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
Autumn 2022
- 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.
Summer 2022
- 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 |
Finance Data Domain Council Charge
The Finance data domain council is charged with developing a cohesive approach to stewarding the University’s financial data — an approach that derives the most value from financial data while managing risk. Members have a one-year appointment. Read the full charge letter for details.
Shared Resources for Domain Council Members
Members of the domain council can access relevant resources in a private Teams channel.