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Master Index Data Manager User's Guide Java CAPS Documentation |
Master Index Data Manager User's Guide
About the Master Index Data Manager
About Oracle Java CAPS Master Index
About Master Index Applications
Features of Master Index Applications
Functions of the Master Index Data Manager
Learning about MIDM Object Profiles
MIDM Object Profile Components
Source Record and SBR Components in a Master Index
Identification Numbers for each Entity in the Master Index
Working with the Master Index Data Manager
Logging in to the Master Index Data Manager
Master Index Data Manager Security Permissions
Master Index Data Manager Navigation Tips
Navigating the MIDM Detail Pages
Viewing Summary Information From the Dashboard
Accessing Reports and Audit Logs From the Dashboard
To Access Reports and Audit Logs From the Dashboard
Performing a Quick Search (EUID Lookup)
Performing an EUID Comparison Lookup
To Perform an EUID Comparison Lookup
Learning About Object Queries on the MIDM
About the MIDM Search Function
Searching by Ranges on the MIDM
Searching for Object Profiles on the MIDM
Performing an Alphanumeric Search
To Perform an Alphanumeric Search
Performing an EUID Comparison Lookup
To Perform an EUID Comparison Lookup
Working with Search Results on the MIDM
Viewing the Results of a Search
Selecting a Profile from the Results List
Sorting the Results of Your Search
Learning About Object Profile Views on the MIDM
Object Profile Details on the MIDM
Source Record Details on the MIDM
Object Profile and Source Record Comparisons
Object Profile Transaction Histories
Viewing Object Information on the MIDM
Viewing Object Profiles on the MIDM
Viewing a Source Record on the MIDM
Comparing Object Information on the MIDM
Comparing Two or More Object Profiles
Comparing Source Records From Object Profile Views
Comparing Source Records From One Source System
Viewing Transaction Histories on the MIDM
To View a Complete Transaction History For an Object Profile
To View Transaction History Records from the Transactions Page
About Transaction History Search Fields on the MIDM
About Transaction History Results Fields on the MIDM
Transaction History Transaction Types on the MIDM
Viewing a Profile's Merge History on the MIDM
To View an Object's Merge History
Viewing Merged Profiles for an Object Profile
To View Merged Profiles for an Object Profile
About Audit Log Search Fields on the MIDM
About Audit Log Results Fields on the MIDM
Audit Log Functions on the MIDM
Adding an Object Profile on the MIDM
Step 1: Obtain Information about the Object
Step 2: Specify a System and Local ID
To Specify a System and Local ID
Step 3: Specify Parent Object Information
To Specify Parent Object Information
Step 4: Specify Child Object Information
To Specify Child Object Information
Step 5: Save the Object Profile
Learning About MIDM Maintenance Tasks
Surviving and Non-Surviving Profiles
Handling Potential Duplicates on the MIDM
Linking Source Record Fields to the SBR
Locking Field Values in the SBR
Modifying Profile Information on the MIDM
Modifying Information in an Object Profile
Modifying Parent Object Information in a Profile
Adding a Child Object to an Object Profile
Modifying a Child Object in a Profile
Deleting a Child Object From a Profile
Modifying Information Directly in a Source Record
Modifying the Parent Object in a Source Record
Adding a Child Object to a Source Record
Modifying a Child Object in a Source Record
Deleting a Child Object From a Source Record
Overriding the Survivor Calculator's SBR
Linking an SBR Field to a Specific Source Record
Unlinking an SBR Field From a Source Record
Adding a Source Record to an Object Profile
To Add a Source Record to an Object Profile
Deactivating a Profile or Source Record
Deactivating an Object Profile
Reactivating a Profile or Source Record
Reactivating an Object Profile
Working with Potential Duplicate Profiles on the MIDM
Finding Potential Duplicate Profiles on the MIDM
About Duplicate Records Search Fields on the MIDM
Merging Potential Duplicate Profiles
To Combine Duplicate Profiles From the Comparison Page
Resolving Potential Duplicate Profiles on the MIDM
To Resolve Potential Duplicate Profiles From the Results List
To Resolve Potential Duplicate Profiles From the Comparison Page
Unresolving Potential Duplicate Profiles on the MIDM
To Unresolve Potential Duplicate Profiles From the Results List
To Unresolve Potential Duplicate Profiles From the Comparison Page
Working with Assumed Matches on the MIDM
Finding Assumed Matches on the MIDM
About Assumed Matches Search Fields
About Assumed Match Results Fields on the MIDM
Reversing an Assumed Match on the MIDM
Combining Object Information on the MIDM
Merging Object Profiles on the MIDM
Merging Source Records on the MIDM
Unmerging Object Information on the MIDM
Unmerging Object Profiles on the MIDM
Unmerging Source Records 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:
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.
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.
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.
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.
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 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.