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Activating and Deactivating Records

Deactivating an entry logically deletes it from the repository and marks it with a special flag. Such entries, including their state, are available for consuming systems.

As an example, a bank might want to deactivate a customer who is no longer active without losing information about that customer. Activation and deactivation is implemented as an override. In this case, the value of the eng_active column is overridden.

Deactivate a record

To deactivate a record:

  1. Open the record detail view.

  2. Select Actions > Set override - Deactivate and confirm.

    Deactivate option in record detail

    The record label is now displayed with the INACTIVE override indicators: an INACTIVE label, grayed out text, and a dashed line under the text and around the validations icon.

    Inactive label in record detail
  3. The changes are now saved into a task. To propagate the changes to the MDM hub, it is necessary to publish them by selecting Resolve and publish from the taskbar. See Resolving Tasks.

  4. After publishing the change, the record is shown as inactive: it is grayed out and the attributes are underlined in the entity view. In addition, the validations icon is displayed with a dashed line.

    Deactivated record in listing

Activate a record

To activate a record:

  1. Open the record detail view.

  2. Click Actions > Set override - Activate. The record label is now displayed with the ACTIVE override label.

Remove activity overrides

If a record activity status was set manually using an override, to remove an override:

  1. Open the record detail view.

  2. Click Actions > Remove activity override.

In case of master records, the activity flag is now recalculated based on merging rules (that is, derived from the underlying instance records). In case of instance or reference data records, the value is taken directly from the MDM hub.

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