Working With the Master Index Data Manager

ProcedureTo Add a Source Record to an Object Profile

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

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

  3. At the bottom of the page, click Add SO.

    A new column appears to the right of the existing records for you to add the new source record.

  4. Enter the system and local ID for the new source record, and then click Validate.

    If no existing record match the system and local ID you entered and the local ID is of a valid format, a message appears letting you know validation succeeded.

  5. Enter information in the parent object fields.

  6. For each child object to add, do the following:

    1. Click Add child_type in the column containing the new source record.

      For example, to add an address record, select Add Addresses.

    2. Enter the new information for the child object.

    3. Beneath the child object you updated, click Save child_type.

  7. Scroll to the bottom of the column and click Save.

  8. Click OK on the dialog box that appears.

    The page refreshes and the SBR is recalculated based on the new information.


    Note –

    You only need to enter required fields in order to save the new source record. Required fields are indicated by an asterisk (*).