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. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

User Interface

User Interface

The
Customer 360
user interface contains a navigation pane on the left and a details pane on the right. Each tab in the navigation pane opens its corresponding page, such as New menu, New File Import, and Task Manager. The details pane displays details about the link you select in the left navigation pane.
The following image shows the
Home
page of
Customer 360
: The Customer 360 user interface contains a left naviation bar and a details area.
Customer 360
has the following tabs:
Home
The Home page is your dashboard and monitoring page. The page contains the tasks panel, records panel, and a collection of charts. The charts give a visual summary of the customers and task details. Managers and administrators can view a list of review tasks in the tasks panel. The records panel lists the records that you have submitted or saved as drafts.
New
The New page lists the type of master data that you can add. Your user role must permit you to add the master data. Use the New tab to add records.
Search
The Search page contains the search results. Use the Search page to find records. You can open a record from the search results.
Task Manager
The Task Manager page displays the tasks that are assigned to you and all unclaimed tasks. Use the Task Manager to organize, claim, and resolve tasks that the review processes generate.
My Records
The My Records page contains the list of drafts, submitted records, and the details pane. When you create a record, you can save the data as a draft. Use the My Records page to find, edit, and delete drafts. When a draft is complete, you can submit the draft for approval.
New File Import
The New File Import page contains the options to import data into
Customer 360
.
Ad Hoc Match
The Ad Hoc Match page contains the options to perform an ad hoc match to compare the records you import with existing records.