Explore, view, and understand the metadata attributes of a business entity present in MDM SaaS. This includes an asset's overview, attributes, and match rules.
You can use CLAIRE GPT to perform tasks across the following MDM SaaS services:
•Customer 360 SaaS
•Product 360 SaaS
•Supplier 360 SaaS
Effective in the November 2024 release, the ability to discover and explore metadata and data from MDM SaaS is available for preview.
Preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.
Generate report on the customer base in New York
You are a data steward at a retail company that operates across multiple states in the United States of America. The customer records are stored in Customer 360. You need to generate a quick report on the number of customers in New York. Additionally, you want to create a gender-based chart of New York customers using CLAIRE GPT .
To achieve these goals, you need to first discover the Person business entity in MDM SaaS that contains customer records. To know the list of attributes based on which you want to search for records, you can get an overview of the business entity. You can then explore the records based on the searchable attributes of the Person business entity.
1Log in to CLAIRE GPT.
2Let's start by finding the available business entities in Customer 360 SaaS.
Based on the example, you can start your conversation with the following prompt to search and discover business entities in Customer 360 SaaS:
Show all business entities in Customer 360
The following image shows the response of CLAIRE GPT to the prompt, displaying all business entities in Customer 360 SaaS:
When you click a specific business entity, you can view the business entity in Business 360 Console.
3To identify the attributes based on which you want to search for records, start exploring the metadata of the Person business entity
You can enter the following prompts to get an overview of the Person business entity and a list of searchable attributes:
Show an overview of @Person
The following image shows the response of CLAIRE GPT to the prompt, displaying an extensive overview of the Person business entity in Customer 360 SaaS:
The overview displays all searchable attributes, data quality rule associations, declarative match rules, and survivorship rules configured for the Person business entity.
In the prompt, use @ to see suggestions for the business entity names.
4To explore records, specify the prompts based on the searchable attributes.
You can enter the following prompt for CLAIRE GPT to provide all customers in New York:
Show all @Person records from New York
The following image shows the response of CLAIRE GPT to the prompt, displaying all customers from New York:
You can click a business ID to quickly view the record in Customer 360 SaaS.
5To create a chart showing New York customers grouped by gender, enter the following prompt:
Plot a chart to visualize the distribution of customer records in @Person by gender and state New York
The following image shows the response of CLAIRE GPT to the prompt, displaying a pie chart to visualize the distribution of customers in New York based on gender:
You can also switch between the table, bar chart, and line chart.
You can copy or download the sample data and use it for further analysis. You can also tailor your search criteria based on your requirement.
