Adding New Business Rules - trillium_discovery - Latest

When you create a business rule, consider the context of the compliance tests you want to create, how they will be used, and the elements available to create the expression. You should be familiar with your data and the data quality standards your company has defined. You must have added at least one data source to the repository before you can add a business rule.

To add a business rule to a data source

Naming the rule and including a valid expression are required, all other properties are optional.

1. Do one of the following:
   • On the Home page, go to the Add panel. In the Choose a category drop-down list, select New Business Rule,then click the plus icon ().
   • In the left navigation menu, select Rules > Add New Rule.
   • Run a rule search. From the Rule Search Results view, click Add New Rule.
   • Open a data source, select the Properties tab, and click the Add Rule icon (). See Adding Business Rules to Data Sources.

   The Business Rule panel (or Add New Rule tab) opens. The Enabled option is selected and the rule is enabled by default.

2. In Name, add the rule name.
   Note: A business rule name must be unique within the data source.

   Note: If the rule will be included in the Discovery and Collibra Integration, do not enclose the name in double-quotes (' ").
3. For Associated Data Source, click the drop-down list and select the data source with which you want to associate the rule. If the list has more than five names, do one of the following:
   • In the search field, enter the partial or full data source name to filter the list. Select a name from the results. (The text string you enter is not case-sensitive.)
   • Scroll through the drop-down list and select a name.
4. In Description, add a brief description.
5. For Passing Threshold, use the slider to specify the threshold percentage. You can also use the left/right arrow keys of your keyboard to specify the threshold percentage. Alternatively, you can enter a numeric value with up to two decimal places of precision, in the text box beside the slider, such as 92.78. If you do not add an appropriate value you see the message: Enter Percentage Value.
   Note: The percentage value reflects the number of rows that should comply with this business rule. For example, enter 100 if all rows must comply.
6. Clear the Enabled selection if you want to disable the rule. When you disable a rule, it remains in the data source but it cannot be analyzed.
7. For Priority, click the drop-down and select the rule priority.
8. In Categories, add and/or edit one or more associated categories using instructions in Associating Categories to Rules.
9. For Maximum Failing Rows Returned, click the drop-down list and select Default (10,000 rows), Custom, or Unlimited. For Custom, specify the maximum failing rows returned by typing a numeric value (the default is 16,000). For more information, see Maximum Failing Rows Returned.
10. In Expression, define the business rule expression statement using functions, attributes, literals, and operators. You can define the expression manually or use the Expression Builder. You can open multiple instances of the Expression Builder.
    Note: If you define the expression manually, validation will be automatically performed when you click the Save button.
    1. To use the Expression Builder, click the edit icon . The Edit Expression panel opens.
    2. Define the expression statement in the text area. For attribute names that start with a zero, include the name within single quotes, for example, '01line'. Otherwise, you will get an error.
    3. To check your expression, click Validate. To check your expression as you enter it, select Auto-validate. When the expression is correct, a Validation Succeeded message displays under the text area. If the expression is incorrect, a Validation Failed message displays, along with the reason for the failure. For example, unexpected identifier or unrecognized variable. Modify the expression as needed.
    4. Click Done to save the expression and close the Expression Builder.

    To learn about the Expression Builder, see Using the Expression Builder.

11. Configure advanced options (Filter By, Group By, or Aggregate By) using instructions in Advanced Options. If the rule is associated with a dynamic data source, the advanced options are not available.
12. Click Save. After the rule is saved, a confirmation message opens.
13. Click OK to close the message. The rule opens in edit view. See Modifying a Business Rule.
14. To add the rule to the library, click Add to Library > Add to Existing Rule Set or Add to New Rule Set. For more information, see Adding Rules to New Library Rule Sets.
15. To analyze the rule, click Run. For more information, see Running Business Rule Analysis.