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  • MDM - Customer 360 10.4 HotFix 3
  • All Products

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. Importing Bulk Data
  8. Working with Draft Records
  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 Guide

User Guide

Back Next

Adding a Person Scenario

Adding a Person Scenario

You are an insurance agent for a large insurance company. You have a new customer, Anthony Lomax, on the phone. You want to add Mr. Lomax as a record.
To add Anthony Lomax, you perform the following steps:
  1. Click
    New
    , and then you select
    Person
     as the business entity.
  2. In the
    Last Name
     field, you type Lomax. In the
    First Name
     field, you type Anthony.
  3. In the Similar Records panel, you see a potential duplicate, so you open the similar record.
  4. You confirm with Mr. Lomax that he is not the same person as the existing Anthony Lomax, and then close the similar record.
  5. You finish adding Mr. Lomax's information in the form.
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