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 an Organization Record

Adding an Organization Record

To add an organization record, select the business entity as Organization.
  1. Click
    New
    , and then select
    Organization
    .
    The data entry form for
    New Organization
    opens. A red line on a field indicates a required field.
  2. Fill in the required fields and other fields as required.
  3. If you want to add a related person record, perform the following tasks:
    1. In the
      Contacts
      section, click the
      Create Child Record
      icon.
    2. Type the first name and last name of the person.
    3. In the
      Relationship Type
      box, type one of the following values:
      • ContactContact. Specifies the person as a contact for the organization.
      • ContactEmployee. Specifies the person as an employee of the organization.
    4. Enter values in other fields as required.
    5. Click the
      Apply
      icon.
  4. Click
    Save
    .
    By default, the record is saved as a draft, and you can later submit the record for approval. If you do not want to save the record as a draft, clear the
    Draft
    check box before you save the record.
    If you are a user with an approver role, ensure that you clear the draft check box.
    If your user role permits you to save data without a review,
    Customer 360
    saves the record as an active record. Otherwise,
    Customer 360
    saves the record as a pending record and initiates the review process associated with your role.