Tools → Policy Center Manager (Preview)

About Policy Center Manager

The Policy Center Manager provides a centralized and structured way to define, manage, and govern data policies across various types, including Data Privacy, Security, Data Retention, Access Control, Data Quality, and Other.

Policy Center Manager Access Permissions

Users with the SuperRole or Data Governor role can create and manage policies.

→ To access the Policy Center Manager, in the Navigation bar, select Data Governance → Policy Center.

Policy Center Manager Anatomy

The Policy Center Manager consists of the following:

• Action bar
• Toolbar
• List view

Action bar

The Action bar has the following options:

• + New menu with the following available options:

  • Policy
  • Import Policies

• More Options (⋮) menu with the following available option:

  • Export

Toolbar

The toolbar provides controls to explore and manage policies:

List view

Each policy appears as a row in the list view. The following table shows the available properties:

• The default sort in the list view is ascending by Name.
• To change the sort for policies select the Name, Type, Valid Until, Status, or Last Modified column heading, and change the arrow to point down to sort descending, and up to sort ascending.

Policy Center Manager Actions

Using the Policy Center Manager, you can perform the following actions:

• Create a policy
• Assign a scope to a policy
• Edit a policy
• Edit a scope
• Manage a policy
• Deprecate a policy
• Delete policies
• Import policies
• Export policies
• Audit policies

Create a policy

To create a new policy:

1. In the Action bar, select + New → New Policy.
2. In the Define a Policy dialog:
   • Enter a unique Name
   • Select a Type: Data Privacy, Security, Data Retention, Access Control, Data Quality, or Other
   • Select + Assign to assign up to 3 owners
   • Enter the Purpose of the policy
   • Select Browse to attach a policy file in PDF format with a maximum size of 10 MB
   • Select a Valid Until date
3. Select Save.

Assign a scope to a policy

Scopes define the data assets a policy applies to by filtering on specific attributes. You can add multiple scope conditions to narrow the policy's coverage.

To assign a scope to a policy:

1. Open the policy, then select the Scopes tab.
2. Select Edit. If no scopes have been defined yet, the tab displays "No Scopes Assigned."
3. Select + Scopes to add a new scope condition.
4. From the Attribute dropdown list, select an asset attribute to filter by:
   • Domain
   • Glossary Term
   • Classification
   • Table
   • Schema
   • Dashboard
   • Column
   • Business Schema
5. From the Operator dropdown list, select a comparison logic:
   • Equals – matches a single specific value
   • In – matches any value in a selected set
   • Not Equals – excludes a single specific value
   • Not In – excludes all values in a selected set
6. From the Value dropdown list, search for or select the target value(s) that correspond to the chosen attribute. The list is populated dynamically based on the selected attribute.
7. Select Save to apply the scope.
8. To add additional conditions, select + Scopes again and repeat steps 3–7.
9. To remove a scope condition, select the Delete icon at the end of the row.

Edit a policy

To modify an existing policy:

1. Open the policy.
2. In the Overview tab, select Edit.
3. Update any of the following fields as needed:
   • Name
   • Type
   • Assigned owners
   • Purpose
   • Attached policy
   • Valid till date
4. Select Save.
5. In the Action bar, select Actions, then choose Submit for Review or Discard Draft.

Edit a scope

To modify an existing scope:

1. Open the policy.
2. In the Scopes tab, select Edit.
3. Update any of the following fields as needed:
   • Attribute
   • Operator
   • Value
4. Select Save.
5. In the Action bar, select Actions, then choose Submit for Review or Discard Draft.

Manage a policy

To perform workflow actions on a policy:

1. Open the policy.
2. In the Action bar, select Actions, then choose an option based on the policy’s current state:
   • Approve Draft
   • Reject Draft
   • Withdraw Draft
   • Submit for Review
   • Discard Draft
3. In the confirmation dialog that appears, complete the action as follows:
   • Approve Draft: Select OK to publish the policy.
   • Reject Draft: Enter a reason, then select OK to return the policy to Draft status.
   • Withdraw Draft: Optionally enter a reason, then select OK to return the policy to Draft status.
   • Submit for Review: Optionally enter a reason, then select OK to submit.
   • Discard Draft: Select OK to delete the policy.

For more information, refer to References → Policy Workflow.

Deprecate a policy

To permanently retire a published policy:

1. Open the policy
2. In the Action bar, select Actions → Deprecate Policy.
3. In the Deprecate Policy dialog, enter a reason for deprecation.
4. Select OK to confirm.

Delete policies

• To delete a single policy, select the Delete (trash) icon next to the policy.
• To delete multiple policies, select the checkboxes next to the policies you want to delete, then select the Delete (trash) icon in the top-right corner. In the confirmation dialog, select Delete.

Import policies

In the Action bar, select + New → Import Policies, and upload a .zip folder containing policies.

Export policies

1. Select the checkbox next to the policy you want to export.
2. In the Action bar, select More Options (⋮) → Export.
3. In the Export Policies dialog:
   • The Include scopes option is selected by default.
   • Select Export.

Audit policies

Policy changes and updates are auditable through new folders in the policy_audit directory, accessible from Data → Local Data Files → data_catalog_audit, improving transparency, traceability, and visibility into policy changes.

Three audit folders are available under the policy_audit directory:

• POLICY: Tracks core policy changes, including name, status, purpose, and the associated policy file.
• POLICY_OWNER: Tracks owner assignments and reassignments over time.
• POLICY_SCOPE: Records changes to policy scope, such as the columns or domains covered by a policy.

Limitations

• The expiry of automatic and workflow-based policies is not supported in this release.
• The Valid Until field can be set on a policy and used for tracking and reporting, but it does not trigger any expiry action.