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Working With the EDM for Oracle Java CAPS Master Index     Java CAPS Documentation
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Working With the EDM for Oracle Java CAPS Master Index

Related Topics

About the Enterprise Data Manager

About Oracle Java CAPS Master Index (Repository)

About Master Index Applications (Repository)

Features of Master Index Applications (Repository)

Functions of the Enterprise Data Manager

Learning about EDM Object Profiles

EDM Object Profile Components

System Records

Single Best Record

Survivor Calculator

Object Profile Indicators on the EDM

System Record and SBR Components in a Master Index (Repository)

Identification Numbers for each Entity in the Master Index (Repository)

EUID

Local ID

Working with the Enterprise Data Manager

Logging in to the Enterprise Data Manager

To Log in to the EDM

Enterprise Data Manager Security Permissions

Enterprise Data Manager Navigation Tips

Navigating the EDM Functions

Navigating the EDM Search Pages

Navigating the EDM Detail Pages

Logging Out of the EDM

Learning About Object Queries on the EDM

About the EDM Search Function

The Lookup Page

The Search Page

The Comparison Lookup Page

The Search Result Page

Types of EDM Searches

EUID Lookup

Local ID Lookup

Advanced Search

Comparison Lookup

Searching by Ranges on the EDM

Required Fields on the EDM

Searching for Object Profiles on the EDM

Performing an EUID Lookup on the EDM

To Perform an EUID Lookup

Performing a Local ID Lookup on the EDM

To Perform a Local ID Lookup

Performing an Alphanumeric Search on the EDM

To Perform an Alphanumeric Search

Performing a Phonetic Search on the EDM

To Perform a Phonetic Search

Performing a Blocker Search on the EDM

To Perform a Blocker Search

Performing an EUID Comparison Lookup on the EDM

To Perform an EUID Comparison Lookup

Working with Search Results on the EDM

Viewing the Results of a Search

Sorting the Results of Your Search

Selecting a Profile from the Results List

Creating and Printing a Search Result Report

Learning About Object Profile Views on the EDM

Object Profile Details on the EDM

The Tree View

Information Fields

Object Profile Comparisons on the EDM

Object Profile Transaction Histories on the EDM

Object Profile Merge Histories on the EDM

The EDM Audit Log

Viewing Object Profile Information on the EDM

Viewing Object Profiles on the EDM

To View Object Information

Comparing Object Information on the EDM

Comparing two Object Profiles

Comparing Records in one Object Profile

Viewing a Profile's Transaction History on the EDM

To View a Transaction History

About Transaction History Search Fields on the EDM

About Transaction History Results Fields on the EDM

Transaction History Transaction Types on the EDM

Viewing a Profile's Merge History on the EDM

Viewing a Merge History Tree

Viewing an Object Profile From a Merge History Tree

Viewing the EDM Audit Log

To View the Audit Log

About Audit Log Search Fields on the EDM

About Audit Log Results Fields on the EDM

Audit Log Functions on the EDM

Adding an Object Profile on the EDM

Step 1: Obtain Information about the Object

Step 2: Specify a System and Local ID

To Specify a System and Local ID

Step 3: Specify Parent Object Information

To Specify Parent Object Information

Step 4: Specify Child Object Information

To Specify Child Object Information

Step 5: Save the Object Profile

To Save the Object Profile

Learning About EDM Maintenance Tasks

Matching Probability Weights

Merging Profiles on the EDM

Surviving and Non-surviving Profiles

System Record Merges

Undoing a Merge

Assumed Matches

Potential Duplicates

Handling Potential Duplicates on the EDM

Merge

Resolve

Update Tips for the EDM

Concurrent Users

Updating the SBR versus System Records

Modifying Profile Information on the EDM

Modifying Parent Object Information

To Modify Parent Object Information

Adding a Child Object on the EDM

To Add a Child Object

Modifying a Child Object on the EDM

To Modify a Child Object

Deleting a Child Object on the EDM

To Delete a Child Object

Updating the Single Best Record Directly on the EDM

Locking an SBR Field

Unlocking an SBR Field

Adding a System Record to an Object Profile on the EDM

To Add a System Record to an Object Profile

Deactivating a Profile or System Record on the EDM

Deactivating an Object Profile

Deactivating a System Record

Reactivating a Profile or System Record on the EDM

Reactivating an Object Profile

Reactivating a System Record

Working with Potential Duplicate Profiles on the EDM

Finding Potential Duplicate Profiles on the EDM

To Find Potential Duplicates

About Matching Review Search Fields on the EDM

About Potential Duplicate Results Fields on the EDM

Merging Potential Duplicate Profiles on the EDM

To Combine Object Profiles

To Combine System Records

Resolving Potential Duplicate Profiles on the EDM

To Resolve two Potential Duplicate Profiles

Working with Assumed Matches on the EDM

Finding Assumed Matches on the EDM

To Find Assumed Matches

About Assumed Match Results Fields on the EDM

Reversing an Assumed Match on the EDM

To Reverse an Assumed Match

Combining Object Information on the EDM

Merging Object Profiles on the EDM

To Merge Object Profiles

Merging System Records on the EDM

To Merge System Records

Unmerging Object Information on the EDM

Unmerging Object Profiles on the EDM

To Unmerge two Merged Object Profiles

Unmerging System Records on the EDM

To Unmerge two Merged System Records

Learning About EDM Reports

EDM Production Reports

EDM Activity Reports

EDM Search Result Reports

Configuring EDM Reports

Masked Data and EDM Reports

Running EDM Reports

To Run Reports From the EDM

About Report Search Fields on the EDM

Searching for Object Profiles on the EDM

The following topics provide step-by-step instructions to help you perform the various types of searches available on the EDM. To move from one field to another on the search pages without using the mouse, press the Tab key. Note that the name of the Local ID section is configurable, and might have a different title.

Performing an EUID Lookup on the EDM

To search for an object profile using only an object’s EUID, you need to enter the EUID number in the EUID Search section of the Lookup page. This type of search should result in only one matching profile.

Figure 6 Lookup Page

image:Figure shows the EUID and Local ID lookup page.

To Perform an EUID Lookup

  1. On the Search page, select app_name Lookup from the Search Types drop-down list (where app_name is the name of the master index application) .
  2. In the Enterprise Unique ID section, enter the object’s EUID.
  3. Click Search or press Enter to initiate the search.

    The View/Edit page appears, displaying detailed information about the object whose EUID you entered.

Performing a Local ID Lookup on the EDM

To search for an object profile by its local ID in a specific system, you need to enter search criteria in the Local ID section of the Lookup page. This type of search should result in only one matching profile. If the Local ID field contains alphabetic characters, the criterion is case-sensitive.


Note - The name of this section might have been modified for your implementation. See your system administrator for more information.


To Perform a Local ID Lookup

  1. On the Search page, select app_name Lookup from the Search Types drop-down list (where app_name is the name of the master index application)

    The Lookup page appears (see Figure 6).

  2. In the System field, enter the computer system, such as a registration system, for which the object’s local ID is known.
  3. In the Local ID field, enter the object’s unique identification code at the specified system.

    Note - If alphabetic characters are entered in this field, the search is case-sensitive. This field name might have been modified for your implementation.


  4. Click Search or press Enter to initiate the search.

    The Search Result page is bypassed, and the View/Edit page appears.

Performing an Alphanumeric Search on the EDM

To perform an alphanumeric search for an object profile, you need to specify identifying information for the object on the Alphanumeric Search page. This type of search might result in several matching profiles.


Note - Make your search as specific as possible. This type of search does allow wildcard characters; use a percent sign (%) to indicate unknown characters. Any required fields are marked with an asterisk (*). If at least one field in group of fields is required, the fields in that group are marked with a dagger (†). In addition, range searching is supported for any field type that has two fields, one with “From” appended to the name and one with “To” appended to the name (for example, “DOB From” and “DOB To”). If your EDM is set up for range searching, see the system administrator for more information about how it is configured.


Figure 7 Alphanumeric Search Page

image:Figure shows a sample alphanumeric search page.

To Perform an Alphanumeric Search

  1. On the Search page, select app_name Search from the Search Type drop-down list (where app_name is the name of the master index application).
  2. Select the option button next to Alpha Search.
  3. Enter the search criteria for the object you want to find.
  4. Click Search or press Enter to initiate the search.

    The Search Result page appears with a list of matching profiles. If only one matching profile is returned, the View/Edit page appears.


    Note - The system administrator can choose whether to display the EUID field or the local ID and system fields on this page. Any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.


Performing a Phonetic Search on the EDM

To perform a phonetic search for an object profile, you need to specify identifying information for the object on the Phonetic Search page. This search might return several profiles.

Figure 8 Phonetic Search

image:Figure shows a sample phonetic search page.

To Perform a Phonetic Search

  1. On the Search page, select app_name Search from the Search Type drop-down list (where app_name is the name of the master index application).
  2. Select the option button next to Phonetic Search.
  3. Enter the search criteria for the object you want to find.

    Note - Certain combinations of data might be required to perform a phonetic search. See your system administrator for more information. For more information about phonetic searches, see Advanced Search.


  4. Click Search to initiate the search.

    The Search Result page appears with a list of matching profiles. If only one matching profile is found, the results page is bypassed and the View/Edit page appears.


    Note - The system administrator can choose whether to display the EUID field or the local ID and system fields on this page. Any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.


Performing a Blocker Search on the EDM

To perform a blocker search for an object profile, you need to specify identifying information for the object on the Blocker Search page. This search might return several profiles.

Figure 9 Blocker Search

image:Figure shows a sample blocker search page.

To Perform a Blocker Search

  1. On the Search page, select app_name Search from the Search Types drop-down list (where app_name is the name of the master index application).
  2. Select the option button next to Blocker Search.
  3. Enter the search criteria for the object you want to find.

    For more information about criteria combinations for blocker searches, see Advanced Search. See your system administrator if you do not know the criteria combinations defined for the blocker search.

  4. Click Search to initiate the search.

    The Search Result page appears with a list of matching profiles. If only one matching profile is found, the results page is bypassed and the View/Edit page appears.


    Note - The system administrator can choose whether to display the EUID field or the local ID and system fields on this page. Any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.


Performing an EUID Comparison Lookup on the EDM

To perform a search by EUID for multiple profiles to compare, you need to specify each EUID on the Comparison Lookup page. You can enter from two to five EUIDs to compare in the search results list, and then select one or two of the resulting profiles to compare information.

Figure 10 Comparison Lookup Page

image:Figure shows the comparison lookup page, where you can enter multiple EUIDs for a search.

To Perform an EUID Comparison Lookup

  1. On the Search page, select Comparison Lookup from the Search Types drop-down list.
  2. Enter at least two, and up to five, EUIDs.
  3. Click Search or press Enter to initiate the search.

    The Search Result page appears with a list of matching profiles. To learn how to compare profiles, see Comparing Object Information on the EDM.

Working with Search Results on the EDM

The following topics describe the Search Result page, how to sort and select the profiles that match the searches you perform, and how to print a search result report. The criteria that you entered for a search appear above the results list table on the result page.

Viewing the Results of a Search

The matching profiles that result from an object search appear in table format on the Search Result page. The table displays a limited number of fields contained in the SBR of the object profile.

Figure 11 Search Results List

image:Figure shows the search results page.

To View the Profiles on the Search Result Page

  1. Perform a search for the object whose profile you want to access.

    If more than one record matches the criteria, the Search Result page appears.

  2. In the results list, view the information presented for each returned profile to determine which profile you want to view.
  3. If an address or telephone number field is included in the results list and contains an ellipsis (“...”), you can click the ellipsis to view additional address or telephone information, as shown in Figure 12 and Figure 13.

    Figure 12 Address Information Page

    image:Figure shows the popup window that displays complete address information for a resulting profile from a search.

    Figure 13 Telephone Information Page

    image:Figure shows the popup window that displays complete telephone information for a resulting profile from a search.
  4. When you are finished viewing the additional address or telephone information, click Close.
  5. To view the following page of search results, click Next>.
  6. To return to the previous page of results, click <Previous.
  7. To select a profile to display on the View/Edit page, click the EUID of that profile.
  8. To perform a new search, click New Search in the upper portion of the page.
  9. To view and print the results in a report, click Print Report.

Sorting the Results of Your Search

The matching profiles that result from an object search appear in table format on the Search Result page. By default, the results are sorted by EUID, but you can sort the results by any column in the table.

To Sort the Profiles on the Search Result Page

  1. Perform a search for the object whose profile you want to access.
  2. In the results list that appears on the Search Result page, click the column heading of the column by which you want to sort the results.

    Note - Clicking a heading once sorts the profiles in ascending order; clicking the heading a second time sorts the profiles in descending order.


Selecting a Profile from the Results List

From the search results list, you can select one object profile in order to view detailed information for that profile or you can select two object profiles to compare the information in both profiles. You can also select one object profile to compare different components of that profile.

To Select a Profile to View

  1. Perform a search for the object profiles you want to view.
  2. To view detailed information for one object profile, click the EUID of that profile.

    The View/Edit page appears, displaying the parent object for that profile.

  3. To compare two object profiles, select the check boxes to the left of each profile you want to compare, and then click Compare Records.

    The Comparison page appears, displaying a side-by-side comparison of the two profiles.

  4. To compare different components of one object profile, select the check box to the left of the profile you want to view, and then click Compare Records.

    The Comparison page appears, displaying a side-by-side comparison of two instances of the same object profile.


    Note - Once a comparison check box is selected in the search results list, it remains checked until you clear it. If you return to the Search Result page from the Comparison page, clear the selected check boxes before making another selection.


Creating and Printing a Search Result Report

You can create a report displaying all results of a search, and then print that report to a designated printer.

To Create and Print a Search Result Report

  1. Perform a search for the object profiles you want to view.

    Note - You cannot print a search result report for a search that results in only one matching profile since the Results page does not appear in that case; the View/Edit page appears instead.


  2. In the upper right portion of the Search Result page, click Print Report.

    The Search Result Report page appears (see Figure 14).


    Figure 14 Search Result Report Page

    image:Figure shows a sample search result report.
  3. To print the report, click Print, and then select a printer from the Print dialog box.

    Note - This reporting capability is provided on all search result pages.