Rules

Business users write system-agnostic rules to evaluate data health and measure whether business requirements are met. Rules can be used to evaluate data quality, to document requirement compliance, to indicate that a required manual task has been completed or for many other purposes.

Technical users can further define the rule using the rule’s associated enforcements, which include the system where the rule is executed and specifications (i.e., technical requirements).

Rules can be assigned to policies, though this is not required.

All rules must be associated with a subject area, which assists in the categorization of rules and provides a means of applying security profiles to all rules pertaining to a specific subject area. Refer to the following articles for more information on subject areas and security profiles:

• Subject Areas

• Security Profiles

Note

Rules used in Quality are configured with enforcements and implementations. Refer to Configure Assets for Data Quality for more information.

Create a Rule

To create a rule:

1. Verify you’re in the Catalog module of the Syniti Knowledge Platform.

   Or

   Select Catalog from the Home menu to navigate to the Catalog module of the Syniti Knowledge Platform.

2. Click the Create asset icon on the Site menu.

3. Select Rule.

For details about a specific field, hover over the Help icon.

For more information about rules, click the Page help icon on the Site menu.

The rule is a draft version in Unpublished status after it has been saved. It must be sent for review before it can be published. Refer to Work with Asset Versions and Publishing for more information.

After the rule has been created, on the Rule detail page, you can do the following:

• Add Enforcements

• Improve the rule using a Syntax score. Refer to page-level help on the Syntax tab for more information.

• Add a subject matter expert (SME)

• Add External References to Assets

• Comment on an Asset

• Apply Categories to Assets

Edit a Rule

To edit a rule:

1. Search for the rule.

2. Open the Rule detail page.

3. Click the More actions icon in the upper right.

4. Select Edit.

For details about a specific field, hover over the Help icon.

For more information about rules, click the Page help icon on the Site menu.

Delete a Rule

Note

If you have permission to edit the asset, you can delete it, whether it has been published, is in review status, or is in unpublished status. All published versions and the unpublished version of the asset are deleted, and this action cannot be undone.

Note

When you delete a rule that is configured to calculate data quality scores, any associated enforcements and implementations are also deleted, and the data quality score is recalculated for any assets that are related to the rule.

To delete a rule:

1. Search for the rule.

2. Open the Rule detail page.

3. Click the More actions icon in the upper right.

4. Select Delete.

Use Bulk Edit to Apply Edits to Multiple Assets

With Bulk Edit, you can filter a list of assets on the Search Results page to be updated with values that you select including:

• Owner

• SMEs/Stakeholders

• Categories and values