Business Policies

You can browse through the business policies available in your ecosystem using the Discover Assets module. The list of business policies facilitates access to view mind map, and associations of a business policy, all in one place.

To view the business policies list, on the Discover Assets dashboard, under Browse by Asset Repository, click the Business Policies card.

A list of business policies appears. Use the search box to find the required business policy from the list.

On each business policy tile, you can perform the following tasks with respect to a business policy:

In addition to the above tasks, on the business policy list, you can click for a business policy to mark it as favorite.

You can also download business assets in the XLSX format. To download business assets, follow these steps:

  1. In the filters pane, click Explore By Category and hover over a business asset.

    The download button appears.

  2. Click .
    The selected business asset is downloaded in the XLSX format.

Viewing Business Policy

The View Business Policy tab includes policy details, governance responsibilities, audit history, and so on.

To access the View Business Policy tab, on the business policy list, click <Business_Policy>.

The <Business_Policy> page appears. By default, the View Business Policy tab opens.

For example, in the following image, details of the Customer Phone Policy appears. This business policy's sensitive classification is PII, and it is tagged with Data Quality. The Policy Details section displays a business policy's name, definition, and description. The Governance Responsibilities section displays the data governance assignments.

Additional Information

With Language Settings, you can set UI labels of user defined fields for business policies. Use Business Policies User Defined Fields section under Business Glossary Manager to configure these UI labels. For more information, refer to the Configuring Language Settings topic.

To view additional information of business policies, on the <Business_Policy> page, click the Additional Information tab

For example, the following image, displays the user defined fields, Articulation Score, KPI, and Attribute configured for a business policy.

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> page, click the Associations tab.

The list of associated assets appears. For example, in the following image the business policy, Customer Phone Policy is associated with another business term, GDPR, two business rules, and one column.

Rich Media Library

A business policy can contain supporting artifacts, such as text files, audio files, video files, and so on. You can view or download these artifacts using the Rich Media Library tab.

To view or download supporting artifacts, click the Rich Media Library tab.

The available artifacts appear in a card view.

Use the following options to work on the artifacts:

    Search

    Use this option to search media.

    Name

    Use this option to filter your search based on Owner Name, Description, Created By, and Type of the media.

    Link ()

    Use this option on a card to open the URL related with a media.

    Preview ()

    Use this option on a card to download the media file.

My Action Center

With My Action Center, you can view all the tasks related to a business policy and manage tasks created or assigned to you. For more information on using My Action Center, refer to the Using My Action Center.