Creating Attribute Business Rules - trillium_discovery - trillium_quality - Latest

Trillium Control Center

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Discovery
Version
Latest
Language
English
Product name
Trillium Quality and Discovery
Title
Trillium Control Center
Copyright
2024
First publish date
2008
Last updated
2024-10-18
Published on
2024-10-18T15:02:04.502478

An attribute business rule (ABR) defines your compliance requirements and standards for data quality. Trillium uses ABRs to check data compliance for a single attribute and highlights any data that does not conform to your standard compliance checks.

When you first import and discover your data, by default a set of ten ABRs is added to every attribute in an entity. You can create additional ABRs for specific attribute using a selection of operators and functions available in the Expression Builder window.

Note: When you open the Expression Builder to create or modify an ABR, the only available attribute is the current one.
Note: You must have Create permissions on the entity associated with the attribute for which you want to create an ABR (Windows authentication only).

Use Expression Shortcuts

To save time, you have the option of using pre-formatted expression shortcuts for the four most often used attribute-level metadata:

  • Mask
  • Metaphone
  • Pattern
  • Soundex

For example, choosing the mask shortcut is equivalent to building an expression using the MASK function. After you create the rule, when viewing results you can drill down to the rows of passing and failing metadata used in the expression for the current attribute. For instructions on how to create ABRs using selected metadata, see Creating Attribute Business Rule Using Selected Metadata.

Select Threshold Type

When you create an ABR, you set the default passing threshold as either a rows or values threshold type. The percentage of compliance of the business rule may vary depending on which option is selected:

  • Rows. Gives the percentage of total rows that pass the rule test for the current attribute.
  • Values. Gives the percentage of the total values that pass the rule test for the current attribute.

The type you select depends on the results you expect and the size and scope of your data.

To create an ABR

  1. In the Navigation View, click the Discover bar.
  2. To open the Expression Builder, do one of the following:
    • Right-click an attribute and select Business rules > Add attribute business rule.
    • From the Library tab, expand Business Rules and Attribute Business Rules. Right-click an attribute and select Add rule.
    • Right-click in an attribute's List View of ABRs, and select Add rule.

    The Expression Builder opens, with the Enabled check box selected.

  3. (Optional) Clear the Enabled check box.
    Note: When a rule is not enabled, it remains in the attribute but cannot be re-analyzed.
  4. In Name, enter the name of the business rule.
  5. In Description, enter a description of the rule and what it does. Click the button to open a text window to better view long descriptions.
  6. In Threshold:, enter a percentage value that should comply with this business rule, and select either Rows or Values threshold type.
  7. For Priority, select a number from the drop-down list. This value correlates with the level of importance you want to associate with the rule.
    For example
    , if you have priorities 1 through 10, you could use 1 through 5 for rules with higher importance, with 1 being most important, and 6 through 10 for rules that are considered less important. As your business standards change, modify rule priorities to reflect these changes.

    By default, the rule is associated with the lowest available value.

    To add, edit, or delete a priority, click the button to open the Add/Edit Priority window. For more information, see Adding Priorities and Managing Priorities.

  8. To associate categories and subcategories with the rule, open the Add/Edit Category window by clicking the button too the right of the Categories section. For information about working with categories, see Associating Categories to Business Rules.
  9. Construct an expression that defines the business rule. Use functions and operators to create the expression statement. See About the Expression Builder for more information. You can select either the current attribute or one of the expression shortcuts.

    The shortcuts use the syntax attribute.function, where attribute is the name of the current attribute and function is either mask, metaphone, pattern, or soundex.

  10. If you are creating an ABR in the library, click Impact to view which library objects the rule will affect. For more information, see Working with Business Rules Library.
  11. Click Finish.

    The new ABR displays in the ABR List View for that attribute. If necessary, analyze the rule.

  12. Right-click the new rule and select Drill down to passing or Drill down to failing to see the passing and failing rows and/or values results. If you used one of the expression shortcuts, you can also drill down to see those passing or failing results; for example, passing or failing masks.