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Populate a Custom Model

After creating a custom model, you populate a custom model just as you would a glossary by creating a model in a folder in the repository and including it in configurations.

Object types associated with custom models can have any number of attribute (types) associated with them. However, these function differently from custom attributes on imported models. Unlike custom attributes, attributes on custom model objects are always considered available to edit. Thus, you do not have to “attach” them to each instantiated object.

For these objects, what this means is that the ALL of the attributes available will show in the object page for every instantiated object, not just the ones you attached a custom attribute to.

With custom models, some attributes may be mandatory attributes (required by the user interface). Thus, these attributes are required to be entered as soon as an instance of the object is created.

The mandatory requirement of an attribute is not a property of the attribute itself, but of each object that it is an attribute of. Thus, while Policy Number is an attribute of both Business Policy and Business Rule, it is only mandatory for a Business Policy but not for a Business Rule.

Steps

  1. Sign in as a user with at least Metadata Editing capability object role assignment for that new model on the custom model you wish to edit.

  2. Create a new custom model instance or navigate to the object page of an existing one.

Example

Business Policies Management

Sign is as Administrator and search for "MyCompany". Click MyCompany Policy.

Click +CREATE.

Uncheck the Mandatory fields only checkbox and enter "Collaboration among business units" in the NAME and "BP-101" in the POLICY NUMBER. Then, check the Create another checkbox.

Mandatory attributes are required to be entered as soon as an instance of the object is created. This fact is noted by the "*" next to the name.

Click OK.

The Create another checkbox means that you will be able to create another object after you click OK.

Then enter "Data based decision making" in the NAME and "DP-102" in the POLICY NUMBER.

Enter "Regulatory Compliance" in the NAME and "BP-105" in the POLICY NUMBER.

Then, un-check the Create another checkbox.

Click OK.

Go to the Business Policies tab and click Columns > Grid and add the other attributes for editing.

Click the background and we have a grid for editing. Double-click to edit the other properties and enter as below:

Now, we will associate other policies with these "top level" ones.

It is not a composition, so we must first go back and CREATE more Business Policies and then associate them.

Go back to the object page for the entire custom model and add the following business policies:

  • Confidence in the data (DP-103)

  • Data Quality (DP-101)

  • Appropriate use of information (DP-110)

  • PII Compliance (DP-121)

  • GDPR (DP-120)

Edit the Policy Number for Appropriate use of information by double-clicking on the cell:

Delete the values and press ENTER.

Mandatory attributes (marked with a "*") must have a value.

Expand the Properties panel on the right and the same is true:

A screenshot of a computer Description automatically generated

We now want to create a hierarchy of policies like so:

  • Data based decision making

  • Confidence in the data

    • Data Quality

    • Appropriate use of information

    • PII Compliance

  • Collaboration among business units

  • Regulatory Compliance

  • GDPR

    • PII Compliance

Click Regulatory Compliance to open the object page for that business unit.

Go to the Relationships tab, click List on the left tab. Click +ADD and select Includes.

Click the Browse tab and select GDPR.

Click OK.

There is now a tab for Includes Business Policies, as that association is populated for this Business Policy.

Go to the Overview tab.

The Relationships are shown here, as well.

We will also place PII as included within GDPR. So, click GDPR in the Relationships section to open the object page for that business unit.

The reverse relationship, is Included in then points back to Regulatory Compliance.

Click +ADD and select Includes. Select PII Compliance. Click OK.

Now, both the Included In relationship and the new Includes relationship are there.

Hierarchies Tab BPM

Now, click MyCompany Policy in the breadcrumbs at the top and go to the Hierarchies tab and click Columns to add the various attributes defined for the business policies as shown.

Now, we will define the rest of the relationships so that we have a complete set of policies. To add a relationship, right click where you want it and select which type you want. So, in this case, double-click in the Includes column for the row for Confidence in the Data to add an Includes relationships to this business policy.

Select Data Quality and click OK.

Then edit the rest as follows:

Click Relationships within the Hierarchies tab and pick Busines Policy.Includes as a relationship to represent as a tree.

Click outside of that dialog and expand some of the policies.

There are now tree expansion controls on the items in the list.

Expand these completely.

Now, this includes relationship is represented as a hierarchy so you may visualize how policies are included within others. E.g., PII Compliance is included in GDPR and also in Appropriate use of information.

Next, we will populate the business rules for MyCompany.

Business Rules Management

Continuing from populating the business policies model, here, we will import the rules instead of using the user interface.

Go to the object page for MyCompany Business Rules.

Instead of hand entering the rules, we will import from the file provided with the demo package.

On the object page of MyCompany Business Rules, click More Actions and select Import from CSV.

Select the

Metamodels\Tutorial (MM)\Business Rule Management\Import\MM-ExportbusinessmodelintoCSVfile-MyCompany Business Rules.zip

file and click IMPORT.

Now, we can proceed with relating business rules with policies.

Relating Objects Between Custom Models

As we can see from the MANAGE > Metamodel page, there is an association between the two different models for business policies and business rules.

Let's make some of these connections with the two instantiated models we have (MyCompany Policies and MyCompany Business Rules).

On the object page of MyCompany Policy, click Data Quality to go to its object page and click +ADD to the right of Relationships.

Select Enforced By.

Then go to the Browse tab.

Select the first two rules (as above) and click OK.

Now, we have identified the business rules that enforce this policy.

Relating Objects Between Custom and Imported Models

As we can see from the MANAGE > Metamodel page, there is an association between the two different models for business rules and an imported model.

Let's make some of these references with the custom model, MyCompany Business Rules, and an imported model (DW Staging).

On the object page of MyCompany Business Rules, click A Purchase Order must precede the Payment of an Invoice to go to its object page and click +ADD to the right of Relationships and select is Measured By.

Select both of the columns CustomerPurchaseOrderNumber and InvoiceNumber in the table InvoiceAssociationtoPurchaseOrder table.

Click OK.

To see the link in the other direction, click the column CustomerPurchaseOrderNumber.

Now, we see that this column is a Measure for the Business Rule.

We can see this in a worksheet query, as well.

Go to WORKSHEETS > Business Rules > Business Rule to produce a worksheet and click on Columns to add the reference to Is Measured By.

Updating Relationships in a Worksheet

You may also edit the relationships right in the worksheet.

Sign in as a user with at least the Metadata Editing capability object role assignment for the MyCompany Business Rules custom model and for the Data Lake imported model.

Go to WORKSHEETS > File > Files to produce a worksheet and click on Columns to add the column for the reference Measures. Then add a text filter of "vendor customer".

Select all five rows and right-click the selected rows and select Edit.

Click on the Value column for Measures and specify the business rule as below:

Click OK. And again.

The business rule is now related to all four imported objects.