Business terms are individual terms present in a glossary. It includes a definition and several attributes that provide a complete description of the glossary.
Topics:
Additionally, Business Terms provide associated knowledge, such as the user responsible for the term, the associated metrics, correct usage of the term, related terms, list of possible values for the term, and so on. OFSAA Glossary includes all the terms related to risk, performance, compliance, and insight pre-packaged with all the relevant information in them.
All users are required to be mapped to the DGSAUTHGRP, DGSADMINGRP, and DGSANALYSTGRP groups along with their respective groups.
The following is the user role for Business Terms:
· Business Term Viewer: Permits the user to view the Business Terms.
To view a Business Term, follow these steps:
1. From the Financial Services Data Governance for US Regulatory Reporting window navigate to Standards and Policies and select Business Terms.
Figure 2: Standards and Policies – Business Terms
The Business Terms window is displayed.
Figure 3: Business Terms
2. In the Search section, enter the search details and click
to view the results
in the summary table.
3. Enter the required Business Term.
4. Select the Status from the drop-down list. The status can be Draft, Pending Approval, or Active.
5. Select the Subject Area from the drop-down list.
Figure 4: Business Terms Search
6. To view a
Business Term, select a Business Term from the Summary table and click
icon.
Figure 5: Business Terms - View
7. In the Business Term Details window, you can view the following Details:
Table 2: Business Term Details
Fields |
Description |
Term |
Name of the Business Term. |
Annotate |
A reference text for additional information on Business Term. |
Definition |
Brief description of the Business Term. |
Keywords |
Values to be used as keywords that are used to search the Business Term. |
Glossary |
Glossary Name. |
Subject Area |
Subject Area Name. |
Critical Data Element |
Glossary term is a critical data element or not. |
Domain |
Alphanumeric, Date, or Numeric. |
Figure 6: Business Term Details
8. In the Contextual Definition window, you can view the following details:
Table 3: Contextual Definition
Fields |
Description |
Context Name |
Related to other glossary identifiers (multiple contextual definitions for the glossary term). |
Context Definition |
Contextual definition of the glossary term from the perspective of source or application. |
Context ID |
A system-generated number. |
Usage Term Name |
The name of the context in which the term is used. |
Figure 7: Business Term Contextual Definition
9. You can also view the Related Business Terms and List of Values associated with the Business Term.
10. The definition of Business Terms is generally designed to produce a common understanding of the meaning of the term for the entire organization irrespective of the business function. These are standard definitions and do not define the usage of the term in a specific context.
11. The Usage Term of Business Terms explains the terminology in the context of its usage. A terminology can have one or more usage terms based on the number of use cases that it applies to in the organization. Each usage of that particular term has its explanation of how and why it is used, along with the list of values for that specific context.
Figure 8: Related Business Terms and List of Values
12. In the Summary Table, you can search for a particular Business Term from the summary table.
For example, enter a search keyword “Code”, the table lists the results with the matching keyword.
Figure 9: Business Terms Search
13. To export
the summary table into an Excel or CSV file, in the Summary Table, click
the Export drop-down 
. This
downloads Business Term Summary details.