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 Draft Records
  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 a Record Overview

Adding a Record Overview

A customer record is added to the Customer 360 database in the following scenarios:
  • A business user approves a customer application that the customer submits in the Customer Portal.
  • A business user adds a customer profile in Customer 360.


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