Created by pieter, last modified by tessa.

haentjens on Aug 24, 2015

Body of Knowledge : Governance Assets 12/11/22, 12:50 PM
Governance Asset
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Governance Asset is (the unique name for) an Asset Type of which the instance assets (and all instances instantiating its subtypes) pertain to the business strategic org

For example:

'Policy' and Rule' are the names of asset types; both being subtypes of 'Governance Asset'.

'Change of Address in the US' is the name of an asset of type 'Policy', and therefore also of type 'Governance Asset'.

'Business Term' is an asset type which is not a subtype of 'Governance Asset' as it does not pertain to the same part of the business organization (instead it is a su
Business Asset).

Attachments:

Sample spreadsheet with policies, data quality rules and measurements.

Quick references:

What is a Policy?
What is a Business Rule?
What is a Data Quality Rule?

This section gives an overview of the Governance Asset Types that come out of the box with the Data Governance Center 4.6. If you are logged in as a user with sysad
you can browse this part of the Operating Model by going to the Settings menu, and then choose Assignment in the Attributes pane.

The out-of-the-box operating model provides the following Governance Asset Types:

Policy
Rule

Business Rule
Data Quality Rule

These Asset Types are by default grouped in a special Domain Type, i.e. a "Governance Asset Domain".

Following diagram shows the default relation types that should set up your Policy- and Rule-driven traceability.

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Body of Knowledge : Governance Assets 12/11/22, 12:50 PM

Following is an example of the default attributes for a Policy "High quality rating attributes".

An excerpt of the Policy's Traceability diagram is as follows.

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Body of Knowledge : Governance Assets 12/11/22, 12:50 PM

What is a Policy?
Definition and Example
Definition
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A Policy puts into operation those data management principles that have been agreed upon by the Data Governance Council. A Policy consists of the clear guidelines th
applied by relevant actors within the organization to achieve the desired direction of metadata management. A Policy is usually further described in terms of implementing
rules.

Imagine that Global Value Creative Inc. (our running example) is transforming its product and service offering model. In this context, it is crucial for them to be able to mea
growth of their customer base within this new business model. Customer growth is obviously a key business driver. Hence, monitoring the growth of customer base is a ke
Policy.

To measure this Policy, a number of Business Rules have to be put in place and governed as well. The rules implement - hence have semantic relationships - with the P

Recall that Global Value Creative Inc. established a "Working group on rules and policies" Community.

The "Customer Rules and Policies " Domain consists of three Policies which implement in total six Business Rules.

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Body of Knowledge : Governance Assets 12/11/22, 12:50 PM

What is a Business Rule?

Definition and Example
Definition
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A Business Rule is a rule of an organization that defines or constrains some aspect of business and always resolves to either true or false. Business Rules are intended
business structure or to control or influence the behavior of the business - hence drive data governance operations. Business Rules may apply to people, processes, cor
behavior and computing systems. Business Rules are put in place to help the organization achieve its Policies.

For example a business rule might state that no credit check is to be performed on return customers. Other examples of business rules include requiring a rental agent to
rental tenant if their credit rating is too low, or requiring company agents to use a list of preferred suppliers and supply schedules. Note that a Business Rule is qualitative
conditions "too low" and "preferred" for the two above examples are qualitative. To know the quantitative meaning of "too low", we have to further decompose a Business
one or more Data Quality Rules.

If we click on the Business Rule "update mail information conform business process", we arrive at its page and can see its attributes and other assets it is related to.

We can see that this Business Rule also implements a second Policy related to "Change of address outside the US". Moreover, it shows an "applies to" relation with the
Business Term "Customer" in the "Customer Domain" Domain. The traceability diagram reveils this visually.

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 What is a Data Quality Rule?
Body of Knowledge : Governance Assets 12/11/22, 12:50 PM
Definition and Example
Definition
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A Data Quality Rule defines how a Business Rule can be implemented in the context of an information system. More precisely a Data Quality Rule predicate quantitativ
defines how the conditions of a Business Rule can be met.

The following screenshot shows the six Business Rules that implement our three Policies in the "Customer Rules and Policies" Domain. The table view shows for each
Business Rule,how it has been implemented in terms of Data Quality Rules, and to which Business Term it applies to.

Collibra Dashboard Ricinacc Rererence Data

DataGovernanceCenter Glossary Stewardship

Browser IGlobalValueCreativeInc.WorkingGrouponRulesandPolicies @Casseh

CustomerRulesandPolicies
Type:GovernanceAssetDomain

RequestNewAccount SunchronizewithTechnicalRepositories dRExnort

Assets
Description
EOurDefault Thereiscurrentlynodescrintion.

Moro.

OurDefaultv MResetISave

Responsibilities

IrHierarchv

Tasks Name Description Implementedby Appliesto Cratie Type

~HichOualityRainaAttributoc Ratingattributesshouldhavehiandataqualitvbecausewedetermin..
Policy

GenderValidation(Customer)X
CustomercanonlvheMaleorFemale Thepremiumisbasedonacustomerbeingeithermaleorfemale Customerx Candidate RucinessRule
CondorValidation(Customar)

DatoofRirthVerification(Customer)
Customershouldbeatleast16vearsofage Acustomer'shirthdavshould.atanvtime.hepaualtoorareaterthe customer Candidate RusinessRule

ConglomorateCustomershouldhaveaSICorNAICScode ConalsmorateCustomerx Candidate BusinessRule

yChangeofAddressoutsideoftheUS ThePostalServicerenuireshulkmailerstoimprovetheaccuracvof+ Candidate Policy

UdateInr toncoorusinessrocess Candidate BusinessRule

~ChanneofAddressintheUS ApprovalPendina Policy

StateCodeinformationshouldbestoredasSO3ettercodes FinanceusesasuhsetoftheIS02lettercodestostoreCustomerSta Candidato RusinessRule

CustomorM Candidate BusinessRule

9assets

If we browse to the "Customer Data Quality rules" Domain, we can see the set of Data Quality (a.k.a. Data Profiling) Rules. This is shown by the following screenshot.
for each Data Quality Rule its predicate.

*Collibra Dashboard Business

LP
Reference
钱
Data
州
Settings Account
DataGovernanceCenter Glossary Data Stewardship

Browser|GlobalValueCreativeInc.WorkingGrouponRulesandPolicies QSearch.

CustomerDataQualityRules
Type:GovernanceAssetDomain
EditTITDelete RequestNewAccount SynchronizewithTechnicalRepositories EImportRDiscoverEExport

Assets Description
+Add
Thereiscurrentlynodescription.
[Customer Edit
Ruleswith
Predicates

More… CustomerRuleswithPredicates ESave

Responsibilities Hierarchy AExport Filter

Name Description Q Predicate

Snapshots

CountryValidation(Customer) Countryneedstobewithinthelistofallowedvalues LOOKUP(Country,14,1)

Tasks DateofBirthVerification(Customer)

EmailValidation(Customer) Emailaddressneedstohavetherightformatting EmailNOTLIKE"*@@*ANDEmailNOTLIKE"*..**

GenderValidation(Customer) GENDERIN("M"or"F")

SICCode(Customer) Siccodeismandatory sic<>

SICCodeValidation(Customer) Siccodeneedstobeintheallowedvalues LOOKUP(Sic,12,1)

StateValidation STATEIN("*,'",...)

For example, following screenshot shows the Business Rule "Customer can only be male or female". The condition "male or female" is qualitative. How to evaluate it dep
the information system of database. Therefore, this Business Rule is implemented by a Data Quality Rule "Gender Validation (Customer)". The condition "male or fema
quantified in terms of the predicate "GENDER IN ('M' or 'F')". The predicate format is usually specific to the data quality profiling tool's rule syntax.

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 male or female", the latter which implements the Policy "High quality rating attributes".

Body of Knowledge : Governance Assets 12/11/22, 12:50 PM

One of these Data Profiling Rules to check the formatting of email addresses is defined as follows. Attributes such as rows failed and rows passed were loaded from a d
profiling tool.

Attachments:
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Body of Knowledge : Governance Assets 12/11/22, 12:50 PM
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Sample Data Quality Rules.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)

Document generated by Confluence on May 05, 2017 14:50

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