Configure business asset types - Precisely Data Integrity Suite

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
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Data_Observability
Data_Quality
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Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
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Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2026

Business asset types define what information a business asset contains and how teams use it. They help teams keep terms, ownership, and processes consistent.

When you create a business asset, first choose an asset type. The asset type controls:
  • The asset category, such as Business Term or Objective.
  • The fields that are required.
  • The relationships you can create.
  • The workflows that start when users create or update the asset.
  • The default responsibilities assigned to the asset.

Business asset types help teams use the same terms and definitions across departments. This makes data easier to find, understand, and govern.

Example: A company uses the term "customer onboarding." If each team defines it differently, reporting and decisions become inconsistent. A shared asset type gives all teams one definition.

Common business asset types include:

  • Enterprise Business Terms: Terms used across the business that need one approved definition.
  • Objectives: Business or technical goals with clear targets and time frames.

To view a list of existing asset types, go to Configuration > Governance > Business Assets. You can filter the list by typing the first few characters of an asset type name in the search bar.

To use business asset types effectively:

  1. Identify the business concepts your team needs to manage.
  2. Create or update asset types for those concepts.
  3. Apply data governance policies to those types.
  4. Review the types regularly and update them as business needs change.

Create a business asset type

A business asset type defines the structure, fields, and properties for a category of business assets.

To create a business asset type:

  1. Go to Configuration > Governance > Business Assets.
  2. Click Create Asset Type. The Create Asset Type dialog opens.
  3. Enter a Name for the asset type. The name you enter appears in the Business Assets tab list view. The name must be unique.
    Note: If you edit the name or delete the default Name field, you must also update the Display Format field.
  4. Complete the Display format field.
  5. Add a Description to provide more context about the asset type.
  6. Choose a Background Color for the asset type.
  7. Select an Icon to represent this asset type visually. You can scroll through the list of available options, or type to search for an icon by name. If you do not select a custom icon, the default icon is used.
  8. Click Create Asset Type to save the new asset type.

These menu options are available when you click the ellipsis next to an asset type name:

  • View Information: Opens the Information panel on the right.
  • Open: Opens the Details tab in the current browser tab.
  • Open in New Tab: Opens the Details tab in a new browser tab.
After creating a business asset type, you can proceed to Governance > Business Assets to create business assets for that type.
  • To edit a business asset type, click the ellipsis next to an asset type name and select Edit. In the Edit Asset Type dialog, modify the asset type details as needed and click Save.
  • To delete a business asset type, click the ellipsis next to an asset type name and select Delete. To confirm deletion, including all associated assets, select the checkbox and click Delete.
    Warning: Verify that you want to delete this asset type. All associated assets will also be deleted. This operation cannot be undone.

Update the Display Format field

When you create a new asset type, it includes a key field called Name. The value of this field is used to reference the asset throughout the application. For example, when you open an asset details page, the value of this field is displayed in the breadcrumb. If you edit the name of this default field, or delete the field, the change is not automatically updated throughout the application. You must also update the Display Format value.

You can also edit the Display Format value to use a different or additional field to reference the asset type throughout the application.

  1. Click the ellipsis next to an asset type name and select Edit.
  2. In the Display Format field, click the ellipsis and select the name of the field to reference the asset type.
  3. Delete any existing tokens from this field to leave only the tokens that you want to use.

Change history for business asset types

The change history records all changes made to an asset over time. It includes the revision number, the changed object, the new value, the user who made the change, and the date and time of the change.

To access the change history for business asset types:

  1. Go to the Configuration > Governance > Business Assets and click the business asset type you want to view.
  2. Go to the Change History tab to view the change history.
  3. The change history table includes the following columns:
    • Revision/Action: Indicates the revision number and the type of action performed (for example, property value added, asset type created). Use this to identify the sequence of changes and the type of modifications made.
    • Object: Specifies the object or attribute of the business asset type that was changed (for example, Background color, Display format, Name, Asset type).
    • Value: Shows the new value assigned to the object or attribute after the change.
    • Updated by: Indicates the name of the user who made the change.
    • Updated on: Displays the date and time when the change was made.
  4. Review the table to understand what changes were made, who made them, and when.