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

Tasks Overview

Tasks Overview

A task is an activity that must be completed, such as reviewing an edited record, reviewing a merge proposal, or approving a new record. A workflow consists of multiple tasks linked together.
Tasks are generated by review processes. 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.
A task includes the task details and the associated record that requires review. Tasks require you to take an action, such as accepting or rejecting edits to a record, merging records, or unmerging records. You can work on a task by claiming the task. You can manage tasks by performing task administration actions, such as assigning, releasing, or editing tasks. You can also manage tasks by taking an actions, such as accepting or rejecting.
If you require different task types, triggers, or workflows, contact your MDM administrator. The MDM administrator can edit your task configurations.


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