy View

Use the Hierarchy view to examine the hierarchy relationships between the open record and other records.

To open a record in the Hierarchy view, perform one of the following actions:

• In the Data tab, select one or more records and click Open Hierarchy.
• In the Query tab search results, open a record and click Open Hierarchy.
• In the record view that displays an opened record, click Network.

Managing Relationships 67
 Viewing Records and Relationships
To view records and relationships, expand nodes on the canvas.

1. To expand a node, double-click on the node.

2. To filter the business entities or relationships in the network graph, click the Filter icon, and then add
filters.

Adding a Relationship to a Record

To add a relationship, find the record to which you want to configure a relationship, and then define the
relationship.

1. In the Hierarchy view, hover over a node on the canvas, and then click the Add icon.
The Search window appears.
2. To find the record to which you want to create a relationship, perform the following actions:
a. Run a search query to find a related record.
b. In the search results, select a record or multiple records.
3. Click Add to Canvas.
The Add Relationship panel appears.
4. Enter the relationship attributes and click Save.
The relationship and record appear in the Hierarchy view.
Note: You can use the undo or redo button in the canvas to apply or revert your changes.

Adding a New Record

Add a new record to the network layout.

1. In the Hierarchy view, click the New Entity button.

The new entity window opens in the Data view.
2. Enter the new entity attributes and click Save.
The new entity appears in the Hierarchy view.
Next, create a relationship to the record.

Creating a Relationship between Records

Add a relationship to an unconnected record in the network layout.

1. In the Hierarchy view, hover over a node, and then click the Arrow icon.
2. Drag and release the arrow on a record node to which you want to create a relationship.
The Edit Relationship panel opens.
3. Optionally, if there are relationship fields, specify the relationship attributes.
4. Optionally, if timeline is enabled, configure the start date or end date.

Deleting a Relationship
Delete a relationship that you no longer need.

u In the Hierarchy view, hover over a node on the canvas, and then click the Delete icon.

68 Chapter 10: Investigating Hierarchies and Relationships

Show or Hide a Relationship
You can hide or show a relationship on the canvas.

1. In the Hierarchy view, select a node in the canvas.

2. To hide a relationship, hover over a relationship, click the More Actions icon, and then select Hide on
Canvas.
The relationship disappears from the canvas.
3. To show a relationship, hover over a relationship, click the More Actions icon, and then select Show on
Canvas.
The relationship appears on the canvas.

Editing the Relationship Properties

Edit the relationship fields or the start or end date of the relationship.

1. In the Hierarchy view, to edit the properties of a relationship, select a node in the canvas.
2. In the relationships panel, hover over a relationship, click the More Actions icon, and then select Edit.
The Edit Relationship panel opens.
3. Edit the relationship properties.
4. Optionally, you edit the Relationship Start Date and the Relationship End Date fields.

Exporting a Hierarchy
Export an image of the hierarchy.

1. In the Hierarchy view, click the Export Graph icon.

2. Save the PNG file.

Managing Relationships 69
Chapter 11

Viewing the Relationship Graph

This chapter includes the following topics:

• Relationship Graph Overview, 70

• Opening the Relationship Graph View, 71
• Relationship Graph User Interface, 71
• Filtering the Business Entities, 72
• Aggregating the Business Entities, 73
• Setting the Visualization Options, 74
• Modifying the Graph View, 75

Relationship Graph Overview

A relationship graph connects a group of business entity types through relationships. You can use
Informatica MDM - Relate 360 to create a relationship graph. After you create a relationship graph in Relate
360, you can view the relationship graph in Customer 360.

The following image shows a representational relationship graph:

In the representational relationship graph, Customer, Product, Transaction, and Service Request are business
entity types, and owns, transaction, and complaint are relationships that connect the business entity types.

70
 The representational graph can display all the products a customer owns. The graph can also display the
service requests and the transaction details of each product the customer owns.

Note: The Customer 360 environment must be integrated with Relate 360 to view the relationship graph.

Opening the Relationship Graph View

You can access the relationship graph through the custom view that is created for the relationship graph.

1. Open a business entity.

2. Select the custom view that is created for the relationship graph.
The relationship graph appears.

Relationship Graph User Interface

The relationship graph displays a graph, filters, and column values for the selected business entity. The graph
displays all the related business entities of the selected business entity. You can filter the business entities in
the graph based on the filters that are available for the business entity type.

The following image shows a sample relationship graph:

1. Graph panel
2. Fields panel
3. Filters panel
4. Visualization Options panel

A relationship graph includes the following panels:

Opening the Relationship Graph View 71

 Graph panel

Displays how the selected business entity is connected to other business entities. The graph changes
based on the filters that you apply.

Fields panel

Displays the columns related to a business entity that you select in the graph. The columns that appear
in the Fields panel depend on the parameters that you configure in the relationship configuration file.

Filters panel

Displays the filters that you can use to filter the business entities. You can filter the business entities
based on the business entity types and their column values. You can also aggregate the business
entities based on the columns of the business entity type.

Visualization Options panel

Allows you to highlight the relationships and business entities. You can also hide or show the labels of
the relationships and nodes.

Filtering the Business Entities

You can filter the business entities based on their column values. You can also filter all the business entities
that are related to a business entity type.

1. Open the relationship graph.

By default, the graph displays the selected business entity and all its related business entities.
2. To remove all the business entities that belong to a business entity type from the graph, under Filter,
clear the business entity type.
The graph refreshes and removes all the business entities that belong to the business entity type from
the graph.
3. To include all the business entities that belong to a business entity type in the graph, under Filter, select
the business entity type.
4. To filter the business entities based on the column values of a business entity type, perform the
following tasks:

a. Under Filter, click the filter icon of a business entity type whose columns you want to use
to filter the business entities.
A list of columns appear. The columns that are available in the list are based on the parameters that
you configure in the relationship configuration file.
b. Select a column.
If you have configured the column as an exact filter, a text box appears. If you have configured the
column as an enumeration filter, a list of enumeration values appear.
c. For an exact filter, type the exact column value based on which you want to filter the business
entities.
d. For an enumeration filter, select the enumeration value based on which you want to filter the
business entities.

72 Chapter 11: Viewing the Relationship Graph

 The following image shows the enumeration values configured for the PaymentMode column:

e. Click OK.
The graph refreshes to reflect the filtered business entities.

Aggregating the Business Entities

You can aggregate the business entities based on the selected columns of a business entity type.

1.

Under Filter, click the aggregate icon of a business entity type whose columns you want to use
to aggregate the business entities.

Aggregating the Business Entities 73

 2. Select the columns based on which you want to aggregate the business entities, and click OK.
The graph refreshes to reflect the aggregated business entities.
The following image shows Gene Jackson's related business entities that are aggregated based on the
ProductName column:

Setting the Visualization Options

You can select to show or hide the labels of the relationships and nodes in the relationship graph. You can
also turn the highlight effect on or off for the relationships and nodes.

In the Visualizations Options panel, click the following icons that you can find against each relationship and
business entity type:

Icon Description

Turns the highlight effect on or off.

Shows or hides the labels of the relationships or nodes.

74 Chapter 11: Viewing the Relationship Graph

Modifying the Graph View
You can zoom in, zoom out, and perform other actions in the graph to modify the view of the graph.

In the Graph panel, click the following icons that you can find in the upper right corner of the panel:

Icon Description

Adjusts the graph to highlight how the selected node is related to the main node.

Aligns the graph to the center of the panel.

Zooms in or zooms out the graph so that the entire graph fits the panel.

Resets the graph to its original size.

Zooms out to reduce the size of the nodes.

Zooms in to increase the size of the nodes.

Resets the graph to its default layout.

Modifying the Graph View 75

Index

A D
adding DaaS
address 30 address verification 29
campaign 32 email address verification 29
classification value 31 phone number verification 29
household 30 data changes
time period 31 before and after, comparing 65
time period group 31 History view, viewing 65
adding business entities overview 64
overview 23 data enrichment
assigning D&B 11
tasks 54 data entry forms
Business Entities view, using 25, 26
data quality

B about 11, 28
data validation
business entities Business Entity view 24
about 10 deleting
adding 25, 26 business entities 38
deleting 38 drafts
edited, reviewing 48 about 40
editing 33, 38 deleting 42
filtering 36 editing 42
identifying duplicates 60 duplicates
matching 58 identifying 60
merging duplicate 62 resolving 58
new, reviewing 49
opening 37
resolving duplicate 62
scenario for adding 24
E
scenario for duplicate 59 editing
searching 33, 35 business entities 33, 38
searching and editing example 34 overview 33
viewing 37 entities
business 10

C
charts and graphs
F
about 14 filtering
child records business entities 36
merging 61, 62 filters
claiming tasks 18, 52
tasks 47
compare
about 10
concepts
H
master data management 10 hierarchies
Customer 360 application investigating 66
about 9 History view
Customer 360 application developer data changes, investigating 64
about 9 home page
about 17

76
I R
importing data relationships
import file 56 between business entities 11
import summary report 55 investigating 66
import template 56 review processes
operation 56 about 11
overview 55 edit review process, example 43
Informatica MDM-Customer 360 participate 43
about 9
interface
language, change 12
S
scenario

K adding business entities 24, 25

search
key concepts for business entities 33, 35
about 10 search and compare
about 10
Search page 33

L searching
overview 33
language searching and editing
changing 12 example 34
localized signing in 12
user interface 12 submissions
logging in 12 about 40

M T
match process tabs
about 58 Search 33
Matching Records tasks
overview 58 about 11
merge assigning 54
about 11 claiming 47
task, reviewing 50 disclaiming 54
merge process edited business entities, reviewing 48
entity 360 framework 59 editing properties 53
merging filtering 18, 52
child records 61, 62 merge proposals, reviewing 50
duplicate business entities 62 new business entities, reviewing 49
notifications, receiving 47
organizing work 52

N ownership 47
ownership, setting 54
notifications resolving 47
task 47 sorting 18, 52
unmerge proposals, reviewing 51
tasks panel

O about 15

objects
base 10
U
UI

P language, changing 12
unmerge
password task, reviewing 51
changing 12 user interface
processes about 13
match 58
merge 59
review, about 11
V
validating
address 29

Index 77
validating (continued)
email address 29 W
phone number 29 workflows
validation review processes 11
data, Business Entity view 24
viewing customer data
customer dashboard 19

78 Index