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

Opening Records from Query Results

Opening Records from Query Results

After you run a query to find records, you can open the records from the
Search Results
panel.
  1. From the
    Search Results
    panel, select a record, and click the
    Open in a new window
    icon.
    The record opens in the
    Business Entity
    view. You can view and edit the record.
  2. Select a saved query or use the default query. If a default query is open, click the
    Back
    icon to navigate to the
    Saved Queries
    page.
  3. If you want to open the record in any other view, from the
    View
    list, select a record view.
    The record views that appear in the
    View
    list depend on the
    Customer 360
    configuration and your user role privileges.
    The following views are available in the
    Customer 360
    application:
    View
    Description
    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.
    Matching Records
    View the records that match the record that you opened. You can identify and resolve duplicate records.
    Hierarchy
    View a diagram that shows how a record is related to other records. You can add, edit, and delete related records and relationships for the selected records.
    History
    View data changes over the lifespan of the record. You can identify the data events that changed the data.
    The record opens in the view that you select.