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

Viewing and Opening a Record in an Elasticsearch Environment

Viewing and Opening a Record in an Elasticsearch Environment

You can open records from the
Search Results
panel in the
Business Entity
view, or any record view. Before you open a record, you can preview the record. The preview appears in the
Record Preview
window and can display up to ten levels of records, which includes both parent and child record levels.
  1. From the
    Search Results
    panel, select the record that you want to open.
    A description with the prefix [Pending] means that the record has pending changes that are not yet approved. You can open the record, but you cannot make further changes until the review and approval process ends.
  2. To verify that you have the correct record, click the
    Show Preview
    Record Preview
    displays the record details.
  3. To open the record, click the
    Open in a new window
    The record opens in the
    Business Entity
    view. You can view and edit the record that is open.
  4. If you want to open the record in any other view, click the
    More Actions
    icon, and then select
    Record Details
    . Select the tab that you want to view.
    The tabs that appear in the open record depend on the Data Director configuration and your user role privileges.
    The following views might be available in the
    Data Director
    Matching Records
    View the records that match the record that you opened. You can identify and resolve duplicate records.
    Cross-reference Records
    View the records that contribute to the best version of the truth of a record. You can unmerge a record that was merged with another record.
    View data changes over the lifespan of the record. You can identify the data events that changed the data.
    View a tree diagram that shows the hierarchy relationships for the record. You can add, edit, and delete hierarchy relationships for the selected record.
    View a network diagram that shows how a record is related to other records. You can add, edit, and delete related relationships for the selected record.
    The record opens in the view that you select.


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