Associate business names and descriptions with technical assets
For better governance of technical assets, a business user must ensure that technical assets have meaningful business names and descriptions that are user-friendly and easily discoverable. Business names make the technical asset meaningful, readable, and identifiable.
You can enable automatic assignment of business names and descriptions to technical assets, or you can manually add business names to technical assets.
The following guidelines apply if you want to associate business names and descriptions to technical assets:
•The associated business name can be a glossary business term or a glossary metric asset.
•The technical asset for which you want to assign a business name should be a data element or a technical data set.
•The glossary asset that you curate should be in the Published lifecycle stage.
•You can curate glossary recommendations if your organization administrator grants you the Read permission on the business glossary assets and the Update permission on technical assets through access policies in Metadata Command Center.
•If both the business term and the metric are associated with the same data set or data element from a catalog source and you decline the business name recommendation from either the business term or the metric, the business name disappears from the technical asset.
•If you edit the business name, change the description, and decline the automatically associated business term or metric, the business name and description do not disappear.
The following image shows a technical asset with an automatically assigned business name:
Automatically assign business names and descriptions
To automatically assign business names and descriptions to technical assets, your organization administrator must enable the Glossary Association capability for the catalog source in Metadata Command Center, select the Enable Auto-Acceptance option, and specify the confidence score based on which the glossary assets are either automatically accepted or recommended for the technical assets.
In Metadata Command Center, you can also specify whether you want to assign business names and descriptions only to the assets that don't already have them or to all assets. If you choose the latter option, the system overwrites the existing business names and descriptions. By default, the system assigns business names only to the assets that don't already have them. For more information about the glossary association configuration settings, see the Administration help in Metadata Command Center.
When you open the Overview tab for a technical asset in the catalog source in Data Governance and Catalog, all glossary assets that match or exceed the specified confidence score are automatically accepted and appear in the Accepted list.
The name and description of the accepted glossary asset is automatically assigned to the technical asset. This assignment is automatic, and you don't need to do anything. If there are several automatically accepted glossary assets with the same confidence score, the first asset in the alphabetical order is assigned as the business name and description of the technical asset.
Manually assign business names and descriptions
You can manually assign business names specific to your organization and descriptions to technical assets in Data Governance and Catalog. To do this, you can either directly modify a technical asset or manually assign a business name and description while associating glossary assets with the technical asset. For more information about how you can associate glossaries with technical assets, see Curate glossaries for technical assets.
To assign a business name directly to a technical asset, open the technical asset and click the edit icon next to the name of the asset on the header of the page.
The following image shows the edit icon next to the name of the column on the header of the column asset page:
In the Edit Business Name dialog box, use one of the following options to assign a business name to the technical asset:
•Type or use CLAIRE to generate a business name. Select this option to add your own business name. You can manually enter a business name or leverage CLAIRE® to generate a business name. To use CLAIRE® to generate a business name, click the Generate with CLAIRE icon. You can specify the industry context in which you want CLAIRE® to generate the business name, and also specify the length of the generated name.
•Select from accepted glossaries. Select this option to use the name of a glossary asset that is already associated with the technical asset.
- Link asset to the associated reference data. Link the technical asset to the reference data that is associated with the selected glossary. You can view and associate reference data from Reference 360 with business terms and metrics.
- Select Attribute. Select one code list attribute to associate with the technical asset.
The following image shows the Edit Business Name dialog box:
To add a description to a technical asset, open the technical asset and click the edit icon in the Description section. You can manually enter a description or leverage CLAIRE® to generate a description. To use CLAIRE® to generate a description, click the Generate with CLAIRE icon. You can specify the industry context in which you want CLAIRE® to generate the description, and also specify the length of the generated description.
The following image shows the Description section of a technical asset:
You can also generate business names and descriptions for multiple data elements of a technical data set at once. To add business names and descriptions simultaneously to multiple data elements, perform the following steps:
1Open the Contains tab of a technical data set.
2Select the data elements to which you want to add business names and descriptions.
3In the Action menu for the selected data elements, click Generate Text.
4In the Generate Text dialog box, specify whether you want to generate a business name or description. You can also specify the industry context in which you want CLAIRE® to generate the description, and also specify the length of the generated description.
5The Business Name and Desctiption columns display CLAIRE's recommendations.
6To accept CLAIRE's recommendations for business names, select the Accept Recommendations > Business Names option in the Action Menu. To accept CLAIRE's recommendations for descriptions, select the Accept Recommendations > Descriptions option in the Action Menu.
7To decline CLAIRE's recommendations for business names, select the Decline Recommendations > Business Names option in the Action Menu. To accept CLAIRE's recommendations for descriptions, select the Accept Recommendations > Descriptions option in the Action Menu.
You can generate business names and descriptions simultaneously for a maximum of 20 data elements.
The following image shows the Contains tab of a technical asset:
