Dataphin:Create and manage data standards

Permissions

• Super administrators and data standard administrators can create or clone data standards in any data standard set.

• Standard set maintainers and standard set members can create or clone data standards in the standard sets they have joined.

• Super administrators, data standard administrators, and standard owners can manage the data standards they own. Management actions include editing, submitting for publishing, deleting, unpublishing, and editing associated standards.

Limits

A single standard set supports up to 1,000 data standards.

Standard List

On the Data Standard page, you can focus on specific data standard sets that you follow or that are relevant to you, and quickly obtain an overview of the standards in those sets. The data standard list provides two display modes: Edit and View. On the Standard List page, click the icon in the upper-right corner to switch views.

In View mode, you can browse configured standard set directories and data standard information. You cannot perform any actions. Use this mode for reading only.

In Edit mode, you can view standard set directories and data standards. You can also edit, delete, create new standards, clone standards, publish, submit for publishing, or revoke standards. You can edit or delete standard set directories. Only accounts with data standard management permissions in the current standard set can access Edit mode. The following figure shows Edit mode.

Actions supported by standards

Create a data standard

• Create data standards in a specified standard set using a specified standard template.

• The standard set determines the standard’s classification, permission controls, and publishing approval workflow. The standard template determines the attributes to fill and configurable monitoring options.

• Data standards have three entry points, depending on whether a standard template is configured:

  • Entry 1: On the global standard list, click the New Standard button in the upper-right corner. Select the standard set and template to go to the standard details configuration page.

  • Entry 2: On a single standard set’s data standard list, if the set has a default template, you are taken directly to the details page. If no default template is set, select a template first.

  • Entry 3: On the standard template list, click the New icon for a template. The template is pre-filled. Select a standard set to go to the new standard page.

Procedure

1. On the Dataphin homepage, click Governance > Standard in the top menu bar.

2. The following steps use the global standard list’s New Standard option as an example. Click Standard in the navigation pane on the left. Then click the + New Standard button.

3. In the New Data Standard dialog box, select a standard set and template.

   • Standard Set: Select the standard set for the data standard.

   • Standard Template: If the selected standard set has a default template, it is pre-filled. If no default template is set, select one. To create a template, see Create and manage standard templates.

4. Click Next to go to the new standard page and configure parameters.

   To switch templates, click Switch in the upper-right corner.

   Important

   If you have already configured data standard information, switching templates clears all configurations. You cannot recover them. Verify that your configurations are complete and meet attribute value requirements.

   Parameter	Description
   Attribute configuration
   Attribute information	Value requirements depend on the attribute configuration in the selected template. For example, the Suspend scheduling date attribute uses an Enumeration (single-select) field type. Its allowed values reference the China statutory holidays lookup table. When creating the data standard, this attribute appears as a dropdown with options from the lookup table. Standard code value: If the template generates codes automatically, the system shows a generated code. Click Regenerate for a new code. Click Switch to custom edit to enter a code that meets the template’s code rules. System attribute configuration: Range value: Use for attributes with continuous numeric or date ranges. Configure as follows: Enter enumeration values: Use when values are enumerable. Separate values with English commas. Maximum 5,000 characters. Interval value: Use for continuous numeric or date ranges. Choose from >, >=, <, <=, or No restriction. If both min and max are No restriction, skip configuration. Reference lookup table: Use when values change dynamically or must follow constraints. Only published lookup tables are available. See Custom attributes. Built-in attributes: If referencing Dataphin built-in attributes, configure as follows: When referencing System attribute - Data type, select the database storage type. If the data type is CHAR(n) or VARCHAR(n), configure length. CHAR defaults to 255. Valid range: 1–255. VARCHAR defaults to 1,000. Valid range: 1–65,535. If the data type is DECIMAL(p,s), configure precision. Default is [38,18]. Precision range: 1–38. Scale range: 0–18. Scale must be less than precision. You can set precision to an integer from 1~38 and scale to an integer from 0~18. Scale must be less than precision. Otherwise, the input is invalid. When referencing System attribute - Value domain, configure value constraints based on the attribute’s value type and range type. When referencing System attribute - Nullable / Empty string allowed / Unique value, choose Yes or No. When referencing System attribute - Data classification / Data grading, select the required classification and grading level for layered data governance. See Manage data classification and Manage data grading. Note If a built-in attribute is referenced by a data standard, its built-in monitoring is also referenced. If you have not enabled the corresponding module, you cannot reference the built-in monitoring. You can reference only the attribute configuration. Module-to-attribute mapping is as follows: Value domain, Nullable, Empty string allowed, Unique value use built-in content quality monitoring. Enable the Asset Quality module for monitoring to take effect. Data classification and Data grading use built-in asset security monitoring. Enable the Asset Security module for monitoring to take effect. For attributes referencing system public attributes, you can choose whether to auto-add corresponding monitoring. The system generates validation details based on the attribute value and meaning. Modify the configuration as needed. Clear the monitoring checkbox if you do not need compliance auditing. Note: The monitoring checkbox next to each attribute corresponds to a rule in the monitoring configuration list below.
   Business information
   Standard set and directory	Default standard set name.
   Effective time	Set the standard’s effective time. Permanent: Effective indefinitely. Custom: Effective for a specified period. After the period ends, the standard becomes Out Of Effect. To continue using it, update the effective time and republish.
   Owner	Select the standard’s owner. The owner must be a maintainer or member of the standard set. Owners can edit and delete the standard.
   Description	Custom description. Maximum 256 characters.
   Bid Failure Monitoring Configuration Monitoring rules include metadata monitoring and content quality monitoring inherited from system attributes, plus custom quality monitoring rules. See Metadata monitoring and Content quality monitoring.Create rules.See Quality monitoring rule configuration. Click the button to view monitoring configuration details.
   Monitoring rule configuration	If you purchased the Asset Quality module, you can add custom quality monitoring, such as Field uniqueness validation. After configuration, all asset objects mapped to this standard can quickly reference this monitoring on the quality rule configuration page. This ensures compliance with data standard constraints and enables bulk quality rule creation. Each data standard supports up to 100 monitoring rules. You can view, edit, and delete monitoring rules. When creating Dataphin table quality rules, reference these monitoring rules to quickly generate quality rules in bulk. On the standard mapping relationships page, quickly reference the monitoring configured here for each valid mapping and generate corresponding quality monitoring rules. Note If you delete a quality monitoring rule, referenced quality rules become incomplete. Proceed with caution. If you modify a quality monitoring rule, referenced quality rules update automatically. Custom configurations remain unchanged. Referencing public attributes with monitoring adds corresponding rules automatically, such as metadata monitoring. Editing capabilities vary across features that generate quality rules. See Quality rule editing instructions.
   AI mapping configuration
   Detection Features	After configuring detection features for the standard, the system recommends mapping relationships between standards and asset objects during compliance mapping. It uses defined feature expressions, data content, and object descriptions. This reduces manual configuration effort. Select up to 20 features. Features are combined with OR logic. Click the View icon next to a feature to view details in the View feature details dialog box.
   Association information
   Associated standards	View associated data standard information, including standard name, code, directory & standard set, owner, and relationship details. Add associated standard: Click Add. In the Add associated standard dialog box, associate data standards. Add up to 50 standards. Click OK to add to the list. Click Save or Save and publish at the bottom to save successfully. View standard: Click the standard name to view basic information, monitoring rules, and historical version details in the View standard panel. Remove associated standard: Click the Delete icon in the Actions column to remove the association.
   Associated lookup tables	View associated lookup table information, including table name, code, owner, and relationship details. View lookup table: Click the table name or the View icon in the Actions column to view table details and references. Edit associated lookup table: Lookup tables are generated automatically from configured standard attribute values. Update the attribute values to update the associated lookup table.
   Associated documents	View associated standard document information, including document name, description, directory, and creator. Add associated document: Click Add. In the Add associated document dialog box, associate documents. Add up to 50 documents. Click OK to add to the list. Click Save or Save and publish at the bottom to save successfully. Preview document: Preview PDF documents online. Download document: Download standard documents to your local device. Remove associated document: Click the Delete icon in the Actions column to remove the association.

5. Click Save to view the configuration in the standard list.

   Click Save and publish. In the Submit for publishing standard dialog box, enter Approval notes as reference information. Click OK to publish the standard to production.

Quality monitoring rule configuration