Data Director User Guide

10.3

Back Next

Creating Records in the Data View

To add a record based on a subject area, start from the

New

tab and select the subject area. The MDM administrator defines the subject areas and the types of data that you need to enter for the subject area.

In the navigation bar, click

New

. In the

New

window, select a subject area.

For example, the application for an insurance company defines a Person subject area within a Customer subject area group. To add Anthony Lomax as a customer, a business user clicks

New

and then selects

Customer

Person

The

Data

tab contains a

New Person

tab with an empty data entry form. A field name with a red asterisk indicates a required field.

For each required field, click the field and type the value.

For each optional field for which you have data, click the field and type the value.

Optionally, type the URL to an image file in the

image_url

field. For best results, link to an image that is a maximum of 200 x 200 pixels.

For images, the MDM Hub stores the URL, not the file. If the location of the file changes, you must update the URL.

The following image shows some data for a record:

The
Data view with some sample data and an image URL.

Click

Apply

The application validates the data. If there are errors, correct them.

Add data to sections in the

Data

view.

Expand a section, such as

Address

Telephones

Click the

Add

icon.

Fill in the fields.

The following image shows the

Telephones

section:

Click

Apply

If you need to change the value of a field, click the

Edit

icon, edit the fields, and click

Apply

After you finish adding data, save the data.

If your user role permits you to save data without a review, click

Save

. The application saves the record to the MDM Hub Store in active records.

Otherwise, click

Send for Approval

. In the

Create Task

dialog box, review the task details, edit the details as required, and click

. The application saves the record in pending records and initiates a review process.

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Creating Records in the Data View

Creating Records in the Data View