Dataphin data standards - concepts, roles, and permissions - Dataphin

Background information

Data standards support business, technology, and management by standardizing data attributes. Standards must align with business needs and reference international, national, regulatory, industry, and internal and external benchmarks.

Business aspect: Standardized entity definitions resolve data inconsistency, incompleteness, and inaccuracy. Shared definitions lower cross-department communication costs and improve process efficiency. Unified metrics enable data-driven innovation.
Technical aspect: Unified data structures and standard models enable enterprise information sharing, enhancing the efficiency of application system development and deployment. Defined data quality rules, data sources and destinations, and validation rules improve data quality.
Management aspect: Standardized definitions clarify data responsibility, ensuring security and quality. Cross-subject analysis improves with standardized metrics that provide pre-event alerts, mid-event warnings, and post-event reminders for data-driven decisions.

Prerequisites

Purchase Data Standard value-added services and verify that the current Tenant has the Data Standard module activated.

Scenarios

An IT team establishes a standard for employee gender with valid values: male, female, and unknown.

The administrator creates a gender lookup table, shares it with developers, creates the employee gender standard referencing that table, adds a field range validation monitoring rule, and creates a mapping rule.
Developers query the gender lookup table and use the field calculation component to transform non-standard values (0, 1, male, female) to standardized values. They apply the employee gender monitoring rules on the target table and configure the schedule. Quality alerts flag failed transformations for manual correction.

Core concepts

Term	Description	References
Data standard set	A collection of related standards with similar business meanings. Defines permissions, approval templates, and classification structure. Each standard belongs to exactly one set with multi-level directory classification.	Create and manage data standard sets
Standard template	Defines the attribute structure (business, technical, management, and optionally master data and data quality) that standards must follow. To create a standard, select a template and standard set, then populate the required attributes.	Create and manage standard templates
Data standard	Standardized definitions of data and its attributes, serving business, technical, and management needs.	Create and manage data standards
Mapping rule	Defines associations between standard attributes and asset metadata fields for evaluation.	Create and manage mapping rules
Standard evaluation details	Displays mapping relationships and evaluation results from both standard and asset perspectives for compliance assessment and rectification.	View standard evaluation details

User roles and permissions

Note

Only viewable standards can be queried: public and unpublished standards in the set, all standards in joined sets, and standards in designated visible sets.

User member type	Role type	Description
Super administrator	System role	Can appoint data standard administrators and has full module access. Responsibilities: Create and manage standard sets: assign maintenance personnel, members, visibility, and approval templates. Create and manage standards. Batch upload standards. Add, manage, and review all lookup tables and their references. Manage all root words. Manage public standard set attributes. Create and manage mapping rules. View details of successful mapping rule executions. View mapping rule execution logs. Manage standard set directories. Create and manage custom public standard attributes. View and manage all mapped and invalid mapping relationships between standards and assets. Create and manage standard templates. Create and manage standard documents.
Data standard administrator	System role	View, operation, and management permissions for all data standards. Responsibilities: Create and manage standard sets: assign maintenance personnel, members, visibility, and approval templates. Create and manage standards. Batch upload standards. Manage all lookup tables and monitor their usage. Manage root words. Manage public standard set attributes. Create and manage mapping rules. View details of successful mapping rule executions. View all mapping rule execution logs. Manage standard set directories. Create and manage custom public standard attributes. Manage all mapped and invalid mapping relationships between standards and assets. Create and manage standard templates. Create and manage standard documents.
Standard set maintenance personnel	Functional role	Maintains standard sets day-to-day. Responsibilities: Edit and delete standard sets. Manage standard set attributes (add, delete, modify, view). Create standards within the set and manage only self-created standards. Batch upload standards to the set. View lookup tables and their references. View published root words and lookup tables; edit and delete those under their purview. View execution logs and evaluation details for successful mapping rules in accessible standard sets. View public standard attributes.
Standard set members	Functional role	Create standards within the set (add new or clone existing). Manage self-created standards with edit and delete permissions. Batch upload standards to the set. View published root words and lookup tables; edit and delete self-managed lookup tables. View system standard set attributes. View lookup table references. View public standard attribute lists.
Standard owner	Data role	Standard owners (super administrators, data standard administrators, set maintenance personnel, or set members) have additional permissions to: Edit, submit for approval, retract, and delete owned standards. View evaluation details for owned standards. Manage valid and invalid mapping relationships for owned standards.
Mapping rule owner	Data role	View published mapping rules. Edit and delete mapping rules under their purview. View execution logs and evaluation details for successful mapping rules in assigned standard sets. View lookup table references. View public standard attribute lists.
Lookup table owner	Data role	Edit and delete assigned lookup tables. View lookup table references. View public standard attribute lists.
Other system roles and ordinary members	System role	View published standards (effective, pending, expired) in accessible standard sets. View published root words and lookup tables. View lookup table references. View public standard attribute lists.

Data standard process guide

General workflow:

Create standard templates->Create and manage data standard sets->Create data standards->Standard publication request->Standard approval->Create mapping rules->View mapping results.

On the Standard page, click Process Guide. If no standard sets or standards exist, click View Guide.
In the Help Guide, create standard sets, standards, lookup tables, and root words, or view process guides and mapping rule examples.

Access data standards

On the Dataphin home page, select Administration > Standard from the top menu bar.

The left pane lists entry points for each module.

Primary menu	Secondary menu	Description
Data standards	Data standards	Lists all standards in joined standard sets.
Data standards	Standard sets	Lists all standard sets.
Implementation evaluation	Mapping rules	Rules that map standard set attributes to asset metadata attributes, with effective range settings.
	Mapping relationships	Relationships between assets and standards, including confirmed and invalid mappings. Supports summary view by asset or tile view, and quality monitoring rule configuration.
	Standard evaluation details	Evaluation details for all mapped standards and assets, viewable from standard or asset perspectives.
	Mapping execution records	Execution details and logs of mapping rules.
Reference data	Lookup tables	Available lookup tables with details.
	Root Words	Available root words with details.
	Standard Documents	Available standard documents with details.
General configuration	Public standard attributes	Custom and system-defined public standard attributes.
	Standard templates	Standard templates with attribute details and associated standards.
	Identification features	Custom and system-built identification features.