Create and manage relationships between technical assets and between technical and business assets. View related business context inline in asset details, filter relationships by type, and delete relationships when no longer needed.
- Go to Catalog > Technical Assets.
- Select an asset type to view all assets in that category.
- Click an asset name to open its details view.
- Go to the Relationships tab.
- Click Create Relationship.
-
Choose a relationship type from the dropdown menu. Select
Maps to Business Terms for
technical-to-business relationships, or select the
appropriate type for technical-to-technical
relationships.
Note: Only a single asset can be related for many-to-one relationship types.
- Click Select Assets to view available assets.
- Select an asset from the list and click Create Relationship.
- Verify the relationship now appears in the Relationships tab. For technical-to-business relationships, related business assets display in the related business assets section of the asset details view.
- Click the Filter button to view all relationship types and their counts.
- Check the box next to a relationship type to display only that type.
- Click the Information button next to a relationship type to view all assets related through that type.
View related business assets
-
Locate the related business assets section in the
details view.
Note: Related business assets appear as an inline, read-only list.
- Review the related assets. The display shows asset name and type so you can identify the business context for the technical asset.
- Click any related asset to go to its details page.
- The related asset opens in the same view or a new tab, depending on your browser settings.
Example: Viewing business terms for a database column
When you open the details view for a database column, the related business assets section displays all associated business terms. For example, a customer information column might show "Customer ID," "Customer Name," and "Customer Email" as clickable links. Click any term to view its definition and understand how the technical asset relates to your business data model.
Delete relationships
Remove relationships between assets when they are no longer needed.
- Locate the relationship you want to delete. Use the Filter option to narrow the list if needed.
- Click the ellipsis next to the relationship type or related asset name and select Delete.
- Review the relationship details in the Delete Relationship dialog to confirm you're deleting the correct relationship.
- Click Delete to remove the relationship immediately.
-
Verify the relationship no longer appears in the
Relationships tab.
Warning: Deletions cannot be undone. Confirm you're deleting the correct relationship before proceeding.