Table of Contents

Search

  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

Using the Search Box to Find Records

Using the Search Box to Find Records

You can search for records that you want to view, edit, or delete.
  1. Optionally, in the
    Search
    box in the header, select a type of business entity from the list.
    By default,
    All
    is selected, and
    Customer 360
    searches within all the business entity types.
    The Search list contains the types of business entities that you have permission to view. If the list is empty, contact your MDM administrator to request permission.
  2. In the
    Search
    box, perform one of the following tasks:
    • Type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find. You can use the wildcard character at the end of the search string or in between the search string. For example, if you want to search for John, you can specify
      Jo*
      or
      J*n
      .
    • If the search is configured to suggest search strings, type a few characters of the search string, and select one of the suggested values as the search string.
      The values are suggested when you search within a single business entity.
    If the search results must contain the words in the search string, add the
    +
    operator before each search word.
    If the search string includes any of the following special characters, add a backslash as a prefix to the special character: + , - , & , || , ! , ( ) , { } , [ ] , ^ , " , ~ , ? , : , \ . If you do not add a backslash as a prefix to each special character, the search might return no results or incorrect results. For example, if you want to search for
    AT&T
    , the search string must be
    AT\&T
    .
    If you want to search for a negative value, type the value in the search string without the minus character. For example, if you want to search for
    -5000
    , the search string must be
    5000
    .
    If you want to search a date, use a simple date format, such as
    <Month> <DD> <YYYY>
    , in any order and do not use a date format, such as
    <YYYY>-<MM>-<DD>
    or
    YYYY-MM-DDThh:mmTZD
    . For example, use November 20 2014 or 2014 Nov 20 as the search string.
    The following image shows the
    Search
    box with the search string, John*:
  3. Click the
    Search
    icon.
  4. Optionally, group the records that appear in search results based on the business entities.
    The search results are sorted and moved to the relevant business entity groups.
    The following image shows search results in the Person business entity groups, and search results in the Secure Person business entity group:
    The Search Results panel contains search results grouped in to the Person and Secure Person business entity groups.
  5. To find the record that you are searching for, expand the business entity under which you expect to find the record.
    The business entity expands to show all the records that appear in the search result and belong to the business entity.
    The following image shows the expanded results for the Person business entity:
    The Search Results panel displays the records that belong to the Person type.