Updating the SBR versus System Records

Every time a system record is updated, the survivor calculator determines whether the new information should be populated into the SBR. This includes updates from the EDM and from local systems. Typically, when you update information in an object profile, you update the system record, which kicks off the survivor calculator. However, the EDM also allows you update the SBR directly, overriding the survivor calculator's version of the SBR.

When you update an SBR field, the overwrite check box is automatically selected so you can save the changes to the database. You can also select the overwrite check box to lock an SBR field and prevent it from being updated by any system record changes or by the survivor calculator until the overwrite check box is cleared. When a field is unlocked, the survivor calculator immediately recalculates the best value for that field based on the system records in the profile.

If a field in a child object, such as an Address or Phone object, is locked, then the key field (in this case, Address Type or Phone Type), is automatically locked. When you add a child object (such as a telephone number or address) directly to the SBR, all fields in that object are automatically locked and cannot be overwritten by the survivor calculator. If you unlock all the fields in that object, it is removed from the SBR by the survivor calculator.

Use this capability cautiously, since fields updated in the SBR cannot be overwritten by new information from local systems until the overwrite check box is cleared. You can only update an SBR and select or clear the overwrite check box if you have explicit security permissions to do so.