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  • MDM - Customer 360 10.5 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. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Managing Record Versions
  9. Importing Bulk Data
  10. Viewing Tasks
  11. Participating in Review Processes
  12. Managing Tasks
  13. Resolving Duplicates
  14. Investigating Data Changes
  15. Investigating Relationships
  16. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

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Adding Record Versions

Adding Record Versions

You can add versions to existing parent and child records. When you add a version, you specify the effective period of the version and whether the data of the version must be copied from an existing version or created manually.
If the effective period of the new version overlaps with the effective period of existing versions, the effective period of the new version gets adjusted to avoid any overlaps with the existing versions.
For example, if you add a new version V2 that overlaps with V1, the system creates V2 and V3, and updates V1.
The image shows that version v2 is split into v2 and v3 when versions v1 and v2 have an overlapping effective period.
  1. From the Search Results panel of the
    Search
     page, open the record that you want to view.
  2. Click
    More Actions
     and then select
    Add Version
    .
    The
    Select New Version Options
     dialog box appears.
  3. Configure the following values:
    • Effective Period. The time period during which the version must be valid.
    • Version Data. Indicates whether the new version must use record data from an existing version or create new record data.
    • Copy From. The effective period of the existing version that the new version must use for record data.
  4. Click
    Select
    .
  5. Click
    Submit
    .
  6. Add versions to a child record as required.
    1. Expand the child section.
    2. Expand a child record, and then click
      Add Version
      .
    3. Select the start and end dates of the version and add the details.
    4. Click
      Apply
      .
    5. Click
      Submit
      .
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