Working With the Master Index Data Manager

Adding a Child Object to a Source Record

If additional information becomes available about an object, you might need to add a new child object to a source record. For example, if additional address information becomes available, you might need to add a new address record to the affected source record.

Figure 37 Source Record Page - Add Child Object

Figure shows child object fields for adding or editing
a child object.

ProcedureTo Add a Child Object to 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 source 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 add.

    The child object section expands to display empty fields for the object.

  8. Enter information into the empty child object fields.

  9. Click Save child_type.

  10. When you are done adding information, click Save at the bottom of the page.

  11. 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.