Table of Contents


  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Editing a Record

Editing a Record

If your user role includes the edit permission, you can edit a record in the active state.
You cannot edit a record that is in the pending state because the record has changes that are pending approval. You must wait until the review and approval process ends.
  1. From the
    Search Results
    panel of the
    page, click the record that you want to edit.
    The Dashboard view of the record opens.
  2. From the
    list, select
    Business Entity
    The record opens.
  3. Click
    If the button is disabled, either you do not have permission to edit the record or the record has changes that are pending approval.
  4. Edit the data in the parent record as required.
    1. Click anywhere in the top section.
      The section becomes editable.
    2. Edit the data.
    3. Click the
  5. Edit the data in child records as required.
    1. Expand the child section.
    2. Click the
      The section becomes editable.
    3. Edit the data.
    4. Click the
  6. Click the
    If your user role permits you to save data without a review, the application saves the record to the MDM Hub Store as active records. Otherwise, the application saves the record as pending record and initiates the review process associated with your role.


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