Creating Policies

This topic walks you through creating a policy with AI assistance. Policies are created in the draft stage and can be refined before generating rules and enforcing them.

Before You Start

• Ensure you have the required permission to access Policy Manager.

• Understand the policy type you need (Classification, Masking, Retention)

• Have a clear intent for the policy (what data it governs, why, and how)

For example, the following steps display how to create a data masking policy and configure partial masking for email addresses by masking five characters.

To create business policies, follow these steps:

1. Go to Application Menu > Data Governance > Policy Manager.

   The Policy Manager page opens.

   

2. On the Policies tab, click Create Policy.

   The AI Policy Generator page opens.

   

3. Select a policy type:

   • Data Classification

   • Data Masking

   • Data Retention

   The AI Policy Generator chat window opens.

   

4. Answer the clarification questions prompted by the AI Policy Generator.

   For example:

   • Which regulation or standard must this policy comply with?

   • What is the primary data domain this policy covers?

   The AI Policy Generator can ask follow-up questions based on your responses.

   

   Once all required inputs are provided, the Draft Policy Wizard opens, displaying the first section, Policy Information.

   

5. Review or update the Policy Name.

6. In the catalog field, select the catalog where you want to save the policy.

7. Review the policy description, definition, policy type, and tags.

8. Click Associate Assets.

   The Associate Assets section opens.

   

9. Select the system, environment, table, and columns to associate with the policy. You can do one of the following:

   • Select assets manually using drop-down lists or the search box, or

   • Click AI Suggest to view recommended tables and columns.

     You can review and accept AI‑suggested tables and columns.

   Selected assets appear in the Selected field at the top.

   

10. Click Enforcement Rules.

    The Enforcement Rules section appears.

    

11. In the Rule Catalog field, select a rule catalog from the drop-down list. For example, Customer Rules.

12. Click Generate Data Masking SQL Rules with AI.

    These are SQL rules used to enforce the policy. The system generates the SQL rules automatically. No manual input is required.

    

13. (Optional) If you do not want to enforce the policy immediately and want to assess it outside the Quest DI system, click one of the following:

    • Copy

    • Download

14. After verification, click Review & Save.

    The Review & Save page displays the policy summary.

    

15. Click Save with n rule(s).

The rules are saved in the Quest DI database, and you return to the Policies tab.

For further workflow, refer to the Managing Policies topic.