Creating a lookup policy

You can use the privacy policy editor to create a lookup policy in a data access plan.

You can add a policy to a data access plan that includes a selection policy.

Before you can create a lookup policy, you must define a lookup data source for the target platform selected for the policy.

To create a lookup policy:

  1. Expand a Data Access Plans folder for a logical data model package in the Data Project Explorer.
  2. Double-click the data access plan to include the policy.
    The data access plan editor opens.
  3. Click Data Privacy.
    The privacy policy editor opens.
  4. From the Policies area, do the following:
    1. Select a Platform that will process the policy.
    2. From the Policy list, expand Generic Lookup Privacy Policies and then click Lookup.
  5. From the Attributes list, select the attribute to mask with the policy.
  6. Click Apply.
    The Add Policy wizard opens.
  7. Complete the steps of the wizard.
    • You must select a data source connection. You must also select the lookup table schema and name. You can enter a DB alias associated with the lookup table.
    • You must map columns in the lookup table to attributes in the source entity that will be masked.
    • You must select a column in the lookup table that contains values to match against the search value from the source attribute.