Adding and editing individual records and entities in IBM Match 360

Last updated: Nov 21, 2024

You can manually create records in the IBM Match 360 system from the master data workspace. You can also edit existing records or entities.

Adding a record

To create a record from the master data workspace:

From the Master data navigation menu, click Search to open the master data search page.
To add a record, click Add record +.
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.
Define a value for the mandatory record source attribute.
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.

If you are working with data from a governed catalog, a shield icon next to an attribute name indicates that you do not have permission to add this type of attribute because of an existing data protection rule.
Click Save.

Editing a record

To edit a record from the master data workspace:

From the Master data navigation menu, click Search to open the master data search page.
On the Search tab, select Records from the menu beside the search bar to ensure that your search returns 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.
Use a simple or advanced search to locate the record that you want to edit, and then select it from your search results. The record details panel opens.
Click the edit icon to edit the record.
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, and then provide the appropriate values.
If you are working with data from a governed catalog, a shield icon next to an attribute name indicates that you do not have permission to add or edit this type of attribute because of an existing data protection rule.
When you complete your edits, click Save.

Editing an entity

You can only directly edit the attributes of an entity that are defined as part of the entity type in the data model. This type of attribute is known as an entity attribute. If an attribute is not defined as an entity attribute, then its values are composited from the entity's member records, and is not directly editable. To change the value of a composited attribute, edit the member records.

To edit an entity from the master data workspace:

From the Master data navigation menu, click Search to open the master data search page.
On the Search tab, select Entities from the menu beside the search bar to ensure that your search returns entities.
Search for the entity that you want to edit, and then select it from your search results. The entity details panel opens.
Click the edit icon to edit the entity.
From the Edit entity 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, and then provide the appropriate values.
If you are working with data from a governed catalog, a shield icon next to an attribute name indicates that you do not have permission to add or edit this type of attribute because of an existing data protection rule.
When you complete your edits, click Save.

Next steps

Learn more

Parent topic: Exploring master data