Conformance

Conformance means your data follows the standards and rules defined for your organisation. These rules help ensure data is complete, accurate, and consistent.

In the Catalog, conformance is determined by rules applied to fields, associations, and interests. These rules specify whether information is required, preferred, or optional. Administrators configure the conformance rules when creating or editing field, association, and interest types. They use the Requiredness concept to define how important each type is.

Requiredness

Icon	Level	Description
	Required	Critical; must be present for the object to be conformant.
	Preferred - Red	Highly recommended; missing data will show as a critical warning.
	Preferred - Amber	Recommended; missing data will show as a moderate warning.
	Optional	Nice to have; missing data does not affect conformance status.
	Pending change	Indicates that the record has modifications awaiting approval or completion; displayed with a grey icon until changes are finalized.

If an object has multiple non-comformant fields, associations or interests, the most severe conformance rule violation status will be shown. For example, if an object has two fields that are non-conformant, one Preferred - Amber and one Required, the object status icon will appear as red in the object table.

How conformance works?

1. Field, association and interest type set up
   When setting up field, association and interest types through the data model configuration page, admins can define the importance by setting the requiredness level in the validation section.

2. Results
   Results appear in the conformance dashboard, as well as icons on each object's page and on their object type table. Please note that unpublished changes are not checked for conformance.

Accessing the conformance area

The Conformance Dashboard displays all conformance rules set up by requiredness in easy- to-understand way.
To navigate to the dashboard:

1. Log in to the Catalog.
2. Navigate to General section > Conformance results and click View Conformance Dashboard.
3. The Conformance Dashboard will display the current conformance status.

Key features

• Conformance Dashboard
  View overall conformance status and detailed breakdown by category.

• Search and filter rules
  Quickly locate specific conformance rules and apply filters to narrow down results.

• Conformance drill down
  Access detailed insights into individual records, highlighting which fields fail conformance checks and why.

How to amend non-conforming data?

There are two main ways to approach non-conforming data: through the Conformance Dashboard and through the Object Type table icons. Both methods lead to the same point of editing data. Below are the steps for each method:

Amend data through the dashboard:

1. Navigate to the Conformance Dashboard.
2. Select the conformance issue you would like to resolve from the left-hand side of the page. Selecting the issue displays a data table on the right-hand side of the page that contains objects that are non-conformant in that field.
3. Select the record you wish to amend on the right, click the hamburger menu icon, and select Edit … (The option in the menu will read Edit [Object Type]).
4. You are now able to amend the data.

Amend data through the object table:

1. Navigate to your Object Type. A quick way to do this is to use the Discover section on the main Catalog home page.
2. Double-click the non-conforming object within the table to move to that object's page.
3. Look in the top right of this page for a Non-conformant warning or alert. Hovering over this warning will display a list of offending fields and associations.
4. Click the Suggest changes button in the top left of the page.
5. You are now able to amend the data.