Data standards
Manage basic standards, reference codes, naming dictionaries, business domain standards, reusable domain definitions, dimensions, publication, changes, matching, and validation.
Choose the right object
| Need | Object or capability | Relationship |
|---|---|---|
| Consistent names and meanings | Basic standards | Definitions and technical requirements mapped to columns |
| Controlled values and meanings | Reference codes | Referenced by standards and columns, rather than maintained only as free text |
| Standards by business domain | Business domain standards | Domain-specific maintenance and access; same names do not imply identical definitions |
| Shared constraints | Domain standards | Reusable definitions for other standards |
| Consistent naming vocabulary | Naming dictionary | Standardizes terms without replacing approvals |
| Metric meanings and dimensions | Metric Standards and dimensions | Use Metric Management for data mapping and queries |
| Apply standards to metadata | Intelligent Matching, Grouped Recommendations, Automated Standards Validation | Review candidates, create mappings, then validate associations |
Definition, publication, column mapping, and record compliance are separate activities. Correct definitions still require approval; publication still requires mapping; mappings still require technical and data checks.
Intelligent Matching suggests existing standards for columns. Grouped Recommendations groups unmapped columns for potential shared definitions. Automated Standards Validation checks existing mappings. Recommendations require human review; standards validation is not record-level quality checking. See Matching and validation.
Before you begin
Choose a data item with a clear business owner. Prepare names, definition, technical requirements, value domain, and folder. Administrators configure Approval workflows; harvest Metadata before mapping.
Recommended responsibilities: business owners confirm meaning, standard stewards draft, reviewers approve, and metadata stewards map. Configure actual roles and permissions for your organization.
Understand metric capabilities
| Capability | Module | License |
|---|---|---|
| Basic definitions and dimensions | Metric Standards | Provided with data standards, subject to license composition |
| Atomic, calculated, and qualified metrics; mapping, queries, monitoring, alerts, permissions | Metric Management | Data Metrics |
These are distinct entry points. Metric Standards definitions do not automatically create Metric Management mappings or query results.
Find a task
| Goal | Guide |
|---|---|
| First standard and mapping | Quick start |
| Definitions and bulk import | Basic standards |
| Folders and statuses | Standards catalog |
| Publish, change, deprecate | Lifecycle |
| Controlled values | Reference codes |
| Domains and naming | Domains and dictionary |
| Codes and vocabulary | Codes and dictionary |
| Basic metric definitions | Metric standards |
| Dimensions and values | Dimensions |
| Map and validate columns | Matching and validation |
| Complete metric workflow | Metric management |
| Atomic, calculated, qualified metrics | Metric definitions |
| Bulk maintenance and authorization | Metric governance |
| Map, preview, monitor, query | Metric analysis |
| Publication and system/column references | Overview and reference statistics |
Use overviews for trends; verify conclusions in definitions, references, and validation results.
Approvals
Publication and change approvals support customer-defined workflows. Nodes, roles, and forms depend on environment configuration.