# Custom Attributes - Use Case Examples

This page provides practical examples for adding enrichment metadata to the Catalog. These custom attributes are intended to enrich discovery, search, and consumer guidance.

## Who this page is for

* Data governance stewards and business analysts who tag and enrich datasets for discoverability.
* Data catalog admins and platform owners implementing metadata fields and UX for consumers.

## Examples of attributes

<figure><img src="/files/H4fudqBeW9nuk5a36xVz" alt=""><figcaption><p>Example application of custom attributes onto an asset.</p></figcaption></figure>

| Attribute                                       | Type               | Purpose / Notes                                                                                                     |
| ----------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------- |
| Legal Jurisdiction of Processing                | multi-select enums | Helps consumers know where data is processed or stored; useful for search and filtering                             |
| Highlighted Business Contacts                   | list of user       | Supplement primary owners — e.g., Subject Matter Experts, Business Contacts, Project Leads                          |
| Highlighted Business Contacts                   | list of users      | Supplement primary owners — e.g., Subject Matter Experts, Business Contacts, Project Leads                          |
| Business Category / Domain                      | multi-select enums | High-level business grouping (e.g., Finance, Marketing, Supply Chain) to improve discovery and lineage grouping     |
| Data Sensitivity Category (informational)       | multi-select enums | Steward-curated sensitivity label purely for guidance (does not replace classification fields)                      |
| Regional Audience / Consumer Group              | multi-select enums | Who the dataset is primarily intended for (e.g., EU Analytics Team, US Ops) to guide request routing and discovery  |
| Masking / Pseudonymization Notes                | plain text         | Short note describing whether masking/pseudonymization is recommended or commonly applied (informational)           |
| Allowed Processing Purposes (informational)     | plain text         | Describes common or recommended business uses to guide consumers; not an access control list                        |
| Third-party Processors Involved (informational) | plain text         | Informational list of known external recipients — helps reviewers and consumers; link to vendor record if available |
| Retention Guidance Key                          | plain text         | Human-friendly retention guidance pointer (links to policy; not an automated key unless you wire it to systems)     |
| Gloss / Consumer Guidance                       | plain text         | Short free-text guidance: intended uses, known caveats, common pitfalls, query examples for consumers               |

## Use case 1 — New dataset onboarding (enrichment & discoverability)

Purpose: enrich a newly registered dataset so internal consumers can find and understand it quickly.

Steps for the steward:

1. Inspect the registration form or dataset record submitted by the engineering owner.
2. Add `Business Category / Domain` to group the dataset (e.g., Finance > Revenue).
3. Add `Highlighted Business Contacts` to point to subject matter experts or project leads beyond the primary owner.
4. Add `Legal Jurisdiction of Processing` as an informational tag to help consumers filter for region-specific data.
5. Populate `Gloss / Consumer Guidance` with a short note describing common queries, expected freshness, and any caveats.

Platform recommendations:

* Show the enrichment fields prominently in the dataset header (contacts, domain, jurisdiction, and one-line guidance).
* Use these tags to improve catalog search, filters, and suggested related datasets.

Expected outcome: internal consumers can quickly find the dataset, know who to contact, and see a short guidance snippet before requesting access.

## Use case 2 — Consumer discovery and quick screening

Purpose: help requestors and stewards quickly decide whether a dataset is worth requesting or exploring further.

Attributes used: `Gloss / Consumer Guidance`, `Business Category / Domain`, `Legal Jurisdiction of Processing`, `Highlighted Business Contacts`.

Steps for the steward:

1. Ensure the `Gloss / Consumer Guidance` contains a short summary and example queries so requestors can self-screen.
2. Use `Business Category / Domain` and `Legal Jurisdiction` to surface the dataset to relevant teams via filters and saved searches.
3. If the requestor still needs access, they can use the `Highlighted Business Contacts` to ask clarifying questions before submitting a formal request.

Platform recommendations:

* Show the one-line `Gloss` in search results and dataset previews to reduce unnecessary access requests.

Expected outcome: fewer low-value access requests; consumers make better-informed requests aligned to business context.

## Use case 3 — Tagging for retention guidance (informational)

Purpose: add lightweight retention guidance to datasets so consumers and stewards know typical retention expectations.

Attributes used: `Retention Guidance Key`, `Gloss / Consumer Guidance`.

Steps for the steward:

1. Add `Retention Guidance Key` with a short human-friendly pointer to the applicable policy (e.g., "See RET-PII-90 in Retention Playbook").
2. Add a note in `Gloss` describing whether retention is commonly short or long and who to contact for questions.

Platform recommendations:

* Use `Retention Guidance Key` in reports to help stewards prioritize formal retention audits.

Expected outcome: greater clarity about expected retention timelines without enforcing automated deletion unless integrated with policy systems.

## Use case 4 — Informational vendor notes for exports

Purpose: document known third-party processors and vendor notes to help reviewers and requestors prepare exports.

Attributes used: `Third-party Processors Involved (informational)`, `Masking / Pseudonymization Notes`, `Gloss / Consumer Guidance`.

Steps for the steward:

1. Populate `Third-party Processors Involved` with vendors commonly receiving the dataset and a short note if the vendor requires specific handling.
2. Add `Masking / Pseudonymization Notes` describing typical transformations previously applied or recommended.
3. Add an export-prep note in `Gloss` linking to vendor teams or vendor pages.

Expected outcome: reviewers and requestors have a quick reference about vendors and recommended transformations.

## Use case 5 — Data quality notes and consumer expectations

Purpose: record expected data quality and refresh cadence as enrichment so consumers understand limitations.

Attributes used: `Gloss / Consumer Guidance`, `Data Quality SLA / Refresh Cadence` (informational), `Business Category / Domain`.

Steps for the steward:

1. Add a short `Data Quality SLA / Refresh Cadence` note (e.g., "Refreshed nightly, expect up to 1% nulls in field X").
2. Capture typical known caveats in `Gloss` (e.g., late-arriving data, timezone issues).
3. Add `Business Category` to help route issues to the right teams.

Platform recommendations:

* Surface the `Gloss` and refresh cadence prominently so consumers see expectations before they use the data.

Expected outcome: consumers have clearer expectations and fewer surprise incidents; triage is faster because the right teams are pre-identified.


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