Configure governance rules - Precisely Data Integrity Suite

1. Go to Governance > Rules. You will now see the list of existing governance rules or a message indicating no rules are present.
2. Review the rules table, which displays the following 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. 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.
3. Click Create Rule.
4. Fill in the required rule details in the dialog that appears:
   • 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).
   • Target asset type: Specify the asset type the rule applies to.
   • Scoring bands: Review the predefined ranges used to classify scores or performance metrics:
     • Poor: 0-80%
     • Average: 80-90%
     • Good: 90-100%
5. Define the rule criteria or Pass condition based on metadata fields, asset attributes, relationships, or predicates:
   • Click Add condition to add multiple criteria for rule to be applicable.
   • Select the condition type: Metadata field, Relationship, or Predicate.
   • For metadata fields, select the field and choose the appropriate operator based on the evaluation type (Field, Relationship, Ownership).
   • Specify the values for comparison if applicable.
6. Click Create to save the rule. The new rule will now appear in the list on the Rules page with default or specified details.
7. Click the rule name in the list.
8. Review the rule details that open in a side panel. The panel displays:
   • Rule Scores: Visual representation of rule scores.
   • Rule Description: Explanation of the rule's purpose.
   • Run Status: Current status of the rule evaluation (such as Failed, In progress, Successful).
   • Last Evaluated: Date and time of the last rule evaluation.
   • Error Summary: Details of any errors encountered during evaluation.
   • Status Not Found / Errors: Additional error details with links to view more information.

1. On the Rules tab, hover over the rule in the list.
2. Click the ellipsis next to the rule.
3. Choose from the available options:
   • Edit: Update rule details such as the rule name, description, dimension, target asset type, or other settings.
   • Duplicate: Create a copy of the rule.
   • Delete: Confirm deletion in the pop-up dialog and remove the rule permanently.
4. After creating or updating a rule, confirm the success message:
   • "Rule created" when a new rule is added.
   • "Rule updated successfully" when changes are saved.
   • A confirmation prompt appears when deleting a rule.

Create governance rules that measure relationship completeness, predicate coverage, and orphan asset identification. These rules evaluate how thoroughly assets are connected to business terms, policies, domains, and other required relationships.

1. Go to Governance > Rules.
2. Click Create Rule.
3. Enter a descriptive name for the rule in the Name field. For example, "Check Relationship" or "Datasets with quality assessments"
4. Enter an optional description in the Description field.
5. Select or create a dimension in the Dimension field which represents the aspect of governance you are evaluating, such as Completeness, Maturity, or Ownership.
6. Select the asset type the rule applies to in the Target asset type field.
   • When you select a target asset type, you can view its inheritance hierarchy in the asset type selector. This shows which base types the selected asset type inherits from, allowing you to understand what fields and relationships are available for your rule.
   • The asset type selector displays a hierarchical tree with collapsible categories such as Technical Assets, Business Assets, Domains, Models, and Policies. You can expand each category to view available asset types. You can expand each category to view available asset types, for example, Dataset, Table, or Column.
   • The rule can use all fields available on the selected asset type, including fields it inherits from base types. For example, if you select Table (which inherits from Technical Asset Base), the rule can access fields from both the Table type and its parent types.
7. Review the scoring bands (Poor: 0-80%, Average: 80-90%, Good: 90-100%) and adjust if needed.
8. Click the Relationship tab under Evaluation type.
9. In the Pass condition section, select a relationship or predicate from the dropdown that you want to evaluate.

   You can check whether a specific relationship exists (for relationship completeness), whether a predicate is populated (for predicate coverage), or whether an asset has any qualifying predicates (for orphan asset identification).

10. Select an operator from the second dropdown (typically exists or does not exist).

    This determines whether the rule passes if the relationship exists or does not exist. Use exists to ensure required relationships or predicates are present, or does not exist to identify orphan assets missing required connections.

11. Optionally, click Add Condition to add additional relationship or predicate conditions.
    Tip: You can combine multiple checks using AND or OR logic.
12. Click Create to save the rule.

Ownership rules evaluate whether assets have required role assignments. Create ownership rules to enforce accountability at scale by verifying that critical assets have required role assignments (such as Data Owner, Data Steward, or Data Custodian).

1. Go to Governance > Rules.
2. Click Create Rule. The rule creation dialog opens.
3. Enter the rule details:
   • Name: Enter a descriptive name for the rule (for example, 'Enterprise Data Owner Assignment').
   • Description (optional): Provide context for the rule's purpose (for example, "Ensures all Enterprise Data assets have a designated Data Owner").
   • Dimension: Select the governance dimension this rule addresses (for example, Accountability, Completeness, Ownership).
   • Target asset type: Select the asset type the rule applies to (for example, Business Asset: Enterprise Data).
   • Evaluation type: Select Ownership (alongside Field and Relationship options).
4. Review the Scoring bands ((Poor: 0-80%, Average: 80-90%, Good: 90-100%)). These predefined ranges classify rule results:
5. Under Pass condition, click the Ownership tab.
6. Select a responsibility type from the dropdown.

   Available responsibility types include Data Owner, Data Steward, Data Custodian, and Technical Custodian.

7. Choose an operator:
   • is assigned: The rule passes if at least one active user or group holds the selected responsibility.
   • is not assigned: The rule passes if no active user or group holds the selected responsibility.
8. To add multiple ownership conditions, click Add condition and repeat steps 6–7.

   You can combine multiple conditions using Match all (AND logic) or Match any (OR logic). Conditions are evaluated in the order you define them, but the final result depends only on the logic operator you select, not the sequence.

9. Click Create to save the rule.