Verato Managed Records – Verato Support

What are Verato Managed Records?

Sometimes, organizations need to capture information before it exists in any source system—for example, adding a new clinician or updating details for a person or organization. Verato Managed Records (VMR) enables this by allowing authorized users to manually add or update records directly within the Verato MDM Cloud UI, ensuring this information is incorporated into Verato’s matching and identity management processes.

Note: Customers cannot modify regular source records. VMR actions are limited to the Verato Managed Source. This feature is currently available only through the Verato MDM Cloud UI.

Use Cases

Healthcare Systems:

Enable controlled creation of clinician or provider records, centralize provider data, and publish trusted information to EHRs. Data stewards can add or update records as exceptions, reducing errors and duplication.

Financial Services (KYC):

Capture time-sensitive or manual information needed for compliance, enhanced due diligence, or remediation processes.

Other Scenarios:

Manage provider credentials, customer preferences, or employee skill profiles that aren’t yet available in source systems.

Key Benefits

Verato Managed Records strengthens your Master Data Management strategy by providing more flexibility and control over critical identity data.

Minimized Error Propagation: Enable trusted users to create or update records in exceptional cases, reducing data entry points and ensuring consistent, reliable information.
Real-Time Decision Making: Keep data current and trustworthy, with authorized users able to override Smart View contents when appropriate.
Supplementary Information Capture: Record additional attributes, annotations, and business context not present in source systems.
Enhanced Data Control: Manually capture and manage critical or time-sensitive information.
Governance & Security: Approval workflows and role-based permissions safeguard data integrity and access.
Flexible Implementation: Adapt VMR to diverse workflows and operational needs without requiring developer intervention.

Verato Managed Records UI Flows

Verato Managed Records supports two main UI workflows:

Create a new identity: Add a record for an identity that does not yet exist in Verato MDM Cloud.
Add to an existing identity: Supplement an existing identity with new VMR data, including add, edit, update, or soft delete actions.

View the following demo to explore the Verato Managed Records workflow in Verato MDM Cloud.

Provider Reference Data Search Option

For provider workflows, users can also use Provider Reference Data Search to search Verato reference data and pre-populate a new Provider Verato Managed Record when creating a net-new provider identity. Required field and placeholder configurations still apply before the record can be saved.

Required fields and placeholder text

Stewards can configure Verato Managed Record forms to help ensure complete and accurate record creation. In Domain Configuration, an administrator can mark specific attributes as Required and add placeholder text that appears in the field before the user enters a value.

Required fields: Required attributes are identified in the form with an asterisk. Users must complete these fields before they can save the Verato Managed Record.
Placeholder text: Placeholder text provides an example or format guidance for the value expected in the field, such as a specific identifier format.
Validation: If a required field is left empty, the form prevents submission and displays an inline message so the user can complete the missing information.

Required field and placeholder settings are configured per attribute and per environment. Existing attributes are not required by default unless an administrator explicitly enables that setting.

Ask your Verato representative how to set this up for your organization.

Review or Audit Verato Managed Records

Through the Workflows feature, VMR entries can be reviewed or approved before finalization:

Approval Tasks: Review and approve or reject changes submitted by supervised stewards.
Review Tasks: Audit activity, tracking who made the change, which attributes were modified, and when.

Implementing Verato Managed Records: What You Need to Know

One Record per Identity: Each identity can have a single Verato Managed Record.
Information Consolidation: When multiple identities—each with their own Verato Managed Record—are merged, the surviving identity retains a single consolidated Verato Managed Record that combines information from all prior VMRs. A notification is generated whenever such a consolidation occurs.
Out-of-the-Box Availability: The default source for Verato Managed Records is pre-configured as verato.managed.source—no additional setup required.

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