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

Adding a Person Scenario

Adding a Person Scenario

You are an insurance agent for a large insurance company. You have a new customer, Anthony Lomax, on the phone. You want to add Mr. Lomax as a record.
To add Anthony Lomax, you perform the following steps:
  1. Click
    New
    , and then you select
    Person
    as the business entity.
  2. In the
    Last Name
    field, you type Lomax. In the
    First Name
    field, you type Anthony.
  3. In the Similar Records panel, you see a potential duplicate, so you open the similar record.
  4. You confirm with Mr. Lomax that he is not the same person as the existing Anthony Lomax, and then close the similar record.
  5. You finish adding Mr. Lomax's information in the form.