Apply the data governance framework

In this lesson, you will apply the data governance framework to the data you’ve ingested into your sandbox.

Adobe Experience Platform Data Governance allows you to manage customer data and ensure compliance with regulations, restrictions, and policies applicable to data use. It plays a key role within Experience Platform at various levels, including controlling usage of data.

Before you begin the exercises, watch these short videos about data governance:

Business Scenario

Luma makes a promise to members of their Loyalty program, that Loyalty data will not be shared with any third parties. We will implement this scenario in the rest of the lesson.

Apply data governance labels

The first step in the data governance process, is to apply governance labels to your data. Before we do that, let’s take a quick look at what labels are available:

  1. In the Platform user interface, select Policies in the left navigation
  2. Go to the Labels tab to see all labels in the account.

There are many out-of-the-box labels, plus you can create your own via the Create label button. There are three main types: Contract labels, Identity labels, and Sensitive labels that correspond to common reasons data might be restricted. Each of the labels has a Friendly Name and a short Name which is just an abbreviation of the type and a number. For example, the C1 label is for “No third-party export” which is what we need for our Loyalty policy.

Data Governance Label

Now it’s time to label the data whose usage we want to restrict:

  1. In the Platform user interface, select Datasets in the left navigation
  2. Open the Luma Loyalty Dataset
  3. Go to the Data Governance tab
  4. You can either apply labels to individual fields or apply them to the entire dataset. We will apply the label to the entire dataset. Click the pencil icon. If you don’t see the icon, try making your browser wider or scrolling the middle panel to the right.
    Data Governance
  5. In the modal, expand the Contract Labels section and check the C2 label
  6. Select the Save changes button
    Data Governance
  7. Returning to the main Data Governance screen, with the Show inherited labels toggle on, you can see how the label has been applied to all of the fields in the dataset.
    Data Governance

Create data governance policies

Now that our data is labeled, we can create a policy.

  1. In the Platform user interface, select Policies in the left navigation
  2. On the Browse tab, there is already an out-of-the-box policy called “3rd party export restriction” that associates the C2 label with the marketing action Export to Third Party—exactly what we need!
  3. Select the policy and then enable it via the Policy status toggle
    Data Governance

You can create your own policies by selecting the Create policy button. This opens a wizard which allows you can combine multiple labels and marketing action restrictions.

Enforce governance policies

Enforcement of governance policies is obviously a key component to the framework. Enforcement happens downstream when data is activated and sent out of Platform, especially with the Real-Time Customer Data Platform, which you may or may not be licensing. Either way, it’s out of the scope of this tutorial. But so you’re not left hanging, you can learn more about how policies are enforced in this video, which I’ve queued up to the relevant portion. It will also show you what happens when a policy is violated.

Additional Resources

Now let’s move on to query service.