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Data Quality Management
Using ADM for Policy Creation
Workflow Best Practices
Before Starting
Review the table schema.
Understand applicable business rules.
Identify critical data elements.
Define acceptable thresholds.
Plan your notification and escalation strategy.
During Creation
Use clear, descriptive language.
Provide examples where possible.
Review AI-generated rules carefully.
Test rules before deployment.
Add a business explanation for each rule.
After Creation
Verify that the policy appears correctly in ADOC.
Run an initial execution to validate behavior.
Review results and investigate anomalies.
Adjust thresholds or logic if needed.
Document the purpose and owner of the policy.
Example Policy Creation Workflow
Step 1: Initial Request
“Create a data quality policy for the
customer_emailtable to ensure:
Email addresses are valid
No duplicates exist
All records contain email values
Email domain is from an approved list”
Step 2: Review the Generated Policy
Validate each rule’s logic.
Adjust thresholds (e.g., 95% → 98%).
Add custom validation logic if required.
Include a business rationale for transparency.
Step 3: Test and Deploy
Save the policy configuration.
Run the policy manually.
Review the first execution results.
Fine-tune rules and thresholds as necessary.
Policy Validation
Testing Generated Policies
Before Deployment
Review the logic behind each rule.
Validate threshold appropriateness.
Check generated SQL syntax.
Test the policy on sample data.
Confirm notification and alert configurations.
Validation Checklist
Rule names are descriptive
Business explanations are clear
Thresholds reflect requirements
SQL syntax is valid (if applicable)
Assets are correctly mapped
Scheduling is configured properly
Notifications and severity levels are set
Common Issues to Check
Threshold Problems
Incorrect | Correct |
|---|---|
Threshold: 100% for optional fields | Threshold: 100% for mandatory fields only |
Threshold: 50% for critical validations | Threshold: 95%+ for critical validations |
Rule Logic Issues
Incorrect | Correct |
|---|---|
Email regex: |
|
Date range: |
|
Performance Considerations
Avoid complex joins in validation SQL.
Use indexed columns where possible.
Apply sampling for large datasets.
Set realistic timeouts for long-running validations.
Understanding Policy Scores
What Is a Policy Score?
A policy score measures the overall health of data quality.
Formula:
Policy Score = (Passed Rules ÷ Total Rules) × 100
Score Ranges
Date | Score | Status |
|---|---|---|
Oct 1 | 98% | ✓ Stable |
Oct 2 | 97% | ✓ Stable |
Oct 3 | 89% | ⚠ Declining |
Oct 4 | 85% | ⚠ Declining |
Oct 5 | 82% | ❌ Alert |
Interpreting Scores
High Scores (95–100%)
Data meets established standards.
Minor deviations are acceptable.
Continue monitoring and review thresholds periodically.
Medium Scores (85–94%)
Some rules fail regularly.
Investigate root causes and pipeline logic.
Adjust thresholds or improve upstream data quality.
Low Scores (< 85%)
Significant quality degradation.
Requires immediate investigation and remediation.
Review pipelines, validation logic, and data sources.
Example Trend Analysis
Trend Insights
A declining score indicates new issues emerging.
Sudden drops suggest pipeline or ingestion failures.
Gradual declines point to schema drift or process regression.
Stable trends confirm data reliability.
Example ADM Interaction
You: “Why did the customer policy score drop to 85%?” ADM: Analysis of Decline:
Email validation rule pass rate dropped (15% → 8%)
Cause: New data source with inconsistent format.
Completeness check fell (100% → 92%)
Cause: Missing phone numbers in latest records.
Uniqueness rule remained stable (100%).
Recommendations:
Add email normalization to ETL.
Enforce phone number collection or adjust rule priority.
Monitor for three days to confirm stability.
Troubleshooting Policy Issues
1. Policy Not Executing
Symptoms
No execution history
Status shows “Not Scheduled”
No output results
Solutions
Confirm the schedule is enabled.
Check execution permissions.
Verify notification group configuration.
Confirm access to the target asset.
ADM Query:
“Why hasn’t the
customer_validationpolicy executed today?”
2. All Rules Failing
Symptoms
All rules show 0% pass rate.
Policy score = 0%.
Error messages in execution logs.
Solutions
Check database connectivity.
Verify table and column references.
Review SQL syntax in custom rules.
Confirm user or service permissions.
ADM Query:
“Analyze the failure pattern for
customer_validationpolicy and identify common causes.”
3. False Positives
Symptoms
Rules fail though data looks correct.
Inconsistent results between runs.
Thresholds appear too strict.
Solutions
Revisit rule logic and thresholds.
Add exception handling conditions.
Refine validation criteria for special cases.
ADM Query:
“Show me records failing the email validation rule to verify whether they’re actually invalid.”
4. Performance Issues
Symptoms
Policy execution takes excessive time.
Timeout or resource exhaustion errors.
Solutions
Optimize SQL and reduce joins.
Use sample-based validation for large tables.
Add indexes to frequently validated columns.
Break the policy into smaller, targeted ones.
ADM Query:
“Suggest optimizations for the
customer_validationpolicy that’s taking over two hours to execute.”
For additional help, contact www.acceldata.force.com OR call our service desk +1 844 9433282
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