1. Data Management
  2. Data Quality Studio

Set up data quality policies

Use data quality policies to ensure that your data is of the desired quality.

A data quality policy has one or more versions. A data quality policy version contains all elements of a data quality policy, except for the data quality policy header.
This picture shows the data quality policy structure:
These data quality policy elements are version-specific:
  • Validation rule: Checks if the data is in line with the defined standards.
  • Duplicate check rule: Checks if the data doesn't already exist in the table.
  • Enrichment rule: Sets a value to complete or enrich data in the same table or in a related table.
  • Action rule: Sets a value to complete or enrich data in the same table.
  • Organization assignment: Defines to which organizations the data quality policy applies.
Element-specific setup:
  • For each rule, you can use conditions to define the data to which the rule applies.
  • For each validation rule, you can define a validation message that is shown if the validation rule is not met.
  • To define the organization association, you can use legal entities or an organization hierarchy.


Data quality administrator Data quality administrator The data quality administrator (DQSDataQualityAdministrator) can set up and maintain: Data quality policies Data quality studio parameters Data quality studio general setup Start Start How to create a  data quality policy? How to create a  data quality policy? Create data quality policy Create data quality policy Use data quality policies to ensure that your data is of the desired quality. You can organize data quality policies, for example, by functional area, business process owner, or organization assignment.If you create a data quality policy, its header and first version are created. Procedure 1. Click Data quality management. 2. Click New data quality policy. 3. In the Policy ID field, type a value. 4. In the Policy name field, type a value. 5. In the Version name field, type a value. 6. Click the Version details tab. 7. In the Version comments field, type a value. 8. Sub-task: Check execution settings. 9. For each data quality policy, you can indicate when it is applied. Click Execution triggers. Note: In the Data quality policy parameters, you define the default execution settings that are applied to new data quality policies. 10. Clear or select the Enabled check box as desired. 11. Close the page. 12. Close the page. Notes A new data quality policy version gets the Draft status. To apply a data quality policy version, make it active. Automatically, the currently active version is made inactive. You can also make the currently active version inactive. As a result, none of the data quality policy versions is active. Copy data quality policy Copy data quality policy Use data quality policies to ensure that your data is of the desired quality. You can organize data quality policies, for example, by functional area, business process owner, or organization assignment. To create a data quality policy, you can copy an existing one. When you copy a data quality policy, you must choose which versions you want to copy. In the new data quality policy, the chosen versions are added in the version sequence of the original data quality policy. Example: You copy versions 4 and 6 of the original data quality policy. In the new data quality policy, version 4 is added as version 1, and version 6 is added as version 2. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. Click Copy. 4. In the Policy id field, type a value. 5. In the list, find and select the desired data quality policy versions. 6. Click Copy. 7. Close the page. 8. On the Data quality management workspace, on the Data quality policies tab, in the list, click the link of the created data quality policy copy. 9. Click Edit. 10. Sub-task: Check execution settings. 11. For each data quality policy, you can indicate when it is applied. Click Execution triggers. Note: The execution settings are copied from the original data quality policy. 12. Clear or select the Enabled check box as desired. 13. Close the page. 14. Close the page. Notes A new data quality policy version gets the Draft status. To apply a data quality policy version, make it active. Automatically, the currently active version is made inactive. You can also make the currently active version inactive. As a result, none of the data quality policy versions is active. Set up data quality policy versions

Set up data quality policy versions

A data quality policy has one or more versions. A data quality policy version contains all elements of a data quality policy, except for the data quality policy header.
These data quality policy elements are version-specific:
  • Validation rule: Checks if the data is in line with the defined standards.
  • Duplicate check rule: Checks if the data doesn't already exist in the table.
  • Enrichment rule: Sets a value to complete or enrich data in the same table or in a related table.
  • Action rule: Sets a value to complete or enrich data in the same table.
  • Organization assignment: Defines to which organizations the data quality policy applies.
Element-specific setup:
  • For each rule, you can use conditions to define the data to which the rule applies.
  • For each validation rule, you can define a validation message that is shown if the validation rule is not met.
  • To define the organization association, you can use legal entities or an organization hierarchy.

 Delete data  quality policy? Delete data  quality policy? Delete data quality policy Delete data quality policy You can delete or retire a data quality policy. If you try to delete a data quality policy: With an active version, it is neither deleted nor retired. With only draft versions, and at least one of these versions was active in the past, it is retired instead of deleted. To view the retired data quality policies, on the Data quality management workspace, click the Retired data quality policies tile. With only draft versions, and none of these versions were active in the past, it is deleted. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. Click Delete. 4. Click Yes. 5. Close the page. Notes You can restore a retired data quality policy. To do so: On the Data quality management workspace, click the Retired data quality policies tile. Select the desired data quality policy. Click Undelete and click OK. As a result, the data quality policy is removed from the retired data quality policies and added to the current data quality policies. End End Create Copy Yes No

Activities

Name Responsible Description

Create data quality policy

Data quality administrator
Use data quality policies to ensure that your data is of the desired quality. You can organize data quality policies, for example, by functional area, business process owner, or organization assignment.
If you create a data quality policy, its header and first version are created.

Copy data quality policy

Data quality administrator

Use data quality policies to ensure that your data is of the desired quality. You can organize data quality policies, for example, by functional area, business process owner, or organization assignment.

To create a data quality policy, you can copy an existing one. When you copy a data quality policy, you must choose which versions you want to copy. In the new data quality policy, the chosen versions are added in the version sequence of the original data quality policy. Example: You copy versions 4 and 6 of the original data quality policy. In the new data quality policy, version 4 is added as version 1, and version 6 is added as version 2.

Set up data quality policy versions

Data quality administrator
A data quality policy has one or more versions. A data quality policy version contains all elements of a data quality policy, except for the data quality policy header.
These data quality policy elements are version-specific:
  • Validation rule: Checks if the data is in line with the defined standards.
  • Duplicate check rule: Checks if the data doesn't already exist in the table.
  • Enrichment rule: Sets a value to complete or enrich data in the same table or in a related table.
  • Action rule: Sets a value to complete or enrich data in the same table.
  • Organization assignment: Defines to which organizations the data quality policy applies.
Element-specific setup:
  • For each rule, you can use conditions to define the data to which the rule applies.
  • For each validation rule, you can define a validation message that is shown if the validation rule is not met.
  • To define the organization association, you can use legal entities or an organization hierarchy.

Delete data quality policy

Data quality administrator

You can delete or retire a data quality policy.

If you try to delete a data quality policy:
  • With an active version, it is neither deleted nor retired.
  • With only draft versions, and at least one of these versions was active in the past, it is retired instead of deleted. To view the retired data quality policies, on the Data quality management workspace, click the Retired data quality policies tile.
  • With only draft versions, and none of these versions were active in the past, it is deleted.

Set up data quality policy versions

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