IM Relationship Resolution Information Center, Version 4.2

Finding entities by data source account

When you know the external ID of an identity (or an account), and you want to find the entity that contains that identity, use the Find By Datasource Account in the Visualizer. This is a quick way to locate an entity in the Visualizer using an account number from another system. You can also find an entity that you added through the Add Entity screen.

Before you begin:
You must know the data source description and external ID of the identity (or account). If you are trying to find an entity by name, use the Find By Attribute method.
Procedure:
  1. In the Visualizer, do one of the following:
    1. From the View menu, select Find By, and then select Datasource Account.
    2. From the toolbar, click on the down arrow to the right of the (Find) icon, and then select Datasource Account.
    3. From the Find By window, select Datasource Account from the Find By drop-down list.
  2. In Enter External ID, enter the external ID of the identity (or account). This is how the identity is known in the original data source, such as an account number.
  3. In Data Source, select the data source code and description from the drop-down list.
  4. Click the Find button.
If the system finds an entity that contains the identity specified by the external ID and data source criteria, the Visualizer displays the Entity Resume for that entity.


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Last updated: 2009