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

Customer Portal for Organization Records

Customer Portal for Organization Records

Use the Customer Portal to onboard customer organizations through the online portal.
To onboard customers through the Customer Portal, a customer needs to sign up through the online portal and submit the customer details for review. You can review the customer profiles and approve, reject, or send back the profile for additional information. After a business manager approves a customer profile, the customer can use the Customer Portal to update information, upload documents, and communicate with your organization directly.


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