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.

Download Term Details

Users can download the term details in XLS format.

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 during the AI recommendation.

The data object matching term name and the synonym/configured keyword would be recommended.

Example: The Term name as “Customer” is curated in the Business Glossary. Stakeholders can configure AI recommendation Keywords for this term, like Client, Customer_name, prospectus, etc, to get recommendations for the data object matching these keywords.

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.


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