⚠️
This is an illustrated simulation showing what a Clarivex governance discovery export looks like inside Collibra Data Catalog. No real Collibra account is required to view this. Real outputs are identical. To see this in your live Collibra instance contact us for an enterprise conversation.
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What a Clarivex export looks like inside Collibra

This simulation shows the Finance Data Domain populated by a structured Clarivex discovery session — Business Terms, stewardship assignments, quality rules, lineage, and a full audit trail. All generated from a single click sync.

⚡ Synced via Clarivex — 14 Jun 2026
Viewing domain
Finance — Customer Data
8 Business Terms · 35 data elements governed
Catalog Governance Lineage Quality Stewardship
Home› Enterprise Data› Finance Domain› Customer ID
Domains
Finance8
Operations12
Risk & Compliance6
Customer9
Asset Types
Business Terms8
Data Sets4
Reports2
Views
My Assets
Recently Updated
Pending Review
Customer ID Accepted
Business Term · Finance Domain · Enterprise Data Community
Synced via Clarivex — 14 Jun 2026 09:42
Attributes
Stewardship
Lineage
Audit Trail
Domain View
Business Definition
Unique identifier assigned to a customer at the point of account creation. Serves as the primary key across all CRM, billing, and risk systems. Persistent for the lifetime of the customer relationship.
Business Owner
Sarah Chen — Finance Director
Data Steward
James Okafor — Data Governance Team
DAMA Knowledge Area
Data Governance Metadata Management Data Quality
Quality Rules
Completeness: 100% Uniqueness: >99.9% Format: ALPHANUMx12
Data Sensitivity
Confidential — Internal Use
Retention Period
7 years post relationship end — GDPR Article 5(1)(e) · UK Data Protection Act 2018
Regulatory Framework
BCBS 239 UK GDPR FCA SYSC
Source Systems
CRM (Salesforce)  ·  Core Banking System
Lineage Status
Documented — 3 upstream · 5 downstream
Governance Interview
Structured discovery via Clarivex · Session ID CX-2026-0614-001 · Sarah Chen · 14 Jun 2026
Related Terms
Account Number  ·  Client Reference  ·  CRM ID
Last Reviewed
14 Jun 2026 — Sarah Chen (via Clarivex structured interview)
Review Frequency
Annual · Next review: Jun 2027
Assigned roles for Customer ID
SC
Sarah Chen
Finance Director · MidCo Ltd
Business Owner
JO
James Okafor
Data Governance Manager
Data Steward
LK
Lisa Kamau
Chief Risk Officer
Risk Owner
TP
Tom Patel
Senior Data Analyst · CRM Systems
Technical Contact
ℹ Stewardship assignments were confirmed during a structured governance discovery session conducted via Clarivex on 14 Jun 2026. Session ID: CX-2026-0614-001. Full transcript available in the audit trail.
Data lineage for Customer ID — from source system through transformation to catalogue. Lineage captured during Clarivex structured discovery session.
Source
Salesforce CRM
→
Transform
ETL — Daily Batch
→
Source
Core Banking
→
Governed via
⚡ Clarivex
→
Catalogue
Collibra Data Map
Downstream consumers (5)
AI Credit Model v2 BCBS239 Risk Report Customer 360 Dashboard AML Screening Regulatory Submissions
Timestamp User Action Source
14 Jun 2026 09:42 James Okafor Business Term created
Clarivex
14 Jun 2026 09:42 System Definition synced from interview
Clarivex
14 Jun 2026 09:42 System Business Owner assigned: Sarah Chen
Clarivex
14 Jun 2026 09:43 System Quality rules attached (3)
Clarivex
14 Jun 2026 09:43 System Lineage documented: Salesforce CRM → Core Banking
Clarivex
14 Jun 2026 09:43 System Retention policy attached: 7 years — GDPR Art.5(1)(e)
Clarivex
14 Jun 2026 10:15 James Okafor Status changed: Draft → Accepted
Manual
14 Jun 2026 10:17 System Downstream consumers linked (5)
Clarivex
📋 Full interview transcript available. Session conducted with Sarah Chen (Finance Director) via Clarivex structured discovery on 14 Jun 2026. Session ID: CX-2026-0614-001. Interview duration: 14 minutes. Questions: 12 of 12 answered. DAMA alignment verified.
Finance Domain — 8 Business Terms governed via Clarivex structured discovery session — 14 Jun 2026
🔑
Customer ID
Primary identifier · 3 quality rules
Accepted
💳
Account Number
Banking term · 2 quality rules
Accepted
📊
Credit Score
Risk term · BCBS239 · 4 quality rules
Accepted
📅
Relationship Start Date
Temporal term · 2 quality rules
Under Review
🏦
Account Status
Operational term · 5 quality rules
Accepted
💰
Transaction Amount
Financial term · 3 quality rules
Accepted
📍
Registered Address
Identity term · GDPR · 2 quality rules
Accepted
⚠️
Risk Rating
Risk term · BCBS239 · 4 quality rules
Accepted
✅ 7 of 8 Business Terms accepted. 1 under review. All synced from a single Clarivex structured discovery session — 14 Jun 2026. Total session time: 47 minutes across 8 stakeholders. Previously this domain took 6 weeks to populate manually.

Want to see this in your real Collibra instance?

Clarivex integrates directly with Collibra via the REST API. Structured interview outputs push to Business Terms, stewardship assignments, quality rules, and lineage in one click. This simulation shows exactly what you get. Contact us for an enterprise conversation about Collibra integration.

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