Policy Properties
A policy defines the business purpose, process, or protocol that governs business practices that are related to business terms.
Policies contain properties in the following sections:
- General
- Contains global properties, such as name, categories, and description.
- Status
- Contains properties about the current status and phase of the policy. The policy is visible to Glossary consumers based on the status that you set. The phase changes based on the policy lifecycle.
- People
- Contains policy properties to identify content managers.
- Activity
- Contains properties to track activity, such as history and comments.
The Activity section is visible when you open a policy.
General Properties
The General section contains global policy properties, such as name categories, and description.
Policies contain the following properties in the General section:
- Name
- The policy name.
- Categories
- A descriptive classification of the policy.
- For example, there is a policy that defines the "Privacy Act of 1974" and a policy that defines the "Electronic Communications Privacy Act." Classify the policies under a category called "data usage laws."
- Description
- The purpose of the policy.
- For example, the purpose of the policy, "Privacy," is to protect the privacy of customer data.
- Rule Intent
- Information that explains how the organization implements the policy.
For example, the rule intent for the privacy policy can have rules to mask customer data. The rules to mask customer data are to implement the privacy policy.
- Governs
- A read-only property that lists one or more business terms that the policy applies to.
For example, the confidentiality policy applies to terms such as salary and annual appraisal.
Status Properties
The Status section contains properties about the current status and phase of the policy. The policy is visible to glossary consumers based on the status that you set. The phase changes based on the policy lifecycle. The current status and phase is applicable for the current revision of the policy.
Policies contain the following properties in the Status section:
- Status
- The current status of the policy.
A policy can have one of the following statuses:
- - Active. Indicates that the policy is valid for the organization. All Business Glossary users can see the policy.
- - Inactive. Indicates that the policy is not visible to the glossary consumers. Set the status to inactive if the policy is no longer valid for the organization or not ready for glossary consumers to view.
- Phase
- The current phase of the policy. The value of this property changes when the data steward defines, proposes, rejects, or publishes the policy.
A policy can exist in one of the following phases:
- - Draft. Indicates that the data steward created the policy.
- - In Review. Indicates that the data steward proposed a review by the stakeholder.
- - Rejected. Indicates that the stakeholder reviewed and rejected the policy.
- - Published. Indicates that the data steward published the policy.
Glossary consumers can see published policies that are active.
People Properties
The People section contains policy properties to identify content managers.
Policies contain the following properties in the People section:
- Owner
- The policy owner.
- Data Steward
- The user who manages the policy.
- Stakeholders
- One or more users who participate in the approval process before the data steward publishes the policy.
Activity Properties
The Activity section contains properties to track activity.
The Activity section is visible when you open a policy.
Policies contain the following properties in the Activity section:
- View History
- Displays the history of tasks such as import, publish, or revise performed on the current policy.
- Comments
- Displays the comments for the current policy.
Creating an Asset