Exception Management > Introduction to exception management > Configuring a rule specification in advanced mode
  

Configuring a rule specification in advanced mode

Write expression logic in the rule specification that represents the steps that the business rule must perform.
In an exception management project, the business rule objective is the identification of exception records. The key configurable element in advanced mode for exception management is the logical statement or statements that can write exception indicators to their corresponding outputs. You can define multiple exception indicators in advanced mode and associate each value with a unique data quality issue. However, the rule specification must specify a single output field for status values and must specify a single ExceptionPriority field and ExceptionDescription field.

Configuring a new rule specification in advanced mode

In this task, you'll create a rule specification from scratch and save it in advanced mode.
    1Create a rule specification asset.
    2On the asset toolbar, click Convert to Advanced.
    3On the Definition tab, enter a name for the rule specification.
    4Optionally, enter a description.
    Tip: Enter a summary of the underlying business rule as the description.
    5Select the location in which to save the rule specification.
    6Optionally, select a data quality dimension to represent the type of data quality issue that you want the asset to examine.
    7Save the rule specification.
    The Asset References panel appears. The Asset References panel shows additional assets that are referenced by Data Quality assets to perform transformation tasks. When you create a new asset, there are no referenced assets.
    8Select the Configuration tab.
    Data Quality displays the configuration workspace for the rule specification.
    9Click Manage Inputs and Outputs to add inputs and outputs that suit your input data and your project requirements.
    To add exception indicators as outputs, enable the Add Exception Details option on the Manage Inputs and Outputs tab.
    10In the Rule Editor panel, write the rule logic. To add exception indicators to the records that the rule logic identifies as exceptions, add outputs for a status value, exception priority, and exception description to any statement that defines exception criteria.
    11 Optionally, configure additional exception rules in the editor. You can define different values for the exception indicators in each exception rule.
    12Save the rule specification.

Converting a saved rule specification from basic mode

In this task, you'll convert a rule specification that you saved in basic mode.
    1Open a rule specification that you configured in basic mode.
    2On the asset toolbar, click Convert to Advanced.
    Data Quality creates a copy of the rule specification in advanced mode.
    3Save the rule specification in advanced mode with a new name.
    Review the description, location, and other properties on the Definition tab.
    4Verify or update the configuration of the asset to ensure that the inputs, outputs, and expression logic meet your requirements.
    5Save the rule specification.

Exception data options in advanced mode

To add exception indicators to a record, activate exception indicators in the rule specification. You can include the exception indicators in the rule logic that you write.
Use the Input and Output Management dialog box options to activate the exception indicators. To open the dialog box, click Manage Inputs and Outputs.
The following image shows the options on the Outputs tab in the Input and Output Management dialog box:
The dialog box shows the exception data options that you can configure for one or more status values in rule logic.
The dialog box contains the following options:
  1. 1Add Exception Details.
  2. Indicates whether the expression logic can add exception indicators to records. The option is cleared by default.
  3. 2Output field for status values.
  4. Identifies an output field that the rule specification can use for status values. You can rename the status field in advanced mode.
  5. 3Exception priority field.
  6. The name of the output field that indicates the priority of the data quality issue in the output field. The statement adds the ExceptionPriority field to the output data.
    You can specify one of the following options when you configure the exception indicator:
  7. 4Exception description field.
  8. The name of the output field that describes the data quality issue in the output field. The statement adds the ExceptionDescription field to the output data.