Glossary Assets
Business terms, categories, and policies are Glossary assets that data stewards create in glossaries to document business data for Glossary consumers. Assets and their relationships form the structure of a glossary. Each type of asset has a specific purpose. You can assign a data steward, stakeholder, and owner to each asset.
Categories
A category is a descriptive classification of business terms and policies. Glossary consumers can browse categories in the Library workspace to view business terms and policies associated with the category.
Use categories to define a structure for the glossary. As a content manager, identify categories that will help glossary consumers look up content easily. The data steward links categories to business terms or policies when defining the business term or policy.
Policies
Policies define the business purpose, process, or protocol that govern business practices that are related to business terms. Glossary consumers can view policies when they browse the glossary. Glossary consumers can open policies linked to a business term when they view the term to understand the business process or protocol that governs the term.
Create the policy before you define business terms. You link a policy to the term when you configure the term. When you define the policy, you can specify compliance criteria in the rule intent property. Glossary consumers understand the parameters that measure the compliance of business terms when they read the rule intent.
Business Terms
A business term is a word or phrase that uses business language to define relevant concepts for business users in an organization. A business term contains properties such as name, description, and usage. Glossary consumers understand business concepts, requirements, and definitions from the information in the business term.
Content managers can provide basic or complex information in the business term. Simple properties are name, description, and context. Business terms can also contain default and custom relationships to other terms. Glossary consumers can click a link to open related business terms or policies that you link to the business term.
Business analysts who manage data assets and rule assets can link to business concepts or business language defined by a business term. Business users such as auditors can see linked assets to understand the location where data resides or technical implementation of rules defined in the business term.
Creating an Asset
Content managers create assets, such as business terms, policies, or categories, in the Glossary workspace. Configure the asset properties when you create an asset.
1. From the New menu, select the asset.
The business term, category, or policy panel opens in the Glossary workspace.
2. Configure the properties to create the asset.
Note: If you want to customize the property names, contact the glossary administrator. The glossary administrator can modify the Glossary asset template.
3. Choose to save the asset.
- - To save the current configuration and continue the task later, click Save and Continue. The Analyst tool creates the asset with the current information that you have entered and displays the asset in edit mode.
- - To complete the task, choose Save and Finish. The Analyst tool creates a draft asset and displays the asset in read-only mode.