Business Glossary

The Business Glossary is a shared, searchable place to define the business terms and KPIs your organization cares about — things like "Net Revenue" or "Active User" — and link each one directly to the warehouses, schemas, tables, and columns that implement it. Because it lives in your data catalog, anyone looking at a table or column can see which business terms apply to it, and anyone looking up a term can see exactly where it's implemented.

Creating and editing a term

From the glossary list page, select Add term to create a new term. Each term has:

• Name — required, must be unique within your workspace.
• Description — a longer explanation of the term, written in Markdown (so you can use formatting like bold, lists, and links).
• Synonyms — alternate names people might search for (e.g. "Revenue", "Sales" as synonyms for "Net Revenue"). Synonyms are searchable alongside the term name.
• Examples — sample values or usage notes.

Existing terms can be edited the same way from either the glossary list or the term's own detail page.

Status

Every term has a status: Draft, Review, Approved, or Deprecated. Status is set manually by whoever is editing the term — there is currently no enforced workflow requiring a term to pass through Review before it can be marked Approved, and no automatic transitions. Status is meant as a signal of a term's maturity/trustworthiness, and is shown throughout the product (list, term page, linked assets, search results) as a colored badge.

Owner vs. Steward

Terms have two optional people fields:

• Owner — the person accountable for the term's definition and accuracy. Defaults to whoever created the term.
• Steward — the person who maintains the term day-to-day (keeping it up to date, fielding questions about it). Optional, and can be different from the owner.

Neither field currently affects permissions — they're informational, so people know who to ask.

Linking terms to your data

A term can be linked to one or more warehouses, schemas, tables, or columns (and certain other cataloged assets). From a term's detail page, use Link entity to search your catalog and select what the term applies to.

Important: linking at a parent level is a single link, not a cascade. Linking a term to a whole schema does not automatically link it to every table or column inside that schema — it's one link, recorded at the schema level. If you also want the term linked at the table or column level, link those individually.

You can also manage links from the other direction: any table, schema, or column's detail page has a Glossary terms section where you can add or remove linked terms directly, without going to the term page.

Where terms show up

• Glossary list page — browse, search, and filter all terms in your workspace.
• Term detail page — the full definition, synonyms, examples, owner/steward, status, and a table of everything it's linked to.
• Asset detail pages — any linked table, schema, or column shows its glossary terms in its metadata pane, with a link back to the term.
• Global search — terms are searchable by name and synonym alongside the rest of your catalog.

Permissions

• Viewing the glossary — the list, term pages, and asset-side links — only requires being a member of the workspace.
• Any change — creating, editing, or deleting a term; changing its status, owner, or steward; linking or unlinking it from an asset — requires the Edit Glossary permission. This permission is granted by default to the Manage and Edit roles.

Bulk import and export

The glossary list page supports exporting all terms to a CSV file, and importing terms in bulk from a CSV. Importing matches rows to existing terms by name — a row matching an existing term updates it, and a row with a new name creates a new term.

The CSV has one row per term, with these columns:

synonyms, examples, and steward may be left blank. owner and steward are matched by email address.