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

Review Panel

Review Panel

Use the review panel to review the changed record, the comments added to the task, and the workflow diagram. The content of the review panel differs based on the type of change that was made to the record.
If you are a task administrator, you might not have permissions to review the changes in the review panel.
The following table describes the elements in the review panel:
Element
Description
Record Details
Displays the details of the record associated with the task.
Comments
Displays a list of comments added to the task.
Workflow Diagram
Displays a graphical representation of the process flow associated with the task.
You can view the workflow diagram only if you have the ActiveVOS abAdmin role assigned.
Task Details
Displays the task details in edit mode.
Actions
Actions that you can perform on the task. The possible actions depend on the task definitions in the review process. Sample actions can be Approve, Reject, and Disclaim.
More Actions
Additional actions that you can perform on the task.
Edit
Opens the record in edit mode.
Open
Opens the record in a separate tab.

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