Persona¶

User archetypes for tailored experiences and workflows

Overview¶

The Persona entity represents user archetypes that define tailored experiences, workflows, and UI preferences. Personas help customize the platform interface based on user roles and responsibilities, providing relevant features and information to different user types.

Relationship Diagram¶

graph TB
    subgraph "Built-in Personas"
        ANALYST[Persona<br/>Analyst<br/><i>Data Analysis & Reporting</i>]
        ENGINEER[Persona<br/>Engineer<br/><i>Data Pipeline & Infrastructure</i>]
        SCIENTIST[Persona<br/>Scientist<br/><i>ML & Advanced Analytics</i>]
        EXECUTIVE[Persona<br/>Executive<br/><i>KPIs & Business Metrics</i>]
        STEWARD[Persona<br/>Steward<br/><i>Data Governance & Quality</i>]
    end

    subgraph "Custom Personas"
        CUSTOM1[Persona<br/>BusinessAnalyst<br/><i>Custom</i>]
        CUSTOM2[Persona<br/>ProductManager<br/><i>Custom</i>]
    end

    subgraph "Assigned Users - Analyst"
        USR1[User<br/>jane.doe<br/><i>Data Analyst</i>]
        USR2[User<br/>john.smith<br/><i>Business Analyst</i>]
        USR3[User<br/>alice.wilson<br/><i>Senior Analyst</i>]

        ANALYST -.->|assigned to| USR1
        ANALYST -.->|assigned to| USR2
        ANALYST -.->|assigned to| USR3
        USR1 -->|default persona| ANALYST
    end

    subgraph "Assigned Users - Engineer"
        USR4[User<br/>bob.engineer<br/><i>Data Engineer</i>]
        USR5[User<br/>carol.dev<br/><i>Platform Engineer</i>]

        ENGINEER -.->|assigned to| USR4
        ENGINEER -.->|assigned to| USR5
        USR4 -->|default persona| ENGINEER
    end

    subgraph "UI Preferences - Analyst Persona"
        UI1[Landing Page<br/>/dashboards<br/><i>Default View</i>]
        UI2[Favorite Views<br/>MyDashboards<br/>PopularTables<br/>RecentQueries]
        UI3[Default Filters<br/>Tier: Gold, Silver<br/>Domain: Analytics]
        UI4[Widgets<br/>Activity Feed<br/>Top Tables<br/>Trending Assets]

        ANALYST -->|configures| UI1
        ANALYST -->|configures| UI2
        ANALYST -->|configures| UI3
        ANALYST -->|configures| UI4
    end

    subgraph "Relevant Domains - Analyst"
        DOM1[Domain<br/>Analytics<br/><i>Primary Domain</i>]
        DOM2[Domain<br/>Sales<br/><i>Relevant Domain</i>]
        DOM3[Domain<br/>Marketing<br/><i>Relevant Domain</i>]

        ANALYST -.->|relevant| DOM1
        ANALYST -.->|relevant| DOM2
        ANALYST -.->|relevant| DOM3
    end

    subgraph "Featured Assets - Analyst"
        DASH1[Dashboard<br/>Sales Overview<br/><i>Tableau</i>]
        DASH2[Dashboard<br/>Customer Analytics<br/><i>Tableau</i>]
        TBL1[Table<br/>customers<br/><i>postgres_prod.public</i>]
        TBL2[Table<br/>orders<br/><i>postgres_prod.public</i>]
        TBL3[Table<br/>revenue<br/><i>postgres_prod.public</i>]

        ANALYST -.->|features| DASH1
        ANALYST -.->|features| DASH2
        ANALYST -.->|features| TBL1
        ANALYST -.->|features| TBL2
        ANALYST -.->|features| TBL3
    end

    subgraph "Recommended Workflows - Analyst"
        WF1[Workflow<br/>Create Dashboard<br/><i>6 Steps</i>]
        WF2[Workflow<br/>Explore Data<br/><i>6 Steps</i>]
        WF3[Workflow<br/>Request Access<br/><i>6 Steps</i>]
        WF4[Workflow<br/>Generate Report<br/><i>5 Steps</i>]

        ANALYST -->|recommends| WF1
        ANALYST -->|recommends| WF2
        ANALYST -->|recommends| WF3
        ANALYST -->|recommends| WF4
    end

    subgraph "Featured Assets - Engineer"
        PIPE1[Pipeline<br/>customer_etl<br/><i>Airflow</i>]
        PIPE2[Pipeline<br/>analytics_sync<br/><i>Airflow</i>]
        TBL4[Table<br/>staging_data<br/><i>postgres_dev</i>]
        CONT1[Container<br/>raw_data<br/><i>S3 Bucket</i>]

        ENGINEER -.->|features| PIPE1
        ENGINEER -.->|features| PIPE2
        ENGINEER -.->|features| TBL4
        ENGINEER -.->|features| CONT1
    end

    subgraph "Relevant Tags - Analyst"
        TAG1[Tag<br/>Tier.Gold<br/><i>High Priority</i>]
        TAG2[Tag<br/>Domain.Analytics<br/><i>Domain Tag</i>]
        TAG3[Tag<br/>Priority.High<br/><i>Business Critical</i>]
        TAG4[Tag<br/>Sensitive.PII<br/><i>Data Classification</i>]

        ANALYST -.->|relevant| TAG1
        ANALYST -.->|relevant| TAG2
        ANALYST -.->|relevant| TAG3
        ANALYST -.->|relevant| TAG4
    end

    subgraph "Featured Assets - Scientist"
        ML1[MLModel<br/>churn_predictor<br/><i>Production</i>]
        ML2[MLModel<br/>recommendation_engine<br/><i>Staging</i>]
        NB1[Notebook<br/>feature_engineering<br/><i>Jupyter</i>]
        TOPIC1[Topic<br/>model_predictions<br/><i>Kafka</i>]

        SCIENTIST -.->|features| ML1
        SCIENTIST -.->|features| ML2
        SCIENTIST -.->|features| NB1
        SCIENTIST -.->|features| TOPIC1
    end

    subgraph "UI Preferences - Executive"
        UI5[Landing Page<br/>/executive-summary<br/><i>High-level View</i>]
        UI6[Widgets<br/>Business KPIs<br/>Revenue Metrics<br/>Key Trends]

        EXECUTIVE -->|configures| UI5
        EXECUTIVE -->|configures| UI6
    end

    %% Styling
    classDef personaStyle fill:#EC4899,stroke:#DB2777,color:#fff,stroke-width:3px
    classDef customPersonaStyle fill:#F472B6,stroke:#EC4899,color:#fff,stroke-width:2px
    classDef userStyle fill:#059669,stroke:#047857,color:#fff,stroke-width:2px
    classDef uiStyle fill:#8B5CF6,stroke:#7C3AED,color:#fff,stroke-width:2px
    classDef domainStyle fill:#F59E0B,stroke:#D97706,color:#000,stroke-width:2px
    classDef dashboardStyle fill:#2563EB,stroke:#1E40AF,color:#fff,stroke-width:2px
    classDef tableStyle fill:#06B6D4,stroke:#0891B2,color:#fff,stroke-width:2px
    classDef workflowStyle fill:#10B981,stroke:#059669,color:#fff,stroke-width:2px
    classDef pipelineStyle fill:#6366F1,stroke:#4F46E5,color:#fff,stroke-width:2px
    classDef tagStyle fill:#EF4444,stroke:#DC2626,color:#fff,stroke-width:2px
    classDef mlStyle fill:#A855F7,stroke:#9333EA,color:#fff,stroke-width:2px

    class ANALYST,ENGINEER,SCIENTIST,EXECUTIVE,STEWARD personaStyle
    class CUSTOM1,CUSTOM2 customPersonaStyle
    class USR1,USR2,USR3,USR4,USR5 userStyle
    class UI1,UI2,UI3,UI4,UI5,UI6 uiStyle
    class DOM1,DOM2,DOM3 domainStyle
    class DASH1,DASH2 dashboardStyle
    class TBL1,TBL2,TBL3,TBL4 tableStyle
    class WF1,WF2,WF3,WF4 workflowStyle
    class PIPE1,PIPE2,CONT1 pipelineStyle
    class TAG1,TAG2,TAG3,TAG4 tagStyle
    class ML1,ML2,NB1,TOPIC1 mlStyle

Key Relationships:

User Assignment: Users can have multiple personas, with one set as default
UI Preferences: Each persona defines custom landing pages, favorite views, filters, and dashboard widgets
Relevant Domains: Personas associated with specific data domains for focused access
Featured Assets: Curated list of important assets for each persona type (dashboards, tables, pipelines, ML models)
Relevant Tags: Tags that help filter and discover assets relevant to the persona
Recommended Workflows: Step-by-step guides for common tasks specific to each persona
Tailored Experience: Personas customize the entire user experience based on role and responsibilities

Common Personas: - Analyst - Data analysts performing analysis and creating reports - Engineer - Data engineers building pipelines and infrastructure - Scientist - Data scientists developing ML models - Executive - Executives viewing dashboards and KPIs - Steward - Data stewards managing governance and quality

Schema Specifications¶

View the complete Persona schema in your preferred format:

JSON SchemaRDFJSON-LD

Complete JSON Schema Definition

{
  "$id": "https://open-metadata.org/schema/entity/teams/persona.json",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Persona",
  "description": "A `Persona` represents a user archetype that defines tailored experiences and workflows.",
  "type": "object",
  "javaType": "org.openmetadata.schema.entity.teams.Persona",

  "definitions": {
    "personaType": {
      "description": "Type of persona",
      "type": "string",
      "enum": [
        "Analyst",
        "Engineer",
        "Scientist",
        "Executive",
        "Steward",
        "Custom"
      ]
    },
    "uiPreferences": {
      "type": "object",
      "properties": {
        "landingPage": {
          "type": "string",
          "description": "Default landing page"
        },
        "favoriteViews": {
          "type": "array",
          "items": {"type": "string"}
        },
        "defaultFilters": {
          "type": "object",
          "description": "Default filters for data assets"
        },
        "widgets": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "name": {"type": "string"},
              "type": {"type": "string"},
              "config": {"type": "object"}
            }
          }
        }
      }
    }
  },

  "properties": {
    "id": {
      "description": "Unique identifier",
      "$ref": "../../type/basic.json#/definitions/uuid"
    },
    "name": {
      "description": "Persona name",
      "$ref": "../../type/basic.json#/definitions/entityName"
    },
    "fullyQualifiedName": {
      "description": "Fully qualified persona name",
      "$ref": "../../type/basic.json#/definitions/fullyQualifiedEntityName"
    },
    "displayName": {
      "description": "Display name",
      "type": "string"
    },
    "description": {
      "description": "Persona description",
      "$ref": "../../type/basic.json#/definitions/markdown"
    },
    "personaType": {
      "$ref": "#/definitions/personaType"
    },
    "uiPreferences": {
      "$ref": "#/definitions/uiPreferences"
    },
    "domains": {
      "description": "Relevant data domains for this persona",
      "type": "array",
      "items": {
        "$ref": "../../type/entityReference.json"
      }
    },
    "featuredAssets": {
      "description": "Featured data assets for this persona",
      "type": "array",
      "items": {
        "$ref": "../../type/entityReference.json"
      }
    },
    "relevantTags": {
      "description": "Tags relevant to this persona",
      "type": "array",
      "items": {
        "$ref": "../../type/tagLabel.json"
      }
    },
    "users": {
      "description": "Users assigned to this persona",
      "type": "array",
      "items": {
        "$ref": "../../type/entityReference.json"
      }
    },
    "workflows": {
      "description": "Recommended workflows for this persona",
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "name": {"type": "string"},
          "description": {"type": "string"},
          "steps": {
            "type": "array",
            "items": {"type": "string"}
          }
        }
      }
    },
    "version": {
      "description": "Metadata version",
      "$ref": "../../type/entityHistory.json#/definitions/entityVersion"
    }
  },

  "required": ["id", "name", "personaType"]
}

View Full JSON Schema →

RDF/OWL Ontology Definition

@prefix om: <https://open-metadata.org/schema/> .
@prefix rdfs: <http://www.w3.org/2000/01/rdf-schema#> .
@prefix owl: <http://www.w3.org/2001/XMLSchema#> .
@prefix xsd: <http://www.w3.org/2001/XMLSchema#> .

# Persona Class Definition
om:Persona a owl:Class ;
    rdfs:subClassOf om:Entity ;
    rdfs:label "Persona" ;
    rdfs:comment "User archetype defining tailored experiences and workflows" .

# Properties
om:personaName a owl:DatatypeProperty ;
    rdfs:domain om:Persona ;
    rdfs:range xsd:string ;
    rdfs:label "name" ;
    rdfs:comment "Name of the persona" .

om:personaType a owl:DatatypeProperty ;
    rdfs:domain om:Persona ;
    rdfs:range om:PersonaType ;
    rdfs:label "personaType" ;
    rdfs:comment "Type: Analyst, Engineer, Scientist, etc." .

om:landingPage a owl:DatatypeProperty ;
    rdfs:domain om:Persona ;
    rdfs:range xsd:string ;
    rdfs:label "landingPage" ;
    rdfs:comment "Default landing page for persona" .

om:relevantDomain a owl:ObjectProperty ;
    rdfs:domain om:Persona ;
    rdfs:range om:Domain ;
    rdfs:label "relevantDomain" ;
    rdfs:comment "Data domains relevant to this persona" .

om:featuredAsset a owl:ObjectProperty ;
    rdfs:domain om:Persona ;
    rdfs:range om:DataAsset ;
    rdfs:label "featuredAsset" ;
    rdfs:comment "Featured assets for this persona" .

om:relevantTag a owl:ObjectProperty ;
    rdfs:domain om:Persona ;
    rdfs:range om:Tag ;
    rdfs:label "relevantTag" ;
    rdfs:comment "Tags relevant to this persona" .

om:assignedUser a owl:ObjectProperty ;
    rdfs:domain om:Persona ;
    rdfs:range om:User ;
    rdfs:label "assignedUser" ;
    rdfs:comment "Users assigned this persona" .

om:hasWorkflow a owl:ObjectProperty ;
    rdfs:domain om:Persona ;
    rdfs:range om:Workflow ;
    rdfs:label "hasWorkflow" ;
    rdfs:comment "Recommended workflows" .

# Persona Type Enumeration
om:PersonaType a owl:Class ;
    owl:oneOf (
        om:AnalystPersona
        om:EngineerPersona
        om:ScientistPersona
        om:ExecutivePersona
        om:StewardPersona
        om:CustomPersona
    ) .

# Example Instance
ex:analystPersona a om:Persona ;
    om:personaName "Analyst" ;
    om:displayName "Data Analyst" ;
    om:personaType om:AnalystPersona ;
    om:landingPage "/dashboards" ;
    om:relevantDomain ex:analyticsDomain ;
    om:featuredAsset ex:salesDashboard ;
    om:assignedUser ex:janeDoe .

View Full RDF Ontology →

JSON-LD Context and Example

{
  "@context": {
    "@vocab": "https://open-metadata.org/schema/",
    "om": "https://open-metadata.org/schema/",
    "rdfs": "http://www.w3.org/2000/01/rdf-schema#",
    "xsd": "http://www.w3.org/2001/XMLSchema#",

    "Persona": "om:Persona",
    "name": {
      "@id": "om:personaName",
      "@type": "xsd:string"
    },
    "fullyQualifiedName": {
      "@id": "om:fullyQualifiedName",
      "@type": "xsd:string"
    },
    "displayName": {
      "@id": "om:displayName",
      "@type": "xsd:string"
    },
    "description": {
      "@id": "om:description",
      "@type": "xsd:string"
    },
    "personaType": {
      "@id": "om:personaType",
      "@type": "@vocab"
    },
    "domains": {
      "@id": "om:relevantDomain",
      "@type": "@id",
      "@container": "@set"
    },
    "featuredAssets": {
      "@id": "om:featuredAsset",
      "@type": "@id",
      "@container": "@set"
    },
    "relevantTags": {
      "@id": "om:relevantTag",
      "@type": "@id",
      "@container": "@set"
    },
    "users": {
      "@id": "om:assignedUser",
      "@type": "@id",
      "@container": "@set"
    },
    "workflows": {
      "@id": "om:hasWorkflow",
      "@type": "@id",
      "@container": "@set"
    }
  }
}

Example JSON-LD Instance:

{
  "@context": "https://open-metadata.org/context/persona.jsonld",
  "@type": "Persona",
  "@id": "https://example.com/personas/analyst",

  "name": "Analyst",
  "fullyQualifiedName": "Analyst",
  "displayName": "Data Analyst",
  "description": "Persona for data analysts who create reports, perform analysis, and explore data",
  "personaType": "Analyst",

  "uiPreferences": {
    "landingPage": "/dashboards",
    "favoriteViews": ["MyDashboards", "PopularTables", "RecentQueries"],
    "defaultFilters": {
      "tags": ["Tier.Gold", "Domain.Analytics"]
    }
  },

  "domains": [
    {
      "@id": "https://example.com/domains/analytics",
      "@type": "Domain",
      "name": "Analytics"
    },
    {
      "@id": "https://example.com/domains/sales",
      "@type": "Domain",
      "name": "Sales"
    }
  ],

  "featuredAssets": [
    {
      "@id": "https://example.com/dashboards/sales-overview",
      "@type": "Dashboard",
      "name": "Sales Overview"
    },
    {
      "@id": "https://example.com/tables/customers",
      "@type": "Table",
      "name": "customers"
    }
  ],

  "users": [
    {
      "@id": "https://example.com/users/jane.doe",
      "@type": "User",
      "name": "jane.doe"
    }
  ]
}

View Full JSON-LD Context →

Use Cases¶

Customize user experience based on role and responsibilities
Provide tailored landing pages and navigation
Feature relevant data assets and domains
Recommend workflows and best practices
Configure default filters and views
Personalize dashboard widgets and metrics
Guide users through common tasks
Improve discoverability of relevant resources

JSON Schema Specification¶

Core Properties¶

`id` (uuid)¶

Type: string (UUID format) Required: Yes (system-generated) Description: Unique identifier for this persona instance

{
  "id": "e5f6a7b8-c9d0-4e1f-2a3b-4c5d6e7f8a9b"
}

`name` (entityName)¶

Type: string Required: Yes Pattern: ^[^.]*$ (no dots allowed) Min Length: 1 Max Length: 128 Description: Persona name (unique)

{
  "name": "Analyst"
}

`fullyQualifiedName` (fullyQualifiedEntityName)¶

Type: string Required: Yes (system-generated) Description: Fully qualified persona name

{
  "fullyQualifiedName": "Analyst"
}

`displayName`¶

Type: string Required: No Description: Human-readable display name

{
  "displayName": "Data Analyst"
}

`description` (markdown)¶

Type: string (Markdown format) Required: No Description: Persona description and purpose

{
  "description": "# Data Analyst Persona\n\nDesigned for users who create reports, perform analysis, and explore data to derive insights."
}

Persona Type Properties¶

`personaType` (PersonaType enum)¶

Type: string enum Required: Yes Allowed Values:

Analyst - Data analysts creating reports and performing analysis
Engineer - Data engineers building pipelines and infrastructure
Scientist - Data scientists developing ML models
Executive - Executives viewing dashboards and KPIs
Steward - Data stewards managing governance and quality
Custom - Custom persona type

{
  "personaType": "Analyst"
}

UI Preferences Properties¶

`uiPreferences`¶

Type: object Required: No Description: User interface customization preferences

Properties:

Property	Type	Required	Description
`landingPage`	string	No	Default landing page URL
`favoriteViews`	string[]	No	Favorite views and pages
`defaultFilters`	object	No	Default filters for data assets
`widgets`	object[]	No	Dashboard widgets configuration

{
  "uiPreferences": {
    "landingPage": "/dashboards",
    "favoriteViews": [
      "MyDashboards",
      "PopularTables",
      "RecentQueries",
      "TrendingAssets"
    ],
    "defaultFilters": {
      "tags": ["Tier.Gold", "Domain.Analytics"],
      "tiers": ["Gold", "Silver"],
      "domains": ["Analytics", "Sales"]
    },
    "widgets": [
      {
        "name": "MyActivity",
        "type": "activity-feed",
        "config": {
          "limit": 10,
          "showFollowing": true
        }
      },
      {
        "name": "TopTables",
        "type": "popular-assets",
        "config": {
          "assetType": "table",
          "limit": 5
        }
      }
    ]
  }
}

Relevance Properties¶

`domains[]` (EntityReference[])¶

Type: array of Domain references Required: No Description: Data domains relevant to this persona

{
  "domains": [
    {
      "id": "domain-uuid-1",
      "type": "domain",
      "name": "Analytics",
      "fullyQualifiedName": "Analytics"
    },
    {
      "id": "domain-uuid-2",
      "type": "domain",
      "name": "Sales",
      "fullyQualifiedName": "Sales"
    }
  ]
}

`featuredAssets[]` (EntityReference[])¶

Type: array of asset references Required: No Description: Featured data assets for this persona

{
  "featuredAssets": [
    {
      "id": "dashboard-uuid",
      "type": "dashboard",
      "name": "Sales Overview",
      "fullyQualifiedName": "tableau.SalesOverview"
    },
    {
      "id": "table-uuid",
      "type": "table",
      "name": "customers",
      "fullyQualifiedName": "postgres_prod.ecommerce.public.customers"
    },
    {
      "id": "pipeline-uuid",
      "type": "pipeline",
      "name": "daily_metrics_pipeline"
    }
  ]
}

`relevantTags[]` (TagLabel[])¶

Type: array of tag labels Required: No Description: Tags relevant to this persona

{
  "relevantTags": [
    {
      "tagFQN": "Tier.Gold",
      "source": "Classification"
    },
    {
      "tagFQN": "Domain.Analytics",
      "source": "Classification"
    },
    {
      "tagFQN": "Priority.High",
      "source": "Classification"
    }
  ]
}

User Assignment Properties¶

`users[]` (EntityReference[])¶

Type: array of User references Required: No Description: Users assigned to this persona

{
  "users": [
    {
      "id": "user-uuid-1",
      "type": "user",
      "name": "jane.doe",
      "displayName": "Jane Doe"
    },
    {
      "id": "user-uuid-2",
      "type": "user",
      "name": "john.analyst",
      "displayName": "John Analyst"
    }
  ]
}

Workflow Properties¶

`workflows[]`¶

Type: array of workflow objects Required: No Description: Recommended workflows for this persona

Workflow Object Properties:

Property	Type	Required	Description
`name`	string	Yes	Workflow name
`description`	string	No	Workflow description
`steps`	string[]	Yes	Workflow steps

{
  "workflows": [
    {
      "name": "CreateDashboard",
      "description": "Steps to create a new dashboard",
      "steps": [
        "Navigate to Dashboards page",
        "Click 'Create Dashboard'",
        "Select data source",
        "Add visualizations",
        "Configure filters",
        "Save and publish"
      ]
    },
    {
      "name": "ExploreData",
      "description": "Steps to explore and analyze data",
      "steps": [
        "Search for table by name or tag",
        "Review table schema and description",
        "Check data quality metrics",
        "View sample data",
        "Run SQL query",
        "Export results"
      ]
    },
    {
      "name": "RequestAccess",
      "description": "Steps to request data access",
      "steps": [
        "Find the data asset you need",
        "Click 'Request Access'",
        "Select access level required",
        "Provide business justification",
        "Submit request to owner",
        "Wait for approval"
      ]
    }
  ]
}

Versioning Properties¶

`version` (entityVersion)¶

Type: number Required: Yes (system-managed) Description: Metadata version number

{
  "version": 1.0
}

`updatedAt` (timestamp)¶

Type: integer (Unix epoch milliseconds) Required: Yes (system-managed) Description: Last update timestamp

{
  "updatedAt": 1704240000000
}

`updatedBy` (string)¶

Type: string Required: Yes (system-managed) Description: User who made the update

{
  "updatedBy": "admin"
}

Complete Example¶

{
  "id": "e5f6a7b8-c9d0-4e1f-2a3b-4c5d6e7f8a9b",
  "name": "Analyst",
  "fullyQualifiedName": "Analyst",
  "displayName": "Data Analyst",
  "description": "# Data Analyst Persona\n\nDesigned for users who create reports, perform analysis, and explore data to derive insights.",
  "personaType": "Analyst",
  "uiPreferences": {
    "landingPage": "/dashboards",
    "favoriteViews": [
      "MyDashboards",
      "PopularTables",
      "RecentQueries"
    ],
    "defaultFilters": {
      "tags": ["Tier.Gold", "Domain.Analytics"],
      "tiers": ["Gold", "Silver"]
    },
    "widgets": [
      {
        "name": "MyActivity",
        "type": "activity-feed",
        "config": {
          "limit": 10
        }
      },
      {
        "name": "TopTables",
        "type": "popular-assets",
        "config": {
          "assetType": "table",
          "limit": 5
        }
      }
    ]
  },
  "domains": [
    {
      "id": "domain-uuid-1",
      "type": "domain",
      "name": "Analytics"
    },
    {
      "id": "domain-uuid-2",
      "type": "domain",
      "name": "Sales"
    }
  ],
  "featuredAssets": [
    {
      "type": "dashboard",
      "name": "Sales Overview",
      "fullyQualifiedName": "tableau.SalesOverview"
    },
    {
      "type": "table",
      "name": "customers",
      "fullyQualifiedName": "postgres_prod.ecommerce.public.customers"
    }
  ],
  "relevantTags": [
    {"tagFQN": "Tier.Gold"},
    {"tagFQN": "Domain.Analytics"}
  ],
  "users": [
    {
      "id": "user-uuid",
      "type": "user",
      "name": "jane.doe"
    }
  ],
  "workflows": [
    {
      "name": "CreateDashboard",
      "description": "Steps to create a new dashboard",
      "steps": [
        "Navigate to Dashboards page",
        "Click 'Create Dashboard'",
        "Select data source",
        "Add visualizations",
        "Save and publish"
      ]
    }
  ],
  "version": 1.0,
  "updatedAt": 1704240000000,
  "updatedBy": "admin"
}

Common Persona Examples¶

Analyst Persona¶

{
  "name": "Analyst",
  "displayName": "Data Analyst",
  "personaType": "Analyst",
  "uiPreferences": {
    "landingPage": "/dashboards",
    "favoriteViews": ["MyDashboards", "PopularTables"]
  },
  "domains": ["Analytics", "Sales"],
  "workflows": [
    {
      "name": "CreateDashboard",
      "steps": ["Find data", "Build visualizations", "Publish dashboard"]
    }
  ]
}

Engineer Persona¶

{
  "name": "Engineer",
  "displayName": "Data Engineer",
  "personaType": "Engineer",
  "uiPreferences": {
    "landingPage": "/pipelines",
    "favoriteViews": ["MyPipelines", "DataQuality", "Lineage"]
  },
  "domains": ["DataPlatform"],
  "workflows": [
    {
      "name": "BuildPipeline",
      "steps": ["Define requirements", "Create pipeline", "Add quality tests", "Deploy"]
    }
  ]
}

Executive Persona¶

{
  "name": "Executive",
  "displayName": "Executive",
  "personaType": "Executive",
  "uiPreferences": {
    "landingPage": "/executive-summary",
    "favoriteViews": ["KeyMetrics", "Trends"],
    "widgets": [
      {
        "name": "BusinessKPIs",
        "type": "metrics-summary"
      }
    ]
  },
  "featuredAssets": [
    {"type": "dashboard", "name": "Executive Dashboard"}
  ]
}

RDF Representation¶

Ontology Class¶

@prefix om: <https://open-metadata.org/schema/> .
@prefix rdfs: <http://www.w3.org/2000/01/rdf-schema#> .
@prefix owl: <http://www.w3.org/2001/XMLSchema#> .

om:Persona a owl:Class ;
    rdfs:subClassOf om:Entity ;
    rdfs:label "Persona" ;
    rdfs:comment "User archetype for tailored experiences" ;
    om:hasProperties [
        om:name "string" ;
        om:personaType "PersonaType" ;
        om:domains "Domain[]" ;
        om:featuredAssets "DataAsset[]" ;
        om:users "User[]" ;
    ] .

Instance Example¶

@prefix om: <https://open-metadata.org/schema/> .
@prefix ex: <https://example.com/> .

ex:analystPersona a om:Persona ;
    om:personaName "Analyst" ;
    om:displayName "Data Analyst" ;
    om:personaType om:AnalystPersona ;
    om:landingPage "/dashboards" ;
    om:relevantDomain ex:analyticsDomain ;
    om:featuredAsset ex:salesDashboard ;
    om:assignedUser ex:janeDoe .

JSON-LD Context¶

{
  "@context": {
    "@vocab": "https://open-metadata.org/schema/",
    "Persona": "om:Persona",
    "name": "om:personaName",
    "personaType": {
      "@id": "om:personaType",
      "@type": "@vocab"
    },
    "domains": {
      "@id": "om:relevantDomain",
      "@type": "@id",
      "@container": "@set"
    },
    "users": {
      "@id": "om:assignedUser",
      "@type": "@id",
      "@container": "@set"
    }
  }
}

JSON-LD Example¶

{
  "@context": "https://open-metadata.org/context/persona.jsonld",
  "@type": "Persona",
  "@id": "https://example.com/personas/analyst",
  "name": "Analyst",
  "personaType": "Analyst",
  "domains": [
    {
      "@id": "https://example.com/domains/analytics",
      "@type": "Domain"
    }
  ],
  "users": [
    {
      "@id": "https://example.com/users/jane.doe",
      "@type": "User"
    }
  ]
}

Relationships¶

Associated Entities¶

User: Users assigned this persona
Domain: Relevant data domains
DataAsset: Featured assets
Tag: Relevant tags
Workflow: Recommended workflows

Custom Properties¶

This entity supports custom properties through the extension field. Common custom properties include:

Data Classification: Sensitivity level
Cost Center: Billing allocation
Retention Period: Data retention requirements
Application Owner: Owning application/team

See Custom Properties for details on defining and using custom properties.

API Operations¶

Create Persona¶

POST /api/v1/personas
Content-Type: application/json

{
  "name": "Analyst",
  "displayName": "Data Analyst",
  "personaType": "Analyst",
  "uiPreferences": {
    "landingPage": "/dashboards"
  }
}

Get Persona¶

GET /api/v1/personas/name/Analyst?fields=users,domains,featuredAssets

Update Persona¶

PATCH /api/v1/personas/{id}
Content-Type: application/json-patch+json

[
  {
    "op": "add",
    "path": "/featuredAssets/-",
    "value": {"id": "asset-uuid", "type": "dashboard"}
  }
]

Assign Persona to User¶

PUT /api/v1/users/{userId}/personas
Content-Type: application/json

{
  "personas": [
    {"id": "persona-uuid", "type": "persona"}
  ]
}

Set Default Persona¶

PUT /api/v1/users/{userId}/defaultPersona
Content-Type: application/json

{
  "defaultPersona": {
    "id": "persona-uuid",
    "type": "persona"
  }
}

User - User entity
Domain - Data domain
UI Customization - Interface customization
Workflows - User workflows
User Experience - UX design