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Working With the EDM for Sun Master Index

Viewing Object Profiles on the EDM

The View/Edit page displays object profiles in a series of pages you can select and view. You can view information associated with any of the SBR or system record components in an object profile. The SBR contains the information that is determined to be the most current and accurate information about that object from all local systems. By default, when the View/Edit page first appears, information in the SBR is visible.

The system records associated with a profile contain the information that is stored in the external systems that share information with the master index application. The information in an object’s system records might not match the information stored in the object’s SBR.

Figure 17 View/Edit Page - SBR

Figure shows the View/Edit page of the EDM.

ProcedureTo View Object Information

  1. Using one of the search methods described in Searching for Object Profiles on the EDM, display the object profile you want to view on the View/Edit page.

  2. To view different types of information in the SBR for the displayed object, do the following:

    1. In the EUID tree in the left portion of the page, expand the SBR until you can see the object type you want to view.

    2. To view the parent object in the SBR, select the first folder in the SBR tree.

    3. To view a child object in the SBR, expand the child object type you want to view and then select any of its sub-folders.

  3. To view different types of information in a system object for the displayed object, do the following:

    1. In the EUID tree in the left portion of the page, expand Source Systems.

    2. Expand the system name and local ID you want to view.

    3. To view the parent object in the system record, select the first folder under the expanded system name and local ID.

    4. To view a child object in the system record, expand the child object type you want to view and then select any of its sub-folders, as shown in Figure 18.

      Figure 18 View/Edit Page - System Records

      Figure shows a sample child object on the View/Edit page. In this case, it is an Address object.

  4. From the View/Edit page, you can do any of the following:

    1. To modify object information, follow the appropriate procedure under Modifying Profile Information on the EDM.

    2. To view a history of transactions for the displayed profile, click Transaction History in the upper portion of the View/Edit page (for more information, see Viewing a Profile's Transaction History on the EDM).

    3. To view potential duplicates of the displayed profile, click Potential Duplicate in the upper portion of the View/Edit page (for more information, see Working with Potential Duplicate Profiles on the EDM).

    4. To view detailed information for the following object in the search results list, click Next> in the upper portion of the page.

    5. To view detailed information for the preceding object in the search results list, click <Previous in the upper portion of the page.