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Working With the EDM for Sun Master Index

Comparing Object Information on the EDM

Using the Comparison function of the EDM, you can compare two object profiles side-by-side to check for similarities and differences. You can also compare different components of the same object profile. From the EUID trees, you can select the type of information to view and whether to view SBR or system record information.

Comparing two Object Profiles

To compare two different object profiles, you must perform a search for the profiles to compare and then select them from the results list. The Comparison page contains an EUID tree on each side of the page, one for each profile you are comparing.

Figure 19 Comparison Page - Two Object Profiles

Figure shows the Comparison page with differences between two profiles highlighted.

ProcedureTo Compare two Object Profiles

  1. Perform a search for the object profiles you want to compare, as described in Searching for Object Profiles on the EDM.

    Note –

    If you know the EUIDs of the object profiles to compare, use the Comparison Lookup to retrieve those profiles.

  2. On the search results list, select the check boxes to the left of the two object profiles you want to compare.

    Figure 20 Selecting Two Profiles to Compare

    Figure shows how to select two profiles to compare from a search results list.

  3. In the first cell of the results table, click Compare Records.

    The Comparison page appears with SBR information displayed with any differences between the two profiles highlighted.

  4. To view and compare different types of information, select the type of information you want to view from the EUID trees on both sides of the page (for more information, review the instructions under Viewing Object Profiles on the EDM).

    Note –

    If you select different types of information from the two sides, differences are not highlighted (for example, if you view SBR address data on one side and system record address data on the other side; or if you view SBR address data on one side and SBR phone data on the other).

  5. To merge object information, do either of the following:

Comparing Records in one Object Profile

To compare different components of one object profile, you must perform a search for that profile and then select it from the results list. The Comparison page contains an EUID tree on each side of the page, both containing the most current version of the profile you are comparing.

Figure 21 Comparison Page - One Object Profile

Figure shows two profiles in a side-by-side comparison with differences between the two highlighted.

ProcedureTo Compare Records in one Object Profile

  1. Perform a search for the object profile you want to view, as described in Searching for Object Profiles on the EDM.

  2. On the search results list, select the check box to the left of the object profile you want to compare.

    Figure 22 Selecting one Profile to Compare

    Figure shows how to select one profile to compare its different components.

  3. In the first cell of the results table, click Compare Records.

    The Comparison page appears with SBR information displayed.

  4. To view and compare different types of information, select the type of information you want to view from the EUID trees on both sides of the page (for more information, review the instructions under Viewing Object Profiles on the EDM).

    Note –

    If you select different types of information from the two sides, differences are not highlighted (for example, if you view SBR address data on one side and system record address data on the other side; or if you view SBR address data on one side and SBR phone data on the other). However, if you view two different types of addresses the differences are highlighted.

  5. To merge two system records in the displayed object profile, see Merging System Records on the EDM.