Working With the Master Index Data Manager

Modifying a Child Object in a Source Record

If information about an object changes, you might need to modify information for an existing child object. You can make those changes on the Source Record page.

Figure 38 Source Record Page – Edit Child Object

Figure shows the child object of a source record in edit
mode.

ProcedureTo Modify a Child Object in a Source Record

  1. In the MIDM tabbed headings, click Source Record.

  2. If necessary, click the View/Edit sub-tab.

  3. In the System field, select the name of the system for the source record you want to modify.

  4. In the Local ID field, enter the local ID for the record you want to modify.

  5. Click Search.

    If a matching record is found, it appears on the Source Record page in view mode.

  6. At the bottom of the page, click Edit.

  7. Click View child_type, where child_type is the name of the type of child you want to modify.

    The child object section expands to display empty fields for the object along with a list of existing child objects.

  8. Click the pencil icon next to the child object you want to modify.

    The child object fields are populated with the values from the child object you selected.

  9. Modify any of the child object fields.

  10. Click Update child_type.

  11. When you are done modifying information, click Save.

  12. Click OK on the information dialog box that appears.

    The page refreshes, and, if you modified a source record, the SBR is recalculated based on the new information.