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

Home Page

Home Page

The
Home
page is your dashboard and monitoring page that displays a list of tasks and a collection of charts and graphs.
The
Home
page contains the following components:
Task Inbox
After a business user creates or edits record data, the action initiates a business process. The business process generates tasks to managers to participate in the review process. The task inbox displays tasks that you claim and all unclaimed tasks.
Drafts and Submissions
After you create or edit record data, you can save the form as draft to submit later. Users can view only their drafts and submitted forms.
Charts and Graphs
Charts and graphs include tasks overview, customer onboarding time, customers added by year, and source systems.