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

Matching Records

Matching Records

You can import data in into
Data Director
and perform an ad hoc match to compare new records with the existing records.
  1. In the navigation pane, click
    Ad Hoc Match.
    Ad Hoc Match
    page opens.
  2. To select the file you want to import, drag and drop a CSV or an Excel file.
  3. Optionally, you can click
  4. Click
    File Properties
    page opens.
  5. In the
    File Properties
    panel, specify the following ad hoc match properties:
    Import from Sheet
    Select the source file name. This option is applicable only for Excel files.
    Import Data from Line
    Select the row of the source file you want to import data from.
    Has Column Headers
    Select to display table headers for each column
    Column Header in Row
    Enter the header number of the row that you want a column.
    Regional Settings
    Select this option if records contain international characters.
    Date Pattern
    Date pattern for dates in the import file. For more information about the supported date patterns, see Supported Date Patterns.
    Decimal Separator
    Decimal separator. Choose a comma or a period. Default is a period.
    Thousand Separator
    Thousand separator. Choose no separator, a comma, or a period. Default is no separator.
  6. Click
    Map Fields
    page displays the source file data, the system suggested targets and the confidence indicators.
  7. You can perform the following actions:
    1. To accept the system suggested mapping, click
      . The suggested mapping appears under the Business Entity.
    2. To reject the system suggested mapping, click
    3. To partially accept the system suggested mapping, select the checkbox next to the business entities and click
  8. Expand the business entities or relationships to review the list of mapped target fields. You can filter the mapped target fields to view how the target fields were mapped.
    If timeline is enabled for a business entity, the business entity is not available as a mapped target field.
    1. Click the
      drop down list.
      A list of filter options appear. Select one of the following options:
      Filter Option
      Displays all mapped source columns and target fields.
      Displays all unmapped source columns and target fields.
      User Mapped
      Displays all user mapped source columns and target fields.
      Auto Mapped
      Displays all system mapped source columns and target fields.
      Displays all source columns and target fields.
  9. Click
    Preview Match Results
    screen appears.
  10. To select the match rule set, click the
    Match Rule Set
    drop down.
    The source file data appears in the Preview Match Results panel.
  11. You can preview the records before you import the file. Click
    Show Preview
  12. Click
    The match job completes.
  13. After the match process is complete, click the
    My Jobs
    window to display the match results.
  14. To download the list of matched records as an Excel or CSV file, click


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