Informatica MDM SaaS Foundation study materials
Informatica MDM SaaS Foundation study resources

Informatica MDM SaaS Foundation key terms

Informatica MDM SaaS Foundation · Get comfortable with the vocabulary.

Business Entity

A modeled object in MDM SaaS that represents a real-world thing such as a customer, product, or supplier, and holds the master records, its fields, relationships, and validation rules.

Related: Business Entity Model, Master Record
Business Entity Model

The metadata definition of a business entity: its fields, field groups, data types, mandatory rules, lookups, and relationships. Deployed into the MDM SaaS tenant to create the entity structure.

Related: Business Entity, Field Group
Field Group

A logical grouping of fields inside a business entity model, used to organize related attributes and to control layout and access at a granular level.

Related: Business Entity Model, Business Entity
Master Record

The single trusted, consolidated version of a business entity instance produced by matching and merging source records, used as the authoritative value across downstream systems.

Related: Source Record, Merge
Source Record

A record loaded into MDM SaaS from a source system before consolidation. It retains its source lineage and participates in match and merge but is not itself the trusted master record.

Related: Master Record, Cross-Reference
Match Rule

A configurable set of criteria that compares field values between records to decide whether they refer to the same real-world entity, using exact, fuzzy, or phonetic comparison logic.

Related: Match Token, Match Threshold, Merge Rule
Match Token

A derived, normalized value computed from one or more source fields (for example a cleaned name or address key) that matching compares instead of raw input, improving accuracy and performance.

Related: Match Rule, Cleanse
Match Threshold

The score boundary that determines whether a candidate pair is treated as a match, a possible match for review, or a non-match, tuned to balance false positives and false negatives.

Related: Match Rule, Match Review
Match Review

A workflow task where a data steward examines candidate record pairs that fall in an uncertain score range and decides whether they should be linked or kept separate.

Related: Match Threshold, Data Steward
Merge Rule

Configuration that determines, field by field, which surviving value is chosen when records are consolidated, for example most recent, most frequent, longest, or source-priority based.

Related: Master Record, Trust Score
Trust Score

A per-source or per-field confidence setting used in merge decisions so that values from more reliable systems or stewards outrank values from less trusted origins.

Related: Merge Rule, Source System
Cross-Reference

The stored link between a master record and the individual source records (and their source keys) that contributed to it, enabling lineage, unmerge, and downstream key resolution.

Related: Source Record, Unmerge
Unmerge

The operation of separating records that were previously consolidated into one master record, restoring them as distinct entities when matching or stewardship decisions were wrong.

Related: Merge Rule, Cross-Reference
Cleanse

The step that standardizes, corrects, and enriches incoming values before matching and storage, such as normalizing addresses, parsing names, and applying validation or reference data.

Related: Match Token, Data Quality Rule
Data Quality Rule

A configurable validation or transformation check applied to entity fields to detect missing, invalid, or non-conforming values and drive remediation or scorecards.

Related: Cleanse, Data Steward
Data Steward

The business role responsible for reviewing match candidates, resolving data quality exceptions, approving changes, and maintaining the accuracy of master data in MDM SaaS.

Related: Match Review, Task
Hierarchy

A defined parent-child relationship structure among entity records, such as an organizational rollup or product classification, used for reporting and relationship navigation.

Related: Relationship, Business Entity
Relationship

A modeled association between two business entities or records, with its own cardinality and attributes, such as a customer linked to its accounts or contacts.

Related: Hierarchy, Business Entity Model
Reference Data

Controlled code lists and lookup values (for example country codes or industry classifications) that standardize entity field values and are managed centrally in MDM SaaS.

Related: Lookup, Cleanse
Lookup

A configured field that restricts input to values from a reference data set, enforcing consistent coded values and enabling display of the code's description.

Related: Reference Data, Business Entity Model
Source System

An application or dataset that supplies records to MDM SaaS, identified by a source identifier used for lineage, trust scoring, and cross-reference tracking.

Related: Trust Score, Cross-Reference
Ingestion

The process of loading source data into MDM SaaS, typically through batch file loads or API-based near-real-time feeds, followed by validation and staging before consolidation.

Related: Source System, Batch Job
Batch Job

A scheduled or on-demand run that processes data in bulk, such as loading a source file, executing match and merge, or exporting master records to a target.

Related: Ingestion, Match Rule
API

A programmatic interface exposed by MDM SaaS for creating, reading, updating, and searching records and for triggering processes, used for real-time integration with other systems.

Related: Ingestion, Business Entity
360 Application

A prebuilt or configured MDM SaaS application that presents a consolidated, multi-domain view of an entity such as a customer, with related records, hierarchies, and insights in one interface.

Related: Business Entity, Hierarchy
Customer 360

The MDM SaaS application view that unifies customer records from multiple sources into a single profile showing identifiers, addresses, relationships, and related interactions for business users.

Related: 360 Application, Master Record
Data Model

The overall structure of entities, fields, relationships, and reference data configured for a tenant, which defines what master data MDM SaaS stores and how it is linked.

Related: Business Entity Model, Relationship
Tenant

The isolated MDM SaaS environment instance provisioned for an organization, containing its own configuration, data model, users, and master data separate from other customers.

Related: Environment, User Role
Environment

A distinct deployment stage such as development, test, or production, each with its own tenant configuration, used to promote and validate changes before they reach production.

Related: Tenant, Deployment
Deployment

The act of publishing configuration changes, such as a modified business entity model or match rule, from a design state into a running environment where they take effect.

Related: Environment, Business Entity Model
User Role

A named set of permissions assigned to users that controls which entities, records, fields, and actions they can view or change within MDM SaaS.

Related: Tenant, Data Steward
Task

A work item assigned to a user or role in MDM SaaS, such as a match review, data quality exception, or approval request, tracked through a workflow inbox.

Related: Data Steward, Match Review
Workflow

A configured sequence of steps, approvals, and assignments that governs how records or changes move through review and approval before becoming trusted master data.

Related: Task, Data Steward
Audit Trail

The recorded history of changes to a record or configuration, capturing who changed what and when, used for compliance, troubleshooting, and stewardship accountability.

Related: Workflow, Master Record
Search

The capability to find records by identifiers or attribute values, including exact, partial, and fuzzy lookup, which business users rely on to locate and inspect master records.

Related: Master Record, 360 Application
Export

The process of publishing master records or their changes out of MDM SaaS to downstream systems, either in bulk or as incremental updates via files or APIs.

Related: API, Batch Job
Survivorship

The overall logic that decides which values survive into the master record when sources disagree, combining merge rules, trust scores, and recency or frequency preferences.

Related: Merge Rule, Trust Score
Data Domain

A category of master data managed in MDM SaaS, such as customer, product, supplier, or reference data, each typically modeled with its own entities and rules.

Related: Business Entity, 360 Application