Updated on
Nov 20, 2024
Each Data Governance Rule in Improvado consists of several fields that must be filled in. Below you can see a description of each field:
A short name for the rule. This will be displayed on the dashboard.
Example: Campaign is at or above 10% CTR.
A brief explanation of what the rule does and how it should be interpreted.
Example: Campaign is at or above 10% CTR.
The source of the data. Choose from the available sources or specify your own if not listed.
The name of the table from which the data will be pulled. Leave blank if unsure, AI will automatically select an appropriate table.
The condition under which the rule is considered violated. The main logic and formulas should be located here. In most cases, you should think of it as the opposite of the description.
Example: Click-through rate in an ad set is less than 10%.
The action to be taken if the rule is violated.
Example: Disable the campaign if CTR is less than 10%.
Additional logic to limit the data to which the rule applies. Note that filters should not contain the logic of the rule itself. All rule logic must be defined in the Description and Violation If fields.
Example: ```spend > 0 AND campaign_status = ‘Active’.```
The granularity of the data. Define the level at which the rule should be applied. The following sequence must be followed:
Choose the relevant compliance category for the rule.
Available categories:
Select the relevant business category.
Available categories:
The importance level of the rule.
Options: High, Medium, Low.
This parameter specifies how often a rule will be executed to check for any violations that trigger notifications. It can be set to run at various intervals, including hourly, daily, or weekly.
Example: If the Run Frequency is set to hourly, the rule will run every hour. If any changes in the data meet the specified conditions during these hourly checks, the user will receive a notification. Similarly, if set to daily, the rule will run once every day, and if set to weekly, it will run once every week, sending notifications if the conditions are met during these intervals.
Important to consider: The data extraction parameters must be set accordingly to match the Run Frequency field. If the frequency is set to hourly, data extraction should also be performed hourly. If set to daily, data extraction should be daily, and similarly, if set to weekly, data extraction should be weekly. This alignment ensures that the rule checks are based on the most current data available for the specified interval. (link to documentation about it).
The individual responsible for enforcing the rule. They will receive notifications related to the rule.
Example: test.account@improvado.io
By default, it is set to Enabled to ensure visibility on the dashboard and active notifications. Switch to Disabled to remove this rule from your dashboard and stop receiving notifications about the specific rule.
Improvado team is always happy to help with any other questions you might have! Send us an email.
Contact your Customer Success Manager or raise a request in Improvado Service Desk.