Skip to content
FDE BI Evidence Workbenchobserved → compared → decided → scoped
AI-authoredscopecurrent

Scope implications

Phase two is supported for the three governed enrichments and reuse validation; the journal controls and broader architecture requirements require explicit scope decisions.

fde-finance.scope-implications · wiki_7c268dbf7f8b78844080cae53f6f0a0e

Senior-authored Markdown

# Conclusion

The evidence supports a focused next phase, but not a field-addition-only implementation. The three confirmed enrichment gaps require source and semantic design, and the ten exact mappings require validation against production expectations.

## Supported phase-two work

1. **Source `Account.AccountGroup`.** Confirm the account master or governed mapping, join key, hierarchy rules, effective dating and ownership.
2. **Source `Ledger.CostCentre`.** Decide whether it is supplied at posting grain or derived through governed reference data; define unmatched-value handling.
3. **Source `Ledger.CurrencyCode`.** Establish transaction and reporting currency semantics and reconcile them with `Ledger.SignedAmount`.
4. **Validate reuse mappings.** Test uniqueness, referential integrity, nullability, value domains and representative business results.
5. **Resolve calendar design.** Review `Calendar.FiscalMonth` summarisation, fiscal sorting and the coexistence of explicit and automatic date tables.

## Journal-control scope decision

Consultant evidence confirms upstream availability of `Ledger.JournalSource` and `Ledger.ApprovalStatus`, but the selected target and decisions do not place them in scope. Before implementation planning, decide whether they are required target attributes.

If accepted into scope, evidence supports these design controls:

- preserve ledger-entry grain;
- confirm the governed export and entry key;
- reconcile record counts to the extract;
- document treatment of late `ApprovalStatus` changes;
- retain the Finance Systems Lead's ownership role unless superseded by a recorded decision.

## Scope not yet justified as complete

Confirm whether the target also requires:

- production measures and KPI definitions;
- relationships and date-table designation;
- row-level or object-level security;
- refresh policy, incremental refresh and gateway configuration;
- deployment environments and release controls;
- report presentation requirements;
- data-quality monitoring and operational ownership.

## Delivery caution

The hidden workbook reference data is discovery evidence, not an approved production source. It should not be promoted into delivery design without explicit confirmation.