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  • MDM - Customer 360 10.5 HotFix 2 SP 1
  • All Products

Table of Contents

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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

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Configuring Default Hierarchy for the Customer Dashboard

Configuring Default Hierarchy for the Customer Dashboard

In the customer dashboard, the Hierarchies panel displays how a record is related to other records in a hierarchical format. 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.
  1. In the Provisioning tool, click
    Configuration
    Component Editor
    .
    The
    Component Editor
     page appears.
  2. To configure the organization hierarchy, select
    Hierarchy Widget
    CustomerOrgHierarchyWidget
    , and then set the default hierarchy.
  3. To configure the person hierarchy, select
    Hierarchy Widget
    CustomerPersonHierarchyWidget
    , and then set the default hierarchy.
  4. Click
    Apply
    .
  5. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
         and follow the instructions that appear on the screen.
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