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

Home Page

Home Page

The
Home
page is your dashboard and monitoring page that displays a list of tasks and a collection of charts and graphs.
The
Home
page contains the following components:
Task Inbox
After a business user creates or edits record data, the action initiates a business process. The business process generates tasks to managers to participate in the review process. The task inbox displays tasks that you claim and all unclaimed tasks.
Drafts and Submissions
After you create or edit record data, you can save the form as draft to submit later. Users can view only their drafts and submitted forms.
Charts and Graphs
Charts and graphs include tasks overview, customer onboarding time, customers added by year, and source systems.