Table of Contents

Search

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

Editing Record Versions

Editing Record Versions

You can edit the data of an existing record version. For example, you might want to edit the effective period of the version.
If the effective period of the new version overlaps with the effective period of existing versions, the effective period of the new version will be adjusted to avoid any overlaps with the existing versions.
For example, if you add a new version V2 that overlaps with V1, the system creates V2 and V3, and updates V1.
 The image shows that version v2 is split into v2 and v3 when versions v1 and v2 have an overlapping effective period
  1. From the Search Results panel of the
    Search
    page, open the record that you want to view.
  2. Select a version.
    For more information about selecting a version, see Viewing Record Versions.
  3. Click
    Edit
    .
  4. Edit the data that you want to change.
  5. Click
    Apply
    .
  6. Edit the data of a child record.
    1. Expand the child section.
    2. Expand the child record.
    3. Select a version, then click
      Edit
      .
    4. Edit the data that you want to change.
    5. Click
      Apply
      .
    6. Click
      Submit
      .
  7. Click
    Submit
    .

0 COMMENTS

We’d like to hear from you!