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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. 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

Task Types Associated with Hierarchies

Task Types Associated with Hierarchies

When a Sales Operation Manager updates the hierarchy of a record or organization, no workflow is triggered. The changes made are directly saved. When a Sales Operation Analyst makes changes related to the hierarchy of a record or organization, a one-step approval workflow is triggered.
The Customer 360 default configuration for hierarchy workflow includes the following tasks:
Task Type
Description
FinalReview
Created when a user make changes to the hierarchy of a record and sends the changes for approval.
UpdateReview
Created when an approver sends back the changes made to the hierarchy of a record for resubmission.
Notification
Created when an approver approves or rejects the changes made to the hierarchy of a record.
The following steps summarize what happens when a user with the Sales Operation Analyst role updates a hierarchy and a user with the Sales Operation Manager role approves or rejects the changes made:
Task
Task Owner
Possible Actions
Result
FinalReview
Approver
Claim
User claims the tasks. Hierarchy change appears in the task inbox of the user.
Disclaim
The hierarchy change is assigned back to users with the Sales Operation Manager role.
Approve
The hierarchy change is promoted. Notification is sent to the requestor.
Reject
The hierarchy change is deleted. Notification is sent to the requestor.
Send Back
The hierarchy change is sent back to the requestor with comments.
UpdateReview
Requestor
Submit for Approval
The hierarchy change is resubmitted for approval. Moves to the FinalReview task.
Cancel
The hierarchy change is deleted.
Notification
Requestor
OK
The workflow is closed.

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