The Validio Business Glossary is a centralized repository for business term definitions that enables a consistent data vocabulary across your organization. You can define terms with descriptions, aliases, domains, and owners, and then assign those terms to catalog assets and schema fields to provide business context for your data.

The Business Glossary is located under the Catalog > Glossary tab.

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Permissions

Viewing the glossary requires glossary: READ permission (granted to the Viewer role by default). Creating, editing, deleting, and importing terms requires glossary: WRITE permission (granted to Editor and Admin roles by default). For more information, see About Validio RBAC.

Glossary Term Properties

The glossary list page displays all terms in a table with the following columns:

Each term row has an Actions menu, where you can manage (Update and Delete) individual terms. See Managing Glossary Terms.

Browse and Search Glossary Terms

You can search, filter, and sort to find relevant terms:

• Search -- Type keywords into the search bar to filter by term name, description, and aliases. Alias matching helps avoid duplicate terms — for example, searching "ECL" matches the term "Expected Credit Loss".
• Filter -- Use the filter toolbar to narrow results by Domain or Owner.
• Sort -- Use the sort menu to change the sort field and the ordering of terms.

Click a term row to open its details in the sidebar panel, or click the term name to navigate to the term details page.

View Glossary Term Details

Click a glossary term row to open the details sidebar panel, or click the term name in the list to navigate to a term details page. Glossary term details include:

• Header section -- Term name, description, aliases, domain, and owner, with inline editing.
• Usage statistics -- Count of catalog assets and schema fields assigned this glossary term.
• Linked resources -- Links to view the catalog assets and schema fields assigned this glossary term in the assets list or lineage.
• Resource info: (Sidebar only) The glossary term ID and timestamps for creation and last update.
• Activity log -- (Details page only) A chronological record of changes to the term, including creation, updates, assignments, and removals.

Managing Glossary Terms

You can create, edit, and delete glossary terms from the Glossary tab. You can also import and export terms in bulk using CSV files. Editing and deleting can be done from the sidebar, the term details page, or the actions menu on each term row. To automate assigning terms to assets, see Glossary Term Suggestions.

Create a Glossary Term

1. Navigate to Catalog > Glossary.
2. Click + New term.
3. (Required) Enter the term Name.
4. (Optional) Add a Description, Aliases, Domain, and Owner.
5. Click Create to save the term.

Edit a Glossary Term

1. Click a term row to open the sidebar, or navigate to the term details page.
2. Click Update to open the update dialog.
3. Modify the term properties as needed.
4. Click Save to apply changes.

Delete a Glossary Term

1. Click the actions menu on a term row, or use the actions on the term details page.
2. Select Delete.
3. Confirm the deletion in the dialog.

Deleting a term removes all of its assignments to catalog assets and schema fields.

Import Glossary Terms from CSV

You can bulk-create or update glossary terms by importing a CSV file.

1. Navigate to Catalog > Glossary.
2. Click Import in the toolbar.
3. Upload a CSV file with the following headers: name, description, aliases, domain, owner.
   • Aliases: Separate multiple aliases with commas within the cell.
   • Domain: Matched by name (case-insensitive). The domain must already exist.
   • Owner: Matched by email address.
4. Click Import to process the file.

The import uses upsert behavior: existing terms (matched by name) are updated, and new terms are created. After import, a summary shows the count of created, updated, and any per-row errors.

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Note

Importing terms from CSV creates or updates the term definitions only. To link imported terms to catalog assets and schema fields, you need to assign them separately. See Glossary Term Assignments. You can also use Glossary Term Suggestions to automate term-to-asset matching.

Export Glossary Terms to CSV

You can export your glossary to a CSV file for backup or sharing.

1. Navigate to Catalog > Glossary.
2. Click Export in the toolbar to download all terms.

To export only specific terms, select them using the checkboxes and click Export selected in the selection toolbar.

The exported file is named glossary-terms-YYYY-MM-DD.csv.

Bulk Actions

Select multiple terms using the checkboxes in the glossary list to access bulk actions:

• Delete selected -- Delete all selected terms (requires glossary: WRITE).
• Export selected -- Export selected terms to CSV (requires glossary: READ).

Related Resources

• Domains
• Glossary Term Assignments
• Glossary Term Propagation
• Glossary Term Suggestions