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Validio can use AI to automatically discover catalog assets and schema fields that should be assigned to a glossary term. The suggestion workflow matches text patterns and analyzes lineage connections. With an LLM credential, it also uses an LLM to refine the matches.

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Prerequisites

  • glossary:WRITE permission (granted to Editor and Admin roles by default). For more information, see Managing Roles.
  • (Optional) An LLM credential to refine matches with an LLM. Without one, suggestions come from text matching and lineage analysis only.

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Start a suggestion workflow

The Find matches dialog on a glossary term with options for catalog assets, schema fields, and an LLM credential

Open Find matches settings

  1. Navigate to the details page for a glossary term (Catalog > Glossary > (term name)).
  2. Click Find matches to start the suggestion workflow.
  3. Check boxes to include Catalog assets and/or Schema fields in the search.
  4. Choose how to match: select an LLM credential to refine the matches with an LLM, or Text matching (heuristic) to match without one. If you have a credential, the first one is selected by default.
  5. Click Find matches.
The system runs through several stages to find matching assets and fields:
  1. Fetching term metadata
  2. Matching text patterns against asset and field names
  3. Analyzing lineage connections for related assets
  4. LLM refinement to improve match quality, when you selected an LLM credential
  5. Preparing results
A progress indicator shows real-time status as the workflow runs.

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Review suggestions

The suggestions preview dialog listing matched catalog assets and schema fields with explanations

Review and select suggested glossary term assignments

When the workflow completes, a preview dialog displays the results in two groups:
  • Catalog asset suggestions — Assets whose names or metadata match the term.
  • Schema field suggestions — Individual fields within assets that match the term.
Each suggestion shows the asset or field name, its location, and a match explanation.

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Apply suggestions

  1. Review the suggestions in the preview dialog.
  2. Select the suggestions you want to apply using the checkboxes.
  3. Click Apply selected to create the term assignments.
You can dismiss individual suggestions or click Clear all to discard all results and start fresh.

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Cancel a workflow

If a suggestion workflow is still in progress, you can cancel it from the progress indicator. This stops the analysis without creating any assignments.