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.
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 version	Data quality administrator	You can create a new version for a data quality policy. If you create a new version, you can choose to: Use an existing version as basis. As a result, all elements of the selected version are copied to the new version. Create a blank version. Note: If you create a data quality policy, automatically its first version is created. A data quality policy version contains all elements of a data quality policy, except for the data quality policy header. These elements are version-specific: Validation rules Duplicate check rules Action rules Organization association
Set up validation rules	Data quality administrator	Use validation rules to check if the data is in line with the defined standards. To validate data, you can use these validation types: Mandatory: Makes it mandatory to fill a field. Blank: Validates if no value is entered in a field. Range expression: Validates if a field value is within a defined range. Data pattern: Validates if a field value matches a data pattern. Web service: Validates if a field value matches a value in another internal or external source, using a web service. Configurable lookup: Adds a custom lookup to a field and validates if the field value matches a value as defined by the configurable lookup. Custom: Validates a field value using a custom validation class. For each validation rule, you can set up: A validation message that is shown if the validation rule is not met. Conditions to define the data to which the rule applies.
Set up duplicate check rules	Data quality administrator	Use a duplicate check rule to check if the data doesn't already exist in the table. Before you can set up a duplicate check rule, set up the duplicate check to be applied. A duplicate check defines which combination of table fields is checked on duplicate values.
Set up action rules	Data quality administrator	Use action rules to set field values in a target field in D365 FO. To fill in data, you can use these action types: Fixed value: Sets a pre-defined fixed value in the target field. Data query: Uses an inquiry or dynamic query to find a value and set it in the target field. Transformation list: Uses a transformation list to find a value and set it in the target field. Number sequence: Uses a number sequence to set a value in the target field. Web service: Uses a web service to get a field value from another internal or external source and set it in the target field. Custom: Uses a custom action class to set the target field value. For each action rule, you can set up conditions to define the data to which the rule applies.
Set up organization assignment for Data quality policy	Data quality administrator	By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment. You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.
Activate data quality policy version	Data quality administrator	When the full setup of a data quality policy version is finished, to apply the defined rules, you must make the version active. Note: You cannot edit an active data quality policy version.

Activities

Name	Responsible	Description
Create data quality policy version	Data quality administrator	You can create a new version for a data quality policy. If you create a new version, you can choose to: Use an existing version as basis. As a result, all elements of the selected version are copied to the new version. Create a blank version. Note: If you create a data quality policy, automatically its first version is created. A data quality policy version contains all elements of a data quality policy, except for the data quality policy header. These elements are version-specific: Validation rules Duplicate check rules Action rules Organization association
Set up validation rules	Data quality administrator	Use validation rules to check if the data is in line with the defined standards. To validate data, you can use these validation types: Mandatory: Makes it mandatory to fill a field. Blank: Validates if no value is entered in a field. Range expression: Validates if a field value is within a defined range. Data pattern: Validates if a field value matches a data pattern. Web service: Validates if a field value matches a value in another internal or external source, using a web service. Configurable lookup: Adds a custom lookup to a field and validates if the field value matches a value as defined by the configurable lookup. Custom: Validates a field value using a custom validation class. For each validation rule, you can set up: A validation message that is shown if the validation rule is not met. Conditions to define the data to which the rule applies.
Set up duplicate check rules	Data quality administrator	Use a duplicate check rule to check if the data doesn't already exist in the table. Before you can set up a duplicate check rule, set up the duplicate check to be applied. A duplicate check defines which combination of table fields is checked on duplicate values.
Set up action rules	Data quality administrator	Use action rules to set field values in a target field in D365 FO. To fill in data, you can use these action types: Fixed value: Sets a pre-defined fixed value in the target field. Data query: Uses an inquiry or dynamic query to find a value and set it in the target field. Transformation list: Uses a transformation list to find a value and set it in the target field. Number sequence: Uses a number sequence to set a value in the target field. Web service: Uses a web service to get a field value from another internal or external source and set it in the target field. Custom: Uses a custom action class to set the target field value. For each action rule, you can set up conditions to define the data to which the rule applies.
Set up organization assignment for Data quality policy	Data quality administrator	By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment. You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.
Activate data quality policy version	Data quality administrator	When the full setup of a data quality policy version is finished, to apply the defined rules, you must make the version active. Note: You cannot edit an active data quality policy version.

Related to	Notes
Set up data quality policy versions
Set up data quality policies

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