Informatica® Multidomain MDM 10.3 Data Steward Guide Informatica Multidomain MDM Data Steward Guide 10.3 September 2018 © Copyright Informatica LLC 2001, 2019 This software and documentation are provided only under a separate license agreement containing restrictions on use and disclosure. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica LLC. U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. 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Publication Date: 2019-12-19 Table of Contents Preface ...................................................................... 7 Informatica Resources................................................... 7 Informatica Network................................................. 7 Informatica Knowledge Base............................................ 7 Informatica Documentation............................................. 7 Informatica Product Availability Matrices.................................... 8 Informatica Velocity.................................................. 8 Informatica Marketplace............................................... 8 Informatica Global Customer Support...................................... 8 Chapter 1: Introduction....................................................... 9 Key Concepts......................................................... 9 Base Objects...................................................... 9 Cross-Reference (XREF) Tables.......................................... 9 Trust Levels...................................................... 10 Data Consolidation Process............................................ 10 Assignment Lists................................................... 12 State Management.................................................. 12 Merge History..................................................... 13 Informatica MDM Hub Tools for Data Stewards.................................. 14 Data Steward Tasks.................................................... 14 Using Merge Manager................................................ 15 Using Data Manager................................................. 15 Using Hierarchy Manager.............................................. 15 Chapter 2: Getting Started with the MDM Hub Console....................... 16 Overview........................................................... 16 About the MDM Hub Console.............................................. 16 Starting the Hub Console................................................. 16 Navigating the MDM Hub Console........................................... 17 Toggling Between the Processes and Workbenches Views........................ 17 Starting a Tool in the Workbenches View.................................... 18 Chapter 3: Consolidating Data............................................... 19 Consolidating Data Overview.............................................. 19 About the Merge Manager................................................ 19 Starting the Merge Manager............................................... 20 Merging Records...................................................... 20 Entering Search Criteria............................................... 20 Using the Merge Manager Screen to Merge Records............................ 22 Table of Contents 3 Matched Data..................................................... 24 Displaying the Complete Match History..................................... 25 Changing the System State of Records..................................... 27 Merging Cell Data..................................................... 27 Base Object Column Properties.......................................... 27 Some Columns Might Not Have a Trust Value................................ 28 Overriding Merge Trust Behavior......................................... 28 Guidelines for Overriding Consolidation Trust Behavior.......................... 28 Manually Merging Records................................................ 30 Using the Search Wizard to See a Subset of the Data............................... 31 Chapter 4: Managing Data................................................... 33 Managing Data Overview................................................. 33 About the Data Manager................................................. 33 Starting the Data Manager................................................ 34 Displaying Data in the Data Manager......................................... 34 Components of the Data Manager........................................... 35 Data Manager Display Sections.......................................... 36 Data Manager Buttons.................................................. 37 Reset .......................................................... 37 Show History..................................................... 37 Edit Records...................................................... 38 Add a Record..................................................... 38 Display the Relationship Dialog.......................................... 38 Unmerge a Cross-reference............................................ 38 Show Raw Records.................................................. 39 Display the Complete Merge History....................................... 39 Tree View........................................................ 39 Chain View....................................................... 40 Complete Merge Tracking Properties ...................................... 40 Showing History................................................... 40 Increase the Trust Score.............................................. 40 Trust Score Example................................................ 42 Committing Changes................................................ 43 Committing Changes Manually.......................................... 43 Custom-defined Buttons.............................................. 44 Managing the State of Records............................................. 44 Record States..................................................... 44 Show PENDING Records.............................................. 45 Promoting PENDING Base Object Records to ACTIVE............................ 45 Marking Records as Deleted............................................ 46 Deleting PENDING Records............................................ 46 Restoring DELETED Cross-reference Records................................. 46 4 Table of Contents Promoting PENDING Cross-reference Records to ACTIVE......................... 46 Changing the State of a Record.......................................... 47 Editing and Adding Records Manually......................................... 47 Guidelines for Editing Records.......................................... 47 Editing or Adding a Record............................................. 48 Null Values....................................................... 48 Overriding Trust Settings.............................................. 48 Showing Only Editable Cells............................................ 49 Looking Up a Value................................................. 49 Best Practice Guidelines.............................................. 49 Effects of Unmerging a Row............................................ 49 Removing Cross-reference Records....................................... 50 Chapter 5: Using the Hierarchy Manager..................................... 51 Using the Hierarchy Manager Overview........................................ 51 About Hierarchy Manager................................................ 51 Challenges of Managing Data in Enterprise Systems............................ 52 What Hierarchy Manager Does.......................................... 53 How Hierarchy Manager Works.......................................... 53 Hierarchy Manager Functionality............................................ 55 Hierarchy