Manage Master Data with
MDM SaaS and 360 Applications

Module 1: MDM SaaS Overview

• Identify Challenges in Managing Master Data
• Explore MDM SaaS and the Business 360 Console
• Compare Customer 360 (C360), Supplier 360 (S360), and Product 360 (P360) Use Cases

Module 2: Business Entity Models

• Explore Person and Organization Entities in C360
• Explore Supplier and Contact Entities in S360
• Explore Item and Category Entities in P360
• Identify Domain-Specific Stewardship Tasks
• Lab: Explore Entities in C360

Module 3: Record Onboarding

• Add and edit Records
• Create Records with Dynamic Fields
• Import Records from CSV Files; import with Business IDs; null-value handling
• Match and import selected Data; deduplication during import
• Lab: Add Records
• Lab: Import Data from a Flat File
• Lab: Match and Import selected Data
• Lab: Add Dynamic Fields

Module 4: Record Management and Search

• Perform Filtered Search using Dynamic Fields and Dependent Facets
• Apply Rich Text Formatting to Text Fields
• Edit multiple Records sequentially and in Bulk
• Delete and restore Records
• Lab: Perform Filtered Search & View Record Details
• Lab: Edit Multiple Records Sequentially
• Lab: Edit Multiple Records in Bulk

Module 5: Manual Merge-Unmerge and Survivorship Override

• Enable and disable Records for Matching
• Perform Manual Merge and Unmerge Records
• Survivorship Rules and Field Value Override
• Allow Re-merge after Unmerge Operation
• Merge disabled Records
• Review Record Lineage through an interactive Timeline
• Distinguish User-Triggered and System-Generated Business Events
• Manage Workflow Tasks using the Workflow Inbox
• Lab: Perform Manual Merge and Unmerge using Workflows
• Lab: Override Values of a Master Record

Module 6: Hierarchy Management and CLAIRE Copilot

• Explore Hierarchy Concepts and Models
• Build Organization and Employee Hierarchies in C360
• Build Supplier and Sub-supplier Hierarchies in S360
• Build Category Hierarchy with Dynamic Field Inheritance in P360
• Create, manage, delete, and view Hierarchies; explore the Relationship Graph
• Discover Entities and find Records using CLAIRE Copilot using Natural Language
• Detect similar Records and get Enrichment Recommendations
• Lab: Create and delete Hierarchies
• Lab: Manage Hierarchy & Digital Assets
• Lab: Use CLAIRE Copilot for Record Discovery

Module 7: Reports and Dashboard Management

• Create Custom Reports
• Add Reports to the Dashboard
• Edit, update, delete, copy, and share Dashboards
• Export Search Results with Attribute Selection
• Lab: Manage Reports and Dashboards