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Browsing Master Record Hierarchies

MDM Web App lets you explore relationships between records from different entities by viewing them in a hierarchy. To start browsing a record hierarchy, do one of the following:

Main browsing actions

Here are some of the main features of hierarchy browsing:

  • Click endpoints (+) to see related records. M:N connections are captioned by a relationship (for example, guarantor, FAMILY, owner).

  • Move the hierarchy around by clicking at any part of the canvas and dragging.

  • Zoom in and out by scrolling the mouse wheel.

  • Right-click any endpoint and select Collapse this or Collapse other.

  • Right-click any record and select Close this, Close connected, or Close all except this.

  • Double-click a record to see the record detail.

Hierarchy example

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