Table of Contents

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  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

Reviewing a New Record

Reviewing a New Record

When you open a task to review a new record, review all field values in the record that need to be validated.
In the MDM Hub Store, the parent record and child records are in the pending state until the new record is approved.
  1. In the task inbox of the
    Home
    page, click a task that is a request to review a new record.
    The record opens in the review panel of the Task Manager.
    If you open an unassigned task, be sure to claim it before you start work.
  2. Determine if the values in the record meet your business requirements.
  3. To make changes to the record data, perform the following steps:
    1. Click
      Edit
      .
    2. Make the changes as required, and then click
      Save
      .
  4. To resolve the task, click an appropriate action button, or 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
    Reject
    and type an explanation in the Comment box. The
    ActiveVOS Server
    notifies the person who edited the record.
    <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.
  5. Confirm your action in the confirmation dialog box.
  6. To change the ownership of the task without resolving the task, click an appropriate action button, or click
    More Actions
    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.
    If this option is not available, click
    Task Details
    and select the user from the
    Assignee
    list.
    Disclaim
    To return the task to the pool of available tasks, click
    Disclaim
    and type an explanation in the Comment box. Someone with the same role needs to take action on the task.
    If this option is not available, use the
    Release
    button.
    Release
    To return the task to the pool of available tasks, click
    Release
    and type an explanation in the Comment box.
    The release action is a task administration action. To release multiple tasks, from the
    Selected
    list, select
    Release
    .
    The task remains open, but is no longer assigned to you.
  7. If prompted, add comments or attachments to provide additional information.
    Whether you are prompted and required to add a comment or attachment depends on the
    Data Director
    configuration. A red line appears to indicate required fields.

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