Data Director User Guide

10.3

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Adding Records Overview

To add records based on a business entity, use the

New

tab with the

Business Entity

option and select a business entity.

In the

New

window, if you see both the

Business Entity

option and

Subject Area

option, ask the MDM administrator which one to use. The

Business Entity

option opens an entity tab while the

Subject Area

option opens the

Data

tab.

The MDM administrator defines the business entities, including the data and structure. The administrator also designs the layout of the record view that opens when you create a record. Your application can have one or more record views.

You might see the following panels in your record view when you create a record:

Record Details panel: The main panel in the record view is the data entry form. Required fields have a red line.
Similar Records panel: If the record view contains the
Similar Records
panel, as you enter data in required fields,
Data Director
generates a list of similar records for your review. Review the similar records before finishing the form. If you find the record already exists, you can edit the existing record instead of adding a new record. If you are uncertain whether a similar record is the same record that you want to add, continue adding the new record. If you add a duplicate record,
Data Director
can find and consolidate matching records for you.
DaaS Providers panel: If the record view contains the
DaaS Providers
panel, you can specify some basic information, such as the display name, and send the information in a request to a DaaS provider. The DaaS provider searches its database and returns a list of matching records. You can preview the data for each record. You can compare two or more records and specify which of the records you want to use to create the record.

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Adding Records Overview

Adding Records Overview