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

Working with Draft Records Overview

Working with Draft Records Overview

If your user role has the create and edit permissions, you can create a draft of a business entity record. You can partially fill in the record, save it as a draft, edit and complete it later, and then submit it for approval. Your draft records are not visible to other users.
Use the
page to access and open your draft records. To go to the page, click
in the left navigation bar.
The following image shows the
The Drafts page lists the draft records that a user created.


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