Sorting & Viewing Terms for Discovery Review

Once a data source is found by OneTrust Data Discovery, you can sort and view all the terms recommended by the classification service and from there approve, review, or reject them as accepted labels. This allows admin-level users or other authorized individuals to quickly filter and review terms prior to approval when managing large volumes of records scanned by their organization.

Filtering Terms

Each view of the Term review screen will populate details about the discovered data source including object, field, and likelihood of the recommend term. The initial view of this screen will populate recommended terms that are filtered by Pending Review. The full filter list of options is as follows:

  • Pending Review

  • Approved

  • Flagged for review

  • Rejected



Aggregate By Data Source or Recommendation

  1. On the Data Discovery menu, select Discovery Review > Terms. The Pending Discovery Review screen appears.

  2. Expand the section of your desired term and then click the Review all button. The Term review screen will filter this list screen by default with terms that are in Pending Review and aggregated by Recommendation.

  3. On the Pending Review screen, choose between the Data Source and Recommendation tab options to surface terms found from the data source and ones that are recommended by the classification service, respectively.



Recommendation View

  1. On the Data Discovery menu, select Discovery Review > Terms. The Terms screen appears.

  2. Expand the section of your desired term and then click the Review all button. The Term review screen will filter this list screen by default with terms that are in Pending Review and aggregated by Recommendation.



  3. Click the Filter by field to select between the available views. You can change the view of this screen between the following options: Pending Review, Approved, Flagged for Review, or Rejected.

  4. The following column details are available to inspect and review details:

    Column

    Description

    Data Source

    The configured instance or third-party system that is scanned against.

    Object

    The name of the collected object unique to the data source.

    Field

    The name of the collected field unique to the data source.

    Terms

    The recommended term(s) supplied based on the classification service's detection.

    Likelihood

    After a data source is scanned, terms recommended by the classification service will be paired with a likelihood result to indicate the discovered data's probable detection.

  5. Refer to the column details to learn more about where this term was located in the data source. Use the linked text in the Field column to access the given object's Data Asset Details screen for additional context.

  6. To manage terms in review aggregated by this method, see Reviewing Recommended Terms.

Data Source View

  1. On the Data Discovery menu, select Discovery Review > Terms. The Terms screen appears.

  2. Expand the section of your desired term and then click the Review all button. The Term review screen will filter this list screen by default with terms that are in Pending Review and aggregated by Recommendation.

  3. Change the aggregation option to Data Source.

  4. Click the Filter by field to select between the available views. You can change the view of this screen between the following options: Pending Review, Approved, Flagged for Review, or Rejected.

  5. When the Data Source aggregate option is selected, you can open the file path(s) for your data sources to inspect terms in bulk or per path.



  6. Refer to the column details to gather details about a given term's use in the data source.

    Field
    Description
    Name

    The name of the given term.

    Number of data assets

    The number of data assets associated with this term.

    Approved Instance

    Indicates if the term has been recommended and approved for this data source.

  7. Click the linked term to drill down and learn more about where this term was located in the data source using this columns:

    Column

    Description

    Data Source

    The configured instance or third-party system that is scanned against.

    Object

    The name of the collected object unique to the data source.

    Field

    The name of the collected field unique to the data source.

    Terms

    The recommended term(s) supplied based on the classification service's detection.

    Likelihood

    After a data source is scanned, terms recommended by the classification service will be paired with a likelihood result to indicate the discovered data's probable detection.

  8. To manage terms in review aggregated by this method, see Reviewing Terms Aggregated by Data Source.