Creating Entity Business Rules - trillium_discovery - trillium_quality - 17.1

You can create multiple entity business rules for a single entity.

To create business rules for an entity

1. In the Navigation View, click the Discover bar.
2. To open the Expression Builder, do one of the following:
   • Click the Analysis or Entities tab and locate the entity that requires the business rule. Right-click and select Business rules > Add entity business rule.
   • Open a List View of EBRs, right-click, and select Add rule.

   The Expression Builder opens with the Enabled box checked.

   Note: You can also create an entity business rule from the input entity of a Quality project.
3. (Optional) Clear the Enabled check box.
   Note: When a rule is not enabled, it remains in the entity but cannot be analyzed or 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 enter and edit long descriptions.
6. In Passing threshold enter a number for the percentage of rows that should comply with this business rule; for example, enter 100 if all rows must comply.
7. Select an Index type. The index control determines how the Control Center manages business rule drill-down performance. In general, adding an index increases the speed of failing row drill-downs (although larger indexes consume more disk space). There are three types of indexes available:
   • Normal. An index is created for failing rows, up to the default threshold. (Out-of-the-box, this default is set at 10,000.) If the number of returned failing rows is higher than the default threshold, no index is created.
   • Unlimited. A full index is created for all failing rows.
   • Limited. Limits the number of failing rows indexed, as well as the number of failing rows returned, up to the number entered in the Index Threshold field.
8. 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.

9. To associate categories and subcategories with the rule, open the Add/Edit Category window by clicking the button to the right of the Categories section. For information about working with categories, see Associating Categories to Business Rules.
10. Construct an expression that defines the business rule. Use attributes, functions, and operators to create the expression statement. Enter the expression directly in the expression field or click the button to open the Expression Builder window. See About the Expression Builder for more information.
11. (Optional) To include an advanced option, check the Filter By, Group By, and/or Aggregate By box:
    • Filter By: Runs the business rule test against a specified set of rows and values.
    • Group By: Splits the results of a business rule expression into categories based on parameters you define.
    • Aggregate By: Totals numeric values for business rule passing and failing results. Select an aggregate operator from the Aggregate Method drop-down list.

    Enter the expression parameters directly in the expression field for each option, or click the button to open an option expression window, add your parameters, then click OK to return to the Expression Builder.

12. Click Finish.

    The rule is created and added to the entity.

13. Open an Entity Business Rule List View for the entity. Right-click the new rule and select Re-analyze > Re-analyze selected rules.

    The scheduler notification bar displays.

14. (Optional) Change the job name.
15. Do one of the following:
    • To schedule the job to run immediately, click Now. The message closes and the job begins running in the background.
    • Click Later. The Set Date & Time scheduler window opens. To immediately run the job in the background, click Run Now. To schedule a time, select a starting date on the calendar and select a time you want the job to run on the selected date. Click Submit to save the scheduled time.
    • Click Cancel to cancel the task.
    Note: Monitor job progress by viewing the Background Tasks. For more information, see Monitoring a Business Rule Analysis.
16. After the rule analysis runs, check the Result and Passing Fraction columns. If necessary, edit the rule to make changes to the expressions, thresholds, or options, then re-analyze the rule.