Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

Edit Multiple Records

Edit Multiple Records

You can perform a bulk edit to replace one value in a certain field with another value across multiple records. Use the
Find and Replace
option on the search screen to perform a bulk edit.
For example, a hospital reports that multiple patient records include the wrong gender identity. You want to confirm which records are affected and correct the errors.
You find the affected records and determine the values to replace. After you verify the change, you inform the hospital that you updated the records.
After users update records in Data Director, the change triggers a review workflow process.
Your MDM administrator must enable permissions for your user role to perform bulk edit operations.

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