Data & AI governance

Operational governance that scales

Turn governance into an active, shared process with clear ownership, policies, and certification all managed in one place.

Document and manage business rules

All Business Rules Rule name RuleGr Financial Analytics rules RuleGr Financial Reports Access rules RuleGr reports certification RuleGr Inventory metrics Rules Rule Inventory value rule Rule Financial Currency rule Policies Policy Parent Financial currency Zoho Description In Zoho we are exclusively using Euribor 3-month exchange rate for all currency conversion Policy Parent Financial currency PowerBI Description In PowerBI all Financial metrics displayed are expressed in U.S. Dollars (USD) General Governance type Quality Summary All financial metrics must be in US dollars, using the 3-month Euribor exchange rate. Description This rule ensures consistency in financial reporting by requiring that all financial metrics are expressed in U.S. Dollars (USD). Conversion from other currencies must use the Euribor 3-month exchange rate applicable at the time of calculation or reporting. Details Linked objects Rule Financial Analytics Rules Inventory metrics Rules Financial currency rule Status Validated Owner Lea Gomez Stewards Marty Sanchez, Jane Doe Domain Finance

Define the foundations of trusted data governance

Business rules capture high-level expectations, constraints, and standards that guide how data should be structured, used, and managed. They provide shared clarity across teams, with defined ownership and alignment to business processes.

By documenting rules in a centralized, accessible space, you create a common reference point that drives consistency and accountability across your data ecosystem.

Define policies and monitor compliance

General Governance type Quality Summary Check that aggregated inventory values are always positive in key inventory tables. Description Salesforce inventory Management System – Inventory Value Rule is a data quality monitor that ensures aggregated inventory values remain positive in specified tables, supporting accurate reporting and operational reliability. Inventory aggregated values must be positive, table: fact_inventory_day, fact_inventory_germany_live Tags Inventory Details Linked objects Monitor Monitors Inventory monitoring Salesforce Inventory Management System – Inventory value rule Status Validated Owner Lea Gomez Rules Rule Parent Financial currency rule Description This rule ensures consistency in financial reporting by requiring that all financial metrics are expressed in U.S. Dollars (USD). Conversion from other currencies must use the Euribor 3-month exchange rate applicable at the time of calculation or reporting. General Governance type Quality Active True Summary Summary Description In Zoho we are exclusively using Euribor 3-month exchange rate for all currency conversion Details Linked objects Policy Financial policies Financial currency policies Financial currency Zoho Status Validated Owner Lea Gomez Stewards Marty Sanchez, Jane Doe Domain Finance

Turn business rules into measurable, trusted practices

Use policies to formalize data expectations, then apply monitors to track real-world alignment. This module bridges the gap between defined standards and operational reality enabling you to enforce rules, detect issues early, and ensure continuous compliance.

With built-in traceability and ownership, governance becomes an active, collaborative process.

71%

of organizations now run a governance program

60%

of companies may not achieve AI value due to poor governance

80%

of governance efforts fail without stakeholder buy-in

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