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 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.

0 COMMENTS

We’d like to hear from you!