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 and Editing Related Records

Adding and Editing Related Records

Business entity 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 add, view, edit, and manage relationships between a business entity and the records related to the business entity.
In the Related Records panel, you can see the business entities that you have permission to view. To create relationships between different types of business entities, your user role must include the edit permission for both types of business entities.
When a relationship exists between two entities, you can add related records to a business entity. For example,
Organization employs Person
is a relationship that exists between the Organization and Person business entities. You can add Person records or employees as related records to the Organization. The Related Records panel lists the business entities that are directly related to the business entity that is open in the Business Entity view.
If you do not see the Related Records panel when you edit a business entity, contact the MDM administrator.


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