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

Customer Dashboard

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, hierarchies, tweets, and attached documents.
You cannot edit the data in a dashboard view.
The following image shows the dashboard view of a customer record: Dashboard view of a person customer displaying the customer data.
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.
The following image shows the details of a product: Details of a product from the Product Details panel of a customer dashboard.
The Hierarchies panel displays how a record is related to other records in a hierarchical format. A record can belong to multiple hierarchies. If an MDM Hub administrator defines a default hierarchy, the Hierarchies panel displays the default hierarchy for the record. Otherwise, the Hierarchies panel displays a list of hierarchies to which the record belongs. You can then select a hierarchy that you want to view. After you select a hierarchy, you can click a record to view the record details.
The Documents panel displays the list of documents that belong to a customer. You can filter, sort, and download the documents.


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