Generating business terms
Generate meaningful business terms from technical data assets to expand your glossary and ensure that your data assets are properly described and accurately utilized.
All generated business terms have names, descriptions, and a gen AI tag. The terms are linked to specific data assets and or columns, with automatically assigned relationships to other business terms in the glossary.
One business term is generated for each asset. Some business terms might be assigned to multiple assets. For example, CST
and CUST
might be assigned Customer
. The number of draft terms might be lower than
the number of assets and columns selected.
Watch this video to see a high-level overview of the generating terms feature.
This video provides a visual method to learn the concepts and tasks in this documentation.
Prerequisites
-
Open your project and go to the Manage tab to ensure that the generative AI-based enrichment capabilities are enabled:
- In Expand metadata, under Display names, select Generative AI.
- For Term assignment methods to use, select Gen AI based term assignment.
-
Ensure you have the following roles and permissions:
- Admin, Owner or Editor category collaborator roles in the primary category for the business term.
- User permissions:
- Manage data protection rules
- Access catalogs
- Manage asset discovery
- Access governance artifacts
- Manage glossary
- Manage governance categories
- Manage Projects
Generating business terms
-
Create a new metadata enrichment or edit an existing one:
- Select Expand metadata and Assign terms and classifications as your goals.
- For scope, select which existing categories to reference to prevent creating duplicates.
- Select a primary category so after the terms are generated, they're stored in one place and easier to identify.
- Run the metadata enrichment job.
-
Optional: If the display names aren't accurate, edit them.
-
Generate business terms for tables.
You must first generate business terms for tables and then for its columns to see is a part of relationships.For each metadata enrichment job, the generated business terms appear in one workflow.
- On the Assets page, identify the tables for which you want to generate business terms and click Add or edit > Generate business terms.
- In the Governance panel, click Generate terms.
- After the job is finished, refresh the page to view the generated business terms.
-
Generate business terms for columns inside the table:
- On the Assets page, open the table for which you want to generate business terms.
- Select the columns and click Add or edit > Generate business terms.
- After the job is finished, refresh the page to view the generated business terms.
The generated business terms are uploaded into the category that you chose in 1c (primary category). The terms are created in the Draft state so you can review and publish them by using your standard approval workflow process.
If you published the terms and decide that you need more terms, run the metadata enrichment job again, generate terms, and publish them.(snippet: capture)
Watch this video to see how you can generate business terms.
This video provides a visual method to learn the concepts and tasks in this documentation.