Preface
Introduction to Informatica MDM - Customer 360
Getting Started
Adding Records
Working with Draft Records
Finding Records
Editing Records
Managing Record Versions
Importing Bulk Data
Viewing Tasks
Participating in Review Processes
Managing Tasks
Resolving Duplicates
Investigating Data Changes
Investigating Relationships
Creating Customer Profiles on the Customer Portal

User Guide

10.5

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Scenario for Adding and Editing Related Records

A relationship is configured between the Organization and the Person business entity types, such that an organization employs persons. You have an organization, Informatica, to which you want to add the employees. John Smith is an employee of Informatica.

You search for the record for Informatica. You open the record. You search for the record for John Smith. You add John Smith as a related record to Informatica. After an appraisal, John Smith has a different job title and salary. You must update the relationship details to reflect the change. You open the record for Informatica and select the relationship between Informatica and John Smith. You update the relationship details.

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User Guide

User Guide

Scenario for Adding and Editing Related Records

Scenario for Adding and Editing Related Records