Relationships among governance artifacts and assets

Relationships between categories and other artifacts

Categories organize and control access to other types of governance artifacts, except data protection rules.

Every business term, data class, reference data set, classification, policy, and governance rule has a primary category and can have multiple optional secondary categories. The primary category owns the artifact and determines who can view or manage it.

You can view the assigned categories on each artifact's Overview or main page.

You can view the governance artifacts assigned to the category on the category's Content page.

Relationships between artifacts of the same type

The kind of relationships that you can create between artifacts of the same type varies for each type of governance artifact:

• Categories: You can create hierarchical category structures. A subcategory inherits the collaborators of its parent category.
• Data classes: You can create hierarchical relationships between data classes that have a data matching method. See Adding data matching to data classes. ARE THERE OTHER EFFECTS?
• Reference data classes: You can create hierarchies and other relationships for your reference data sets that establish logical connections between the reference data sets and their values. See Relationships between reference data sets. NEED MORE INFO ON EFFECTS
• Business terms: You can assign several different types of relationships between business terms, including simple symetrical relationships, type relationships, part relationships, and synonyms. See Relationships between business terms.
• Policies: You can organize policies in a hierarchy based on their meaning and relationships to one another.
• Classifications: You can create hierarchical relationships between classifications. WHAT IS THE EFFECT?
• Governance rules: You can create simple symetrical relationships between governance rules.

In most cases, you can see the relationships between artifacts of the same type on the artifact's Overview page.

You can't create relationships between date protection rules.

Custom relationships

WHICH ARTIFACTS CAN HAVE CUSTOM RELATIONSHIPS? EXAMPLES?

Relationships between data protection rules and other artifacts and assets

Data protection rules these types of relationships with other governance artifacts and assets:

• Business terms, classifications, and data classes: Data protection rules can include business terms, classifications, and data classes in rule definitions. You can view the relationship in the data protection rule definition and on the Related content pages of the business terms, classifications, and data classes.
• Policies: Policies can reference data protection rules. However, policies do not affect the enforcement of data protection rules. On the policy's page, you can view the related data protection rules. However, you can't see a relationship to a policy from the data protection rule.
• Assets in catalogs: If a data protection rules denies access to data in a data asset or masks a column in the data asset, the rule name appears on the asset's Asset and Related content pages.
• Assets in projects or Data virtualization: If a data protection rule masks a column in the data asset, the rule name is shown in a tooltip for the affected column in the asset preview.

Data protection rules do not have relationships with other data protection rules.

Relationships between data classes and reference data sets

Data classes can include reference data sets in data matching methods. The reference data set is then used to evaluate whether columns in data assets meet the criteria for assigning the data class. See Adding data matching to data classes.

Relationships between assets and artifacts

Relationships between assets and governance artifacts can be manually or automatically created.

These types of relationship between assets and artifacts are automatically created:

• Data classes are automatically assigned to columns in data assets during profiling and metadata enrichment.
• Business terms that are related to the assigned data classes are automatically assigned to columns in data assets during metadata enrichment.
• Data protection rules that are enforced for an asset.

You can manually assign governance artifacts to assets:

• You can assign business terms and classifications to an asset on the asset's Overview page.
• You can assign or change the assignment of business terms to columns in a data asset on the asset's Asset page.
• You can assign or change the assignment of data classes to columns in a data asset on the asset's Profile page.

You can manually relate assets that are in the same catalog to each other on an asset's Overview page. See Adding and managing asset relationships.

Learn more

Parent topic: Managing governance artifacts