Dataset Management
Dataset Management lets you review the object types a source collects and control how the source aggregates those objects into SailPoint. Use Dataset Management to view and manage resource attributes, datasets and their resources, enable dataset aggregation schedules, perform manual aggregation, and view aggregation history.
Note
Datasets are also available in SailPoint Agentic Fabric. Contact your Customer Success team and refer to SailPoint Agentic Fabric for more information.
For more information, refer to Managing Datasets and Resources for datasets, resources, owner correlation, and aggregation.
Datasets
A dataset is a named group of one or more related resources that the source aggregates together.
When aggregation runs for a dataset, the source collects all resources in that dataset from the managed system in one aggregation job. Activate or deactivate aggregation at the dataset level, not for individual resources.
Note
Each resource belongs to exactly one dataset for that source. The source defines which resources belong to each dataset. You can enable aggregation and review associated resources, but you cannot create or delete datasets or move resources between them.
Dataset Aggregation
Configure aggregation on the Dataset Aggregations tab for each dataset. Configure each dataset separately. During aggregation, your owner correlation rules are automatically applied to link machine identities to their human owners. For more information, refer to Configuring Dataset Aggregations.
Resources
A resource defines an object type from the managed system. It specifies the kind of object, the attributes the source collects, and how the source identifies and displays each object. Resources form the building blocks of the data model.
In the UI, each resource appears under Dataset Management > Resources with its schema. A resource does not run aggregation by itself. The dataset that owns the resource collects it during aggregation.
For more information, refer to Managing Resources.
Owner Correlation
Configure owner correlation on each resource to link aggregated objects to human owners. If you do not configure owner correlation, or if the mapping produces no match, an owner is not assigned. For more information, refer to Configuring Owner Correlation.
Supported Datasets
Go to Dataset Management > Datasets on your Snowflake SaaS source to view the datasets the connector aggregates. Select a dataset to review its associated resources and configure aggregation.
Note
Configure aggregation for each dataset separately. For more information, refer to Dataset Aggregation.
The connector uses datasets to schedule aggregation of the following resource types:
| Dataset | Resource Type | Associated Resources |
|---|---|---|
| Snowflake Cortex Agents | Agent | Snowflake Cortex Agent |
| Snowflake Cortex Agents | Capability | Cortex MCP Server, Cortex Skill, Cortex Analyst, Cortex Search, Cortex Generic Tool, Cortex Web Search, Cortex Data to Chart, Cortex Code Execution |
Supported Resources
A resource represents a type of object the connector collects from Snowflake, such as Cortex agents, MCP servers, or skills. Each resource defines the attributes collected for that object type, such as name, ID, or status, and how each object appears in SailPoint.
For more information, refer to Managing Resources.
Note
When you enable dataset aggregation for a selected dataset, all resources in that dataset are collected at once. Activate or deactivate aggregation at the dataset level, not for individual resources.
Under Dataset Management > Resources, the Snowflake source lists each object type the connector aggregates. Select a resource to review its schema on the Schema tab.
The Snowflake Cortex Agents dataset contains the following resources:
| Resource Name | Resource Type | Resource ID |
|---|---|---|
| Snowflake Cortex Agent | Agent | snowflake:cortex-agent |
| Cortex MCP Server | Capability | snowflake:cortex-mcp-server |
| Cortex Skill | Capability | snowflake:cortex-skill |
| Cortex Analyst | Capability | snowflake:cortex-analyst |
| Cortex Search | Capability | snowflake:cortex-search |
| Cortex Generic Tool | Capability | snowflake:cortex-generic |
| Cortex Web Search | Capability | snowflake:cortex-web-search |
| Cortex Data to Chart | Capability | snowflake:cortex-data-to-chart |
| Cortex Code Execution | Capability | snowflake:cortex-code-execution |
For schema attribute definitions, refer to the following pages:
Snowflake Cortex Agent Attributes
Schema attributes for the Snowflake Cortex Agent resource.
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-agent |
| Resource type | std:agent |
| Identity attribute | identity |
| Display attribute | name |
Attributes
| Attribute | Type | Description |
|---|---|---|
comment |
string | Comment text for the agent. |
created_on |
string | Timestamp when the agent was created. |
database_name |
string | Name of the database that contains the agent. |
identity |
string | Fully qualified name of the agent, formatted as database_name.schema_name.name. Designated as the Resource ID attribute. |
instructions |
string | Instructions defining the agent's response and orchestration behavior. |
model |
string | Primary model used by the agent (for example, claude-opus-4-5). |
name |
string | Name of the agent. Designated as the Resource Name attribute. |
owner |
string | Owner role of the agent. |
profile |
string | Profile configuration of the agent. |
roles |
string | Snowflake roles that have privileges on this agent. |
schema_name |
string | Name of the schema that contains the agent. |
spBusinessApplication |
string | Standardized SailPoint business application identifier. |
spDescription |
string | Agent description, mapped from the Snowflake agent COMMENT attribute. |
tool_unable_to_answer |
string | Fallback message displayed when no tool can answer a query. |
Cortex Capability Attributes
Schema attributes for Cortex capability resources in the Snowflake Cortex Agents dataset.
Cortex MCP Server
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-mcp-server |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | fqn |
| Attribute | Type | Description |
|---|---|---|
fqn |
string | Fully qualified name of the MCP server object. Designated as the Resource Name attribute. |
identity |
string | Fully qualified name of the MCP server. Designated as the Resource ID attribute. |
Cortex Skill
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-skill |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | name |
| Attribute | Type | Description |
|---|---|---|
identity |
string | Identity of the skill, formatted as stage_fqn.skill_folder_dotted. Designated as the Resource ID attribute. |
name |
string | Name of the skill folder. Designated as the Resource Name attribute. |
path |
string | Full Snowflake stage path, formatted as @stage/folder/. |
skill_folder |
string | Relative folder path of the skill within the stage. |
skill_type |
string | Type of the skill, such as STAGE or GIT. |
stage |
string | Fully qualified name of the stage hosting the skill. |
Cortex Analyst
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-analyst |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | name |
| Attribute | Type | Description |
|---|---|---|
identity |
string | Fully qualified name of the Semantic view or model file. Designated as the Resource ID attribute. |
name |
string | Fully qualified name of the Semantic view or model file. Designated as the Resource Name attribute. |
source_type |
string | Type of source, such as semantic_view or semantic_model_file. |
Cortex Search
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-search |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | search_service |
| Attribute | Type | Description |
|---|---|---|
identity |
string | Fully qualified name of the Cortex Search service. Designated as the Resource ID attribute. |
search_service |
string | Fully qualified name of the search service. Designated as the Resource Name attribute. |
Cortex Generic Tool
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-generic |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | name |
| Attribute | Type | Description |
|---|---|---|
identity |
string | Fully qualified name of the function or procedure, including its argument signature (for example, DB.SCHEMA.SCORE_CUSTOMER(VARCHAR) or DB.SCHEMA.SCORE_CUSTOMER()). Designated as the Resource ID attribute. |
name |
string | Function or procedure name with its argument signature (for example, SCORE_CUSTOMER(VARCHAR) or SCORE_CUSTOMER()). Designated as the Resource Name attribute. |
type |
string | Object type, such as procedure or function. |
Cortex Web Search
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-web-search |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | name |
| Attribute | Type | Description |
|---|---|---|
identity |
string | Singleton identity for the web_search capability. Designated as the Resource ID attribute. |
name |
string | Name of the web_search capability. Designated as the Resource Name attribute. |
Cortex Data to Chart
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-data-to-chart |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | name |
| Attribute | Type | Description |
|---|---|---|
identity |
string | Singleton identity for the data_to_chart capability. Designated as the Resource ID attribute. |
name |
string | Name of the data_to_chart capability. Designated as the Resource Name attribute. |
Cortex Code Execution
| Property | Value |
|---|---|
| Resource ID | snowflake:cortex-code-execution |
| Resource type | std:capability |
| Identity attribute | identity |
| Display attribute | name |
| Attribute | Type | Description |
|---|---|---|
identity |
string | Singleton identity for the code_execution capability. Designated as the Resource ID attribute. |
name |
string | Name of the code_execution capability. Designated as the Resource Name attribute. |
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