A Process asset allows you to document important business activities so that the activity can be contextualized through relationships. These activities allow business users to record the key reasons on why they consume data. Processes are typically structured as a parent process using the recognized name of the activity, with a series of child process steps that explain the key stages involved in executing that activity. Each individual process object can have its own set of relationships to explain key metadata associations.
For example, you can create a process asset called "New Employee Orientation" in Data Governance and Catalog and provide the path to the NEO.ppt file. The asset now applies business context to the file and enables you to perform governance activities on the process.
You can rate a process 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 process. Overdue tickets indicate the tickets beyond due date that require your action. You can also view the lifecycle of the process 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 process.
The following table describes the properties of the Overview page:
Field
Description
Parent
Another process under which the open process hierarchically fits.
Description
Description of the process. The size of the field should not exceed 1 MB.
Reference ID
Unique identifier for the process.
Duration
Duration required for the process, expressed in date and time.
Process Type
Type of the process.
You can choose from one of the following process types:
- Process. An entire process.
- Step. A particular step in a process.
- Control. An intermediate option within a process that determines the direction of the subsequent steps.
Step Type
Choose whether you are creating the starting step of a process, the ending step of a process, or a common step across the process.
Stakeholders
Users responsible for the process or interested in the process.
Asset Groups
One or more asset groups assigned to this asset. Asset groups allow users access to a set of assets in the organization.
You can assign asset groups to an asset if your organization administrator has granted you the Manage Access permission on the asset through access policies in Metadata Command Center.
Created By
User that created the process and the date on which it was created.
Updated By
User that last updated the process and the date on which it was updated.
If the organization administrator has configured custom fields for the Process asset type, you can see the fields on the Overview tab of the asset.
Hierarchy tab
See assets that users have specified as child assets of the process. Click the expand icon to view hierarchical child assets of the process. Click a child asset to open the asset on a new page.
The following table describes the properties of the Hierarchy tab:
Field
Description
Name
Name of the child asset.
Asset Type
Type of the child asset
Description
Description of the child asset.
Relationships tab
On this page, you can switch between grid view or graph view to view all the relationships that the process has with other business assets. Create relationships with other business assets if they can be used together to make business or governance decisions.
The following table describes the fields that appear in the grid view on the Relationships page:
Field
Description
Name
Name of the related asset.
Type
Type of the related asset.
How It Is Related
Relationship between the related assets and the process asset that you have opened.
Displays the name of the corresponding related assets. Hover the mouse over the arrows of different colors to see if the relationship is direct, indirect, inbound, or outbound.
Hierarchy
Hierarchical path of the asset.
Note: This column is hidden by default. To display the column, right-click on the column header and select Hierarchy.
You can perform the following activities on the Relationships page:
•Click the Filters icon on the top of the page to apply filters to narrow the list of relationships. You can apply filters such as asset type to view related assets of a specific type, direction to view related assets of a particular origin, lifecycle to view assets in a particular stage of the lifecycle, relationship type to view assets that are directly or indirectly connected to the process, or relationship label.
The direction of the asset can be inbound or outbound. The relationship created from the process to the related asset is called an outbound relationship. The relationship created from the related asset to the process is called an inbound relationship.
•Search for a related asset using the Search box.
•Click the Add icon to add a new related asset, or the Delete icon to delete an existing related asset.
Note: You can delete only outbound direct related assets.
Relationship example
The following image shows a sample asset and the different types of relationships with other assets:
In the image, the business term 'Delivery Cost' is the open asset. The Relationships tab shows the grid view of all the assets related to 'Delivery Cost'.
1The highlighted policy asset 'Gov Policy 01' is related to the open asset through an inbound relationship, which is indicated by the orange arrow pointing to the left direction. This indicates that the relationship between the business term 'Delivery Cost' and the policy 'Gov Policy 01' originated in the policy asset 'Gov Policy 01'. The relationship type 'is Regulating' indicates that the policy asset is regulating the business term.
2The highlighted system asset 'Customer Call Analysis Reports' is related to the open asset through an outbound relationship, which is indicated by the blue arrow pointing to the right direction. This indicates that the relationship between the business term 'Delivery Cost' and the system 'Customer Call Analysis Reports' originated in the business term 'Delivery Cost'. The relationship type 'is a Strategic Source for' indicates that the business term is the preferred or recommended source of data for the system asset.
Process Map tab
View a visual representation of a process flow. The system generates a process map only if a process asset has a parent-child relationship with another process asset. The direction of the process flow is determined by the is Predecessor to relationship between the process assets.
The following image shows the process map for a process asset:
Process map navigation options
The following image shows the process map options available on the Process Map tab:
1Find. Find assets within the process map by name or ref ID.
2Overlays. Adds business context for the assets in the process map. The Overlays menu appears.
By default, a process map displays only the related parent processes or the related child processes. To view the processes that have only an 'is Predecessor to' relationship with the selected process but don't have a parent-child relationship with the process, you can select the Adjacent Process overlay from the Overlays menu.
3Full Screen. Displays the process map in such a manner that it occupies your entire display screen.
4Export. Exports the process map.
5Show Preview. Displays a preview of the selected process asset.
The following image shows the navigation options available on the Process Map tab:
1Zoom Out. Adjusts the process map to provide a wider view of the process flow.
2Zoom In. Adjusts the process map to allow you to focus on a particular aspect of the process flow.
3Fit To Screen. Resizes the process map according to the resolution of your browser window.
4Reset View. Resets the process map to its default state.
5Overview. Provides an overview of the process map.
6Legend. Allows you to identify the different components of a process map including the direction of the process flow.
Data Quality tab
View aggregate and individual data quality scores for the data elements that are related to the process.
The Dimensions Latest Scores section shows the data quality score of the process for each data quality dimension. The Rules Against Target section shows the data quality score of the process against the defined target, which is the minimum acceptable data quality value for the asset to be considered "Good".
The Rule Occurrences panel lists all instances of data quality rules that are associated with the asset. The following table describes the properties of the Rule Occurrences panel:
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 for which the data quality rule is run.
Latest Score
Aggregate score from the latest rule run.
Date
Date of the latest rule run.
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
Asset for which the data quality rule is run.
Secondary Data Element
Data element within the asset specified in the Primary Data Element field on which the data quality rule is run.
Description
Description of the rule occurrence.
Related Rule Template
Rule template for which the rule is run.
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 process. Stakeholders are authorized users who are responsible for the process, and can approve or reject change requests for the process. If your role has permissions, you can add or remove stakeholders on this page.
The following table describes the properties of the Stakeholders page:
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 process.
The following table describes the properties of the Tickets page:
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 process. The History page provides an audit log that you can use for compliance requirements.
The following table describes the properties of the History page:
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.
