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 Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships

Adding a Hierarchy Relationship

Adding a Hierarchy Relationship

To add a hierarchy relationship to a hierarchy, find the record to which you want to configure a relationship, and then define the relationship.
  1. In the
    view, hover over a node on the canvas, and then click the
    Add New Relationship to Selected Entity
    Add Related Records
    window appears.
  2. To find the record to which you want to create a relationship, perform the following actions:
    1. In the relationship list, select a relationship.
    2. Run a query to find a related record.
    3. In the search results, select a record and then click
      To select multiple records, press
      and select records.
  3. Optionally, define the attributes of the relationship.
  4. Click
You added a hierarchy relationship to a record. The record appears in the hierarchy as a child of the selected node.
When you are done editing the hierarchy, you submit your changes for approval. For more information, see Submitting Hierarchy Changes.


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