# Term - 9 Dots functionality The Term's 9 Dots functionality represents a contextual action menu that appears alongside each glossary term. These include the following: ## Add to My Watchlist By adding a term to the watchlist, the user will be notified whenever a change in the term occurs.

## Add/Update Category Allows users to assign or modify the category associated with a glossary term. This helps organize terms within the appropriate business category for better classification and navigation.

## Add/Update Subcategory Allows users to assign or modify the subcategory associated with a glossary term. This further organizes the term under a specific subcategory within the selected category, improving structure and navigation.

## Download Term Details Users can download the term details in XLS format.

## Raise a Service Request Allows users to create a service request directly from the Term Summary page for the glossary term. Users can select a predefined request type, such as Term Metadata Change Request, Term Creation Request, Request Impact Analysis, Business Glossary Term Approval, etc.

## Update Governance Roles Allows users to modify Governance Roles for a Glossary Term directly from the Term Summary page. Users can update roles such as Steward, Owner, and Custodian responsible for managing the term. ## AI Settings Users can run a "Regular Expression" to find the required data pattern of objects associated with a Term. Users must add the required data pattern and can use the AI boost score to boost the smart score when the regex matches. Regular Expression consists of characters and metacharacters, each with a specific meaning. Some common metacharacters include: * . (dot): Matches any single character except newline. * \*: Matches zero or more occurrences of the preceding character. * +: Matches one or more occurrences of the preceding character. * ?: Matches zero or one occurrence of the preceding character. * \[]: Matches any single character within the brackets. * ^: Matches the beginning of a line. * $: Matches the end of a line.

## Configure AI recommendation keywords Users can configure Keywords/Synonyms for the term. This will help with the AI recommendation. The data object matching term name and the synonym/configured keyword would be recommended.

{% hint style="info" %} Example: The Term name “Customer” is curated in the Business Glossary. Stakeholders can configure AI recommendation Keywords for this term, such as "Client," "Customer\_name," "prospectus," etc., to receive recommendations for data objects matching these keywords. {% endhint %} ## Clone Term The Clone Term option allows users to create a new Business Glossary term by duplicating an existing term within the same domain. This feature helps users quickly create similar terms without manually re-entering common metadata. When a term is cloned, key metadata, including Business Description, Detailed Description, Tags, Related Objects, Custom Fields (Curated), Policies, and Classifications, is copied to the new term. However, Category and Subcategory information are intentionally excluded to allow users to classify the new term independently. The cloned term is automatically created in the same domain as the original term and inherits governance roles based on the domain configuration. Additionally, associations and references are not copied, ensuring that the new term starts without unintended relationships. This functionality reduces manual effort, minimizes data entry errors, and helps maintain consistency when creating similar glossary terms.

## Custom fields history The Custom Fields section allows users to view all the related custom fields (Text, Code, Number, and Date) associated with the Business Glossary Terms. Here, users can also request to change any custom field content. ## Configure Synonyms for Search Allows users to add and manage keywords that act as synonyms for a glossary term to improve search results. These synonyms help users find the term even when they search using different but related keywords. Users can add new keywords, enable or disable them, and vote or remove existing synonyms.