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

Reviewing an Unmerge Task

Reviewing an Unmerge Task

When you open a task to review an unmerge task, a preview shows the result of the unmerge.
  1. In the task inbox of the
    Home
    page, click a task that is a request to review an unmerge proposal.
    The unmerge preview for the record appears in the review panel of the Task Manager.
    If you open an unassigned task, be sure to claim it before you start work.
  2. Optionally, review the task details, comments, attachments.
    1. Click the
      Comments
      tab, and then review the comments.
    2. Click
      Task Details
      .
    3. Review the details of the task, such as the priority and due date.
    4. Download attachments in the
      File Attachments
      section.
    5. Click
      Cancel
      .
  3. Review the unmerge preview and determine if the unmerge is warranted. The fields that appear in the preview are highlighted.
  4. To resolve the task, click an appropriate action button, or click
    More Actions
    and select one of the following actions:
    Action
    Description
    Unmerge
    If you agree with the unmerge proposal and the task type permits you to approve changes, click
    Unmerge
    . The
    ActiveVOS Server
    marks the related Unmerge people activity as completed and performs the next activity in the process.
    Cancel
    If you disagree with the unmerge proposal, click
    Cancel
    and type an explanation in the Comment box. The
    ActiveVOS Server
    notifies the person who proposed the unmerge.
    <Other>
    If you see other options in the menu, then your organization uses a custom business process. If the purpose of the option is not clear and your role permits access to the ActiveVOS console, you can open the process to understand the workflow. Otherwise, contact the person who created the business process.
    The task is closed.
  5. To change the ownership of the task without resolving the task, click an appropriate action button, or click
    More Actions
    and select one of the following actions:
    Action
    Description
    Reassign
    To ask another person to review the proposed changes, click
    Reassign
    , select the user, and type an explanation in the Comment box. The task is reassigned to the selected person.
    If this option is not available, click
    Task Details
    and select the user from the
    Assignee
    list.
    Disclaim
    To return the task to the pool of available tasks, click
    Disclaim
    and type an explanation in the Comment box. Someone with the same role needs to take action on the task.
    If this option is not available, use the
    Release
    button.
    Release
    To return the task to the pool of available tasks, click
    Release
    and type an explanation in the Comment box.
    The release action is a task administration action. To release multiple tasks, from the
    Selected
    list, select
    Release
    .
    The task remains open, but is no longer assigned to you.
  6. If prompted, add comments or attachments to provide additional information.
    Whether you are prompted and required to add a comment or attachment depends on the
    Data Director
    configuration. A red line appears to indicate required fields.

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