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 Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships

Adding an Organization Scenario

Adding an Organization Scenario

You are with the marketing department of a company. You have a new customer, CITIGROUP which is an organization. You want to add CITIGROUP as an Organization record.
To add CITIGROUP, you perform the following steps:
  1. Click
    New
    , and then select
    Organization
    as the business entity.
  2. In the
    Legal Business Field
    , type CITIGROUP.
  3. Fill in all the other required fields.
  4. If you see a potential duplicate record in the
    Similar Records
    panel, open the similar record.
  5. Review and confirm that the similar record is not a duplicate record, and then close the similar record.
  6. Finish adding data in the data entry form, and then click
    Save
    .