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

Customer Portal for Organization Records

Customer Portal for Organization Records

Use the Customer Portal to onboard customer organizations through the online portal.
To onboard customers through the Customer Portal, a customer needs to sign up through the online portal and submit the customer details for review. You can review the customer profiles and approve, reject, or send back the profile for additional information. After a business manager approves a customer profile, the customer can use the Customer Portal to update information, upload documents, and communicate with your organization directly.


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