Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Editing a Record

If your user role includes the edit permission, you can edit a record in the active state.
You cannot edit a record that is in the pending state because the record has changes that are pending approval. You must wait until the review and approval process ends.
  1. From the
    Search Results
    panel of the
    Search
    page, click the record that you want to edit.
    The Dashboard view of the record opens.
  2. From the
    View
    list, select
    Business Entity
    .
    The record opens.
  3. Click
    Edit
    .
    If the button is disabled, either you do not have permission to edit the record or the record has changes that are pending approval.
  4. Edit the data in the parent record as required.
    1. Click anywhere in the top section.
      The section becomes editable.
    2. Edit the data.
    3. Click the
      Apply
      icon.
  5. Edit the data in child records as required.
    1. Expand the child section.
    2. Click the
      Edit
      icon.
      The section becomes editable.
    3. Edit the data.
    4. Click the
      Apply
      icon.
  6. Click the
    Save
    button.
    If your user role permits you to save data without a review, the application saves the record to the MDM Hub Store as active records. Otherwise, the application saves the record as pending record and initiates the review process associated with your role.