Categorizing 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

When multiple users across groups within your company profile data within one or more repositories, business rule management becomes a challenge, leaving room for confusion, inconsistency, and duplication of effort. Business rule categories are a way to help manage your growing number of business rules and track rules throughout the data life cycle.

When you create a business rule category, you add to it one or more subcategories. These primary and secondary categories can then be associated with business rules that allow users to run a business rule search by category and subcategory name.

Working with Categories

Use the business rule categories to help organize your rules into groupings such as subject areas and data types. For example, create a category named Data Groups and add subcategories to it to describe the type of data you work with such as customer, account, loan, credit card, and product. Or create a category called Subject Area and add subcategories to it such as customer contact, credit risk, business loans, and personal mortgage.

After categories and subcategories are applied to business rules, you can run a search to see rules associated with a specific category and/or subcategory within a repository.

The following outlines the process of working with categories:
  1. Add a category.
  2. Add subcategories to the category which define how you want to organize business rules.
  3. Apply business rules with categories and subcategories.
  4. Run a search and view results.
  5. Modify search criteria as necessary and run the search again.
Guidelines:
  • Before you create categories and subcategories, you should understand the nature of your data and be aware of the business reason for using categories. It is recommended that you plan ahead before starting the process of adding categories as the number can grow quickly, especially when multiple users are adding them.
  • If you add or remove a category or subcategory on a library (parent) rule associated with an inherited/derived (child) rule, the changes are propagated to the child rule. Conversely, you can edit an inherited/derived (child) rule, overriding the categories set in the library (parent) rule, and propagating the changes to the parent.