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start [2019/02/06 19:26] admin [2. Key Participants] Updated Charlie's name per his preference |
start [2019/06/26 12:42] admin [2. Participants] Removed Steve Maclaird from editors |
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| - | ===== Standard Business Reporting Model ===== | + | ===== Standard Business Report Model ===== |
| - | The Standard Business Reporting Model (SBRM) is a standardization initiative launched among a group of interested people at the end of 2018. The purpose of this wiki site is to support the work of this group. | + | The Standard Business Report Model (SBRM) is a standardization initiative launched among a group of interested people at the end of 2018. The purpose of this wiki site is to support the work of this group. |
| OMG Policies & Procedures do not strictly specify how a working group is formed or governed. By virtue of having assembled to pursue SBRM, the participants constitute, and can call themselves, a Working Group. | OMG Policies & Procedures do not strictly specify how a working group is formed or governed. By virtue of having assembled to pursue SBRM, the participants constitute, and can call themselves, a Working Group. | ||
| Line 13: | Line 13: | ||
| ^ Charter ^ | ^ Charter ^ | ||
| - | | The OMG Standard Business Reporting Model (SBRM) Working Group was formed to lead the work to solicit and adopt specifications for a common reporting metamodel, an ontology, and other related specifications it will deem necessary to advance the state of digital business reporting.\\ \\ The SBRM WG will pursue its objective through the creation of discussion papers, the preparation of an RFP, and the submission of specifications for evaluation and adoption. The SBRM WG will work in close cooperation with other OMG subgroups, including but not limited to the Business Modeling and Integration Domain Task Force (BMI DTF) and the Finance Domain Task Force (FDTF), to pursue successful technology adoption according to OMG Policies & Procedures.\\ \\ The Standard Business Reporting Model shall address the broader reporting needs of the business community, not limited to the financial domain or to U.S. organizations, laws and regulations.\\ \\ The SBRM WG will leverage its members’ connections with various organizations, including government authorities worldwide and other standards groups, in promoting the adopted technologies in order to generalize and streamline digital business reporting.\\ \\ The WG will consider the following in its work:\\ * The existing work and body of knowledge related to the eXtensible Business Reporting Language (XBRL), so that business reports that conform to the model can be expressed in the XBRL and Inline XBRL syntaxes.\\ * Existing and upcoming OMG standards such as the Ontology Definition Metamodel (ODM), the Unified Modeling Language (UML), the Business Architecture Core Metamodel (BACM), and others.\\ * The reporting requirements embodied in various laws and regulations, such as (but not limited to) the U.S. DATA Act of 2014 and the U.S. Government Accountability Office (GAO) Report 18-138.\\ * The need for business professionals to understand the documentation provided for the model such that they can effectively verify the accuracy of the model. | | + | | The OMG Standard Business Report Model (SBRM) Working Group was formed to lead the work to solicit and adopt specifications for a common report metamodel, an ontology, and other related specifications it will deem necessary to advance the state of digital business reporting.\\ \\ The SBRM WG will pursue its objective through the creation of discussion papers, the preparation of an RFP, and the submission of specifications for evaluation and adoption. The SBRM WG will work in close cooperation with other OMG subgroups, including but not limited to the Business Modeling and Integration Domain Task Force (BMI DTF) and the Finance Domain Task Force (FDTF), to pursue successful technology adoption according to OMG Policies & Procedures.\\ \\ The Standard Business Report Model shall address the broader reporting needs of the business community, not limited to the financial domain or to U.S. organizations, laws and regulations.\\ \\ The SBRM WG will leverage its members’ connections with various organizations, including government authorities worldwide and other standards groups, in promoting the adopted technologies in order to generalize and streamline digital business reporting.\\ \\ The WG will consider the following in its work:\\ * The existing work and body of knowledge related to the eXtensible Business Reporting Language (XBRL), so that business reports that conform to the model can be expressed in the XBRL and Inline XBRL syntaxes.\\ * Existing and upcoming OMG standards such as the Ontology Definition Metamodel (ODM), the Unified Modeling Language (UML), the Business Architecture Core Metamodel (BACM), and others.\\ * The report requirements embodied in various laws and regulations, such as (but not limited to) the U.S. DATA Act of 2014 and the U.S. Government Accountability Office (GAO) Report 18-138.\\ * The need for business professionals to understand the documentation provided for the model such that they can effectively verify the accuracy of the model. | |
| - | The SBRM Working Group intends to develop an RFP, which will be submitted to the Business Modeling & Integration (BMI) Domain Task Force, and will assist the BMI DTF in evaluating responses. | + | The SBRM Working Group has developed an RFP, which was issued through the Business Modeling & Integration (BMI) Domain Task Force in June 2019, and will assist the BMI DTF in evaluating responses. |
| ---- | ---- | ||
| - | ==== 2. Key Participants ==== | + | ==== 2. Participants ==== |
| The current members the Working Group are: | The current members the Working Group are: | ||
| * OMG members and staff: | * OMG members and staff: | ||
| - | * Pete Rivett -- Adaptive | + | * **Pete Rivett*** -- Adaptive |
| - | * Elisa Kendall -- Thematix | + | * **Elisa Kendall*** -- Thematix |
| - | * Mike Bennett -- EDM Council | + | * **Mike Bennett*** -- EDM Council |
| - | * Richard Beatch -- Bloomberg | + | * **Richard Beatch** -- Bloomberg |
| - | * Steve MacLaird -- OMG | + | * **Steve MacLaird** -- OMG |
| - | * Lars Toomre -- Brass Rat Capital LLC | + | * **Bobbin Teegarden** -- OntoAge |
| - | * Raynier (aka René) van Egmond -- XBRL Consulting Partners LLC / Brass Rat Capital LLC | + | * **Lars Toomre*** -- Brass Rat Capital LLC |
| - | * Claude Baudoin -- cébé IT & Knowledge Management | + | * **Raynier** (aka René) **van Egmond*** -- XBRL Consulting Partners LLC / Brass Rat Capital LLC |
| + | * **Claude Baudoin*** -- cébé IT & Knowledge Management | ||
| * supports this wiki and other logistical aspects, and provides the liaison with the BMI DTF, which he co-chairs | * supports this wiki and other logistical aspects, and provides the liaison with the BMI DTF, which he co-chairs | ||
| - | * Non-OMG member: | ||
| - | * Charles Hoffman, CPA -- University of Washington | ||
| + | * Non-OMG members: | ||
| + | * **Charles Hoffman,** CPA -- University of Washington | ||
| + | * **Dean Ritz** -- Workiva | ||
| + | |||
| + | *authorized to edit this wiki | ||
| ---- | ---- | ||
| ==== 3. Meetings ==== | ==== 3. Meetings ==== | ||
| - | The SBRM Working Group is meeting weekly by teleconference during the first quarter of 2019. | + | The SBRM Working Group met weekly by teleconference during the first half of 2019. |
| - | A presentation on SBRM is scheduled for the OMG Technical Meeting week in Reston, VA. It will take place during the BMI DTF meeting on Monday, March 18, 10:30 am--12:00 pm EDT. | + | A presentation on SBRM, **and vote to issue the RFP**, took place at the OMG Technical Meeting week in Amsterdam, NL, on Wednesday, June 19, 2019. |
| //(we may add here notes from meetings, or create sub-pages, one per meeting)// | //(we may add here notes from meetings, or create sub-pages, one per meeting)// | ||
| Line 49: | Line 53: | ||
| ==== 4. Deliverables ==== | ==== 4. Deliverables ==== | ||
| - | //(under construction -- once the Google Doc with the RFP template is created, add the link here)// | + | The official RFP, which has now been formally issued by OMG, is available with document number bmi/2019-06-04 on the OMG website here https://www.omg.org/cgi-bin/doc?bmi/2019-06-04. |
| + | |||
| + | The schedule is to have initial submissions presented in December (in Long Beach) with adoption in March 2020 (at Reston, VA). | ||
| + | |||
| + | A data sheet summarizing SBRM was created in April 2019: https://www.omg.org/intro/SBRM.pdf | ||
| ---- | ---- | ||
| Line 55: | Line 64: | ||
| ==== 5. Call for Participation ==== | ==== 5. Call for Participation ==== | ||
| - | We have a mailing list, [[mailto:[email protected]|[email protected]]]. If you join the SBRM WG, you will be added to the distribution. To ask to be added to the mailing list manually, or to unsubscribe, please [[mailto:[email protected]?subject=SBRM%20mailing%20list|click here]], state your request in the message, and press Send. | + | We have a mailing list, [[[email protected]]]. If you join the SBRM WG, you will be added to the distribution. To ask to be added to the mailing list manually, or to unsubscribe, please [[[email protected]?subject=SBRM%20mailing%20list|click here]], state your request in the message, and press Send. |
| Participants //who represent an OMG member company// can be provided upon request with accounts to edit this wiki directly. Please contact [[[email protected]?subject=OMG%20SBRM%20Wiki|Claude Baudoin]] for help. This wiki is based on the Dokuwiki platform, which has a different markup language from Mediawiki (the Wikipedia platform). See the [[https://www.dokuwiki.org/wiki:syntax|Dokuwiki syntax]] before attempting more than simple plain text edits. | Participants //who represent an OMG member company// can be provided upon request with accounts to edit this wiki directly. Please contact [[[email protected]?subject=OMG%20SBRM%20Wiki|Claude Baudoin]] for help. This wiki is based on the Dokuwiki platform, which has a different markup language from Mediawiki (the Wikipedia platform). See the [[https://www.dokuwiki.org/wiki:syntax|Dokuwiki syntax]] before attempting more than simple plain text edits. | ||
| Line 65: | Line 74: | ||
| ==== 6. Related Standards and Papers ==== | ==== 6. Related Standards and Papers ==== | ||
| - | //(add XBRL reference)// | + | * XBRL International: //Extensible Business Reporting Language (XBRL) 2.1// [[http://www.xbrl.org/Specification/XBRL-2.1/REC-2003-12-31/XBRL-2.1-REC-2003-12-31+corrected-errata-2013-02-20.html|Link]] |
| - | + | * XBRL International: //Inline XBRL 1.1// [[https://specifications.xbrl.org/work-product-index-inline-xbrl-inline-xbrl-1.1.html|Link]] | |
| - | //(add Charlie's paper)// | + | * Hoffman, Charles, and Raynier van Egmond: //Method of Implementing a Standard Digital Financial Report Using the XBRL Syntax//. [[http://xbrlsite.azurewebsites.net/2019/Library/MethodForImplementingStandardFinancialReportUsingXBRL.pdf|PDF]] |
| + | * [[https://specifications.xbrl.org/work-product-index-formula-formula-1.0.html | ||
| + | |XBRL Formula Specification]] | ||
start.txt · Last modified: 2023/10/07 19:33 by admin
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