XDM documentation

Introduction

XDM is a modern, lightweight master data management solution designed to simplify and streamline essential data management activities without the complexity of traditional XDM systems. Featuring an intuitive, user-friendly interface, XDM empowers users to manage automated data matching, perform data stewardship tasks, monitor data quality, and oversee data ingestion and master workflows with ease and confidence.

Built to align with core business objectives, the platform balances usability and robust functionality. This guide provides comprehensive instructions for configuring, managing, and effectively using XDM. It outlines key platform features, core workflows, and best practices to help users unlock the full value of their XDM experience.

Contents:

• Getting Started
  • Verify Email
  • 2-Factor Setup
  • Troubleshoot Login Issues
  • Reset Password
  • Role Management and Access Control
• 1. Home
  • 1.1 Process Indicator
  • 1.2 Expanded View for Detailed Insights
  • 1.3 Filters
  • 1.4 Compact View
  • 1.5 View Full Details
  • 1.6 View History
• 2. Data Stewardship
  • 2.1 Data Stewardship
  • 2.2 Reviewer Queue
  • 2.3 Lock Records
• 3. Search
• 4. Fulfilment
  • 4.1 Bulk Match
• 5. Reports
  • 5.1 Zoom Info
  • 5.2 Internal
• 6. Settings
  • User Management
• 7. About Us