4.1 Viewing a Business Term

To view a Business Term, follow these steps:

  1. From the Financial Services Data Governance for North America Regulatory Reporting window navigate to Standards and Policies and select Business Terms.
    The Business Terms summary window is displayed.

    Figure 4-1 Business Terms


    This illustration shows the individual terms present in a glossary. It includes a definition and several attributes that provide a complete description of the glossary.

  2. In the Search section, enter the search details and click Search 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.

    Note:

    Select one status at a time and click Search.
  5. Select the Subject Area from the drop-down list.

    Note:

    Select one subject area at a time and click Search.
  6. To view a Business Term, select a Business Term from the Summary table and click the View icon.
  7. In the Business Term Details window, you can view the following details:

    Table 4-3 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 4-2 Business Term Details


    This illustration shows the fields under Details tab.

  8. In the Contextual Definition window, you can view the following details:

    Table 4-4 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 4-3 Business Term Contextual Definition


    This illustration shows the fields under Contextual Definition tab.

    You can also view the Related Business Terms and List of Values associated with the Business Term. 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. 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 4-4 Related Business Terms and List of Values


    This illustration shows the usage of the particular term and has its explanation of how and why it is used, along with the list of values for that specific context.

  9. In the Summary Table, you can search for a particular Business Term from the summary table.
  10. For example, enter a search keyword “Code”, the table lists the results with the matching keyword.
  11. 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.