Table of Contents


  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

Adding an Organization Record

Adding an Organization Record

To add an organization record, select the business entity as Organization.
  1. Click
    , and then select
    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.
  3. If you want to add the customer as a portal user, enter values for the following fields:
    Onboarding Status
    Status of the customer organization you want to onboard.
    Portal Association
    Name of the portal to associate with the customer organization.
    If you want to add the customer as a portal user, you must add at least one customer administrator user in the
    Related Person
  4. If you want to add a related person record, perform the following tasks:
    1. In the
      Related Person
      section, click the
      Create Child Record
    2. Type the first name and last name of the person.
    3. In the
      Relationship Type
      box, select one of the following values:
      • Contact. Specifies the person as a contact for the organization.
      • Employee. Specifies the person as an employee of the organization.
    4. If you are adding the person as a portal user, enter the values for the following fields:
      Email address of the user.
      Portal User Role
      User role that you want to assign to the portal user. You must add atleast one customer administrator user.
      Portal User Indicator
      Indicates if you want to add the person as a portal user. Select this option.
      Portal User Name
      A user name for the portal user. For example, the email address of the portal user.
    5. Enter values in other fields as required.
    6. Click the
  5. Click
    By default, the record is saved as a draft, and you can later submit the record for approval. If you do not want to save the record as a draft, clear the
    check box before you save the record.
    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.


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