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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

Matching Records

Matching Records

You can import data in into
Customer 360
 and perform an ad hoc match to compare new records with the existing records.
  1. In the navigation pane, click
    Ad Hoc Match.
    The
    Ad Hoc Match
     page opens.
  2. To select the file you want to import, drag and drop a CSV or an Excel file.
  3. Optionally, you can click
    Browse
    .
  4. Click
    Next
    .
    The
    File Properties
     page opens.
  5. In the
    File Properties
     panel, specify the following ad hoc match properties:
    Property
    Description
    Import from Sheet
    Select the source file name. This option is applicable only for Excel files.
    Import Data from Line
    Select the row of the source file you want to import data from.
    Has Column Headers
    Select to display table headers for each column
    Column Header in Row
    Enter the header number of the row that you want a column.
    Regional Settings
    Select this option if records contain international characters.
    Date Pattern
    Date format for the date fields in the import file.
    Decimal Separator
    Decimal separator. Choose a comma or a period. Default is a period.
    Thousand Separator
    Thousand separator. Choose no separator, a comma, or a period. Default is no separator.
  6. Click
    Next
    .
    The
    Map Fields
     page displays the source file data, the system suggested targets and the confidence indicators.
  7. You can perform the following actions:
    1. To accept the system suggested mapping, click
      Accept
      . The suggested mapping appears under the Business Entity.
    2. To reject the system suggested mapping, click
      Reject
      .
    3. To partially accept the system suggested mapping, select the checkbox next to the business entities and click
      Accept
      .
  8. Expand the business entities or relationships to review the list of mapped target fields. You can filter the mapped target fields to view how the target fields were mapped.
    1. Click the
      Show
       drop down list.
      A list of filter options appear. Select one of the following options:
      Filter Option
      Description
      Mapped
      Displays all mapped source columns and target fields.
      Unmapped
      Displays all unmapped source columns and target fields.
      User Mapped
      Displays all user mapped source columns and target fields.
      Auto Mapped
      Displays all system mapped source columns and target fields.
      All
      Displays all source columns and target fields.
  9. Click
    Next
    .
    The
    Preview Match Results
    screen appears.
  10. To select the match rule set, click the
    Match Rule Set
    drop down.
    The source file data appears in the Preview Match Results panel.
  11. You can preview the records before you import the file. Click
    Show Preview
    .
  12. Click
    Match
    .
    The match job completes.
  13. After the match process is complete, click the
    My Jobs
     window to display the match results.
  14. To download the list of matched records as an Excel or CSV file, click
    Download
    .
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