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 Portal Overview

Customer Portal Overview

Use the Customer Portal to add organization record through the online portal. Customers use the Customer Portal to initiate a relationship with your organization. Customers can register and fill out an online application form on the Customer Portal. After the business users in your organization approve a customer application, the customer can use the Customer Portal to upload documents, update information, and communicate with your organization.
As a business user, you do not use the Customer Portal, but it is helpful to understand the Customer Portal experience from a customer perspective.


We’d like to hear from you!