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.
Action rule: Uses an action to set a value to complete or enrich data.
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.

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. Action rule: Uses an action to set a value to complete or enrich data. 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 not deleted. With only draft versions, and at least one of these versions has been active in the past, it is retired. 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 have been active in the past, it is deleted.

Set up data quality policy versions

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