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

Using the Search Box to Find Records

Using the Search Box to Find Records

You can use the search box to perform search for records. You might want to search for records that you want to view, edit, or delete.
Your
Customer 360
application must be configured to use Elasticsearch. When your application is configured to use Elasticsearch, you can search for records within a single business entity.
To find a record, enter a complete or partial search string in the Search box. A search string can include keywords, numbers, and operators. Stopwords, such as
a
,
an
,
of
, and
with
, are ignored in the search process.
You can use the wildcard operators
*
and
?
in the search strings. The
*
wildcard operator is a placeholder that matches zero or more characters. The
?
wildcard operator matches a single character.
The following table lists example search strings and explains how they function:
Example Search String
Search Behavior
John
Searches for records that contain
John
, such as
John
,
John Smith
,
John Anderson
, and
John Anderson Smith
.
John Smith
Searches for records that contain
John
or
Smith
or both
John
and
Smith
, such as
John Smith
and
John Anderson Smith
.
John Anderson Smith
Searches for records that contain at least two of the terms that constitute the search string, such as
John Smith
,
John Anderson
, and
John Anderson Smith
.
When more than two terms constitute a search string, at least
n-1
terms are present in the search results. In this example, at least
3-1 = 2
terms are present in the search results.
John*
Searches for records that contain a value that starts with
John
, such as
Johnson
and
Johnny
.
Jo*n
Searches for records that start with
Jo
and ends with
n
, such as
Johansson
and
Jordan
.
Al?k
Searches for records with a single character between
Al
and
k
, such as
Alek
and
Alok
.
Ale?
Searches for records with a single character after
Ale
, such as
Alek
and
Alex
.
Smith-Jones
Searches for records that contain both
Smith
and
Jones
, such as
Smith-Jones
and
Smith Jones
.
Dave&Smith
Searches for records that contain
Dave&Smith
, which contain the special character
&
.
You can search for records that contain special characters, such as
&
,
+
,
=
, and
~
.
The Washington Post
Ignores the stopword
The
and searches for records that contain
Washington
,
Post
, or both
Washington
and
Post
.