Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Viewing and Editing Relationship Details

If you need more information about a relationship, you can view details about the relationship, such as the relationship type.
  1. In the canvas, click a relationship line.
    The relationship Actions button appears.
  2. Click
    Actions
    .
  3. Click
    View Relationship Details
    .
  4. In the
    Edit Relationship
    dialog box, review the details about the relationship.
    Option
    Description
    Diagram
    Displays a diagram of the related records and the direction of the relationship.
    Hierarchy
    The type of the business entity, such as organization or household.
    Relationship Type
    The type of relationships that are possible between the records, such as employee or relative.
    Rel Start Date
    The start date of the relationship. If the date occurs in the past, the relationship is active. If the date occurs in the future, the relationship will start on the specified date. If the field is empty, a start date was not set.
    Rel End Date
    The end date of the relationship. If the date occurs in the past, the relationship has ended and is inactive. If the date occurs in the future, the relationship will end on the specified date. If the field is empty, the relationship is currently considered permanent.
    Switch Entities
    You can switch the order of the record to change the direction of the relationship. The
    Switch Entities
    button is enabled for some Relationship Types.
    Other fields
    Additional fields might appear for some Relationship Types.
  5. Optionally, to change the relationship details, edit options and click
    Save
    .