Informatica MDM Provisioning Tool

Explore key terms used in the Informatica MDM provisioning tool, including business entity, business entity view, reference entity, relationship, transformation, and extension, emphasizing their role in configuration and integration.

Explore the Informatica hub architecture and how the provisioning tool configures business entities and the entity 360 application, linking hub store master database, operational reference store, AWS, and application servers.

Examine the physical data model with seven tables and the business entity model as a tree of root, child, and reference nodes, with 1-to-1 and 1-to-many relationships.

Define the root node as the uppermost element of a business entity model and show how it defines the business entity type, attributes, channels, and references using a customer example.

Identify the root node properties of a business entity in the Informatica MDM provisioning tool, including name, label, description, state management, base object, and label formats (task, no fields, exist).

Configure the root node as a customer business entity in the provisioning tool, defining base object, label format, and state management, then publish to the hub to create metadata.

Define root node and business entity fields with properties like name, label, read-only, required, uri, type, display format, column, filters, and searchable via Elasticsearch.

Learn how to add and configure fields for the business entity root node in Informatica MDM provisioning, including field properties, handling system fields, and publishing changes to the hub.

Explore how reference nodes mirror root node properties, including label formats, and define lookup table relationships with field properties such as required fields, uri type, and display format.

Configure reference entities in the Informatica MDM provisioning tool by creating a lookup reference for party type, enabling state management when applicable, and publishing to generate system columns.

Configure a reference entity within the root business entity using the party type field, set up lookup fields and field filters, and apply data visibility rules across customer entities.

Explore child and grandchild node properties in informatica mdm provisioning tool, including constraint, delete and identify strategies, label formats, and consistent field properties with root node.

Configure child and grandchild business entities in the Informatica MDM provisioning tool as one-to-many relations from the root to party role and identification. Publish changes to the MDM hub config.

Learn delete and identifying strategies in the Informatica MDM provisioning tool, including associate, soft delete, and delete, and how child deletions affect parent records.

Identify strategy in Informatica MDM hub uses object, source system, and source object to decide existing records, with one row or no row options including accept, create, and error.

Explore relationship types in Informatica MDM provisioning tool, including one-to-many and many-to-many, and learn actions like search, add, delete, and manage, plus the related view and prerequisites.

Configure relationships in the Informatica MDM provisioning tool by defining parent and child entities, selecting a base object, and setting relationship fields to enable hierarchies in customer 360.

Learn to duplicate a business entity by using the copy feature and publish the new customer from an existing organization, selecting fields, child entities, and attributes to copy.

Identify and configure business entity views to create consolidated customer views from root and child entities, enabling read and write operations, data cleansing and standardization.

Configure a customer view in the Informatica MDM provisioning tool by defining root and child business entities, selecting fields such as first name and address lines, and publishing the view.

Discover how transformations connect a business entity to its view to enable read, write, validate, and standardize data, and explore five transformation types in Informatica MDM.

Explain the read and write transformation flows in Informatica MDM, showing how input views convert to business entities and back to views or write tables in the operational reference store.

Learn how to create a direct transformation from a business entity to its corresponding view, map source and target fields, and configure attributes for a read operation.

Create a direct view-to-business-entity transformation by selecting the view and business entity, mapping fields such as first name, last name, and display name, for creating or updating records.

Learn to build transformations with cleanse functions for data standardization, including a custom display name standardization that concatenates first and last names and uppercases the result.

Configure task templates within the Informatica MDM provisioning tool by defining templates, triggers, and task types; set dynamic titles, priorities, due dates, comments, and statuses to manage golden-copy records.

Configure task workflow triggers by creating a trigger, selecting a template and task type, and mapping events and roles in the hub to drive merges and approvals.

Configure task types in the provisioning tool for the MDM hub, defining create, update, and merge tasks with roles and actions.

Configure provisioning tool tasks by applying default values for task types, triggers, and task templates, including role, comment, attachment, title, priority, and due date, with the option to override.

Explore how to implement business entity security with three filters: entity level, node level, and field level, using the provisioning tool to grant or deny access and tailor visibility.

Configure Elasticsearch in provisioning tool by creating a cluster and node named MDM on localhost:9200, enabling searchable fields like display name, and run indexing for entity 360 and customer 360.

Configure localization in the Informatica MDM provisioning tool using metadata localization to create language files for English, Spanish, and Chinese, then export, modify labels, and import via the Import Explorer.

Design and create a home page with the provisioning tool to support data stewards in managing master data. Configure layout, primary and custom components, and role-based access for users.

use the layout designer in the provisioning tool to create a business entity record view, configuring record, view, or merge layouts with primary and secondary components.

Explore the component editor to manage reusable components across layouts, including record details, get related, and external links, with filters to tailor each component.

Create and publish a new entity 360 application using the application editor, configuring source system, session timeout, smart search with queries, and display formats.