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  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Sending an Unmerge Proposal for Review

Sending an Unmerge Proposal for Review

Use the
XREF
view to examine the cross-reference records that are consolidated into a record. You can select a cross-reference record to unmerge.
  1. View the record in the
    XREF
    view.
  2. Examine the cross-reference records in the lower half of the view. Identify the cross-reference record to unmerge.
    You can click the
    Details
    tab to view child record data.
  3. Right-click the cross-reference record and select
    Create Unmerge Task
    .
    The context menu for the record cotains a list of actions that you can perform on the record.
    The
    Create Task
    dialog box opens.
  4. In the
    Title
    field, enter a meaningful title for the merge task.
    For example, enter
    Unmerge Joe Smith from John Smith
    .
    The options in the Create Task dialog box determine the type of review and provided information to reviewers.
  5. Change any default task attributes.
  6. Optionally, add comments or attachments for the task reviewer.
    The
    File Attachments
    section is available only if your IDD global properties are configured to enable attachments for tasks. For more information, see the
    Multidomain MDM Data Director Implementation Guide
    .
  7. Click
    OK
    .
    An unmerge review process begins.

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