Interviews let you plan a stakeholder session, capture notes against the PCI DSS requirements you intend to cover, and then run a Cortex analysis that summarizes what was confirmed, what’s still a gap, and what evidence to request next.
Where to find Interviews
Open an assessment and select the Interviews tab. The tab lists every interview for that assessment as a card row showing its date, status, interviewees, and the requirements it covers. Use the search box (matches interview name, interviewee, or requirement number) and the All / Planned / In progress / Completed filters to narrow the list. A stat strip at the top counts total, planned, in-progress, and completed sessions.
Creating an interview
Click New interview and fill in:
| Field | Notes |
|---|---|
| Name | A descriptive session title |
| Scheduled date/time | Optional — drives the date tile and the session header |
| Interviewees | One or more people, each with a name and role |
| Requirements | The top-level PCI DSS requirements (R1–R12) this session will cover |
| Script | Optional talking points, shown at the top of the session |
The new interview starts in Planned status.
Running a session
Open an interview to enter the session view. The top bar carries the controls:
Start the session
Click Start Session. The interview moves to In Progress and a LIVE badge appears in the header.
Capture notes per requirement
The left rail lists each requirement you selected. In the center, expand a requirement to see its sub-requirements in a table. For each one you can:
- Check it off when the control is confirmed in the conversation
- Type notes in the inline textarea — notes auto-save on blur
The header shows live coverage (“X/Y noted”). You can drag to reorder rows within a requirement, but that order is a live-session convenience only — it is not saved.
Paste the transcript (optional)
The Transcript / post-interview notes section at the bottom is for pasting a meeting transcript or wrap-up notes after the call. It auto-saves on blur and is available to the Cortex analysis.
Finish
Click Mark Complete to finalize (notes become read-only), or Save & Exit to leave it in progress and return later.
Cortex analysis
Click Analyze to open the Cortex Analysis panel on the right. Cortex reads the interview’s notes, the covered and uncovered requirements, the interviewees, and the transcript, then returns a structured summary:
| Section | What it contains |
|---|---|
| Executive Summary | A 2–3 sentence overview of the session |
| Findings by Requirement | Per requirement: what was Covered, what Gaps remain, and what Evidence is needed |
| Key Evidence Gaps | A consolidated list of missing evidence to chase |
| Recommended Next Steps | A numbered action list |
Exporting a report
Click Export to open a printable HTML report in a new browser tab. It includes the session metadata (date, interviewees, status), a coverage summary, a per-requirement table with your notes, and the transcript. A banner at the top reminds you to use File → Print (or ⌘/Ctrl-P) and choose Save as PDF.
Interview statuses
| Status | Meaning |
|---|---|
| Planned | Scheduled, not yet started |
| In Progress | Session started — notes are being captured (shows the LIVE badge) |
| Completed | Session finished — notes are read-only |
| Cancelled | The interview was cancelled |