# Rule Groups

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#### Rule Groups

In this series of detailed workshops we're going to:

* Understand the business value and ROI of implementing business rules
* Master the 7 Data Quality Dimensions in PDC
* Create and configure business rules with detailed step-by-step guidance
* Implement rule actions (Status, Tags, Webhooks) and understand their purpose
* Organize rules using rule groups for operational efficiency
* Monitor and interpret rule execution results for continuous improvement

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#### Accessing your Catalog

To get started using the Data Catalog, log in using the address and credentials provided by your Data Catalog service user or administrator.
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To access your catalog, please follow these steps:

1. Open **Google Chrome** web browser.
2. Navigate to:

{% embed url="<https://pdc.pentaho.lab>" %}

3. Enter following email and password, then click **Sign In**.

Username: <david.park@adventureworks.com> (mapped to Business Steward role)

Password: Welcome123!

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{% tabs %}
{% tab title="Daily Sales Quality Checks" %}
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#### Daily Sales Quality Checks

**Scenario:** Monitor that orders are being processed within expected timeframes.
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**Rule Group: Daily\_Sales\_Quality\_Checks**

* Customer\_Email\_Completeness
* Order\_Date\_Validity
* Order\_SubTotal\_Calculation\_Accuracy
* Order\_Processing\_Timeliness

**Configuration:**

```
Group Name: Daily_Sales_Quality_Checks
Description: Critical daily validations for sales data integrity
Schedule: Daily at 6:00 AM
Rules: [4 rules listed above]
```

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{% endtab %}

{% tab title="Customer Overall DQ Score" %}
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#### Cutomer Overall DQ Score

**Scenario:** Comprehensive Customer Data Quality Score
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**Business Rule Configuration:**

```
Rule Name: Customer_Overall_DQ_Score
Description: Composite data quality assessment across customer data
Data Quality Dimension: Accuracy
Schedule: Daily
Target: Person.Person, Sales.Customer
```

**SQL Query:**

```sql
WITH CustomerQuality AS (
    SELECT 
        c.CustomerID,
        CASE WHEN e.EmailAddress IS NOT NULL THEN 1 ELSE 0 END AS HasEmail,
        CASE WHEN pp.PhoneNumber IS NOT NULL THEN 1 ELSE 0 END AS HasPhone,
        CASE WHEN ba.AddressID IS NOT NULL THEN 1 ELSE 0 END AS HasAddress,
        CASE WHEN so.SalesOrderID IS NOT NULL THEN 1 ELSE 0 END AS HasOrders
    FROM Sales.Customer c
    LEFT JOIN Person.Person p ON c.PersonID = p.BusinessEntityID
    LEFT JOIN Person.EmailAddress e ON p.BusinessEntityID = e.BusinessEntityID
    LEFT JOIN Person.PersonPhone pp ON p.BusinessEntityID = pp.BusinessEntityID
    LEFT JOIN Person.BusinessEntityAddress ba ON p.BusinessEntityID = ba.BusinessEntityID
    LEFT JOIN Sales.SalesOrderHeader so ON c.CustomerID = so.CustomerID
),
QualityScore AS (
    SELECT 
        CustomerID,
        (HasEmail + HasPhone + HasAddress + HasOrders) AS Score
    FROM CustomerQuality
)
SELECT 
    COUNT(*) AS total_count,
    SUM(CASE WHEN Score >= 3 THEN 1 ELSE 0 END) AS scopeCount,
    SUM(CASE WHEN Score < 3 THEN 1 ELSE 0 END) AS nonCompliant
FROM QualityScore
```

**Rule Actions with Multiple Thresholds:**

* **PASS**: ≥ 95% customers with score ≥3 → Tags: "gold\_standard"
* **WARNING**: 85-95% → Tags: "needs\_improvement", Webhook to Data Steward
* **FAIL**: < 85% → Tags: "critical\_remediation", Webhook to VP of Data

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