Creating Business Terms

Business terms are globally defined terms that represent your business terminology usage. Using business terms, you can maintain a common business vocabulary across your organization. You can create business terms in new or existing catalogs. For more information about catalogs, refer to the Creating Catalogs topic.

To create business terms, follow these steps:

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

    Field Name

    Description

    Business Term

    Specifies the name of the business term.

    For example, Account.

    Definition

    Specifies the definition of the business term.

    For example: An Account contains data for a party.

    Description

    Specifies the description about the business term.

    For example: Account contains data for posting, payments, debt recovery, and taxes.

    Notes

    Specifies the reference notes, if any.

    For example: The data for posting, payments, debt recovery, and taxes was imported from the Account.xlsx file.

    Governance ResponsibilitiesSpecifies the users assigned with data governance responsibilities for the business assets. For more information, refer to Updating Data Governance.
    Sensitive Data Indicator(SDI)

    Specifies whether the business term is sensitive.

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

    Sensitive Data Indicator (SDI) Classification

    Specifies the SDI classification of the business term.

    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.

    Business Term Image Uploader

    Drag and drop a picture of business term or click to browse and upload a picture.

    Acronym

    Specifies whether the business term is an acronym.

  6. By default, sensitivity fields (Sensitive Data Indicator(SDI), Sensitive Data Indicator (SDI) Classification, and Sensitive Data Indicator (SDI) Description) are enabled for business terms. For more information on enabling sensitivity fields, refer to the Configuring Asset Details topic.

  7. Click .
    A business term is created and added to the catalog.
    Based on your workflow assignment settings, the business term may need further action for review or approval. For more information, refer to the Managing Business Glossary Workflows topic.

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

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

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