User Guide

10.5

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Business Users Adding Records Overview

A business user can use Customer 360 to add records to the master data. The application developer defines the business entities, including the data and structure. The developer also designs the layout of the

Business Entity

views that open when you create a record.

Data entry form panel: The main panel in the view is the data entry form. Required fields have a red line.
Similar Records panel: If the view contains the
Similar Records
panel, as you enter data in required fields,
Informatica MDM - Customer 360
generates a list of similar records for your review. Review the similar records before finishing the form. If you find the record already exists, you can edit the existing record instead of adding a new record. If you are uncertain whether a similar record is the same record that you want to add, continue adding the new record. If you add a duplicate record,
Customer 360
can find and consolidate matching records for you.

When a data steward adds a customer organization with a portal user, the portal user can access the portal pages after a business manager approves the organization record.

Adding Records

Data Validation

Adding a Person Scenario

Adding an Organization Scenario

Adding a Person Record

Adding an Organization Record

DaaS Validation Overview

Validating a Postal Address, an Email Address, or a Phone Number

Adding a Household

Adding an Address

Adding a Time Period

Adding a Time Period Group