Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Managing Record Versions
  9. Importing Bulk Data
  10. Viewing Tasks
  11. Participating in Review Processes
  12. Managing Tasks
  13. Resolving Duplicates
  14. Investigating Data Changes
  15. Investigating Relationships
  16. Creating Customer Profiles on the Customer Portal

Managing Hierarchy Relationships

Managing Hierarchy Relationships

A record can belong to multiple hierarchies. A hierarchy contains hierarchy relationships between records. For example, the John Smith record might be part of the Organization hierarchy and the Household hierarchy.
Use the
Hierarchy
view to view and manage hierarchy relationships for a record. For example, when you view the John Smith record, you might see that the record belongs to the Organization hierarchy and the Household hierarchy. In the Organization hierarchy for the John Smith record, there is a hierarchy relationship from the Informatica record to the United States record, and then a hierarchy relationship from the United States record to the John Smith record.
You can compare the current version of hierarchy relationships with another date. You can set the start or end date of a relationship. If you want to see more information about a record, you can use the
Quick View
tab or open the record in an entity tab.

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