Working With the Master Index Data Manager

Linking an SBR Field to a Specific Source Record

When you link a field in an SBR to a field in one of the profile's source records, the value of the field will always equal the value of the field in the source record, even when the source record field is updated. Linking a field in the SBR to a source record removes the survivor calculator from the update process for that field. Any updates made to or by other source records in the profile will not update the linked field in the SBR. Use linking when you have very high confidence that the field value from a specific source record is likely to be the most accurate and current value. You cannot link an SBR field if it is locked for editing.

The following figure shows two linked fields in an object profile, as indicated by the link icons to the left of the fields in the source record. All other fields have the link icon in the SBR.

Figure 42 Linked Fields in an SBR

Figure shows SBR fields whose values are linked to a
source record.

ProcedureTo Link an SBR Field to a Source Record Field

  1. Using one of the search methods described in Searching for Object Profiles on the MIDM, display the object profile containing the field you want to link on the Record Details page.

  2. At the bottom of the page, click Edit EUID.

  3. Scroll to the SBR field you want to link.

  4. Click the chain–link icon to the far left of the field.

    A popup window appears where you can specify the source record to link.

  5. On the popup window, select the source system code and the local ID of the source record to which you want to link the selected field.

  6. Click OK on the dialog boxes that appear.

  7. Click Save at the bottom of the page, and then click OK on the confirmation dialog box.

    The link icon moves from the SBR field to the source record field, and the lock icon is removed (because a field cannot be both linked and locked). The SBR field is now linked and can only be edited by updates to the source record to which it is linked.