Generate descriptions for datasets and fields - Precisely Data Integrity Suite

Use Gio™ AI Assistant to automatically generate descriptions for datasets and data fields. Generate descriptions individually or in bulk to improve metadata completeness and governance.

1. Choose your generation method: individual descriptions (proceed to Step 2) or bulk field descriptions within a dataset (proceed to Step 8).
2. Go to Catalog > Datasets (for datasets) or Catalog > Fields (for individual fields).
3. Choose one of three locations to generate the description:
   1. From the details side panel: Select any asset row to open the side panel, then select Generate in the description page.
   2. From the details page: Select the asset name to open its full details page, then select Generate in the description page.
   3. From the edit page: Select the asset name, then select Edit. Scroll to the description box and select Generate.
4. Wait for Gio™ AI Assistant to generate a description for the asset.
5. Review the generated description and choose an action:
   • Retry: Generate an alternative description
   • Save: Add the description to the asset (side panel and details page only)
   • Clear: Delete the generated description without saving (edit page only)
   • Cancel: Discard the generated description (side panel and details page only)
6. Select Save to add the generated description to the asset.

   After saving, you can edit the description from the asset's edit page, regenerate it for alternatives, or discard it if unsatisfactory.

7. Skip to Step 12 to verify your changes in the Change Log.

   The following steps describe bulk field description generation. If you generated individual descriptions, proceed to verification.

8. For bulk field generation, go to Catalog > Datasets and locate the dataset for which you want to generate field descriptions.
9. Access the Fields page by selecting the dataset card to open the side panel, or selecting the dataset name to open the full details page.
10. On the Fields page, select the AI Action button and choose your generation scope:
    • Generate All Descriptions: Generate descriptions for all fields in the dataset
    • Generate Missing Descriptions: Generate descriptions only for fields without descriptions
    Note: By default, the override option is unavailable. The system populates only blank or missing descriptions. The system preserves manually curated descriptions.
11. Review the generated descriptions in the dialog and select which fields to update:
    If a description exists, choose the existing or AI-generated version. The existing description is used by default. Compare both versions to inform your decision.
12. Select the fields you want to update by selecting their checkboxes:
    • Select individual fields by selecting their checkboxes
    • Browse across pages and select fields from multiple pages
    • The item count shows total selections across all pages

    Note: If you select Close before saving, all selections are discarded. If you select Close after saving, only saved items are retained.
13. Select Save Selected to apply the descriptions to the selected fields.

    The system analyzes field metadata, generates contextually relevant descriptions, and populates the selected fields. Generation completes in ≤3 seconds per field (for tables up to 500 columns).

14. After you save the descriptions, the cards update automatically. An Undo option appears if you need to revert the change.
15. Review the newly generated descriptions in the refreshed Fields page:
    • Scan the description column for newly populated fields
    • Verify that descriptions are accurate and relevant to your dataset
    • Identify any fields that may require refinement or manual adjustment

    If generation fails for any fields, an error notification specifies which fields failed and why (for example, missing metadata or unsupported field types).

16. Verify all changes in the Change Log which includes:
    • Timestamp of the generation operation
    • User who initiated the generation
    • List of affected fields or datasets
    • Previous and new descriptions
    • Summary of the action (for example, "Auto-generated descriptions for 45 fields")

    This audit trail supports compliance requirements and allows you to track metadata changes over time.