Configure governance rules and scores for datasets - Precisely Data Integrity Suite

Understand the key concepts

Governance rules run automatically and trigger re-scoring of assets when related changes occur to the rule or to the asset’s metadata. Specifically:

• When an asset’s metadata changes and a governance rule applies to that metadata, the rule runs automatically. For example, updating the asset’s certification status to "Certified" triggers the related rule.
• When a new asset is added to its asset type, the corresponding governance rule runs automatically and the new asset is scored.

The following are the key concepts of governance rule framework:

Create a governance rule for a dataset

1. Navigate to Catalog and then select the Datasets tab.
2. Click the asset name for which you want to create a governance rule.
3. Click on the Rules tab and the select Data Governance page. You will now see the list of existing governance rules or a message indicating no rules are present.

4. 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.
5. To create a new role, click Create Rule.

6. 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.
   • Scoring bands: Represents predefined ranges used to classify scores or performance metrics.
     • Poor: 0-80%
     • Average: 80-90%
     • Good: 90-100%
7. 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.
8. Click Create to save the rule to add it to the list. The new rule will now appear in the list.

Remain in this tab and perform updates, duplications, or deletions of governance rules using the workflow described in this topic: Manage existing governance rules.

View rule scores for a dataset

To view the rule scores for a dataset, on the Datasets tab, click the asset name for which you wish to see the scores. Then, navigate to the Scoring tab and select the Data Governance tab. The page shows how well an asset complies with governance rules.

You will see Governance Score Dimensions, giving you a high-level view of metadata health. Click a dimension to view its score, showing how individual rules contribute to that dimension.

Key elements you’ll see:

Details shown when you focus on a specific dimension:

• Rule: A list of rules and their details that contribute to this dimension (for example, “Description and Status,” “PII Populated,” and others). Click a rule score in the right panel to view its full details, including description, criteria, assets impacted, and context.
  • Each rule contributes to the overall dimension score. A rule at 100% meets its criteria; 0% indicates it does not.
  • The Score card aggregates the dimension results to reflect the asset’s governance posture. A higher score indicates stronger governance alignment.
• Score: A colored badge showing the rule’s contribution to the dimension (e.g., 0%, 100%, 50%).
• Last Evaluated: The date and time when this rule was last run or updated.