Creating Business Rules

Business rules define a set of protocols to be followed in an organization. You can create business rules in new or existing catalogs. For more information about catalogs, refer to the Creating Catalogs topic.

To create business rules, follow these steps:

  1. Go to Application Menu > Data Literacy > Business Glossary Manager.
  2. In the browser pane, click Business Rules.
    The Workspace switches to the business rules view.
  3. In the Workspace pane, under the Business Rules node, right-click a catalog node.
  4. Click Add Business Rule.
    The New Business Rule page appears.

  5. Enter appropriate values to the fields. Fields marked with a red asterisk are mandatory.
    Refer to the following table for field descriptions.

    6. Field Name

    Description

    Business Rule

    Specifies the business rule of the organization.

    For example: Customer date of birth should be a valid date.

    Definition

    Specifies the definition of the business rule.

    For example: A customer's date of birth should be a valid date as per the US format.

    Sensitive Data Indicator(SDI)

    Specifies whether the business rule is sensitive.

    Switch Sensitive Data Indicator(SDI) to Yes to mark the business rule as sensitive.

    Sensitive Data Indicator (SDI) Classification

    Specifies the SDI classification of the business rule.

    For example, PHI.

    This list is enabled when Sensitive Data Indicator(SDI) is switched to Yes. For more information on configuring SDI classifications, refer to the Configuring Sensitive Data Indicator Classifications topic.

    Sensitive Data Indicator (SDI) Description

    Specifies the description of the SDI classification.

    For example: Protected Health Information.

    It is enabled when Sensitive Data Indicator(SDI) is switched to Yes. The field autopopulates based on the SDI classification.

    Note: By default, sensitivity fields (Sensitive Data Indicator(SDI), Sensitive Data Indicator (SDI) Classification, and Sensitive Data Indicator (SDI) Description) are not enabled for business rules. You can enable them in the Business Glossary Manager Settings. For more information on enabling sensitivity fields, refer to the Configuring Asset Details topic.

  6. Click .
    A business rule is created and added to the catalog.

Once the business rule is created, you can enrich it further by:

You can manage a business rule using the options available under the Options column on the Grid View tab. Managing business rules involves:

  • Viewing, editing, or deleting business rules
  • Viewing mind maps
  • Viewing history