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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Before You Install
  4. Installing MDM - Customer 360
  5. After You Install
  6. Business Processes for Customer Management
  7. Customizing Customer 360
  8. Upgrading Customer 360
  9. Troubleshooting

Installation and Configuration Guide

Installation and Configuration Guide

Integrating Informatica MDM - Relate 360

Integrating
Informatica MDM - Relate 360

You can integrate
Relate 360
with
Customer 360
to view the relationship graph. A relationship graph displays all the related records of a Person record and its relationships with the related records.
You must create a custom view to display the relationship graph for a Person record. You can also create a graph component to display an aggregate view of the related records in the Person dashboard.
To integrate
Relate 360
with
Customer 360
, perform the following tasks:
  1. Create an external resource for the relationship graph.
  2. Design a layout for the Person business entity view to display the relationship graph.
  3. Create an external resource for the aggregate view of the relationship graph.
  4. Edit the layout of Person dashboard to include the aggregate view of the relationship graph.
Before you integrate
Relate 360
with
Customer 360
, use
Relate 360
to process the
Customer 360
data and other data related to the customers.
For more information about
Relate 360
, see the
Informatica MDM - Relate 360
documentation set.

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