Getting Started

The navigation panel can be configured to show a custom navigation view in addition to the all navigation view.

The custom navigation panel is a preconfigured dedicated view that lets you see entities in a different way to the all navigation view. If the custom navigation sidebar is configured, you can switch between the custom view and the all navigation view by clicking the options underneath the Menu panel header.

All view allows you to navigate data categories. It is split into separate categories:

The viewing panel is the primary working space of MDM Web App. After selecting an item in the navigation panel or header bar, the viewing panel is where you can view details, edit and publish changes, and the like. The viewing panel has a tab-based interface similar to a web browser for easier navigation and multitasking.

The dashboard loads in the viewing panel upon login. It displays information about issues and drafts that need attention, data volume statistics, number of instances per source system, and it shows the most recently opened records for convenience.

The search function is easily accessible from the top of the dashboard. If closed, the dashboard can be opened again by selecting Dashboard on the navigation panel.

When it is configured, the search function is found in the dashboard. It allows you to enter what you are looking for using built-in filtering capabilities. From the search results, you can access record details directly by clicking them.

Cross-table search is also supported and allows you to join more tables in your search query. Cross-table search has standard filtering capabilities and lets you access record detail from the search function.

For more information about the search function, see Searching for Data.

Overrides are manual corrections to consolidated values provided by the MDM solution. By hovering over the override icon (a page with a folded left corner) next to the changed attribute, you see the applied override (edited attribute value) and the original value (old attribute value).

Draft overrides which require further action can be viewed by clicking the draft override icon (a page with a folded left corner and a green dot) in the record detail.

For more information about overrides, see Editing Values, section Override Consolidated Values.

Validations is a feature which, if configured, allows users to have instant information about the data quality of their master records.

There are two types of validations within MDM Web App - record validations and attribute validations. From the record detail, in addition to seeing the validations of the record itself, it is possible to see the record validation and the attribute validation of the related records and instance records.

Record validations are shown for individual records after selecting an entity. They appear next to the select box of a record and have three data quality indicators:

By hovering over the indicators, you can see the problematic attributes. After clicking a record detail, click the indicator icon again to see the record validation issues.

Attribute validations are validations of the problematic attribute. If there are no data quality issues, the attributes are displayed with no indicator.

However, if there are data quality issues, the attribute is colored red or yellow. The attribute validations are visible in the entity table view as well as the record detail view.

To see details about the data quality issues, hover over the indicators in the table view or record detail view.

A workflow is a process of making changes to data which begins with making a draft and ends with publishing the changes. Workflows can be configured to follow any process in MDM but cannot be changed in MDM Web App.

Any change in MDM Web App is automatically recorded into a draft. Drafts can make changes to several records, but you can only publish the whole draft rather than make individual changes within the draft. For more information about workflows and drafts, see Publishing Workflow and Publishing Drafts.

A golden master record is a deduplicated, matched, and merged representation of a business object, for example, a client.

Instance records are representations of a business object pulled from different source systems and merged into a golden master record via the match and merge process.

In the match and merge process, the survivor is the record that becomes the basis for golden record: other records are merged with it.

MDM Web App lets you manually merge records by choosing a survivor and other master records that will be merged with it.

A 1:N-related record is a master record in a 1:N-related entity. 1:N-related entities can contain several master records per golden master record. For example, one person can have several addresses or phone numbers.

An M:N-related record is a master record in an M:N-related entity. M:N-related entities can contain M relationships per N golden masters records. For example, several parties can be related to each other in a different way.