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

Working with Drafts Overview

Working with Drafts Overview

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


We’d like to hear from you!