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Entity verification

Overview​

Admin users in Cortex can set entity verification policies to make sure that data in the Cortex app are accurate. Verifications prompt owners and responsible users to check certain information, as determined by the admin.

Adding a verification period​

Prerequisite​

Optionally, if you want to refine the set of users who can verify data, you can create a custom user role with the Configure verification periods permission.

Create a verification period​

  1. In Cortex, navigate to the Entity verification settings page:
    1. Click your avatar in the lower left corner, then click Settings.
    2. Under "Workspace," click Entity verification.
  2. Click +Add period.
    Go to Entity Settings to add a verification period to an entity
  3. In the "Create verification period" modal, 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. Fill out the form to create a verification period
    • 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.
        Advanced options for refining entity verification policies
  4. 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.

View the list of verifications in Entity Verification settings

Viewing and verifying pending verifications​

View all verifications​

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.

View all entities associated with a verification​

Users with the Admin role can view a list of all entities associated with a verification:

  1. While viewing the verification list in the Entity verification settings, click a row.
  2. A side panel will appear, displaying all entities that this verification applies to. Click an entity to view its entity details page.
    A list of entities appears in the side panel
    • 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.

View your assigned verifications​

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.

Verify an entity​

  1. Navigate to the entity you need to verify.
  2. At the top of the entity's details page, click Verify entity. The Verify Entity button is on the right
  3. Review the verification instructions. If the entity data is correct, click Data is valid, then click Confirm response. When prompted to confirm again, click Yes.
    entity verification 5
    • If there is more than one outstanding verification, they'll be listed sequentially by due date.
    • 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 Confirm response.
      Enter a reason into the text box after you select that the data is invalid

Once all data verifications have been processed, the entity will display a Verified badge.

Deleting or editing a verification​

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.

The buttons to delete or edit are on the right side of a verification