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

Customers Signing Up on Customer Portal

Customers Signing Up on Customer Portal

When a customer uses the Customer Portal to sign up and submit the customer application for your organization, a business user can approve the customer application to onboard the customer.
Alternatively, a business user can onboard the customer with basic details and send an invitation to the customer to submit additional customer details for further evaluation through the application on Customer Portal.
All customer applications go through a review process. If an application is approved, the customer becomes an approved user of Customer Portal. An approved user can access all the pages available on the Customer Portal. If an application is sent back to the customer for additional details, the customer needs to re-submit the application with the required details until a business user approves the profile.


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