User Guide

10.4

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Managing Hierarchy Relationships

A record can belong to multiple hierarchies. A hierarchy contains hierarchy relationships between records. For example, the John Smith record might be part of the Organization hierarchy and the Household hierarchy.

Use the

Hierarchy

view to view and manage hierarchy relationships for a record. For example, when you view the John Smith record, you might see that the record belongs to the Organization hierarchy and the Household hierarchy. In the Organization hierarchy for the John Smith record, there is a hierarchy relationship from the Informatica record to the United States record, and then a hierarchy relationship from the United States record to the John Smith record.

You can compare the current version of hierarchy relationships with another date. You can set the start or end date of a relationship. If you want to see more information about a record, you can use the

Quick View

tab or open the record in an entity tab.

Investigating Relationships

Opening a Record in the Hierarchy View

Viewing Records and Relationships in a Hierarchy

Adding a Hierarchy Relationship

Deleting a Hierarchy Relationship

Editing the Relationship Properties of a Hierarchy Relationship

Setting Today as the End Date for a Hierarchy Relationship

Comparing with Effective Date or History Date

Viewing Records from the Hierarchy View

Exporting a Hierarchy