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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

Hierarchy View

Hierarchy View

The
Hierarchy
 view displays the hierarchy relationships for the open record. Use the
Hierarchy
 view to view, create, and manage relationships.
You can submit your hierarchy changes for review and approval. When you edit a hierarchy, your changes are highlighted in the
Hierarchy
 view.
You can view the hierarchies for a record, including the hierarchy relationships in each hierarchy. You can view the hierarchy for an effective date, or compare the current version of the hierarchy with a version at another date. You can also export the hierarchy.
The following image shows a sample
Hierarchy
 view for a record:
Shows the Network panel and Relationship panel of the Hierarchy view.
  1. Hierarchy panel
  2. Relationship panel

Hierarchy Panel

The following table lists the user interface elements of the hierarchy panel:
User Interface Element
User Interface Element
Hierarchy tabs
Shows hierarchies to which the record belongs.
Graph
Shows the tree of hierarchy relationships for the open record based on the selected hierarchy.
A record can belong to multiple hierarchies. If you define a default hierarchy for the hierarchy component, the Hierarchies panel loads the default hierarchy for the record. Otherwise, the Hierarchies panel loads the list of hierarchies to which the record belongs.

Relationship Panel

The following table lists the user interface elements of the relationship panel:
User Interface Element
Description
Related tab
Shows the parent and child relationships for the open record based on the selected hierarchy tab.
Quick View tab
Optional. Shows a condensed summary of the record details for the open record.
Your MDM administrator configures the
Quick View
 tab. Contact your MDM administrator to configure the view.
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