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

Search and Compare

Search and Compare

A best practice in data governance is to check for existing records before adding new records. When you begin adding a record, Customer 360 searches for duplicate records.
You can preview the potential duplicate records as they appear and take one of the following actions:
  • If more than one record is a potential match for the record you are adding, you can compare the records side by side. If you find that the records are duplicates, you can initiate a merge.
  • If one record matches the record you are adding, you can open the record and begin working with it. In this case, the record that you started adding is discarded.
  • If none of the records is a match, you can continue adding the new record.
The MDM administrator configures the fields to use in the search for potential duplicates.