Creating Business Policies

Business policies are globally defined set of enterprise-level principles. Using business policies, you can maintain business standards across your organization. You can create business policies in new or existing catalogs. For more information about catalogs, refer to the Creating Catalogs topic.

To create business policies, follow these steps:

  1. Go to Application Menu > Data Literacy > Business Glossary Manager > Explore.
  2. In the Business Asset list, select Business Policies.
    The Workspace switches to the business policies view.
  3. In the Workspace pane, under the Business Policies node, right-click a catalog node.
  4. Click Add Business Policy.
    The New Business Policy 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 Policy

    Specifies the business policy of the organization.

    For example: Customer Phone Policy.

    Definition

    Specifies the definition of the business policy.

    For example: Customer phone policy cuts down on distraction and frustration at work by making it clear when it's ok and not ok to use a cell phone during work hours.

    Description

    Specifies the description of the business policy.

    For example: Cell phones should not be allowed to distract employees from business tasks and for surfing the internet or gaming during work hours.

    Notes

    Specifies the description of the business policy.

    For example: It includes privacy law 1966.

    Governance Responsibilities

    Specifies the users assigned with data governance responsibilities for the business assets. For more information, refer to Updating Data Governance.

    Policy Expiry

    Expiry Type: Specifies the expiry type of a business policy. Use the following available options:

    • No Expiry: Indicates that the policy never expires

    • Limited Duration: Indicates that the policy expires on its end date

    Policy Start Date: Specifies the start date of a policy

    Policy End Date: Specifies the end date of a policy. This option is available only when Expiry Type is set to Limited Duration.

    Sensitive Data Indicator(SDI)

    Specifies whether the business policy is sensitive.

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

    Sensitive Data Indicator (SDI) Classification

    Specifies the SDI classification of the business policy.

    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.

    By default, sensitivity fields (Sensitive Data Indicator(SDI), Sensitive Data Indicator (SDI) Classification, and Sensitive Data Indicator (SDI) Description) are not enabled for business policies. 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 policy is created and added to the catalog.

Once you create a business policy, you can click a business policy in the Business Policy Summary pane to view it. You can enrich it further by:

You can manage a business policy using the options available in the Options column in the business policy row. Managing business policy involves:

  • Viewing mind maps
  • Viewing history
  • Editing or deleting business policies
  • Sharing links of business policies