Enhanced metadata policies on personas
🎉 What’s new
Say hello to Enhanced Metadata Policies in Atlan! You can now create dynamic, rule-based metadata policies inside personas—making governance more scalable, flexible, and precise than ever before.
✨ Let’s dig deeper
With this update, you no longer need to manually select individual assets when setting up metadata access controls. Instead, you can build policies using dynamic filter rules—based on asset metadata like tags, schema, database, or qualified names.
Here’s how it works:
🧩 Create metadata policies using flexible rules
Each rule filters assets based on metadata fields such as:
- ✅ Tags (with support for tag values as well)
- ✅ Schema Qualified Name
- ✅ Database Qualified Name
- ✅ Asset Qualified name
- These rules are composed inside personas, directly from the “Metadata Policies” section.
➕ Use up to 3 rules per policy
- You can combine up to three rules to define asset access.
- This makes your policy both powerful and targeted—no manual asset selection needed.
🌐 Requires connection selection first
- Before adding any rules, you must select a data connection.
- This ensures your filters are applied within the right context and metadata scope.
Why this matters: Dynamic rules let you govern entire categories of assets with just a few clicks, supporting governance at scale while staying maintainable and auditable.
Note- This feature won't work today if you have data quality turned on for your Atlan instance.
👏 Give it a shot
Try building your first rule-based metadata policy inside a persona today! Whether you're granting access to all Snowflake assets inside a connection tagged “PII” or restricting access to specific schemas, this new system makes it faster and smarter to govern access dynamically.
Let us know how you’re using it—we’re excited to hear what you think!