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  • MDM - Customer 360 10.4 HotFix 3
  • All Products

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 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

User Guide

User Guide

Back Next

Adding a Person Record

Adding a Person Record

To add a Person type record, start from the
New
 menu.
  1. Click
    New
    , and then click
    Person
    .
    The data entry form for
    New Person
     opens. A red line on a field indicates a required field.
  2. For each required field in the form, click the field, and type a value.
  3. If the
    Similar Records
     panel contains a list of similar records, review them.
    1. In the
      Similar Records
       panel, click the information icon beside the name of a record.
    2. Check the other data values to see if the record is the same as the one you are adding.
      • If it is the same record, click
        View
        . The selected record opens in an entity tab. You can edit data as required. You can view the child records for the record. You can discard the work-in-progress record.
      • If it is not the same record, click
        Close
        .
    3. Review other similar records in the same way.
    4. If a record does not exist, return to the tab containing the work-in-progress customer record.
  4. In the customer creation form, add data in the optional fields.
    1. Fill in the fields.
    2. Optionally, add an image. Type a valid URL in the image field.
      For best results, use an image that is a maximum of 200 x 200 pixels. For images, the MDM Hub stores the URL, not the file. If the location of the file changes, you must update the URL.
    3. Click
      Apply
      .
  5. To add a child record to the record, perform the following steps:
    1. In the navigation menu, click a section name. For example,
      Documents
      .
    2. Click
      Create Child Record
      .
      The data entry form for the child record appears.
      The following image shows the data entry form of the
      Documents
       section: The document data entry form contains the fields to specify the document type, document title, document file name, and the validity period of the document.
      1. Table
         view
      2. Form
         view
      3. Create Child Record
      4. Discard
      5. Apply
    3. To switch from the form view to the table view of the fields, click
      Table
      .
    4. Fill in the fields.
      For a file attachment field, browse and select the file you want to attach, and then click
      Open
      .
      By default, you can attach .pdf and .jpg files.
    5. Click
      Apply
      .
  6. After you finish adding data, click
    Save
    .
    By default, the
    Draft
     check box is selected. When you click
    Save
    , the in-progress customer record is saved as a draft. Later you can submit the record for approval. If you do not want to save the record as draft, clear the check box before you save the record.
    If you are a user with an approver role, ensure that you clear the draft check box.
    If your user role permits you to save data without a review,
    Customer 360
     saves the record as an active record. Otherwise,
    Customer 360
     saves the record as a pending record and initiates the review process associated with your role.
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