Configure the different elements in the rule specification to represent the data that the business rule applies to and 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 a rule specification for exception management is the rule statement or statements that define an Invalid status value as an action.
1Click New > Rule Specification. Data Quality opens the Rule Specification page.
2On the Definition tab, enter a name for the rule specification.
3 Optionally, enter a description.
Tip: Enter a summary of the underlying business rule as the description.
4Select the location in which to save the rule specification.
5Optionally, select a data quality dimension to represent the type of data quality issue that you want the asset to examine.
6Save 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.
7Select the Configuration tab.
Data Quality displays the configuration workspace for the rule specification. The Configuration tab includes the Design panel and the Properties panel.
8Click the Inputs tab in the Properties panel to add one or more inputs that suit your input data and your project requirements.
Create an input for every column in the input data in which you expect to find the data quality issues.
9On the Properties panel, click the Rule Logic tab to configure a rule statement.
Configure the following elements in the rule statement:
- Input. The rule statement reads the input that you add.
- Operator. The operator specifies the type of comparison operation that a condition performs.
- Condition. A condition is a data operation that a rule statement specifies for the input data values.
- Action. An action specifies the output from a rule statement.
To add exception indicators to the records that the rule statement identifies as exceptions, configure an action with the status value of Invalid. Additionally, define the exception indicators that the rule statement can add to the exception records. Click the + Exception option to access the exception indicator properties.
You can add multiple rule statements to identify exception records.
10Save the rule specification.
Exception data options in basic mode
To add exception indicators to a record, activate the exception indicators in a rule statement that specifies the status value Invalid as an action.
Use the Configure Exception Data dialog box options to define the indicators. To open the dialog box, click the + Exception option beside the action properties.
The following image shows the options on the Configure Exception Data dialog box:
The dialog box contains the following options:
1Add Exception Details.
Indicates whether the rule statement adds exception indicators to records. The option is cleared by default.
The rule statement can add indicators to a record if it assigns Invalid as a status value to the record. You specify the indicators in the Exception priority and Exception description fields.
2Exception priority.
Indicates the priority of the data quality issue that defines the record as an exception. The rule statement adds a field to the output records for the priority indicators.
You can select one of the following options:
- Minor
- Major
- Critical
3Exception description.
Describes the data quality issue that defines the record as an exception. The rule statement adds a field to the output records for the description.
Configure all of the dialog box options if you will use the rule specification in a profiling task from which you create an exception task.
Note: The dialog box does not identify an output field for status values. You activate the output for status values when you configure the Invalid option in the rule statement action.
