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

Viewing and Opening a Record

Viewing and Opening a Record

You can view the summary of record details in the
Search Results
panel of the
Search
page. To ensure that you open the record that you want, review the details for the record before you open it. You can open a record in the
Business Entity
view, the
Data
view, or the
Hierarchy
view.
  1. From the
    Search Results
    panel, select the record that you want to open.
    A description with the prefix [Pending] means that the record has pending changes that are not yet approved. You can open the record, but you cannot make further changes until the review and approval process ends.
  2. To verify that you have the correct record, expand the entry to display a few details about the record.
  3. Click the record.
    The Dashboard view of the record opens.
  4. In the
    View
    list, select
    Business Entity
    .
  5. View the record details in the details pane.