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 Relationship

Adding a Relationship

You can create a relationship between two unrelated records as long as a relationship type exists for the business entities.
  1. Ensure that both records are visible on the canvas. You might need to use the slider to zoom out the canvas.
  2. Drag and drop one record box on top of the other record box.
  3. In the
    Add Relationship
    dialog box, configure the following options:
    Option
    Description
    Diagram
    Displays a diagram of the related records and the direction of the relationship.
    Hierarchy
    The type of the business entity, such as organization or household.
    Relationship Type
    The type of relationships that are possible between the records, such as employee or relative.
    Rel Start Date
    The start date of the relationship. If the date occurs in the past, the relationship is active. If the date occurs in the future, the relationship will start on the specified date. If the field is empty, a start date was not set.
    Rel End Date
    The end date of the relationship. If the date occurs in the past, the relationship has ended and is inactive. If the date occurs in the future, the relationship will end on the specified date. If the field is empty, the relationship is currently considered permanent.
    Switch Entities
    You can switch the order of the records to change the direction of the relationship. The Switch Entities button is enabled for some Relationship Types.
    Other fields
    Additional fields might appear for some Relationship Types.
  4. Click
    Save
    .
    In the canvas, a relationship line appears between the two records. If the relationship is directional, the line includes an arrowhead to show the direction.