Business Glossary Guide

Back Next

General Properties

The

General

section contains global properties, such as name, relationships to other terms, and link to policies.

Business terms contain the following properties in the

General

section:

Synonyms: Names that are synonymous with the current business term.
A business term displays the following properties for a synonym:

Name. The name of the synonym.
Context. Indicates how the synonym and business term are synonymous.
Status. Indicates if a synonym is valid. The status can be active or inactive.
Retirement Date. The date after which a synonym in active status changes to inactive status. The Analyst tool changes the status based on the retirement date the content manager sets.

For example, "mortgage" is used as a synonym for "loan." Mortgage is the term used in the context of a loan borrowed to purchase property.

Categories: A descriptive classification of the business term. The categories appear as a link to open the category.
For example, the business terms "portfolio" and "stocks" might be associated with the "investments" category.

Business Initiative: A business initiative to which the business term belongs.

See also: Terms that are similar or related to the current term. The terms appear as a link to open the term. This is a bi-directional relationship.; For example, if the current business term is "interest," the related terms can be "fixed interest" and "floating interest."
You can remove the business terms that are related using the see also relationship only when you edit the term which is the primary asset in the bidirectional relationship. You cannot remove related business terms when you edit the term which is the derived asset in the bi-directional relationship.

Not same as: Terms that are similar to the current business term but have a different business purpose. The terms appear as a link to open the term. This is a bi-directional relationship.
For example, the term "payroll" is not the same as the term "salary."
You can remove the business terms that are related using the not same as relationship only when you edit the term which is the primary asset in the bidirectional relationship. You cannot remove related business terms when you edit the term which is the derived asset in the bi-directional relationship.

Parent: Terms that have a parent relationship to the current business term. The current business term is a child of the parent business term. The parent business term appears as a link to open the term. This is a bi-directional relationship.
For example, if the current business term is "fixed mortgage," the parent business term might be "mortgage."

Children: Terms that have a child relationship to the current business term. The child relationship indicates that the child terms have properties that are similar to, or inherited from the parent term. The terms appear as a link to open the term. This property is read-only. This is a bi-directional relationship.

Contains: Other business terms that are used in the implementation of the current business term. The terms appear as a link to open the term. This is a bi-directional relationship. The derived relationship is "Contained By."
For example, the current business term "purchase order" can contain another business term "order date."
Calculated From: Business terms from which you can calculated the value of the current business term. This is a bi-directional relationship. The derived relationship is "Used for Calculating."; For example, the value of the term "gross profit" is calculated from the value of the business term "revenue."

Rules: Policies or rules that govern the business term. A business term can have both rules and policies. Policies have to go through an approval cycle before they are published. Rules are created when defining the business term. Policies and rules appear as a link.
A business term displays the following properties for a rule:
Name. The name of the rule.
Rule Intent. The purpose of the rule.
Policy. Indicates the linked policy which governs the term. The policies appear as a link to open the policy. For example, if the current business term is "Social Security number," the linked policy might be "privacy policy." The "Governs" and "Governed By" relationship is used between a policy and a business term.
Asset. The number of linked rule assets. The linked rule assets are displayed in the
Related Assets
section.

For example, you can apply a rule to "mortgage" that defines that the information is complete when it contains values for interest rate, name of the lender, name of the borrower, and address of the property. You can also link a policy that mandates the mortgage information must be complete before the mortgage information is published to customers. The rule and policy tell the glossary consumer about the parameters that define conformance to the policy.

Source: The origin of the information contained within the business term.
A business term can originate from one of the following sources:

Internal. Indicates that someone within the organization developed the business term.

External. Indicates that someone within the organization used an external source to develop the business term.