Managing Term Auto-Approval Settings

Before you initiate scans and review discovered terms manually, you have the option to configure auto-approval settings for preferred likelihood levels for any term. This can be managed for each unique approval but also in bulk to easily apply your preferences across terms or related data sources.

For more information on discovery review of terms, see Reviewing Recommended Terms and Understanding Classification Likelihood Results .

To apply auto-approvals

  1. On the Data Discovery menu, select Settings. The Classification Settings screen appears in Global Settings.

  2. Click the Review auto-approval on terms button. The Term auto-approval screen appears.


  3. Click the Select likelihood levels for terms button. The Select likelihood level: Very Likely appears.


  4. The modal will present recommended terms and available terms. Use the search bar to easily locate desired terms that should have the level, Very Likely, applied so terms are automatically approved.
    Note:

    The default selection is Very likely for all data sources. You can manage settings for other likelihood levels in a later step.



  5. Click the Save button. A confirmation modal appears to inform that this will apply Very Likely levels across all current and future data sources.
  6. The selected terms will appear in the list screen.


  7. You can add terms ad hoc by using the Select Terms button. This will reopen the Select likelihood level: Very Likely modal to choose from recommended terms and available terms.


  8. Click the Save button to retain your changes. A confirmation modal appears.


To update approval settings for terms

  1. In the Term auto-approval screen, select one or more existing terms in the list.
  2. Click the Update Approval Settings button. The Update auto-approval across all data sources modal appears.


  3. Apply a new likelihood level to the selected terms across all current and future data sources. This action will replace the existing auto-approval settings in your term selection.


  4. Click the Save button. An additional confirmation modal appears.
  5. Check to override existing settings at the data source level, then click the Save button.
    Note:

    For more on term review at the data source level, see Reviewing Terms.



To manage approval settings for data sources

  1. In the Term auto-approval screen, click a term name. A new screen appear titled for the term name and display all of the systems and the associated data source that scanned for this term.
  2. Use the Filter by option to organize the list view according to the available system types.


  3. Choose one or more systems to manage likelihoods and auto-approval settings for related data sources impacted by this term.


  4. Use the search bar to locate data sources by name.
  5. Select one or more systems.
  6. Click the Update Approval Settings button. The Update auto-approval across all data sources modal appears.


  7. Apply a new likelihood level across the selected data sources.


  8. Click the Save button. A confirmation modal appears to inform that this will apply the new likelihood level to the current term across all selected and future data sources.


  9. The list screen will reflect your new likelihood choices.


To filter terms with auto-approvals

Once you have a mix of terms with different likelihood levels, you can manage the term selections or approval settings in bulk by using the filter view of likelihood levels.

  1. On the Term auto-approval screen, click the selection drop-down next to Filter by.
  2. By default this filter view will include the three likelihood levels for auto-approvals: Very Likely, Likely, and Possible.


  3. Choose a specific level to display only those terms in the range. The list screen will reflect your choice.