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

Adding a Related Record

Adding a Related Record

When a record has relationships configured, you can add related records to the record. Search for and open the record in a Business Entity view. Search for the record that you want to add as a related record and add the record in the Related Records panel.
The Related Records panel must be present in the Business Entity view.
  1. From the
    Search Results
    panel of the
    Search
    workspace, select the record to which you want to add the related records.
  2. Open the record.
    The
    Related Records
    panel displays the records that are directly related to the record you open. There might be more than one Related Records panel.
  3. In the
    Related Records
    panel, click
    New
    .
    The
    Add a Related Record
    page opens.
  4. Select the relationship type.
  5. In the
    Search
    box, type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find.
  6. Click
    Search
    .
  7. In the
    Filters
    panel, select a value for the filter criteria that you require.
  8. Click
    Apply Filter
    .
    The revised search results appear in the
    Search Results
    panel based on the filters you set.
  9. Select the record that you want to add as related record and click
    Proceed
    .
  10. If the relationship has additional attributes, specify the additional attributes.
    For example, for a PersonOwnsAutomobile relationship, you might have to specify the mileage and price.
  11. Click
    Save
    .
    The record is added as related record and appear in the
    Related Records
    panel.