Business Term Governance
Content managers can add rules to ensure that a business term is compliant with the business objectives of the organization. The rule can be specific to the business term, or linked to a policy.
Content managers can create the following rules:
- Rule from policy.
- A content manager can create a rule from a policy if the policy exists in the glossary. The data steward publishes a policy after an approval cycle. A policy document high-level business purpose, process, or protocol that is important to the organization. A policy can govern multiple business terms. Glossary consumers can click a link to view the policy from which the content manager created the rule. When the content manager creates a rule from a policy, the rule intent appears in the business term. The content manager can edit the rule intent in the business term. The rule intent in the policy does not change when the content manager changes the rule intent in the rule.
- Standalone rule.
If the glossary does not contain a policy to describe a business purpose, process, or protocol of the organization, the data steward can define a rule when configuring business term properties. The rule can document business purpose, process, or protocol that is specific to the term. A rule is applicable to the current business term.
Content managers must define a rule intent when they define the rule or policy. Consumers can verify if a business is compliant by viewing the criteria in the rule intent.
To provide technical information about the rule implementation, business analysts or data stewards can link a rule asset to the rule, or create a rule specification and link the rule specification to the rule. The rule specification converts business rule logic to a mapplet in the Model repository. Rule assets contain transformations or business logic.
Rule Intent
A rule intent describes how the organization implements a policy or rule. Describe the criteria that defines how a business term must comply with a policy or rule. Define the rule intent in the policy, or in the rule, while configuring business term properties.
Example 1. Example
Consider a business term "tax ID" in the finance glossary. As a content manager, you want to the tax ID information to be private. Link the privacy policy to the business term and create a rule. If the privacy policy does not exist, create a rule that specifies that the tax ID information must be private. In the rule intent of the policy or rule, define how the tax ID can comply with the privacy policy. You can specify the encryption used to make the term compliant with the privacy policy.
Creating a Rule Specification
Create a rule specification from the business term.
1. Click Open to open the Library workspace.
2. In the Library Navigator, click Assets.
3. In the Assets section select the business term.
4. To edit the business term, click Edit.
Note: You must open a business term that contains a rule in the Rules property in the General section.
5. In the Assets column click the Add icon.
The Design workspace opens.
6. Configure the rule specification properties.
7. Click Save.
For more information about rule specifications, see the Informatica Rule Builder Guide.