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 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

Search Page

Search Page

When you perform a search from the
Search
box in the application header, the
Search
page appears in the
Search
tab. A search returns a list of records that satisfy the search criteria.
Use the
Search
page to review the search results. You can expand a record in a search result to view the summary of record details. To refine the search results, you can use filters.
You can group the records that appear in search results based on the business entity types. If you group records, you can look for records in the relevant business entity type groups.
The following image shows a sample
Search
page:
A Search page contains a list of business entities that matched the search terms. You can use filters to narrow the results.
  1. Results total
  2. Search Results panel
  3. Actions menu
  4. Search box
  5. Filter panel
The
Search
page includes the following sections:
Results total
Displays the total number of results found based on the search string that you enter in the
Search
box.
Search Results panel
Displays the total number of results found and lists the records that are part of the search results. You can group the records listed in the search results by business entity type.
Actions menu
Displays actions that you can perform on the record. For example, you can open the record in a view, such as the
Business Entity
view, or you can create a task for the entity.
If your MDM administrator created a custom view for this purpose, the name of the view might be different.
Filter panel
Displays the filter criteria to filter the search results. Use filters to refine the search results based on the filter criteria that you select or enter a value for. You can hide the
Filter
panel if you do not need to filter the search results.
Filter criteria
Filter properties that you can select or enter a value for to refine search results.