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

Business Users Adding Records Overview

Business Users Adding Records Overview

A business user can use Customer 360 to add records to the master data. The application developer defines the business entities, including the data and structure. The developer also designs the layout of the
Business Entity
views that open when you create a record.
Data entry form panel
The main panel in the view is the data entry form. Required fields have a red line.
Similar Records panel
If the view contains the
Similar Records
panel, as you enter data in required fields,
Informatica MDM - Customer 360
generates a list of similar records for your review. Review the similar records before finishing the form. If you find the record already exists, you can edit the existing record instead of adding a new record. If you are uncertain whether a similar record is the same record that you want to add, continue adding the new record. If you add a duplicate record,
Customer 360
can find and consolidate matching records for you.
When a data steward adds a customer organization with a portal user, the portal user can access the portal pages after a business manager approves the organization record.


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