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Customer 360 SaaS
for Developers

Instructor Led | IDMC Master Data Management | 1 Day | July 2024 Release

Course Overview

Explore the skills required to configure Customer 360 SaaS on the IDMC platform. This course covers working knowledge of Customer 360 SaaS to automate and scale the practice of mastering customer data. Gain the skills necessary to customize the predefined data model and implement business rules in Informatica Customer 360 SaaS. You will also learn to onboard data, create, and configure cleanse functions, define match and merge criteria, manage hierarchies, define business events and run REST APIs.
Applicable to July 2024 Release.

Objectives

After successfully completing this course, students should be able to:

  • Understand IDMC’s Customer 360
  • Customize the predefined data model
  • Perform data quality and configure survivorship
  • Manage hierarchies
  • Onboard data
  • Perform file imports
  • Perform searches
  • Create a match model and add declarative rules to it
  • Define jobs and business events
  • Run REST APIs

Target Audience

  • Developer

Mandatory Prerequisite

Agenda
Module 1: Customer 360 SaaS Overview
  • Describe the challenges of managing customer data
  • Customer 360 SaaS overview
  • Customer 360 SaaS architecture
  • Key features and benefits
  • User Interfaces
  • Lab: Create Customer 360 Users
Module 2: Configuring Data Model
  • Add Basic, Smart, Group, and Reference fields to a business entity
  • Disable fields
  • Configure field properties
  • Data quality rules and survivorship
  • Match model
  • Lab: Customize Predefined Business Entities
  • Lab: Add Data Quality Rule and Configure Survivorship
  • Lab: Configuring Match model
Module 3: Onboarding Data
  • Add new records
  • Manage records
  • Import business entity data from CSV files
  • Lab: Manage Customer data
  • Lab: Import Data From a Flat File
Module 4: Defining Jobs and Business Events
  • Define and run a match and merge job
  • Define and run a generate merge tasks job
  • Manual merge
  • Manage business events
  • Lab: Run a Match and Merge Job and Execute Business Events
Module 5: Performing Match Training
  • Describe the benefits of Machine Learning Matching
  • Train machine learning model
  • Publish machine learning model
  • Lab: Perform Match Training
Module 6: Managing Hierarchies
  • Configure hierarchy model
  • Manage hierarchy instances
  • Lab: Manage Hierarchies
Module 7: Public REST APIs
  • Describe an overview of Public REST APIs
  • Discuss the REST API guidelines
  • List and explain the resources supported for Customer 360 SaaS
  • Lab: Use REST APIs To Perform Tasks and Get Data
Module 8: Workshop
  • Custom business entity configuration process
  • Workshop: Design Customer Data Model using Custom Business Entity
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