Data verification
Last updated
Last updated
You can set data verification policies in Cortex to make sure that entities in your Cortex workspace are accurate. Verifications prompt owners and responsible users to check certain information, as determined by the person who created the verification period.
You must have the Configure verification periods permission.
In Cortex, navigate to the Entity verification settings page.
Click +Add verification period.
In the side panel, fill in the fields:
Start date and End date: Enter the start and end dates for the verification period. The start date cannot be in the past. The end date must be at least one day after the start date.
Name: Enter a descriptive name for the data verification.
Verification instructions: Enter clear and concise instructions that will appear on the entity's details page.
Require reason for verification: Check this box to require the user to include a reason when they verify the entity and confirm that its data is invalid.
Team member roles responsible for verification: Select which Cortex users will be responsible for verifying data.
If you select multiple roles, any of those users can verify data.
If you do not select a team member role, any user who owns the entity can verify data.
Entities to verify: Specify which entities the verification policy applies to:
Selection type: Choose whether to include or exclude the entity types you specify for this verification.
Entity types: Specify which entity types this verification applies to.
Advanced options: Further refine your selection by including or excluding groups, or defining a CQL expression.
Click Create verification period.
Within a few minutes of saving the verification period, it will appear in the list of verifications on the Entity verification settings page.
You can see the list of all verifications in the Entity verification settings page. At a glance, see the status, time period, and progress for each verification.
You can view a list of all entities associated with a verification:
While viewing the verification list in the Entity verification settings, click a row.
In this side panel, you can also see at a glance which entities have been verified, which user verified them, and the date of the verification.
Click an entity to view its entity details page.
Any users responsible for verifying data will be notified when the period begins, and will receive weekly reminders with outstanding verifications.
In addition to receiving notifications, you can also see a list of all outstanding verifications you are responsible for in the developer homepage. If you have any entities that require verification, you will see a Pending verifications tab on the homepage.
Navigate to the entity you need to verify.
If there is more than one outstanding verification, they'll be listed sequentially by due date.
Once all data verifications have been processed, the entity will display a Verified badge.
Entities that have been labeled as correct, incorrect, or are still pending review are listed under Settings > Data verification. If an entity was labeled as incorrect, the reason is visible there:
You can delete or edit a verification period on the Entity verification settings page.
To delete a verification, click the trash icon on the right side of the list.
To edit a verification, click the pen icon on the right side of the list.
Note that the edit option is disabled for verifications that are completed or expired.
A side panel will appear, displaying all entities that this verification applies to:
At the top of the entity's details page, click Verify entity.
Review the verification instructions. If the entity data is correct, click Data is correct, then click Submit. When prompted to confirm again, click Yes.
If the data is invalid and this verification requires a reason, you will need to enter a reason into the text field before you click Submit.
