Generating business terms

Prerequisites

1. Ensure that the generative AI-based enrichment capabilities are enabled for the project:

   1. Open your project and go to the Manage tab.
   2. In Expand metadata, under Display names, for Generation method, select Generative AI if it's not selected.
   3. In Term and classification assignment, for Term assignment methods to use, select Gen AI based term assignment if it's not selected.

2. Ensure you have the following roles and permissions:

   1. Admin, Owner or Editor category collaborator roles in the primary category for the business term.
   2. User permissions:
      • Manage data protection rules
      • Access catalogs
      • Manage asset discovery
      • Access governance artifacts
      • Manage glossary
      • Manage governance categories
      • Manage Projects
      • Administer governance artifacts - If you're using the MCP server with the execute_term_generation tool, you must also have Administer governance artifacts permission alongside the other ones.

Generating business terms

1. Create a new metadata enrichment or edit an existing one:

   1. Select Expand metadata and Assign terms and classifications as your goals.
   2. For scope, select which existing categories to reference to prevent creating duplicates.
   3. Select a primary category so after the terms are generated, they're stored in one place and easier to identify.
   4. Run the metadata enrichment job.

   Alternatively, use watsonx.data intelligence MCP server to first create a metadata enrichment (create_or_update_metadata_enrichment_asset tool) and then run the metadata enrichment job (execute_metadata_enrichment_asset). Make sure to set Expand metadata and Assign terms and classifications as your goals, and select a primary category.

2. Optional: If the display names aren't accurate, edit them.
   Display names are used to generate business terms and classifications.

3. Generate business terms.

   1. Generate business terms for tables.
      You must first generate business terms for tables and then for its columns to see is a part of relationships.

      For each metadata enrichment job, the generated business terms appear in one workflow.

      1. On the Assets page, identify the tables for which you want to generate business terms and click Add or edit > Generate business terms.
      2. In the Governance panel, click Generate terms.
      3. After the job is finished, refresh the page to view the generated business terms.

   2. Generate business terms for columns inside the table:

      1. On the Assets page, open the table for which you want to generate business terms.
      2. Select the columns and click Add or edit > Generate business terms.
      3. After the job is finished, refresh the page to view the generated business terms.

   Alternatively, use watsonx.data intelligence MCP server to generate business terms for assets and columns at the same time (execute_term_generation tool).

   The generated business terms are uploaded into the category that you chose in 1c (primary category). The terms are created in the Draft state so you can review and publish them by using your standard approval workflow process. You can also decide to keep or change the generated classifications. To view the generated classifications, open the business term.

   Important: First, generate all the terms that you need and then publish them all in one go.
   If you published the terms and decide that you need more terms, run the metadata enrichment job again, generate terms, and publish them.

Generated classifications

• Classifications are added only for columns.
• For new business terms in the Draft state, the generated classification (PI or SPI) is applied to the draft term. To view the assigned classification, open the business term.
• For existing business terms in the Draft state, the classification is updated as follows:
  • If the generated classification doesn't already exist for a business term, the classification is added.
  • If the same classification already exists for a term, nothing is changed.
  • If the existing term has a Personal Information classification and a Sensitive Personal Information is generated, the PI is removed and is replaced with the SPI because SPI inherently includes PI.

Next steps

• Review, edit, and publish business terms
• Assign and unassign business terms
• Explore relationships
• Keep or change classifications
• Delete business terms
• Publish business terms to catalogs

Related content

• Getting started with watsonx.data intelligence MCP server
• Managing business terms
• Finding and viewing governance artifacts