Data verification periods are viewable at any time on the Data verification page. At a glance, see the status, time period, and progress for each verification.
To access the Data verification page:
- From the main sidebar, click your avatar in the bottom-left corner.
- Select Settings.
- From the Settings menu, locate the Workspace section, then expand Entities.
- Select Data verification.
Viewing all entities associated with a verification
You can view a list of all entities associated with a particular verification on the Data verification page.
To view entities associated with a verification period:
- From the main sidebar, click your avatar in the bottom-left corner.
- Select Settings.
- From the Settings menu, locate the Workspace section, then expand Entities.
- Select Data verification.
- Click into a row.
The Verification details side panel opens.
In the 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.
Viewing your assigned verifications
Your Engineering homepage shows everything you’re responsible for verifying. If you own entities that need verifying, a Pending verifications tab appears there.
If notifications are enabled, you’ll also hear about a verification period when it begins and get weekly reminders while it’s open.
Verifying an entity
To verify an entity, you must be a direct member of a team that owns it. A few things to keep in mind:
- Ownership alone isn’t enough if it’s indirect. If your team owns the entity through ownership inheritance, or you’re a member of a parent team rather than the owning team itself, you can’t verify the entity.
- There’s no global verifier role. Workspace-level permissions, including
Configure Verification Periods, let you set up and manage verification periods, but they don’t let you verify an entity you don’t own.
- If the verification period specifies Team member roles responsible for verification, you also need one of those roles on the owning team. Without a matching role, you can’t verify the entity even if you’re a direct member.
If you don’t meet these requirements, the Verify entity button doesn’t appear on the entity’s details page.
Verification and externally synced teams
If you sync team membership from an identity provider such as Workday, GitHub, or Datadog, the sync brings in who belongs to each team, but it doesn’t always bring in each member’s role. Members imported without a role have no Cortex team member role at all.
This matters when a verification period restricts verification to specific roles. If no one on the owning team has a matching role, no one can verify the entity, and no error is shown.
To verify entities on externally synced teams, do one of the following:
- Enable Sync team roles from identity providers under Settings > Entities > Teams so Cortex assigns roles based on your enabled identity providers. See Team roles for more information.
- Leave Team member roles responsible for verification empty when you create the verification period, so any direct member of the owning team can verify.
How to verify an entity
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Navigate to the entity’s details page.
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In the upper-right corner of the page, click Verify entity. If the button isn’t showing, refer to The ‘Verify entity’ button isn’t showing below.
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Click the down arrow to the right of the days left tag.
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Review the verification instructions. Do one of the following:
- If the entity data is correct, select Data is correct, then click Submit. When prompted to confirm again, click Yes.
- If the data is incorrect, select Data is incorrect. Enter the reason, then click Submit.
If there is more than one outstanding verification, they’ll be listed sequentially by due date.
Verified badge.
The Verify entity button only appears when you’re eligible to verify that entity, and there’s no tooltip or message when you aren’t. If you expect to see it but don’t, check the following:
- The entity is in scope of a verification period. Confirm the entity matches the verification’s Entities to verify settings on the Entity verification settings page.
- The verification period is active. The button doesn’t appear before the start date or after the end date.
- You’re a direct member of a team that owns the entity. Membership in a parent team, or ownership that reaches the entity through inheritance, doesn’t make you eligible.
- You have a required role, if the verification specifies one. Check Team member roles responsible for verification on the verification period, then confirm you hold that role on the owning team.
- Your team’s roles are populated. If team membership syncs from an identity provider, members may have no role assigned. See Verification and externally synced teams.
Viewing verification statuses
Entities that have been labeled as correct, incorrect, or are still pending review are listed on the Data verification page. Click into a verification to view its details.
Flagging unverified entities via a Scorecard
You can launch a Scorecard to automatically flag entities that have not been verified:
- From the main sidebar, expand Scorecards, then expand Scorecards.
- In the upper-right corner of the page, click +Create Scorecard.
- Locate the Entity Verification template, then click +Use.
- Make edits to the templated configuration if necessary, then click Create Scorecard.
The Scorecard automatically evaluates your entities. If an entity has not been verified, the entity’s owner will see a task appear on their Engineering homepage to let them know.
Viewing incorrect entities via CQL report
You can create a CQL report to view all entities that have been verified as incorrect through data verification.
- From the main sidebar, expand Tools, then select CQL reports.
- Locate the Entity Verification Report template, then click +Use.
- Modify the report template as needed, then click Create.
