Working With the Master Index Data Manager

Learning About Object Profile Views on the MIDM

Before you can view object information, you need to perform a search for the object using one of the search techniques described under Searching for Object Profiles on the MIDM. Once you retrieve a search results list, you can view an object’s detailed information, compare object profiles, view a merge transaction history for a profile, and view a history of all transactions for a profile.

You can view object information in any of the following formats:

Object Profile Details on the MIDM

When you select a profile to view from the search results list, detailed information about the selected object appears on the Record Details page in view mode. This page displays the SBR of the profile you selected on the left side of the page, and you can expand the view to include all source records contained in the profile. Parent object information appears first followed by the data for each child object. From the Record Details page, you can perform several actions, such as viewing a transaction history for the object, viewing potential duplicate profiles, deactivating the profile, updating object information, and so on.

Source Record Details on the MIDM

You can view source record details from both the Record Details page and the Source Record page. On the Record Details page, you can view all source records for an object profile. On the Source Record page, you can search for and view a specific source record. From the Source Record page, you can perform several actions against a source record, including adding a new source record, editing an existing source record, deactivating or reactivating a source record, and merging two, three, or four source records. From the Record Details page, you can also edit the source records belonging to a profile.

Object Profile and Source Record Comparisons

You can compare multiple object profiles by performing an EUID comparison lookup for the profiles to compare from the Dashboard or by selecting multiple profiles in a search results list. The profiles are displayed in a side-by-side view on the Record Details page. Once the profiles are displayed on the Record Details page, you can compare the source records of each object profile.

The Record Details comparison view allows you to view the selected profiles in a side-by-side comparison with the differences between the profiles highlighted. This view also allows you to compare a profile’s SBR with its own source records, and to compare source records in one profile or between multiple profiles. This gives you a complete comparison between object profiles and between source records.

On the Source Record page, you can compare up to four source records from multiple profiles as long as they are all from the same source system.

Object Profile Transaction Histories

You can view a history of all transactions performed against object profiles either by performing a search for specific records, as described in Searching for Object Profiles on the MIDM, or by performing a Transaction History search on the Transactions page, as described in Viewing Transaction Histories on the MIDM. You can trace the events that modified an object profile from the time the profile was added to the master index application to the most previous transaction, including merged and deactivated profiles.

The Transaction History page allows you to view a side-by-side comparison of one object profile before and after a transaction occurred against that profile. You can also compare an SBR against an SBR, an SBR against a source record, and a source record against a source record. From associated Transaction History pages, you can unmerge previously merged profiles.

Object Profile Merge Histories on the MIDM

You can display a history of the merges that have affected a specific object profile. The merge history appears in an EUID tree format in a pop-window. The top level displays the EUID of the current active profile. The two EUIDs at the second level indicate the profiles that were merged to form the top-level profile. If there are EUIDs listed at the third level, they indicate the profiles that were merged to form the profile above them. There might be several levels of merges displayed in an object’s merge history.

The right side of the page displays information about the merge transactions that involved the EUID that is selected in the EUID tree on the left. You can select a specific transaction to view a transaction history comparison for that merge transaction.

The Master Index Audit Log

The audit log allows you to track and view all instances in which information about the objects in the master index application was accessed through the MIDM. If audit logging is enabled, an audit log entry is created each time the MIDM accesses database tables that contain object information. The audit log keeps a record of each time the tables are accessed, along with the database function used to access the tables, the login ID of the user accessing the tables, the date and time the tables were accessed, and the EUIDs of the object profiles that were accessed. The audit log is enabled and disabled in the midm.xml file in the master index project.