Customer 360 SaaS Master Data Management in Informatica IDMC

Master data management provides a single source of truth, data quality, and cross-functional collaboration. Data warehouses offer centralized storage and historical analysis, while data lakes enable scalability and advanced analytics.

Explore key terminologies in IDMC, including orgs, secure agents, chicklets, and pods, and see how they enable secure, region-aware data management in Informatica cloud MDM.

Learn to access the Informatica MDM cloud (Idmc) via browser, obtain login URL and credentials from the license email, and use components like business 360 and data profiling.

Differentiate customer 360 from business 360 console by focus, function, and target users. Customer 360 provides a unified data view and governance; business 360 console monitors data flows.

Explore the customer 360 application in Informatica IDMC, including login, navigation to customer 360, creating new records, searching, dashboards, data import, reports, and workflows.

Explore the secure agent and runtime environments used to connect on-premise applications with Informatica cloud services, including cloud hosted agent, on-premise secure agents, and serverless runtime options.

Open the administrator and runtime environment, click download secure agent, copy the installer key, and paste the link on a Linux or Windows box to start the download.

Understand the installed Informatica Secure Agent's file and folder structure, including the APS directory, conf, data, logs, and JDK, plus startup scripts and core configuration for troubleshooting.

Start the secure agent with ./infer agent startup, verify its status with htop, and register the secure agent using console agent manager with the configure token and username.

Explore the person and organization business entities in customer 360, focusing on the attribute section, out-of-the-box fields, internal ids, data quality rules, and adding custom or smart fields.

Learn to configure source systems in Informatica MDM IDMC during discovery, using the business 360 console to create source systems, assign assets, map picklists, and set survivorship in match merge.

Create and use query-based searches in Informatica IDMC by using the filtered search tool to select a business entity, add fields like Addressline1, save named queries, and reuse templates.

Learn how a record's history reflects updates and merges as history events, view the history feed, filter to show only modified fields, inspect system fields, and expand for details.

Execute a purge to physically delete person records in Customer 360, using admin access, selecting the person entity and org ID, then monitor purge and indexing jobs.

Discover the Informatica IDMC integration component, a microservice in the data integration checklist, that loads from sources like Oracle, SQL Server, and Snowflake into target objects such as customer 360.

Design cloud data integration mappings in Informatica IDMC by using mappings, task flows, map splits, mass ingestion, and optional transformation logic to load data from source to target.

Create a simple cloud data integration mapping in Idmc by defining a source file party_data.txt and a target customer 360, applying an expression to uppercase first and last names.

Create a mapping task in Informatica IDMC by selecting project folder, naming it empty_party, choosing a runtime, and attaching data integration mapping with source, target, and expression; validate before saving.

Execute the MDM ingress job to load customer records through extract, transform, load, and index generation, with token creation for match, and monitor metrics in Business 360 via IDMC.

Learn how to search and open a loaded person record in the customer 360 app within Informatica IDMC, using filters, source data, and relationship insights.

Learn how IDMC performs match and merge to create a golden copy of master records using the SSN Name3 fuzzy engine, survivorship rules, and auto or manual merge with reindexing.

Create a match model in Informatica IDMC to identify duplicates and merge records into a master, using first name, last name, full name, date of birth, and identification value.

Configure an exact match rule by adding declarative rules and specifying exact fields (first name, last name, full name, date of birth, identification value) with a manual merge.

Configure a fuzzy match rule in IDMC with fuzzy strategy and automated merge, define exact fields (date of birth, ID) and fuzzy fields (first name, last name), then publish.

Configure a generate match key job from the configured match model, select MDM match reindex, tokenize both source and master records for the person entity, run and monitor the job.

Create and run a party match and merge job in IDMC, configure the party_idl model v1, select the person entity, execute, monitor results, and download the matching pairs CSV.

Learn how to execute a match and merge job using API in Informatica IDMC, including obtaining the model ID, model version, and internal job ID, and running via Postman.

Explore Informatica Idmc cloud application integration (Chi) and its service connections, contrasting Chi with CDI. Learn to configure service connectors, define processes, and publish rest components via the integration console.

Learn how to obtain a session ID from the get session ID API for Informatica IDMC and use it to authenticate REST calls to execute MDM ingress jobs.

Learn how the service connector enables cloud application integration by connecting external web services and APIs via REST or SOAP, enabling data extraction, transformation, enrichment, and loading in ETL pipelines.

Configure a service connector for the get session id API using global variables and a login action binding. Test returns session id and base api URL for future MDM calls.

Learn to run the MDM ingress job via the service connector by configuring base api url, session id, and ingress job id, then test to obtain the job instance id.

Learn how the application connector acts as the interface between users and the service connector to connect cloud applications, SaaS platforms, and data sources, enabling real-time and scheduled data synchronization.

Configure the application connector by publishing the service connector, creating an app connection with a hyphenated name in the mdm_ingress folder, and configuring global credentials before publishing.

Create a simple cloud application integration process by configuring a login service that returns a session ID and base API URL, then execute the MDM engaged job with mapped inputs.

Test the deployed process with Postman, verify secure agent and service URL, then check the MDM party ingress and 200 status in Business 360.

Generate the swagger file from application integration endpoints, view the swagger file, copy the JSON into a .json file, and transfer it to the secure agent with WinSCP.

Create a CAI process connection using a swagger file in the administrator tool, configuring name, description, runtime environment, basic authentication, swagger path, and testing before saving.

Discover how to invoke a business service in a data integration mapping by using a web service component, mapping request/response, and validating before executing via a mapping task.

Create a new customer 360 business user role in IDMC, grant report creation and viewing access within the MDM business application, and set permissions precisely.

Log in as admin to create a new user in IDMC with name, contact info, and a unique username; activation email enables access. Assign Customer 360 analyst role and save.

Assign multiple roles to a user via the users section, save, and clear the cache to enable component access; you cannot assign the same role to multiple users at once.

Learn how to delete a user and a role in Informatica IDMC, including unassigning users from a role, re-associating or deleting them, and optionally disabling users before deletion.

Create and manage user groups in customer 360 mdm by naming groups, assigning roles and services, saving changes, deleting groups, and renaming or updating them.