Policy Operations

Policy Associations

Policy associations refer to the connections established between defined policies and the specific assets or components they govern.

Policies can be associated with:

• Data Objects: Schemas, Tables, Table Columns, Files, File Columns, Reports, Report Columns, Codes, APIs, and API Attributes.

Related Policies

The related policies refer to a set of interconnected rules or guidelines that collectively support compliance, risk management, and operational consistency across an organization. For example, a data retention policy may be related to a data privacy policy, both of which align with overarching regulatory requirements, such as the General Data Protection Regulation (GDPR).

The related policy displays other policies linked to the current policy for reference. It also helps avoid policy duplication and ensures consistency.

Additional Information (Custom Fields for Policy)

Users can define custom metadata fields for policies, enabling support for organisation-specific compliance tracking and management.

Navigate to Administration > Custom Fields, and select Policy from the Object Type drop-down list. Here, users can configure different custom fields related to Policy Manager.

Change Logs

A change log is essential for maintaining transparency, accountability, and traceability within an organization. It provides a detailed record of all modifications made to a policy over time, including the changes made, the individuals responsible, and the implementation period. Moreover, in the event of audits, disputes, or policy breaches, the change log serves as a vital reference point for clarifying intent and establishing responsibility, thereby supporting robust governance and risk management practices. It tracks all modifications, approvals, and user actions, providing an audit trail for compliance and accountability.

9 Dots Operation

The 9 dots menu provides advanced policy management actions such as the following:

1. Save as Template – This option creates a reusable policy template.

2. Duplicate Policy – This option clones an existing policy for modifications.

3. Update Governance Roles – This option modifies access control and responsibilities.

4. Delete Policy – This option removes policies that are obsolete or no longer in use.

Integration with Data Catalog

The Policy Manager integrates with the Data Catalog, enabling policy-to-data linkage by associating policies with specific data objects. It supports enforcement monitoring to ensure data assets comply with linked policies.

Audit Trials

Audit Trails capture all changes made to Policies, including updates to policy names, actions (additions or deletions), the user who modified, and the modification date.

Navigate to Administration > Audit Trials > Others. Select the Category (Governance Catalog) and Subcategory (Policy Manager).