Recommend asset folders with Intelligent Inventory
Recognition rules suggest folders and tags for harvested objects. Inventory here means candidate classification and review, not counting database records. Acceptance creates associations; publication remains separate.
If the entry is unavailable, check features/permissions or Register manually. Manual registration does not generate recommendations.
Before you begin
Harvest metadata and prepare Folders supporting the object types. Obtain space/node access and existing lineage for cascading rules. Test a small set with known positive and negative classifications; this is guidance, not a capacity limit.
Rule and task folders organize configuration. Asset folders are the business destinations.
Maintain rule folders and algorithms
In Intelligent Inventory > Recognition Rules, create folders with name/description. View/edit existing folders; nonempty folders cannot be deleted. Use Manage Algorithm Library in general rules for reusable algorithms and folders.
Choose a rule
| Type | Configuration |
|---|---|
| General | One object type per rule; AND/OR subconditions; condition testing |
| Lineage cascade | Upstream or downstream recommendations using existing relationships |
| Machine learning | Object, folder, description, priority, threshold, result count; data items optionally depend on tables |
Test small samples. Destinations require space/node rights and supported types. Referenced rules cannot be deleted.
Create and test a general rule
- Select New > General Rule.
- Choose one of table, view, data item, report, or file; separate rules by type.
- Define properties and AND/OR conditions.
- Maintain reusable algorithms if needed.
- Test Conditions against expected matches and nonmatches.
- Correct false results, save, and add to a task.
Retest new sources or substantially different naming patterns; sample success does not prove universal accuracy.
Use lineage cascade and machine learning
Cascade rules use known classifications as clues for related objects, not proof of identical business ownership. Inventory supports upstream and downstream; do not copy security recognition's downstream-only restrictions.
For machine learning, verify parent-table ownership before enabling table-dependent data item recognition.
| Parameter | Check |
|---|---|
| Object | Correct metadata type |
| Folder/description | Applicable systems and business basis |
| Priority | Existing rules; do not assume merge behavior |
| Score threshold | Recognition score, not asset quality/publication |
| Result count | Number of classifications suggested, not sampled rows |
Review folder and tag suggestions separately. Resolve task references before deleting rules.
Create recognition tasks
- Prepare a task folder.
- Create a task, enter information, and add rules.
- Save, verify scope, and enable as needed.
- Run and track completion.
- To reuse, Copy, rename, and recheck scope/rules.
Fuzzy-search tasks by name. Copies default to a copy suffix. Edit changes configuration; enabling changes state; running starts execution. Nonempty task folders cannot be deleted. Preserve required configuration and evidence rather than repeatedly recreating failed tasks.
Review recommendations
- Filter results by asset, system, source, harvesting name, or table.
- Verify or Change Asset Folder.
- Verify or Change Tags.
- Confirm correct results individually/in bulk or reject incorrect ones.
- Verify catalog associations and Publish.
Tags take effect immediately. Recommendation withdrawal cannot restore changed folders/tags. Rerunning after algorithm or lineage classification changes may create new recommendations; check duplicates.
Check before bulk confirmation
| Check | Method |
|---|---|
| Identity | System, source, harvesting name, table, asset |
| Registration eligibility | Space/node rights and supported type, including cross-space destinations |
| Classification | Business owner confirms; score alone is insufficient |
| Tags | Review independently of folder correctness |
| Duplicates | Multiple recommendations may refer to one asset |
| Publication | Verify status and approval after registration |
Troubleshoot
| Symptom | Checks |
|---|---|
| Cannot select destination | Space rights, node rights, supported type |
| No results | Actual execution, scope, conditions/threshold, lineage/parent table |
| Many irrelevant results | Negative samples, AND/OR, object type, business basis |
| Accepted but hidden in market | Asset/folder/parent publication, consumer access |
| Cannot delete rule | Task references |
| Need to reverse folder/tag changes | Authorized maintenance on actual relationships; no recommendation undo |