Adding and editing individual records

You can manually create and edit records in the Master Data Management system from the master data explorer interface.

Adding a new record

  1. From the master data home page, click Search master data to open the master data explorer.
  2. To add a new record, click Add new record.
  3. Choose a record type for this new record, such as Person or Organization. If there isn’t an appropriate record type in the list, then you might need to edit your data model.
  4. Define a value for the mandatory record source attribute.
  5. Click Add attribute to add new attributes from your existing data model. Choose an attribute from your data model, then provide the appropriate values. Repeat this step as needed until you are satisfied that the record is complete.
  6. Click Save.

Editing a record

You cannot directly edit the attributes of an entity. To edit an entity, you must edit the records that comprise and contribute to the entity’s attributes.

  1. From the master data home page, click Search master data to open the master data explorer.
  2. Select Records from the menu beside the search bar to ensure that your search will return individual records.

    If you search for entities instead, you’ll need to expand an entity in the search results to edit a record within it.

  3. Search for the record that you want to edit, and then select it from your search results. The record details panel opens.
  4. Click the pencil icon to edit the record.
  5. From the Edit record screen, make the necessary changes:
    • Select and change the values of existing attributes.
    • Click Add attribute to add new attributes from your existing data model. Choose an attribute from your data model, then provide the appropriate values.
  6. When you have completed your edits, click Save.