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

Tasks Overview

Tasks Overview

A task is an activity that must be completed, such as reviewing an edited record, reviewing a merge proposal, or approving a new record. A workflow consists of multiple tasks linked together.
Tasks are generated by review processes. A review process is an automated business process. When a user adds, edits, merges, or unmerges records, the action can initiate a review process. A review process ensures that business managers or data stewards review and ultimately approve the data before it becomes master data.
A task includes the task details and the associated record that requires review. Tasks require you to take an action, such as accepting or rejecting edits to a record, merging records, or unmerging records. You can work on a task by claiming the task. You can manage tasks by performing task administration actions, such as assigning, releasing, or editing tasks. You can also manage tasks by taking an actions, such as accepting or rejecting.
If you require different task types, triggers, or workflows, contact your MDM administrator. The MDM administrator can edit your task configurations.


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