Viewing data lineage

Data lineage enables you to view detailed information on changes made to a record, including details for field updates across contributing systems (or change requests). Changes that were loaded in the actual source file display in the data lineage. Changes that occur when the job is processing; for example, the job adds new keys or sets default values, do not display in the data lineage since those values were not in the source file. Changes that occur during the job will display in the revision history.

On record profiles, the Data Sources preview box lists the data sources that contributed to the record. The box displays up to ten sources and provides a count for the remaining sources.

Click More Details to navigate to the Data Lineage page to review the sources in detail.

The data lineage view displays a column for each contributing system or change request. Green check marks indicate the source values that are in sync with the customer master record.

You can quickly jump to a specific section of the Data Lineage page by selecting that section in the drop-down list at the top left of the page. You can also begin typing to have your selection auto-complete as you type. You can expand or collapse sub-object detail by clicking the Arrow icon to the right of the object heading.

Inactive sub-objects are dimmed on the data lineage page. You can hide inactive sub-objects by clicking the Eye icon at the top right of the page.

View specific sources

You view the Data Lineage page by source system using the Select Sources drop-down list at the top of the page. Select the checkboxes to view specific source systems or specific custom keys. You can also begin typing in the text field to limit the list of sources as you type.

The Data Lineage page refreshes to display only the sources that you have selected.

For information about unmerging sources from the record, see Unmerge records.

Sync from Veeva OpenData

Records that are not in your Network instance can be downloaded from the Veeva OpenData source using the Sync with OpenData button. Click the button to add the record to your Network instance and so you can export it and use in downstream systems, such as Veeva CRM.