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  1. Preface
  2. Getting Started Overview
  3. Setting Up Business Glossary
  4. Publishing Business Glossary Content
  5. Viewing Assets
  6. Asset Linking
  7. Publishing Business Glossary Content using the Approval Workflow

Business Glossary Getting Started Guide

Business Glossary Getting Started Guide

Task 1: Creating a Business Term

Task 1: Creating a Business Term

Log in to the Analyst tool as a data steward to create a business term. Initially, specify the basic properties for the business term. In another lesson, extend the business term properties by specifying relationships, synonyms, and links.
  1. From the
    New
    menu, select
    Business Term
    .
    The
    Select Glossary
    dialog box opens.
  2. Select the Section 10Q Glossary from the list next to
    Select Glossary
    , and click
    OK
    .
    The business term panel opens in the
    Glossary
    workspace.
  3. Enter the following details:
    Property
    Action
    Name
    Specify
    Balance Sheet
    as the name.
    Categories
    Click
    Add
    from the
    Actions
    menu and select the Financial Statements category.
    Source
    Select
    Internal
    as the source.
    Rules
    Click
    Create Rule from Policy
    from the
    Actions
    menu. Select the US GAAP policy and click
    OK
    .
    Owner
    Click
    Browse
    and select BGOwner.
    Data Steward
    Click
    Browse
    and select BGSteward.
    Stakeholder
    Click
    Browse
    and select BGStakeholder.
  4. To complete the task, choose
    Save and Continue
    . The Analyst tool creates a draft asset and displays the asset in read-only mode.

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