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

Scenario for Adding and Editing Related Records

Scenario for Adding and Editing Related Records

A relationship is configured between the Organization and the Person business entity types, such that an organization employs persons. You have an organization, Informatica, to which you want to add the employees. John Smith is an employee of Informatica.
You search for the record for Informatica. You open the record. You search for the record for John Smith. You add John Smith as a related record to Informatica. After an appraisal, John Smith has a different job title and salary. You must update the relationship details to reflect the change. You open the record for Informatica and select the relationship between Informatica and John Smith. You update the relationship details.


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