Governance rules help ensure assets meet organizational standards by evaluating metadata fields and asset attributes, with scores automatically calculated and displayed in real time.
Prerequisites: The asset types (such as, Business Term, Table, Column, etc.) must be defined in the catalog.
To create a governance rule:
- Navigate to tab. You will now see the list of existing governance rules or a message indicating no rules are present.
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The rules are listed in a table with columns:
- Rule: Name of the rule.
- Dimension: The aspect or category the rule pertains to.
- Target Asset Type: The asset type the rule applies to.
- Target Assets: The number of assets that the rule applies to.
- Status: The state of the rule's creation process. Examples include Completed, In Progress, Failed, etc. This reflects where the rule stands in its setup workflow and is not a reflection of whether the rule is enabled or how it was evaluated.
- Last Evaluated: The date and time when the rule was last evaluated.
- To create a new role, click Create Rule.
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A window will appear prompting for rule details. Fill in the required details:
- Name: Enter a descriptive name for the rule.
- Description (optional): Provide a detailed explanation of the rule’s purpose and scope.
- Dimension: Select or define the relevant dimension (such as Completeness, Maturity, etc).
- Target asset type: Specify the asset type the rule applies to.
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Scoring bands: Represents predefined
ranges used to classify scores or performance
metrics.
- Poor: 0-80%
- Average: 80-90%
- Good: 90-100%
- Define the rule criteria or Pass
condition based on metadata fields or
asset attributes:
- Click Add condition to add multiple criteria for rule to be applicable.
- Select the value for metadata field.
- Choose the appropriate operator based on the evaluation type.
- Specify the value(s) for comparison if applicable.
- Click Create to save the rule to add it to the list. The new rule will now appear in the list on the Rules page with default or specified details.