Table of Contents


  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

Adding a Record Overview

Adding a Record Overview

A customer record is added to the Customer 360 database in the following scenarios:
  • A business user approves a customer application that the customer submits in the Customer Portal.
  • A business user adds a customer profile in Customer 360.


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