Govern Data Access
Situation: Business users frequently request reference data exports from IT teams. You want to enable independent access while maintaining appropriate control and governance.
What we need to achieve: Self-service data access with proper governance, reducing IT bottlenecks and empowering business users.
When to use this approach
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Frequent requests for reference data exports.
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Business users who need current data for reports and analysis.
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Existing governed reference data that’s ready for broader access.
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Clear understanding of who should have what level of access.
Implementation path
Step 1: Set up role-based access
Understand the access levels:
Role | Capabilities |
---|---|
Owner |
Full control, manages sharing and governance. |
Editor |
Can add/modify data and request approval. |
Approver |
Can review and approve changes for publication. |
Viewer |
Read-only access to published data. |
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Review current access: Set Up Access and Governance - Understand role-based permissions.
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Assign appropriate roles to users based on their responsibilities.
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Train users on their access levels and capabilities.
Step 2: Publish to Catalog
Make data discoverable and accessible:
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Publish your tables: Work with Published Reference Data - Enable platform-wide access.
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Add clear descriptions so users understand what data is available.
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Set up search tags to improve discoverability.
Step 3: Enable self-service workflows
Establish clear processes:
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Document access request procedures for users who need higher-level access.
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Create usage guidelines explaining what data can be used for what purposes.
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Set up monitoring to track usage patterns and ensure compliance.
Common use cases after implementation
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Business reporting: Users access current exchange rates, product categories, and regulatory codes for reports.
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Data analysis: Analysts use geographic regions, demographic categories, and risk ratings for studies.
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System integration: Applications programmatically access lookup tables and validation standards.
Next steps
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Monitor and optimize: Track usage patterns and gather feedback to improve the self-service experience.
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Scale your approach: Best Practices - Patterns for rolling out across your organization.
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Improve data quality: Improve Data Quality - Use reference data to validate other datasets.
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Explore other scenarios: Common Use Cases - Get inspiration from other real-world scenarios.
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