Manage candidate records



If candidate record visibility is enabled in their data visibility profile, and candidate record creation is enabled in the source subscription, users can view candidate records in search results. Data Managers, Data Stewards, and System and Data Admins can promote or delete candidate records.

View candidate records

To filter the search results for candidate records, in the advanced search form, click More Fields and search for a candidate record field. In the Value list, choose Yes/True.

Any candidate records matching the object and any other values from the search form display in the search results.

Promote candidate records

DMDS

Data stewards and data managers can promote candidate records to valid records. To view and promote records, the Candidate Visibility setting must be set to True in their data visibility profile.

To promote candidate records:

  1. Open the record profile and click Resolve in the ribbon at the top of the record.

  2. In the Resolve Candidate Record popup, click Promote.

  3. If validation messages display, update the record with the required data and click Apply.
  4. The Apply Change Request dialog provides the options to Apply Changes or Apply Changes and Promote Record the record.

    • Click Apply Changes to apply the change request and update the profile.
    • Click Apply Changes and Promote Record to promote the record to a valid status. The profile is updated immediately and promoted in the same action. Promoted records will be pushed to downstream systems on export

Delete candidate records

When data stewards or data managers determine that a candidate record is not valid, they can delete the record.

To delete a candidate record:

  1. Open the record profile and click Resolve in the ribbon at the top of the record.

  2. In the Resolve Candidate Record popup, click Delete.

The record and any sub-objects on the record are deleted.

Sub-objects and custom keys

When a candidate record is deleted, the following behavior occurs:

  • Sub-objects are deleted (record state) and become inactive (record status).
  • Sub-objects are removed from the candidate record's profile.
  • Custom keys on the sub-objects become inactive.
  • Custom keys on the object become inactive.

Inactivating custom keys ensure that administrators can load a new candidate record with the same key.

Profile page

When data stewards delete a candidate record on the profile page, this behavior is enabled by default.

Source subscriptions

To delete candidate records through data loading, the source file must include the VDM_DIRECTIVE_NAME column with the delete value .

Example

Tip: You can also use the DELETE () Network expression (NEX) rule in the source subscription configuration to delete and inactive sub-objects and inactivate custom keys. For more information, see NEX functions.