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Multidomain MDM Entity 360 for Developers

Instructor Led | MDM | 4 Days | Version 10.3

Multidomain MDM Entity 360 for Developers 

Course Overview

Applicable for users of Software version 10 through current versions. Learn to configure the major components of Entity 360 for the maintenance and consumption of Master Data. Leverage the Entity 360 tools to define core business entities, relationships, transformations, and configure customized user interface components. 

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

  • Describe MDM Tool spectrum
  • Create business entities, reference entities
  • Configure relationships between entities
  • Identify how lookups impact the entity 360 application
  • Describe functionality across IDD classic and Entity 360
  • Onboard data through flat file import
  • Describe alternate options to add master data
  • Explore search capabilities
  • Customize smart search
  • Define Data transformations
  • Describe workflow engines
  • Perform external cleansing
  • Define Entity 360 security

Target Audience

  • Developer



Module 1: Introduction to Entity 360

  • Master Data Overview 
  • MDM tool spectrum and user matrix 
  • IDD classic and subject areas 
  • Entity 360 and the provisioning tool 
  • Navigate the Entity 360 user interface 
  • Define Queries 
  • ActiveVOS Integration and workflows 
  • Lab: Start services and add records 
  • Lab: Two-step workflow 
  • Lab: Queries

Module 2: Configure Entity 360

  • Feature comparison of IDD classic and Entity 360 
  • MDM Entity 360 architecture 
  • Entity 360 integration options 
  • Components of Entity 360 
  • Define Entity 360 application 
  • Configure lookups, business entities, and business entity views 
  • Lab: Create Application 
  • Lab: Configure Reference Entities 
  • Lab: Configure Business Entities and Relationships 
  • Lab: Configure Business Entity Views

Module 3: Customize User Interface

  • Configure role specific entity views and home pages 
  • Define task manager, similar record, get related components etc. 
  • Lab: Customize E360 External Components 
  • Lab: Customize E360 UI Layouts 
  • Lab: Customize E360 Home pages 
  • Lab: Related Records

Module 4: Data Cleansing

  • Cleansing components 
  • External cleansing capabilities 
  • Cleansing business entities 
  • Define business entity to view, view to business entity, and business entity to business entity components 
  • Lab: Person Cleanse 
  • Lab: Debit Card 
  • Lab: Address Doctor for Organization

Module 5: Smart Search

  • Smart Search Configuration 
  • Solr based smart search 
  • Configure ElasticSearch 
  • Define custom views for search results 
  • Lab: Smart Search 
  • Lab: Custom Search 
  • Lab: Filters

Module 6: Configure Workflows

  • Workflow components 
  • ActiveVOS as a Workflow Engine 
  • User roles and privileges specific to tasks 
  • Manage documents with tasks 
  • Define views specific to merge and unmerge 
  • Add new records through a multi-level workflow 
  • Perform Merge and unmerge through workflow 
  • Lab: Multi-level add and update approval 
  • Lab: Custom Merge Layout 
  • Lab: Two-step Merge Approval 
  • Lab: Custom Unmerge Layout 
  • Lab: Two-step Unmerge Approval

Module 7: Customize Customer 360 Application

  • Customize data model 
  • Manage lookups 
  • Configure Cleanse through Address Doctor 
  • Configure search 
  • Configure Role specific layouts 
  • Lab: Extend C360 Data Model

Module 8: Localization and Troubleshooting

  • Localization 
  • Troubleshooting 
  • Best Practices 
  • Common issues and workarounds 
  • Backup and restore

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Instructor Led | MDM | 4 Days | Version 10.3

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