Navigating the EDM Functions (Working With the EDM for Sun Master Index)

Working With the EDM for Sun Master Index

Navigating the EDM Functions

The actions you can perform on the EDM are grouped into five primary functions: Search, Matching Review, History, Create System Record, and Reports. The main menu on all EDM pages provides hyperlinks to each of these functions, as shown in Figure 3. The first page to appear for each function, except the Create System Record function, is a search page. The names of these headings can be modified for your application.

Figure 3 Main Menu Navigation Tools

Search – The Search function allows you to perform a search for an object profile or set of object profiles in the master index application. From the associated pages, you can compare two object profiles, compare records in one object profile, view all information for one object profile, update an object profile, view a transaction history of an object profile, view an object’s potential duplicates, or merge object profiles or system records.
Matching Review – The Matching Review function allows you to perform a search for potential duplicate profiles or for any profiles that were updated by an assumed match. From the associated pages, you can compare, merge, or resolve potential duplicate profiles, and you can view and reverse assumed match transactions.
History – The History function allows you to perform a search for transaction histories or audit log entries. From the Transaction History pages, you can compare information about an object before and after a transaction occurred, select object profiles to unmerge, and view a merge history for an object profile. From associated Transaction History pages, you can unmerge object profiles. The audit log pages allow you to view information about transactions in which data about an object was accessed through the EDM.
Create System Record – The Create System Record function allows you to create new object profiles by creating a system record. When you save the information in the system record, the master index application automatically generates the SBR using the survivor calculator.
Reports – The Reports function allows you to display and print reports about certain transactions performed both from the EDM and from messages sent in from external systems. You can run reports from either the EDM or from a command line.