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Data Quality Rule Template

A Data Quality Rule Template asset is the business representation of a data quality rule specification. You can use a data quality rule template to create a data quality rule. The actual data quality score of data elements are expressed as Data Quality Rule Occurrences in Data Governance and Catalog. As data quality rules set business expectations, they are often associated with glossary assets such as Business Terms and Metrics.
For example, if your organization processes automobile insurance claims, you would have some predetermined criteria to determine whether the insurance claim of a particular customer qualifies or not. In your data quality tool, the rule might be called ins_claim_check. You can represent this rule in Data Governance and Catalog using the "Eligibility for Insurance Claim" data quality rule template.
When the data quality rule as defined in the rule template is run on data elements, data quality rule occurrences are created. For more information about automatically creating rule occurrences from a rule template, see Data Quality Rule Occurrence.
You can rate a data quality rule template asset to indicate your assessment of the quality of the asset, or add your comments to the asset to provide your inputs on the data present within the asset. This enables different users to collaborate on assets and make collective decisions on using the data. For more information on collaborating on an asset, see the Working with Assets help.
You can view the number of open tickets and overdue tickets. Open tickets indicate the tickets pending in progress to track changes to the data quality rule template. Overdue tickets indicate the tickets beyond due date that require your action. You can also view the lifecycle of the asset to know the particular stage of the lifecycle in the asset workflow.

Overview tab

On the Overview page, you can view basic information about the data quality rule template.
The following table describes the properties of the Overview tab:
Field
Description
Description
Description of the rule template. The size of the field should not exceed 1 MB.
Reference ID
Unique identifier for the rule template.
Dimension
The data quality dimension that applies to the data quality rule that is defined by this rule template.
Default value is Accuracy.
Note: If the default value of the Dimension field that is specified here differs from what is displayed on the Data Governance and Catalog interface, the administrator may have defined a different list of dimensions. For more information about how your administrator can customize the data quality dimensions, see the Administration help in Metadata Command Center.
Measuring Method
Method by which the data quality rule for the rule template is evaluated. The default value is Informatica Cloud Data Quality. You can choose one of the following values:
  • - Business Extract. The rule is measured on data that is exported for a particular business case.
  • - System Function. The rule is measured by a data quality system.
  • - Technical Script. The rule is measured by a script that is manually run by an analyst.
  • - Informatica Cloud Data Quality. The rule is measured by Informatica Cloud Data Quality.
Primary Glossary
Glossary asset that represents the data element on which single port data quality rules in the rule template apply.
Secondary Glossary
Glossary asset that represents the data element on which multi-port data quality rules in the rule template may apply.
Technical Rule Reference
Rule specification in the data quality application that runs on the data elements represented by the Glossary asset in the Primary Glossary field. Click the rule specification to open the rule in the integrated data quality application.
Occurrences
Number of occurrences of data quality rules that are run on the data elements represented by the Glossary asset in the Primary Glossary field.
For example, if the Glossary asset in the Primary Glossary field is linked to a technical asset that contains five data elements, the page will display five rule occurrences.
If you have enabled automation for the rule template, Data Governance and Catalog automatically runs the rule on the linked data elements and generates the corresponding rule occurrences.
Criticality
Criticality of the rule template. The value can be High, Medium, or Low. The default value is Medium.
Automation
Whether automation for the data quality rule is enabled. When enabled, this creates rule occurrences for the data elements that are associated with the primary glossary. After you save the rule template, you cannot unselect the automation option later.
Target
Minimum acceptable data quality value for the asset to be considered "Good". The default value is 90.
Threshold
Minimum acceptable data quality value for the asset to be considered "Acceptable". The default value is 70.
Frequency
Frequency of running the data quality rules in the rule template. The default value is Weekly. You can choose one of the following values:
  • - Daily
  • - Weekly
  • - Monthly
Stakeholders
Users responsible for the rule template or interested in the rule template.
Asset Groups
One or more asset groups assigned to this asset. Asset groups allow users access to a set of assets in the organization.
If your organization administrator has enabled the Manage Access Control privilege for you user role in Administrator, you can assign asset groups to assets.
Data Quality
Data quality scores for the rule template that is generated from a data quality tool.
Created By
User that created the rule template and the date on which it was created.
Updated By
User that last updated the rule template and the date on which it was updated.
For more information about running automated rules on assets, see Run Data Quality Rules on Assets in the Working With Assets help.

Rule Occurrences tab

View all instances of data quality rule runs for the rule template that have been run on data elements.
The Dimensions Latest Scores section shows the data quality score of the rule occurrences for each data quality dimension within the rule. The Rules Against Target section shows the data quality score of the rule occurrences against the defined target.
The following table describes the fields in the Rule Occurrences table:
Field
Description
Name
Name of the rule occurrence.
If the rule occurrence is created from an automated rule template, the term Auto- is prefixed to the name of the rule occurrence.
Dimension
Data quality dimension that applies to the rule occurrence.
Latest Score
Data quality score from the latest rule run.
Date
Data of the rule occurrence.
Total Rows
Total number of rows on which the data quality rule is run.
Failed Rows
Number of failed rows as determined by the data quality rule run.
Primary Data Element
Data element on which the data quality rule is run.
This data element is the input port for the rule in the integrated data quality system. The data quality score is always generated for the primary data element.
Secondary Data Element
Secondary input port for the data quality rule that is run on the Primary Data Element.
Description
Description of the rule occurrence.
On this page, you can search for a specific rule occurrence by using the Search box.

Stakeholders tab

View users that have been designated as stakeholders for the data quality rule template. Stakeholders are authorized users who are responsible for the rule template, and can approve or reject change requests for the template. If your role has permissions, you can add or remove stakeholders on this page.
The following table describes the properties of the Stakeholders tab:
Field
Description
Name
Name of the user or user group.
Role
Role of the user or user group in the organization.
Email
Email address of the user.
Note: This property does not appear for user groups.
User Origin
The origin of the users. For example, when a user logs in using SSO, the value for this field is displayed as SAML.

Tickets tab

View change request tickets that users have created for the rule template.
The following table describes the properties of the Tickets tab:
Field
Description
Name
Name of the ticket.
Description
Description of the ticket.
Type
Type of ticket.
Created On
Date on which the ticket was created.
Created By
User that created the ticket.
Status
Status of the change ticket.
You can filter the list of tickets by selecting available filter options.

History tab

View changes that users have made to the data quality rule template. The History tab provides an audit log that you can use for compliance requirements.
The following table describes the properties of the History tab:
Field
Description
Date
Displays the created and last updated dates of the asset.
Event Type
Displays the type of the event that is performed on the asset:
  • - Asset. Displays changes in the name, description, certification, or the reference ID of the asset.
  • - Relationship. Displays additions, deletions, and the updates of the relationships between the assets.
  • - Stakeholder. Displays additions and deletions of stakeholders to the asset.
Action
Displays the following actions that are performed on the asset:
  • - Create. Displayed if the asset is created.
  • - Updated. Displayed if the asset is updated.
  • - Deleted. Displayed if the asset is deleted.
Current Attributes
Displays the recently changed attributes of the asset.
Previous Attributes
Displays the earlier attributes of the asset.
Changed By
Displays the user who has performed any action on the asset.
Asset Name
Displays the name of the asset.
Asset Path
Displays the origin path of the asset.
Asset Type
Displays the type of the asset.
From Asset Type
Displays the source asset type for which the change is applicable. This is applicable when the event type is Relationship.
To Asset Type
Displays the target asset type for which the change is applicable. This is applicable when the event type is Relationship.