Purview - Contextual Summary

Contextual Summary should be available for auto-labeling simulation matches involving SharePoint Online or OneDrive files; assign the reviewer the Data Classification Content Viewer role, then reopen the simulation’s sample items to view the matched text.

Verify access and open the results

1. In the Microsoft Purview portal, assign the reviewing account the Data Classification Content Viewer role. Permission to manage an auto-labeling policy does not automatically grant permission to view matched content.
2. Go to Solutions → Information Protection → Policies → Auto-labeling policies.
3. Select the policy running in simulation mode.
4. Select Summary → View details.
5. On Simulation overview, select Review sample items.
6. Open a sampled SharePoint or OneDrive file and look for its Contextual summary or matched-content view.

Microsoft documents the Content Viewer role as required to view matched text and notes that review options can vary by portal experience. Sample items are retained for 30 days, so export needed results before editing or restarting the simulation.^1^

Confirm that the item is eligible

Contextual Summary in MIP auto-labeling simulations is documented for:

• SharePoint Online files
• OneDrive files

It is not documented for Exchange items in this simulation experience. Therefore, an email match can appear in simulation totals without providing the same Contextual Summary experience available for SharePoint and OneDrive.^2^

Classifier support also differs:

There is another important limitation: files classified before the feedback experience was enabled for the tenant might not have Contextual Summary data. Test with a newly created or newly updated SharePoint/OneDrive file containing a controlled match, then allow the simulation to evaluate it. Restarting a simulation reevaluates policy matches, but does not itself reclassify existing content after a SIT change.^2^ ^1^

GCC status

The GCC service description lists both of these capabilities as Available:

• Automatic classification and labeling for Exchange Online, SharePoint Online, and OneDrive for Business.
• Enhanced simulations and location support for auto-labeling in SharePoint Online and OneDrive for Business.^3^

However, that GCC table does not name Contextual Summary separately. Consequently, the missing tab should not immediately be treated as a general GCC exclusion. If all of the following are true, open a Microsoft support case:

• The match is for a SharePoint or OneDrive file.
• The classifier type supports Contextual Summary.
• The reviewer has the Data Classification Content Viewer role.
• The file was created or updated after the feature was enabled.
• The simulation is complete and still within its sample-retention period.
• The option remains absent in Review sample items.

Include the tenant environment, policy name, simulation status, workload, classifier/SIT type, example file timestamp, screenshots, and confirmation of the assigned role. This gives Support enough information to distinguish a GCC portal rollout issue from a tenant-specific service problem.

References

1. Review simulation results for auto-labeling policies in Microsoft Purview
2. Increase Classifier Accuracy | Microsoft Learn
3. Plan for Microsoft Purview - GCC deployments - Service Descriptions