Verato® MDM Cloud™ Customer FAQs

Verato's latest product release is a faster, smarter, and more intuitive version of the platform — now named Verato MDM Cloud™. It's built on the same trusted foundation with new capabilities and a modernized user experience.

A simple upgrade is required to access these updates. No data reload or integration changes are needed. APIs, data storage, and matching logic remain the same.

This is the most significant update since inception. It introduces new features, additional data governance options, and enhanced usability — helping you get more value from your data with less effort.

Core enhancements (included):

• Verato Smart Steward™ — AI-powered stewardship recommendations to improve match quality and reduce manual effort
• Granular Permissions & Access Control — redesigned user/group/source management framework
• Data Governance & Stewardship — enhanced workflows to identify, review, and resolve data discrepancies
• Data Authoring — add, correct, and manage attributes directly in the UI
• Data Synchronization — modern pub/sub architecture for real-time trusted identity data

Advanced enhancements (unlock separately):

• Entity 360 — holistic identity views with pre-built models, no coding needed
• Cohort Analyzer — dynamic reporting layer for population segmentation and outreach

Included benefits:

• Enhanced data governance automation and stewardship workflows
• Population Intelligence — audience identification for marketing campaigns
• Provider Network Intelligence — provider affiliations and service volumes across U.S. markets

Unlockable benefits:

• Entity 360 — trusted 360-degree customer views with native enrichment
• Consent & Preferences Management — store, manage, and sync complex consent attributes

No. APIs, data, and existing integrations (including Connect HL7 and batch) will continue to function without any changes.

Yes. Upgrades occur in the background to minimize disruption. If you have specific timing concerns, inform your Customer Success Manager and they will accommodate your needs in the final schedule.

Upgrades happen during scheduled maintenance windows. Any minor service interruptions will be communicated in advance.

Yes. Verato will share validation templates to help you confirm data integrity and functionality. These are optional.

Minimal. Required actions:

• Confirm user roles/permissions via a Verato-created support ticket
• Help users familiarize with the new UI (training video, info sessions, office hours)
• Ensure stakeholders are informed of process changes

Optional:

• Validate workflows using provided templates
• Verify API integrations and automated workflows post-upgrade

Lower environments (dev/test) are upgraded first to validate before production. A rollback process is available if needed.

Your identity source records do not need to be transferred. Only stewardship task data is migrated — and Verato handles this automatically. No action needed on your part.

Yes. Your current API and data integrations will continue to function, with additional validation applied. For more details, please refer to the linked article MDM Cloud Migration: API Behavior Change and Attribute Validation Requirements

• UI login URL — will change. Verato will provide the new URL and credentials when it's your turn.
• API URLs — stay the same.
• IP allow-lists — Verato will provide updated IPs if needed; your IPs on Verato's allow-list carry over.

No. Your Auto-Steward setup stays the same. Future enhancements may add UI/dashboard features, but current integrations are unaffected.

Yes. The new UI provides enhanced stewardship workflows, AI-powered recommendations, and more detailed analytics. Familiar in structure, but with new orchestration and governance capabilities.

Yes. A self-service insights layer supports advanced analytics and data quality reports. The Cohort Analyzer (advanced option) supports export to Excel, .csv, or .txt, and can schedule reports to SFTP or S3. Contact your Customer Success Manager for details.

Yes. Customized reports, SFTP reports, and emailed reports will be migrated to the new insights layer.

Yes. Standard Operational Reports include existing dashboards plus new metrics like Usage Analytics. Cohort Analyzer (advanced) adds exploration, analysis, and export with pre-built and customizable starting points.

Yes — all browsers are supported. Google Chrome (latest version) is recommended.

Surfacing match scores (bonuses and penalties) on tasks is planned for a future release.

Yes — less change for you since there's no existing UI to relearn. However, if your implementation generates stewardship tasks (even unreviewed), the upgrade is still required to move to the new task management framework.

• Video overview of the new UI and features
• Office hours with Product and Customer Experience teams — demonstrations and Q&A
• Post-production ad-hoc sessions as needed (contact your Customer Success Manager)

Yes. Verato's Product, Customer Experience, and Support teams will oversee all environment upgrades.

• Technical issues → submit a ticket via the Verato Support Portal
• Non-technical inquiries → contact your Customer Success Manager

• Technical issues → Verato Support Portal (ticket)
• General questions → Customer Success Manager

No. Your pricing stays the same unless you choose to add capabilities outside your current license.

Yes. New product packages and platform infrastructure tiers are now available. Contact your Customer Success Manager to learn more.

Yes. Customers with an active CSP will not incur additional service costs for the upgrade.

Yes. Verato remains HITRUST, SOC 2, and PCI certified.

Security posture remains unchanged. Verato can re-send security documentation upon request.

Yes. Verato's security posture remains unchanged and your data will be fully protected throughout the transition.

Yes. All existing configurations, including matching logic, are maintained.

Users can personalize their viewing experience directly in the UI — search views, task filters, and identity detail views. A broader set of configurations is managed by Verato's implementation and support teams. Contact your Customer Success Manager to align new options with your use cases.

• Submit a support ticket via the Verato Support Portal
• Participate in the Customer Advisory Board (CAB) if you are an active member

Yes. Verato releases 3 major updates per year with monthly incremental releases and hotfixes as needed.

Feedback from support tickets, CAB, and Customer Success Manager discussions flows into a prioritization process based on impact and demand. Key factors: severity of impact and number of users/customers requesting the enhancement.