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Data Governance AI
Quality Data, Quality Decisions

Work with Clean Data

Ensure data accuracy, consistency, and compliance at every step of the case lifecycle. With real-time alerts and rule enforcement delivered through the Sidebar (Google Chrome Extension), your team can fix input errors before they become reporting issues, keeping your data clean and your decisions smarter.

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What Data You Can Control:

Field Value Governance

Acceptable Value-Based Rules

Ensure consistent data entry by validating open text fields and enforcing standardized input.

  • Define approved values for text and date fields.
  • Apply pattern rules to enforce proper formatting.
  • Trigger real-time alerts when values are incorrect.
  • Offer users approved value suggestions for quick correction.
  • Request new values directly from the Sidebar.

Required Field Governance

Mandatory Field Rules

Ensure essential data is captured every time with dynamic logic-based requirements.

  • Use conditional “if/then” logic to require fields based on case criteria.
  • Alert users instantly when a required field was missing.
  • Guide users to missing fields via the Sidebar.
  • Prevent incomplete or inaccurate case records.

User Action Governance

User Access-Based Rules

Control who can perform specific actions to protect the integrity of your case data.

  • Define permissions for updating key case sections.
  • Limit who can change case phases or statuses.
  • Restrict who can manage notes or contact details.

Make Data-Driven Decisions with Confidence

Stay Informed

Stay Informed

Track governance performance with daily summary reports sent to administrators.

Review Requests

Review Requests

Quickly review and manage incoming requests for new acceptable field values with built-in approval tools.

Export Governance Data

Export Governance Data

Export rules, alerts, and value requests for complete visibility and historical reporting.

Improve Your Data Quality.

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