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

Review Processes and Tasks

Review Processes and Tasks

A review process is an automated business process. When a user adds, edits, merges, or unmerges records, the action can initiate a review process. A review process ensures that business managers or data stewards review and ultimately approve the data before it becomes master data.
Your user role determines whether a change to the master data triggers a review. For example, if your user role permits you to add or edit data but not approve changes, then when you save an edit or merge records, the action triggers a review process.
A review process contains people activities. A people activity is a point in the review process when the process requires human participation. When an instance of a review process reaches a people activity, the review process sends a task notification. Business managers and data stewards receive task notifications in their task inboxes.


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