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

Adding a Hierarchical Relationship

Adding a Hierarchical Relationship

To add a hierarchical Relationship to a hierarchy, find the record to which you want to configure a relationship, and then define the relationship.
  1. In the
    view, hover over a node on the canvas, and then click the
    Add New Relationship to Selected Entity
    Add Related Records
    window appears.
  2. To find the record to which you want to create a relationship, perform the following actions:
    1. In the relationship list, select a relationship.
    2. Run a query to find a related record.
    3. In the search results, select a record and then click
      To select multiple records, press
      and select records.
  3. Optionally, define the attributes of the relationship.
  4. Click
You added a hierarchical relationship to a record. The record appears in the hierarchy as a child of the selected node.
When you are done editing the hierarchy, you submit your changes for approval. For more information, see Submitting Hierarchy Changes.


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