Data Director User Guide

10.3

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Adding a Record with Data from DaaS Provider

When you have Data as a Service (DaaS) integrated with the MDM Hub and configured for a business entity, the DaaS Providers panel lists the DaaS providers. Use the data provided by a DaaS provider to add your record. To add a record, start from the

New

tab and select the type of business entity.

In the navigation bar, click

New

. In the

New

window, select a business entity type, and then click

Fill in the required fields for the DaaS provider.

For example, in the

Display Name

field, type

Time Warner

Move your cursor out of the

Display Name

field.

You can now select a DaaS provider.

In the

DaaS Provider

panel, request information about the record from a DaaS service provider.

Select the DaaS provider you want to use, and then click

The DaaS provider returns the search results based on the display name of the organization.

Investigate if a record in the search result is the one you want to add.

Select the record and click

Preview

If the data values do not match the record that you want to add, click

Go back

Review all records in the same way.

Optionally, if you want to compare two or more records, select the records, and then click

Compare

The

Compare

page displays the data from the selected records.

Based on the result of the previous step, perform one of the following actions:

To add the data from the DaaS provider, select one or more entities from the search results or from the Compare page, and then click

Use this

. All entities are merged to form a single record. Continue with this record.

If the DaaS provider does not return results that match the entity you want to create, return to the tab containing the work-in-progress record, fill in the details, and click

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Adding a Record with Data from DaaS Provider

Adding a Record with Data from DaaS Provider