Finance Data Domain Council

The UW’s finance data domain was the first to launch a domain council in February of 2021. The council is led by a domain council chair with members who are both sub-domain stewards and subject-matter experts. Learn more about the UW’s stewardship model.

Topics & Initiatives

Reviewing key Finance terms that need technical and business definitions, logic, and arbitration.
Documenting concerns specific to the domain, and cross-domain, as well as possible solutions, to share with the UW Data Governance (UWDG) Operations Committee.
Documenting business and technical requirements, as needed, and recommending solutions.

Meeting Topics & Outcomes

FDM Change Sub-council: work is underway on a RACI and process documentation.
Term vetting: Terms have been batched and sent to SMEs for review. Keith Van Eaton is charged with designing the ongoing term vetting process.
FWS access: For outbound web services, FDDC leadership agreed that Finance DATAGroup will be responsible for approving access of outbound integrations. A log will be kept of approvals granted/denied. For inbound web services, inbound integrations to Workday are for Journals and ISDs. More information gathering is underway so that the right groups can be selected and coordinated with those doing these approvals in Workday.
Core Data: FDDC members reviewed and prioritized “top 10” finance-related core data elements.
Cost Center Hierarchy to IOS mapping: the technical lead will be meeting with OPB at the end of March to understand what work still needs to be done. Research Compliance Operations worked with OPB to map IOS to level 4 and the revised IOS has been loaded into the Core Data Hierarchy Management (CDHM) tool.

Core Data: in support of the DG Operations Committee project, the technical lead is preparing a list of finance-related core data elements which the council will review and prioritize in January 2023.
FDDC security and access: the council endorsed the Workday Security Plan, a formal recommendation of Workday analyst/reporting roles that align with the FDDC security and access team’s framework for access financial data. Security Taskforce work is mostly non-FT; IT will do pre-work with the technical and WorkDay leads as their preliminary connection point and decisions around roles and access.
Cost Center Hierarchy to IOS mapping: the technical lead has completed an initial association/mapping between the IOS straw model from 2021, and CCH. Research Compliance Operations is working with OPB on mapping IOS to level 4 and uploading the IOS into the Core Data Hierarchy Management (CDHM) tool, currently used for Funding Entity management across Research and GCA, as hierarchy management software.
Reporting Strategy: the technical lead drafted an enterprise reporting strategy for the council to review.
FDM Change Sub-council: the council approved the charter and work transitioned to FT for coordination.
Term vetting: the council provided final approvals on a few terms related to Institutional Overhead reports that are being released (not associated with future state Workday terms). For those that had amendments, the council reviewed and added suggestions.
FDM: the council met with FDM representatives to review work tags and assign FDDC owners. Still to be determined is the council’s role in FDM Change Management efforts.

Term vetting: Work is continuing, and UW FT is engaged in helping to align the terms used in WorkDay and other reports
Cost center hierarchy mapping: The DATAGroup has begun mapping Cost Center Hierarchy to levels 1-3 of the IOS and will align with IOS level 4 as it is finalized
FDDC Security and Access working group: The team is continuing its work. Due to design constraints in WorkDay including with payroll journal detail, UWFT is doing design evaluations and is following up with WorkDay on options
FDM Change sub-council: Charter has been reviewed in preparation for charging this group

Roadmap

During 2022 the council will be addressing these topics and projects:

Reviewing terms and financial hierarchies for WorkDay
IOS mapping
Security awareness, Data Model management & web access
Financial data governance operational guidelines

Current Finance Data Domain Stewards and Council Members

The finance data domain, like all UW data domains, is led by an institutional data steward and a data domain council chair, who are members of the Data Governance Steering Committee and Data Governance Operations Committee, respectively. The data domain council is made up of sub-domain stewards and subject-matter experts.

Institutional Domain Steward

Sarah Norris Hall, Vice Provost, Office Planning & Budgeting

Council Leadership

Ann Anderson, Associate Vice President, UW Finance, Chair
Doug Divine, Director, Data Group, Finance, Content Lead
Elise Glassman, Project Manager, Office of Planning & Budgeting, Administrative Support
Dinah Milliken, Data Solutions Engineer, UW Finance

Sub-domain Stewards

Sub-domain Area	Name	Title/Org
Accounts Payable Purchasing Vendor Management	Kathy Katterhagen	Director, Procurement Services, UW Finance
Accounts Receivable Cashiering/Banking	Mark Park	Assistant Director, Banking and Accounting Operations
Asset Liability Management Cash Management Debt Treasury	Chris Malins	Associate Vice President, UW Finance Mark Park, Assistant Director, Banking and Accounting Operations, UW Finance
Budgeting Financial Analysis	Jason Campbell	Assistant Vice Provost, Office of Planning and Budgeting
Finance Data Model	Dave Beaulieu	Senior Accounting Analyst, Financial Reporting, UW Finance
Financial Budgeting Transactions Related to Payroll	Ginny Montgomery	Director, Program Operations, Integrated Service Center
Fixed Assets General Ledger	Dave Beaulieu	Senior Accounting Analyst, Financial Reporting, UW Finance
Grant & Cost Accounting	Kirsten DeFries	Executive Director, Research Compliance & Operations, UW Finance Controller’s Office

Subject-Matter Experts and Ex-Officio Members

Topic Area	Name	Title/Org
UW Bothell	Segan Jobe	Senior Director, Institutional Planning and Budget, UW Bothell
UW Medicine	Maureen Broom	Enterprise Finance Officer & Associate Vice President, UW Medicine Finance Administration
UW Medicine	Lisa Pascuzzi	Director, UW Medicine Finance & Budget