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SIM Product Override

Learn how to use the SIM Product Override feature to correct, enhance, and manage software recognition results with CSV uploads—ensuring accurate, compliant, and business-ready reporting.

Overview

The Product Override feature in SIM allows analysts to manually adjust software recognition results without altering the raw source data. Overrides help ensure reporting accuracy, enhance categorization, and improve decision-making.

Typical use cases include:

  • Recognizing previously unrecognized software

  • Correcting product categories, editions, or vendor details

  • Excluding non-business or personal software from reports

  • Updating pricing, licensing, or lifecycle information


👉Download template here 👈

How Overrides Work

Version-Specific vs. Version-Agnostic Overrides

Version-Specific Override

  • Add a value in the product_version field

  • The override applies only to that exact version

  • Example: Change recognition for Adobe Acrobat 11.0 without affecting Adobe Acrobat 12.0

Version-Agnostic Override

  • Leave product_version blank

  • The override applies to all versions of the product

  • Example: Apply the same rule to every version of Adobe Acrobat

Override Priority

  • User overrides always take precedence over system recognition

  • If multiple overrides exist, the most recent upload wins

  • Blank fields are ignored — only specified fields are updated


CSV Template Instructions

Required Fields

These must be included in every override:

  • vendor_name – Name of the vendor/manufacturer

  • product_name – Name of the product

  • recognition_status – Must be one of:

    • recognized – Mark as valid business software

    • unrecognized – Mark as unrecognized (pending review)

    • excluded – Remove from reports

Optional Fields

Use only when you need to change specific attributes:

  • product_version – Enter to apply override to a version; leave blank for all versions

  • exclusion_reason – Mandatory if recognition_status = excluded

  • product_edition – e.g., Standard, Professional

  • pricing_tierfree or paid

  • deployment_typeon-prem, cloud, or hybrid

  • license_typeproprietary perpetual, proprietary subscription, open source, or freeware

  • product_category – e.g., Security, Productivity

  • product_subcategory – More detailed classification

  • product_description – Additional context or explanation

  • price_information – Pricing details

  • metric – Licensing metric used (e.g., per user, per device)

  • discontinued_date – YYYY-MM-DD

  • release_date – YYYY-MM-DD

  • end_of_mainstream_support_date – YYYY-MM-DD

  • end_of_extended_support_date – YYYY-MM-DD


Example Use Cases

Recognize previously unrecognized software

vendor_name,product_name,recognition_status,product_category
Adobe,Custom Internal Tool,recognized,Development Tools

 

Exclude non-business software

vendor_name,product_name,recognition_status,exclusion_reason
Games Inc,Solitaire Game,excluded,Personal/Gaming Software

 

Update licensing information

vendor_name,product_name,product_version,pricing_tier,license_type
Microsoft,Office,2019,paid,proprietary subscription

 

Version-specific override

vendor_name,product_name,product_version,recognition_status
Adobe,Acrobat Reader,11.0,recognized

 

All-version override

vendor_name,product_name,product_version,recognition_status
Adobe,Acrobat Reader,,excluded


Upload Process

  1. Download the override CSV template

  2. Fill in the required fields (vendor_name, product_name, recognition_status)

  3. Add optional fields as needed

  4. Save as a .csv file

  5. Upload via the SIM User Input uploader

  6. Changes apply immediately across all reports


Important Notes

  • Overrides take effect as soon as the CSV is uploaded

  • Modified entries are flagged as User Edited Record in reports

  • Re-uploading the same product updates the override

  • Leave fields blank unless you want to change them

  • Date fields must use the format YYYY-MM-DD