Review · TargetArchitecture

Finding 1 of 8

Not found in this gold boundary 99%

Customer.CustomerIdentifier column

The authoritative register requires a String customer identity sourced from the CRM customer master. The current-gold model has no Customer table or customer identifier. AccountKey is an accounting key and is not evidence of enterprise customer identity.

Workbook evidence

Target Fields!A2:J2

Cited current gold

fde-finance.current-model

What is the governed customer key, and is it stable and unique across all CRM records?

Must source-system identifiers be retained alongside an enterprise customer identifier?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

Finding 2 of 8

Not found in this gold boundary 99%

Customer.CustomerSegment column

The required commercial segment and its illustrative ENT/MID/SMB domain are not present in the observed finance-ledger model. AccountType is not a supported equivalent because it describes accounting accounts rather than customers.

Workbook evidence

Target Fields!A3:J3 Reference Data!A2:C4

Cited current gold

fde-finance.current-model

Are Enterprise, Mid-market and Small business the complete governed segment domain?

Is segmentation current-state only, or must historical segment changes be analysed?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

Finding 3 of 8

Not found in this gold boundary 99%

Customer.RelationshipOwner column

No customer entity or accountable relationship-owner attribute was observed in current gold.

Workbook evidence

Target Fields!A4:J4

Cited current gold

fde-finance.current-model

Should the model retain owner identifiers as well as display names?

How should reassignment history, vacancies and shared ownership be represented?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

Finding 4 of 8

Not found in this gold boundary 99%

SalesOrder.OrderIdentifier column

No SalesOrder table or customer-order identifier was observed in the current model. Ledger keys and finance entries do not establish order identity.

Workbook evidence

Target Fields!A5:J5

Cited current gold

fde-finance.current-model

What defines a unique order across order-management systems or legal entities?

Are revisions, split orders and cancelled orders represented by the same identifier or separate records?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

Finding 5 of 8

Not found in this gold boundary 99%

SalesOrder.OrderGrossValue column

The workbook requires gross order value before discounts at order grain. Current gold contains Ledger.SignedAmount at finance-ledger grain, which is not a semantic or structural match to gross booked order value.

Workbook evidence

Target Fields!A6:J6 Sales Orders!A1:D3

Cited current gold

fde-finance.current-model

Does gross value include tax, freight or other charges?

Which currency fields and conversion rules are required?

How are cancellations, returns and subsequent order amendments reflected?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

Finding 6 of 8

Not found in this gold boundary 99%

SalesOrder.SalesChannel column

No sales-order acquisition-channel attribute was observed. The workbook's Direct, Partner and Online values are illustrative reference data, not a current-gold implementation.

Workbook evidence

Target Fields!A7:J7 Reference Data!A5:C7

Cited current gold

fde-finance.current-model

Are Direct, Partner and Online exhaustive governed channels?

Can an order have multiple contributing channels, and if so what attribution rule applies?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

Finding 7 of 8

Not found in this gold boundary 99%

SalesMetrics.Customer Lifetime Value measure

No Customer Lifetime Value measure or supporting customer/order structure was observed. The current model's four finance measures are differently named and have unknown exact DAX. The workbook prototype's 3.2 frequency multiplier is illustrative and does not establish a production definition.

Workbook evidence

Target Fields!A8:J8 Sales KPI Prototype!A5:C5 Sales KPI Prototype!B5

Cited current gold

fde-finance.current-model

What forecast horizon and expected-order-frequency method should production CLV use?

Should CLV use gross order value, net revenue, gross margin or contribution margin?

How should churn, returns, discounts and customer tenure affect the calculation?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

Finding 8 of 8

Not found in this gold boundary 99%

SalesMetrics.Gross Order Intake measure

The required sum of OrderGrossValue and its prototype formula have no observed counterpart in current gold. Actual Revenue cannot be assumed equivalent to gross booked order value, particularly because exact DAX and production semantics for current measures were not returned.

Workbook evidence

Target Fields!A9:J9 Sales KPI Prototype!A4:C4 Sales KPI Prototype!B4

Cited current gold

fde-finance.current-model

What event makes an order count as booked intake, and which date drives reporting?

Should cancelled or amended orders restate prior periods?

Are intake values reported before discounts, tax and currency conversion in all views?

Your answer Confirmed match Current estate already satisfies this. Confirmed partial Partly satisfied — the remainder becomes phase-two work. Confirmed gap Not satisfied — becomes phase-two work. Excluded from scope Stays visible for traceability, but is not proposed work. Needs more evidence Blocks scope until resolved. Enters the research queue.

Why (optional)

TargetArchitecture_CompleteMiss.xlsx

Customer.CustomerIdentifier column

Customer.CustomerSegment column

Customer.RelationshipOwner column

SalesOrder.OrderIdentifier column

SalesOrder.OrderGrossValue column

SalesOrder.SalesChannel column

SalesMetrics.Customer Lifetime Value measure

SalesMetrics.Gross Order Intake measure

Your overall position