Create New Policy
Use the Create New Policy screen to configure a new data policy, See the sections for Data Policy Management and Data Rights Management for general information about data policies and reference the sections for Data Policy Use Cases and the typical flow of Permission Operations.
Enter the data for the new data policy:
Enter a meaningful Data Policy Name string.
Optionally, select Customer to display the Customers Modal to view and select from the available customers.
Enter a meaningful Description string.
Enter a current or future Start Date.
Optionally, enter an End Date string.
Select the Edit pen icon or + Add Condition to view the Conditions expanded view.
- Select from the Policy Types available in the drop-down menu.
- Select the desired Boolean operator and itemize the permissions or restrictions desired across any combination of Use Case, Consortium, Vertical, Customer, Account, and/or Platform.
Select Back or Cancel to return to the Manage Data Policy view.
For best accountability and clearest data provenance, existing data policies cannot be edited directly without creating a a new version of the data policy. The new version allows the desired change in the data policy and the old version memorializes the data policy as it existed before the change was made. For similar reasons, data policies can be set to current or future dates but not to past dates. Together, these best practices provide true true provenance by tracking and documenting a full chronology of the rules and permissions data is subject to for the entire life of that data while it exists on Adara servers. |
Select Create Policy to create a new data policy with this data or select Back to return to the previous view without creating a new data policy. Processing and verification takes a moment, but when complete, the Create New Policy screen displays one of the following:
- Policy Successfully Created: a green boxed message verifies successful creation of the data policy. Several seconds after displaying the green boxed verification message, Cortex Data Management closes the Create New Policy screen and displays the Manage Data Policy view with this newly-created data policy viewable and available for selection and continued management.
- Error Creating Policy: a red boxed message communicates an error during data policy creation. Cortex Data Management will not display the data policy in the Manage Data Policy view until creation is successful. To resolve this red-boxed error message and create this data policy, contact an ADARA Customer Success Representative directly or email support@adara.com. Select Back to return to the previous view without changes..
Adara shows required fields in the Create Data Policy screen with an asterisk. Optional fields do not appear with an asterisk. |
