Business Policies

erwin DI Business User Portal (BUP) gives you access to view a business policy's details, associations, mind map, and add assets to My Actions. You can view a list of all the business policies and navigate through the list using advance filtering mechanisms to find the required business policy. You can also analyze miscellaneous and extended properties of a business policy.

To view Business Policies in grid view, follow these steps:

  1. On the application menu, click Business Policies.

    2. By default, the Business Policies card view appears.


    You can add the asset to available Actions based on your requirement.

  2. Click .

    3. The Business Policies page appears. It displays a list of business policies.

You can use the filter and export options to work on the list. For more information on the filter and export options refer to the Business Glossary topic.

To view mind maps of business policies, click . For more information on mind maps, refer to the Mind Maps topic.

Business Policy Details

Business policy details shows a business policy's name, description, and definition.

To view business policy details, in the Business Policies grid, click <Busines_Policy_Name>.

The <Business_Policy_Name> page appears. The Details tab displays the Business Policies Details and Classification Details sections. You can scroll down the page to view the User Defined Properties, Miscellaneous Details, Extended Properties, Workflow Details, Audit Detail, and Documents sections.

Associations

A business policy may be associated with the technical and business assets. The technical assets refer to systems, environments, tables, and columns. The business assets refer to business terms, business policies, business rules, and custom assets.

To view associations of business policies, on the <Business_Policy_Name> page, click the Associations tab.

The list of associated assets appears. You can click the <Asset_Name> appearing as hyperlink to view its details.

You can use the filter and export options to work on the list. For more information on the filter and export options refer to the Business Glossary topic.

To view association details, under the Actions column, click for the required asset.

The Association pane appears. It displays association details of the business policy with the asset.