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

Creating a Query

Creating a Query

You can create a query to search for records within a specific business entity. You are the owner of the queries that you create.
  1. In the navigation bar, click
  2. In the
    Saved Queries
    panel, click the
    New Query
    dialog box appears.
  3. From the
    Business Entity
    list, select the business entity within which you want to perform the search.
  4. Select a query type.
    Query Type
    Uses simple text comparisons to find records that contain the query values.
    Uses matching logic and match-enabled attributes to find records that contain the query values.
  5. If you selected the extended query type, from the
    Match Rule Set
    list, select a match rule set.
    Select the
    match rule set only when a suitable match rule set does not appear in the list. A match rule is generated based on the values that you specify.
    The fields available for the selected match rule set appear.
  6. Select the fields that you want to include as the search criteria for the query.
    The fields that you selected appear in the
    Selected Fields
  7. In the
    Selected Fields
    section, drag to rearrange the sequence of the fields.
    The fields appear in the query form in the sequence that you set.
  8. Specify the search results options.
    1. To make the query case sensitive, enable the
      Case sensitive
    2. To show pending records in the search results, enable the
      Show pending records
    3. To sort search results, from the
      Sort By
      list, select a field name by which you want the search results sorted.
    4. Select the sort order of the query to be ascending or descending.
  9. Click
    The query is created and opens on the Queries page.
  10. To save the query for reuse, click
    Save Query
    dialog box appears.
  11. Enter a query name and description.
  12. If you want to use the query as a default query, enable
    Set as my default
    The default query is the query that appears when you open the
  13. If you want to share the query with other users, enable
    Share with all
    By default, you own the query that you create. Other users cannot edit the queries that you own.
  14. Click
    The query is saved and appears on the
    Saved Queries
You can run the query that you created, or save the query and run it when needed.


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