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. Importing Bulk Data
  8. Working with Draft Records
  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

Editing Records Overview

Editing Records Overview

You can add or make changes to information in records. You can change a single record or multiple records. To change records, search for the record, and open the records in the Business Entity view.
If your user role permits it, you can edit data within a record or delete a record. When you save changes, based on your user role, a review process might be initiated. In this case,
Data Director
saves the requested changes in a pending record until the review process ends. If the review ends in an approval,
Data Director
applies the change from the pending record to the active records.
When you edit a pending record, you can edit only the root record or a child record that does not have any pending changes.


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