Table of Contents

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  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 a Single Record

Editing a Single Record

You might want to add or make changes to the information in a single record.
You might want to add information or make changes to the information in a single record. To make changes to a single record, search for the record, and open the record in the
Business Entity
view.
If your user role permits it, you can edit or delete a single record.
When you edit a pending record, you can edit only the root record or a child record that does not have any pending changes.
When you save changes to a record, a review process might automatically initiate depending on your user role. 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.

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