Creating a New business glossary Entity

You can add a new entity to the business glossary by these methods:
  • Creating a new entity from the scratch
  • Copying details of an existing entity
  • Importing an entity
Note: This task is performed by Data Stewardship.
  1. On the Spectrum Discovery menu bar, click Define Glossary > Glossary Entity.
  2. Use one of these methods, as needed.
    1. To create a new entity from the scratch, click the Create new entity icon .
    2. To use an existing entity as the base of a new entity, select the entity from the list of entities displayed on the page, and click the Copy Entity icon .
    3. To import an entity, see Importing Glossary Entities.
  3. On the page that is displayed, specify the Basic Information and Properties of the entity.
    Fields Description
    Basic Information
    Image Displays as default image. To update it with another appropriate image, click Update link, select the required image, and click OK.
    Name Enter a name for the entity. Example: Customer.
    Note: This is a mandatory detail.
    Description Describe the entity
    Tags Specify a tag for the entity. You can select one from the existing list or create a new tag. Tags are useful in categorizing the entity. For example, Retail, Banking, Customer Data.
    Data Quality Policy Provide a link to the data quality policy document.
    Business Rule(s) Specify the description of rules you want to associate with this entity. In case of multiple rules, use line separation.

    Example

    Customer Entity should have a PartyID which should be unique, it should not be null

    SSN should have proper format with 11 characters, such as AAA-GG-SSSS
    Properties: Entering at least one property is mandatory for creating the entity.
    Name Enter the name of the property you are defining for the glossary entity. For example, if the entity is Customer, the property names can be Customer Name, Address Type, Age.
    Note: You can define multiple properties for an entity.
    Description Describe the property.
    Business Rule(s) Describe the business rules that can be associated with this property. The rules you write here can act as a suggestion to the business user working on this entity downstream, such as the user creating scorecards on models that use this glossary entity.
    Example:
    1. The Customer Data glossary entity has a property called ID. In the Business Rules(s) of this property, you specify: ID can't be null.
    2. You create a model called Customer Demography using this glossary entity.
    3. You are configuring rules to assess and monitor the quality of data in the Customer Demography model. When you start building the rule, the business rule ID can't be null will be displayed, giving you a hint on how to ensure data integrity in the model.

      Note: For more details, see Configuring scorecard.
      Note: If you change the property name during modeling, the business rule specified here will not be displayed when you configure score card rules.
    Type Select the data type or semantic type for the property. Semantic type can be flat or hierarchical based on how it is defined. For example, Address can be hierarchical, with AddressLine1, AddressLine2, City, State, Country, and PostalCode defined under it.
    To view the components of a hierarchical semantic type, click the arrow on the extreme left side of the Properties section. The details displayed are: Name, Description, and Data Type of all the components.
    Note: The semantic types displayed in the dropdown are the ones defined using the Add Semantic Type page. See details here: Creating a Semantic Type.
  4. To save the entity as a draft, click Save.
    The entity is saved and displayed on the page listing the Business Glossary entities, with the Status as Draft.
  5. To send the entry for review and approval, click Publish.
    Note: If no approval flow is defined, the entity will get published directly.
    The entity moves to the next level per the defined work flow. The page listing the Business Glossary entities displays the Status as Pending Approval - Level 1.
This entity is now displayed on the dashboard of the users mapped as Level 1 approvers in Management Console.