Master Events, Triggers & One-Step Approval Tasks in Informatica MDM Cloud SaaS

 In Informatica MDM Cloud SaaS, events and triggers play a crucial role in automating data management processes by enabling real-time or scheduled actions based on specific conditions.

1. Events in Informatica MDM Cloud SaaS

Events are system-generated occurrences that indicate a change in the data or system state. These events can be used to trigger actions such as notifications, workflow initiations, or data updates.

Go to Business 360 and open the entity there. Next to survivorship, EVENTS is present. Click on that--Add event—User triggered event, System generated event is for match and merge process, Publishing event is like etl process in which the source is Business 360 and the target can be Salesforce, etc.

Types of Events:

Data Change Events: Triggered when records are created, updated, or deleted in MDM.

Workflow Events: Initiated when a process step is completed or an approval is required.

System Events: Related to system operations, such as data load completion or job failures.

Custom Events: User-defined events based on specific business logic.

2. Triggers in Informatica MDM Cloud SaaS

Triggers are predefined rules or conditions that determine when an action should be executed in response to an event.

Types of Triggers:

Predefined Triggers: Built-in triggers for standard operations like data validation, duplicate detection, and workflow initiation.

Custom Triggers: User-configured triggers that execute based on custom conditions.

Time-based Triggers: Scheduled to run at specific intervals or after a delay.

Action-based Triggers: Executed based on specific data changes (e.g., when a customer record is updated).

3. How Events and Triggers Work Together

Event Occurs → A record is updated in MDM.

Trigger is Activated → A rule checks if conditions are met (e.g., "If Customer Type = VIP").

Action is Executed → A notification is sent, workflow is initiated, or data is synchronized.

4. Use Cases of Events & Triggers in Informatica MDM Cloud SaaS

✅ Data Stewardship: Automatically assign tasks when data requires review.

✅ Workflow Automation: Start approval processes when critical data changes.

✅ Data Synchronization: Update downstream systems when master data changes.

✅ Notifications & Alerts: Send alerts to users when specific events occur.

BPM (Business Process Management) :

BPM in Informatica Cloud SaaS refers to automating and managing business processes through orchestration, data workflows, and ensuring business rules are applied throughout the process life cycle. This helps organizations optimize operations and ensure smooth data handling and integration across cloud environments.

What it is:

BPM in Informatica Cloud SaaS is a structured approach to improving how an organization operates, using the platform's tools to analyze, model, and automate business processes. 

Key Features and Capabilities:

Process Design & Modeling: You can define and model business processes using tools like Process Designer or Process Developer. 

Execution & Orchestration: The platform can orchestrate tasks, integrate with various systems (CRM, ERP, etc.), and manage the flow of data and actions within a process.

Monitoring & Optimization: You can track process performance, identify bottlenecks, and make improvements to enhance efficiency and effectiveness.

Automation: BPM tools can automate manual tasks, reduce errors, and improve overall efficiency. 

Integration: BPM processes can integrate with other Informatica services like data integration, master data management, and event-driven applications. 

Use Cases:

Loan Application Processing: Orchestrate tasks like fetching customer data, running credit checks, and assigning review tasks to an officer. 

Order Fulfillment: Automate the process of receiving orders, processing payments, and shipping products. 

Customer Onboarding: Streamline the process of onboarding new customers, from initial contact to account setup.

Benefits:

Improved Efficiency: By automating manual tasks and reducing the time for data processing, businesses can streamline their operations.

Better Compliance and Control: Processes are controlled, ensuring that data handling follows business rules and compliance requirements.

End-to-End Visibility: Organizations get visibility into the end-to-end business process, allowing them to make more informed decisions and improve the workflow.

One Step Approval:

In Informatica Business 360, a One-Step Approval process is part of the business workflow management, where approval is required for certain tasks (e.g., create, update,  delete, merge, unmerge records) before the next steps in the workflow can proceed. Business 360 is a data governance and management solution that helps organizations make data-driven decisions. The One-Step Approval feature in Business 360 is typically used to facilitate a quick approval process in the context of business data management.

Steps to Create One-Step Approval in Business 360

Log in to Business 360:

Start by logging into the Informatica Business 360 portal using your credentials.

Navigate to the Approval Workflow Section:

In Business 360, workflows are managed under the Workflow section. Choose the Events tab then click on Add Events and select User Trigger Events.  Fill in all required details for One Step Approval, which is shown in the subsequent slides at the end.

Add Approval Task to the Workflow:

In the workflow design interface, add an Approval Task from the drop-down and select “One Step Approval “, then fill in the required details.

Configure One-Step Approval:

Assign Approvers: Specify the user(s) or role(s) that will be responsible for approving the task. For a One-Step Approval, only one approver is needed.

Approval Notification: Set up notifications to inform the approver(s) when their input is needed. These notifications can be in the form of emails or alerts within the system.

Approval Action: Configure the approval action, such as:

Approve: If the approver clicks to approve, the workflow will proceed to the next step automatically.

Reject: If the approver rejects, the workflow might either stop or send the task back for modification, depending on the configuration.

Finalize Workflow:

Once you’ve defined the approval task and configured the workflow, finalize the workflow settings and save it.

Testing:

Before going live, it’s important to test the workflow to ensure that the One-Step Approval process works as expected. Test scenarios should include: When the approver is notified. Approving or rejecting the task and verifying the subsequent actions.

Example Use Case:

Let’s say you are managing a process that requires data validation before it can be finalized in a business system. After data is entered, a One-Step Approval task can be triggered to allow a manager to approve the data. Once the manager approves, the workflow can automatically move to the next stage, such as pushing the data to the final system.

Conclusion:

The One-Step Approval process in Informatica Business 360 is a simple yet effective way to streamline approval workflows, ensuring that only necessary approvals are needed before moving forward. By setting up a clear and efficient approval task, you can manage business processes more effectively, reducing delays and manual intervention.

By using Informatica MDM Cloud SaaS and implementing Events, Triggers, and One-Step Approval Tasks, organizations can streamline their data workflows, automate governance processes, and ensure accurate data stewardship. Events and triggers enable the system to respond intelligently to changes in master data, while one-step approval tasks provide a fast, accountable, and auditable way to validate key updates. Together, these features enhance operational efficiency, enforce data policies, and support high-quality decision-making — all within a scalable, cloud-native MDM framework.

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