Table of Contents

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  1. Preface
  2. Introduction
  3. IDD Concepts
  4. Implementation Process
  5. IDD Configuration Manager
  6. Manual IDD Configuration
  7. IDD Global Properties
  8. Appendix A: Sizing and Platform Requirements
  9. Appendix B: Application Components
  10. Appendix C: IDD Security Configuration
  11. Appendix D: Data Security
  12. Appendix E: Example Role-Based Security Configuration
  13. Appendix F: Data Masking
  14. Appendix G: Siperian BPM Workflow Engine
  15. Appendix H: Locale Codes
  16. Appendix I: Troubleshooting
  17. Appendix J: Glossary

Data Director Implementation Guide

Data Director Implementation Guide

Task Types

Task Types

This section of the IDD configuration file specifies the types of tasks that are available for use in an IDD application.
Task types are the most configurable task component. This section determines the behavior of tasks within Informatica MDM Hub, along with the flow from one task to the next.
The IDD default configuration includes seven predefined tasks:
Predefined Tasks
Description
UpdateWithApproval
Update a record and the next step requires the user to go through an approval process before completing the task.
UpdateWithOptionalApproval
Update a record and the next step does not require the user to go through an approval process before completing the task. The approval step is optional.
ReviewNoApprove
Review a change and either escalate or reject it. This task does not provide an Approve option and requires at least one other person to review the changes as well.
FinalReview
Review a change and approve, reject, or escalate.
Merge
Merge records together.
Unmerge
Unmerge an XREF record from a Base Object record.
UpdateRejectedRecord
Update a record that was rejected in an approval process.

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