Business assets allow you to describe why you use the data, where you use the data, and how you use the data to make business decisions. Business assets provide context to your data using relationships with other business assets and by using simpler representations of technical data.
The following example image shows a Policy business asset:
For more information about business assets, see the Understanding Business Assets help.
Creating assets and assigning stakeholders
Assets in Data Governance and Catalog represent data elements in your data stores. Create an asset and enter properties that add technical or business context to the data elements.
The following prerequisites apply if you want to create assets and add stakeholders for business or technical assets:
•To create an asset, the organization administrator must grant you the Create permission for the asset through access policies in Metadata Command Center.
•To assign stakeholders on an asset, the organization administrator must grant you the Manage Access permission on the asset through access policies in Metadata Command Center.
•To assign a user role, the organization administrator must create a corresponding stakeholder role in Metadata Command Center.
For more information about the available privileges and privileges that the organization administrator can enable, see Manage access to assets.
1To create an asset, go to the Home page, and click New.
2In the New dialog box, select the asset type that you want to create.
3On the new asset page, enter the mandatory properties of the asset. For more information about the asset properties for each asset type, see the Understanding Business Assets help.
Field
Description
Name
Required. Name of the asset.
Parent
Optional. The parent asset for the open asset. Click the action menu to select the parent asset. The Parent dialog box displays only the asset types that are applicable to be added as a parent for the open asset. For more information, see the Parent-child relationships topic in the Asset Discovery help.
Description
Optional. Description of the asset. You can also add images that are less than 1 MB.
When you create a Glossary asset, 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.
Note: CLAIRE uses the asset name to formulate a description. Before you can use CLAIRE to generate a description, ensure that you specify a name for the asset.
For more information about Glossary assets, see the Understanding Business Assets help.
Reference ID
Optional. Unique identifier that you can provide for the asset. If you do not provide the reference ID, the system automatically generates a reference ID for the business asset. For more information on reference ID for business assets, see Working with reference IDs for business assets.
Alias Names
Optional. Alternative name for the asset. Enter synonyms of the asset that are commonly used in your organization.
4To assign stakeholders to the asset, click the add icon in the Stakeholders section. This opens a dialog box.
5In the dialog box, select a role, and then select the users or user groups that you want to add as stakeholders to the asset. Click OK.
6Click Create.
7If the organization administrator has granted your user role with the required privileges to create or modify assets, the asset is created in the Draft state. Click Submit to start the workflow defined for the asset.
The system creates a ticket for the asset and notifies the stakeholders. For more information about workflow approvals, see Workflows and tickets.
Working with reference IDs for business assets
The reference ID is a unique identifier assigned to every business asset. It comprises of a prefix, a separator, and a value. For example, a policy asset can have the reference ID 'POLIC-123'. Here, 'POLIC' is the prefix, '123' is the unique policy value, and the hyphen '-' is the separator.
For each business asset type, the prefix values are pre-configured and provided by default in Metadata Command Center. If you want to modify the prefix value for any asset type, the organization administrator must assign the Manage System Settings feature privilege to your user role for the Metadata Command Center service in Administrator.
For more information on prefix values for business asset reference IDs, see the Administration help module in Metadata Command Center.
Enter your own reference ID
If you are a data owner or a business user, then you can create or modify an asset. The Reference ID field is optional. You can choose to specify a reference ID or leave the field blank. If you specify a reference ID, do not enter the prefix defined in Metadata Command Center. The prefix is reserved for reference IDs that are automatically assigned to assets. You can instead enter any combination of alphanumeric or special characters. To quickly check the prefix that is defined, click the tooltip of the Reference ID field.
For example, if the prefix for Policy assets is defined as 'POLIC' in Metadata Command Center, do not enter POLIC-20 as the reference ID. Instead, you can enter POL-20 , PolicyHR or Pol20 as the reference ID. The system will save your reference ID correctly.
Automatically assign a reference ID
The reference ID is an optional field. If you do not specify a reference ID when you create or modify an asset, Data Governance and Catalog automatically assigns a reference ID according to the prefix defined in Metadata Command Center.
For example, if you leave the Reference ID field blank for a Policy asset, the system might automatically assign the 'POLIC-21' reference ID to the asset.
Modify a reference ID
To modify a user-provided reference ID or auto-generated reference ID, open the asset page, go to the Overview tab and edit the reference ID on the Attributes pane. After modifying the reference ID, save the changes.
Reference ID for bulk imported assets
The same guidelines apply for bulk imported assets. If you choose to specify a reference ID in a bulk import template, do not enter the prefix defined in Metadata Command Center. If you leave the Reference ID column blank for an asset, the system will assign a reference ID automatically.
Manual data element
A manual data element is the business representation of data that may not be available in the catalog but is essential to capture for governance purposes in your organization.
A manual data element represents a data element that the business understands or consumes which may not directly translate to a technical data element. Manual data elements are not found in catalog sources and, therefore, their metadata is not extracted.
If you are a business user, you can manually create a data element within a data set. A data set can either have technical data elements or manual data elements or a combination of both. Although a manual data element is a type of business asset, it exists in a business data set and not as a standalone business asset. You can associate a manual data element with one business data set only.
If you want to create a large number of manual data elements, consider creating a custom catalog source for all the manual data elements in Metadata Command Center and scan the catalog source. You can also create a manual data element through API and bulk upload.
You can create a manual lineage between the manual data element and other assets to visually represent the complete flow of data between catalogued and non-catalogued assets. For more information about manual lineage, see the Lineage types topic in the Asset Discovery help.
Creating a manual data element
Create a manual data element that represents a data that may not be available in the catalog but is essential to capture for governance purposes in your organization. Enter properties that add technical or business context to the manual data element.
To create a manual data element in a business data set, perform the following steps:
1Open a business data set in Data Governance and Catalog.
2Select the Contains tab, and click the Add icon. Select Create Manual Data Element option.
The New Manual Data Element dialog box opens.
3Enter all the mandatory field values, and click Create.
You have successfully created a manual data element.
Note: You cannot create a manual data element with the same name within a single data set. However, you can create a manual data element with the same name across different data sets.
4Go back to the business data set, select the Contains tab, and click the Refresh icon.
The manual data element that you created appears along with other technical data elements in the business data set.
Note: You cannot add stakeholders for a manual data element. Stakeholders are automatically inherited from the parent data set.
Associating reference data with business terms or metrics
You can view and associate reference data from Reference 360 with business terms and metrics. You can browse available reference data sets, and view attributes of the sample code values. From the asset, you can also navigate to Reference 360 to view more code values.
You can assign reference data only if you are a stakeholder of the asset.
To associate reference data from Reference 360 to a business term or a metric, perform the following steps:
1Open the asset, and go to the Reference Data tab.
2Click Add Reference Data. The Select Reference Data dialog box appears. Optionally, you can also add reference data from the Reference Data panel of the Overview page.
3From the Select Code List tab, select the code list that you want to associate with your business term or metric and click Next.
4From the Select Attributetab, select the attributes of the code values you want to associate with business term or metric.
5Click Finish.
The first 50 code values from the code list is displayed in the Reference Data tab. You can navigate to Reference 360 to view the complete list of code values.
To associate a different reference data that is more suitable with the asset that is opened, click Change Reference Data.
To remove the associated reference data, click the Remove associated reference data icon.
Associating reference data with manual data elements
You can view and associate reference data from Reference 360 with manual data elements. You can associate the manual data element with a new reference data or link the manual data element to a glossary that is already associated with reference data.
You can assign reference data only if you are a stakeholder of the asset.
To associate reference data from Reference 360 to a manual data element, perform the following steps:
1Open the manual data element, and go to the Reference Data tab.
2Click Add Reference Data. The Select Reference Data dialog box appears.
3From the Select Attributetab, select the attributes you want to associate the manual data element.
4Click Save.
5If you selected New reference data, from the Select Code list section, select a code list you want to associate with your manual data element and click Next.
You can view additional information of the selected code list.
6From the Select Attribute tab, select the attributes you want to view in the Reference Data tab and click Finish.
The Reference Data tab displays the first 50 code values.
To view the complete list of code values, click Reference 360 beside the data set name to navigate to Reference 360.
To associate a different reference data that is more suitable with the asset that is opened, click Switch Reference Dataset.
To remove the associated reference data, click the Remove associated reference data icon.
