Table of Contents

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  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

Submitting Hierarchy Changes

Submitting Hierarchy Changes

When you are done making changes to a hierarchy, submit your changes.
  1. In the
    Hierarchy
    view, click
    Submit
    .
    The
    Submit Hierarchy Changes
    window appears.
  2. Review your changes.
    The following table explains the highlights:
    Highlight
    Indicates
    Green
    New relationship
    Yellow
    Edited relationship
    Red
    Deleted relationship
  3. Click
    Accept
    .
If your user role permits you to save data without a review, the application saves the hierarchy. Otherwise, the application saves the hierarchy changes as a pending changes and initiates the review process associated with your role. For example, a workflow is triggered and a hierarchy task is created for managers to approve or reject your changes.

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