Data Director User Guide

10.3

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Viewing and Opening a Record in an Elasticsearch Environment

You can preview a record that appears in the

Search Results

panel of the

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, or any record view.

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.

To verify that you have the correct record, click the

Show Preview

icon.

The

Record Preview

displays the record details.

To open the record, click the

Open in a new window

icon.

The record opens in the

Business Entity

view. You can view and edit the record that is open.

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

Data Director

configuration and your user role privileges.

The following views might be available in the

Data Director

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.

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Viewing and Opening a Record in an Elasticsearch Environment

Viewing and Opening a Record in an Elasticsearch Environment