August 2026

Click Follow in the Release Notes section to be notified when new releases are available.

  • Announcement Date: August 06, 2026
  • Release Date: August 27, 2026

As Verato continues the transition toward the unified MDM Cloud experience, both interfaces—the current platform and the new MDM Cloud — will coexist for a period of time. Features and updates may be delivered to each interface independently, depending on where they provide the most value for customers during this transition.

Verato MDM Cloud

Identity

New Features and Improvements

Quarantined Applied Overlays

  • Verato now supports quarantining Applied Overlay updates before they reach matching and linking. When a source system sends an update flagged as an Applied Overlay and quarantining is enabled, the record is held in a temporary quarantine state — untouched, unmatched, and unmerged — until a data steward reviews and resolves the associated Applied Overlay task. Quarantine is lifted only by deliberate steward action; there's no automatic expiration, so a record doesn't re-enter matching until someone has actually reviewed it. While a record is quarantined, any further updates to that source and native ID are rejected until the task is resolved, so the record's Link ID — and any records tied to it — stay stable.

Why It Matters

Previously, an applied overlay update could be matched or linked into other records before anyone had a chance to review it, creating a risk of contaminating the broader identity. Untangling a bad merge after the fact is far more costly than preventing it in the first place. This gives stewardship and compliance teams a non-bypassable control: once enabled, no record with a pending Quarantined Applied Overlay task can be linked, merged, or matched until it's explicitly cleared.

Reach out to your Verato account team to learn how Quarantined Applied Overlays is a right fit for your matching strategy.

Identity query responses

  • Expanded Data Visibility in Identity Query Responses
    Starting with this release, query responses include four new fields that give a complete picture of a person's record history, even when parts of it are no longer active. This is additive — no existing fields are modified or removed, and no configuration is required to see it.

    Each new field returns data grouped by source, in the same structure as the existing identityGroupedBySource block:

Organizations relying on API responses for downstream matching, reporting, or stewardship workflows can now distinguish an actively linked record from one that's retired, deleted, deactivated, or quarantined — without needing a separate lookup.

Sample identityIdQuery response
{
 "success": true,
 "message": "Identity found!",
 "content": {
   "linkId": "6a7f1100d29b9cd343e8b196",
   "domains": [
     {
       "name": "Core Person",
       "id": "1"
     }
   ],
   "identity": { ... },
   "retiredData": { ... },
   "deletedData": { ... },
   "deactivatedData": { ... },
   "quarantinedData": {},
   "requestedLinkId": "6a7f1100d29b9cd343e8b196"
 },
 "trackingId": "12300c5f-afc4-48ed-ab5f-18918193221",
 "retryableError": false,
 "auditId": "4d0ae63a-4f4e-428e-9e16-b64df06972c5"
}

No action is required — this is available immediately for all customers using query APIs.

Full example of JSON Response Group_By_Source
{
   "success": true,
   "message": "Identity found!",
   "content": {
       "linkId": "6a7f1100d29b9cd343e8b196",
       "domains": [
           {
               "name": "Core Person",
               "id": "1"
           }
       ],
       "identityGroupedBySource": [
           {
               "source": {
                   "name": "TEST",
                   "id": "native1"
               },
               "names": [
                   {
                       "firstAsserted": "2026-08-19T17:58:29",
                       "lastAsserted": "2026-08-19T17:58:29",
                       "name": {
                           "first": "WILLY",
                           "middle": "F",
                           "last": "FISHER"
                       }
                   }
               ],
               "datesOfBirth": [
                   {
                       "firstAsserted": "2026-08-19T17:58:29",
                       "lastAsserted": "2026-08-19T17:58:29",
                       "dateOfBirth": "1969-01-14"
                   }
               ],
               "ssns": [],
               "addresses": [
                   {
                       "firstAsserted": "2026-08-19T17:58:29",
                       "lastAsserted": "2026-08-19T17:58:29",
                       "address": {
                           "line1": "9259 KERLUKE ALY",
                           "city": "NEW BETTY",
                           "state": "OK",
                           "postalCode": "64855"
                       }
                   }
               ],
               "addressDetails": [],
               "genders": [
                   {
                       "firstAsserted": "2026-08-19T17:58:29",
                       "lastAsserted": "2026-08-19T17:58:29",
                       "gender": "F"
                   }
               ],
               "emails": [],
               "phoneNumbers": []
           },
           {
               "source": {
                   "name": "TEST",
                   "id": "native2"
               },
               "names": [
                   {
                       "firstAsserted": "2026-08-19T19:36:33",
                       "lastAsserted": "2026-08-19T19:36:33",
                       "name": {
                           "first": "WILLY",
                           "middle": "F",
                           "last": "FISHER"
                       }
                   }
               ],
               "datesOfBirth": [
                   {
                       "firstAsserted": "2026-08-19T19:36:33",
                       "lastAsserted": "2026-08-19T19:36:33",
                       "dateOfBirth": "1969-01-14"
                   }
               ],
               "ssns": [],
               "addresses": [
                   {
                       "firstAsserted": "2026-08-19T19:36:33",
                       "lastAsserted": "2026-08-19T19:36:33",
                       "address": {
                           "line1": "9259 KERLUKE ALY",
                           "city": "NEW BETTY",
                           "state": "OK",
                           "postalCode": "64855"
                       }
                   }
               ],
               "addressDetails": [],
               "genders": [
                   {
                       "firstAsserted": "2026-08-19T19:36:33",
                       "lastAsserted": "2026-08-19T19:36:33",
                       "gender": "F"
                   }
               ],
               "emails": [],
               "phoneNumbers": []
           },
           {
               "deactivatedSourceRecord": {
                   "name": "TEST",
                   "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccad"
               }
           },
           {
               "quarantinedSourceRecord": {
                   "name": "TEST",
                   "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccac"
               }
           }
       ],
       "unmergeable": [
           {
               "source": "TEST",
               "nativeId": "b47c60cf-11b5-4164-8595-70a34e8d88a9",
               "originSource": "TEST",
               "originNativeId": "native1"
           }
       ],
       "retiredData": {},
       "deletedData": {},
       "deactivatedData": {
           "identityGroupedBySource": [
               {
                   "source": {
                       "name": "TEST",
                       "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccad"
                   },
                   "names": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "name": {
                               "first": "WILLY",
                               "middle": "F",
                               "last": "FISHER"
                           }
                       }
                   ],
                   "datesOfBirth": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "dateOfBirth": "1969-01-14"
                       }
                   ],
                   "ssns": [],
                   "addresses": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "address": {
                               "line1": "9259 KERLUKE ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "postalCode": "64855"
                           }
                       }
                   ],
                   "addressDetails": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "addressDetails": {
                               "houseNumber": "9259",
                               "streetName": "KERLUKE",
                               "streetType": "ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "zipcode": "64855"
                           }
                       }
                   ],
                   "genders": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "gender": "F"
                       }
                   ],
                   "emails": [],
                   "phoneNumbers": []
               }
           ]
       },
       "quarantinedData": {
           "identityGroupedBySource": [
               {
                   "source": {
                       "name": "TEST",
                       "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccac"
                   },
                   "names": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "name": {
                               "first": "NEELU",
                               "last": "SINGLA"
                           }
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "name": {
                               "first": "WILLY",
                               "middle": "F",
                               "last": "FISHER",
                               "suffix": "PHD"
                           }
                       }
                   ],
                   "datesOfBirth": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "dateOfBirth": "1989-06-11"
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "dateOfBirth": "1969-01-14"
                       }
                   ],
                   "ssns": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "ssn": "787666789"
                       }
                   ],
                   "addresses": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "address": {
                               "line1": "938 NELSON ALY",
                               "city": "NEW BETTY",
                               "state": "BC",
                               "postalCode": "645"
                           }
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "address": {
                               "line1": "9259 KERLUKE ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "postalCode": "64855",
                               "country": "USA"
                           }
                       }
                   ],
                   "addressDetails": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "addressDetails": {
                               "houseNumber": "938",
                               "streetName": "NELSON",
                               "streetType": "ALY",
                               "city": "NEW BETTY",
                               "state": "BC",
                               "zipcode": "645"
                           }
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "addressDetails": {
                               "houseNumber": "9259",
                               "streetName": "KERLUKE",
                               "streetType": "ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "zipcode": "64855",
                               "country": "USA"
                           }
                       }
                   ],
                   "genders": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "gender": "F"
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "gender": "M"
                       }
                   ],
                   "emails": [
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "email": "BRADFORD.EMMERICH@GMAIL.COM"
                       }
                   ],
                   "phoneNumbers": [
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "phoneNumber": {
                               "countryCode": "1",
                               "areaCode": "274",
                               "number": "2831496"
                           }
                       }
                   ]
               }
           ]
       },
       "requestedLinkId": "6a7f1100d29b9cd343e8b196"
   },
   "trackingId": "12300c5f-afc4-48ed-ab5f-18918193221",
   "retryableError": false,
   "auditId": "6bbae4e4-4494-4437-b6e2-ea605a290b25"
}
Full example of JSON Response Default
{
   "success": true,
   "message": "Identity found!",
   "content": {
       "linkId": "6a7f1100d29b9cd343e8b196",
       "domains": [
           {
               "name": "Core Person",
               "id": "1"
           }
       ],
       "identity": {
           "linkId": "6a7f1100d29b9cd343e8b196",
           "sources": [
               {
                   "name": "TEST",
                   "id": "native1"
               },
               {
                   "name": "TEST",
                   "id": "native2"
               }
           ],
           "mergedSourceRecords": [],
           "deactivatedSourceRecords": [
               {
                   "name": "TEST",
                   "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccad"
               }
           ],
           "quarantinedSourceRecords": [
               {
                   "name": "TEST",
                   "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccac"
               }
           ],
           "names": [
               {
                   "first": "WILLY",
                   "middle": "F",
                   "last": "FISHER"
               }
           ],
           "datesOfBirth": [
               "1969-01-14"
           ],
           "ssns": [],
           "addresses": [
               {
                   "line1": "9259 KERLUKE ALY",
                   "city": "NEW BETTY",
                   "state": "OK",
                   "postalCode": "64855"
               }
           ],
           "genders": [
               "F"
           ],
           "emails": [],
           "phoneNumbers": [],
           "unmergeable": [
               {
                   "source": "TEST",
                   "nativeId": "b47c60cf-11b5-4164-8595-70a34e8d88a9",
                   "originSource": "TEST",
                   "originNativeId": "native1"
               }
           ]
       },
       "unmergeable": [
           {
               "source": "TEST",
               "nativeId": "b47c60cf-11b5-4164-8595-70a34e8d88a9",
               "originSource": "TEST",
               "originNativeId": "native1"
           }
       ],
       "retiredData": {},
       "deletedData": {},
       "deactivatedData": {
           "identityGroupedBySource": [
               {
                   "source": {
                       "name": "TEST",
                       "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccad"
                   },
                   "names": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "name": {
                               "first": "WILLY",
                               "middle": "F",
                               "last": "FISHER"
                           }
                       }
                   ],
                   "datesOfBirth": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "dateOfBirth": "1969-01-14"
                       }
                   ],
                   "ssns": [],
                   "addresses": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "address": {
                               "line1": "9259 KERLUKE ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "postalCode": "64855"
                           }
                       }
                   ],
                   "addressDetails": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "addressDetails": {
                               "houseNumber": "9259",
                               "streetName": "KERLUKE",
                               "streetType": "ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "zipcode": "64855"
                           }
                       }
                   ],
                   "genders": [
                       {
                           "firstAsserted": "2026-08-19T17:47:57",
                           "lastAsserted": "2026-08-19T17:47:57",
                           "gender": "F"
                       }
                   ],
                   "emails": [],
                   "phoneNumbers": []
               }
           ]
       },
       "quarantinedData": {
           "identityGroupedBySource": [
               {
                   "source": {
                       "name": "TEST",
                       "id": "36eb5993-e23f-4f31-8b6f-e8ca3739ccac"
                   },
                   "names": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "name": {
                               "first": "NEELU",
                               "last": "SINGLA"
                           }
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "name": {
                               "first": "WILLY",
                               "middle": "F",
                               "last": "FISHER",
                               "suffix": "PHD"
                           }
                       }
                   ],
                   "datesOfBirth": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "dateOfBirth": "1989-06-11"
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "dateOfBirth": "1969-01-14"
                       }
                   ],
                   "ssns": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "ssn": "787666789"
                       }
                   ],
                   "addresses": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "address": {
                               "line1": "938 NELSON ALY",
                               "city": "NEW BETTY",
                               "state": "BC",
                               "postalCode": "645"
                           }
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "address": {
                               "line1": "9259 KERLUKE ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "postalCode": "64855",
                               "country": "USA"
                           }
                       }
                   ],
                   "addressDetails": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "addressDetails": {
                               "houseNumber": "938",
                               "streetName": "NELSON",
                               "streetType": "ALY",
                               "city": "NEW BETTY",
                               "state": "BC",
                               "zipcode": "645"
                           }
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "addressDetails": {
                               "houseNumber": "9259",
                               "streetName": "KERLUKE",
                               "streetType": "ALY",
                               "city": "NEW BETTY",
                               "state": "OK",
                               "zipcode": "64855",
                               "country": "USA"
                           }
                       }
                   ],
                   "genders": [
                       {
                           "firstAsserted": "2026-08-19T19:43:58",
                           "lastAsserted": "2026-08-19T19:43:58",
                           "gender": "F"
                       },
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "gender": "M"
                       }
                   ],
                   "emails": [
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "email": "BRADFORD.EMMERICH@GMAIL.COM"
                       }
                   ],
                   "phoneNumbers": [
                       {
                           "firstAsserted": "2026-08-14T12:58:40",
                           "lastAsserted": "2026-08-14T12:58:40",
                           "phoneNumber": {
                               "countryCode": "1",
                               "areaCode": "274",
                               "number": "2831496"
                           }
                       }
                   ]
               }
           ]
       },
       "requestedLinkId": "6a7f1100d29b9cd343e8b196"
   },
   "trackingId": "12300c5f-afc4-48ed-ab5f-18918193221",
   "retryableError": false,
   "auditId": "d44406d9-99df-424e-9d8d-48ad55ddc6d1"
}

Audit Log

  • Audit Log now shows readable source names
    Data stewards reviewing audit events now see the configured source display name instead of an internal source code, making it immediately clear which source system drove an identity change without cross-referencing configuration. Where no display name is configured, the source code is shown as a fallback.

Search

  • Source dropdown sorted by display name
    In Source + Native ID search, the source dropdown wasn't ordered by the name users recognize. It is now sorted by display name, making the right source faster to find.

Provider Reference Search & Verato Managed Records

  • New "Verato Reference Search" tab on the Provider search screen
    Data stewards working Provider records can now search Verato's Provider Carbon reference database directly from a dedicated tab, without leaving the search interface or using a separate tool. Fixed columns (NPI, name, specialty, address, existing-identity indicator); visible only to users with the new "Provider Reference Search" permission.
  • Create Provider Verato Managed Records pre-populated from verified reference data
    Data stewards creating a new Provider Verato Managed Records can now select a result from Verato Reference Search and have the Verato Managed Records creation form pre-populated with that identity's demographics, eliminating manual rekeying. Pre-populated fields remain editable before saving.

Performance

  • Faster processing for large, complex identities
    Identities with deep source history—many accumulated names, addresses, or external identifiers—could experience sharply rising latency during matching. A rebuilt cluster-merge step removes that bottleneck, substantially lowering latency for the largest and most complex records with no change to match accuracy. This is enabled by default for all customers.

  • Faster identity retrieval
    Organizations running Verato MDM Cloud™ across any domains — Person, Provider, and Organization — will see faster response times when retrieving a complete identity, including in Entity 360® and in downstream API integrations built on identity reads. Identities that have accumulated deep history were the slowest to return; retrieval for those identities is now significantly more efficient, with no change to the data returned. This change applies to identity retrieval requests that use the DEFAULT response format or a Smart View. 
    This is enabled by default for all customers with no configuration required.

Bug Fixes

  • Corrected household change notifications
    Organizations relying on householding notifications were receiving change events that omitted the previous household identifier when a person's household changed. Notifications now include both the previous and the new household identifiers, so downstream systems can track household changes accurately.

  • Health insurance coverage no longer split in API responses
    When posting multiple health insurance coverages, the API response could split a single coverage into separate, partial clusters. Coverage records are now returned intact and correctly grouped. 

  • Deceased-status details returned consistently
    The deceased-status detail was missing from the grouped-by-source response format, so stewards reviewing identities by source could not rely on it. It is now returned consistently across all response formats.

  • Facility name searches containing a dash now succeed
    Searching for a health facility whose name contains a dash could return an index error instead of results. Organization and facility name searches that include a dash now complete successfully. 

Insights

New Features and Improvements 

Verato Insights

  • Verified address and data quality detail in Verato Insights
    Practitioner and facility semantic views now include verified address and data quality detail fields, matching the Cohort Analyzer® schema. Customers can analyze verified provider addresses and record quality through Verato's Cortex-powered Insights analytics.

Cohort Analyzer®

  • New provider and consent attributes for cohort building
    Analysts can now build and filter cohorts on payer mix, academic medical center status, and current-record flag directly in the Cohort Analyzer® interface, enabling more precise provider and population segmentation.

  • Expanded preferences and consents fields
    Twenty additional preferences and consents fields from the Core Person model are now available in Cohort Analyzer®, giving analysts finer control over consent- and preference-based segmentation.

  • Related Source filter added to Cohort Analyzer® Task Stewardship Analyzer dashboards
    Cohort Analyzer® now includes a Related Source filter, in addition to the existing Trigger Source filter, in the Person Task Stewardship Analyzer and Practitioner Task Stewardship Analyzer dashboards. This enhancement enables users to segment task data more precisely by related source.

Provider record quality dashboards

  • Record quality dashboards for practitioners and facilities
    New record quality dashboards for practitioner and health facility data give data stewards and analysts a clear, ongoing view of completeness and quality across their provider records, making it easier to prioritize data-quality work.

Connect

New Features and Improvements 

Verato Auto-Steward: Batch

  • Introducing Self-service batch jobs for Auto-Steward
    Teams working through large stewardship queues can now run Auto-Steward across an entire set of records in a single batch, rather than resolving potential matches one call at a time. Data Stewards can automatically clear high-confidence links in bulk, reserving manual review for the ambiguous tasks that genuinely need human judgment — reducing queue backlog without sacrificing the accuracy of Referential Matching®.

Bug Fixes

  • Cleaner delete notifications
    When the last record on an identity was deleted, the delete Pub/Sub notification included a now-deleted identity representation, which was confusing and redundant for downstream systems. Delete notifications now carry only the identifying details, so subscribers receive a clean, unambiguous delete event. No action is required.

Enrich

  • Release Date: August 20, 2026

New Features and Improvements 

  • This release ingested ~372.1M new or changed source records through Verato’s delta ingestion process.
  • Enrich now maintains an average of 2.6 email addresses and 3.1 phone numbers per identity.
  • Overall, 79% of Enrich identities contain SDOH information.
  • As part of Verato’s ongoing Opt-Out and State Privacy Compliance processes, race, ethnicity, and religion fields continue to be cleared in accordance with current state privacy requirements.