start
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
start [2023/08/29 19:20] admin [2. Participants] |
start [2023/10/07 19:33] admin Smallish edits throughout to satisfy criticism from Pete Rivett |
||
|---|---|---|---|
| Line 4: | Line 4: | ||
| ===== Standard Business Report Model ===== | ===== Standard Business Report Model ===== | ||
| - | The Standard Business Report Model (SBRM) is a standardization initiative launched under the aegis of the [[https://www.omg.org/bmi|Business Modeling & Integration Domain Task Force]] at the end of 2018. The purpose of this wiki is to support the work of people involved in this, who de facto constitute a Working Group (OMG Policies & Procedures do not strictly specify how a working group is formed or governed). | + | The Standard Business Report Model (SBRM) is a standardization initiative launched under the aegis of the [[https://www.omg.org/bmi|Business Modeling & Integration Domain Task Force]] at the end of 2018. The purpose of this wiki is to support the work of people involved in this, who de facto constitute a Working Group (OMG Policies & Procedures do not strictly specify how a working group is formed or governed), and to communicate that work to a broader audience, both within and outside of OMG. |
| ==== 1. Rationale and Mission ==== | ==== 1. Rationale and Mission ==== | ||
| Line 16: | Line 16: | ||
| Here is a summary of the timetable of the SBRM effort: | Here is a summary of the timetable of the SBRM effort: | ||
| + | * The idea of SBRM started as a spin-off from a Financial Industry Business Ontology (FIBO) meeting in Seattle, which involved Pete Rivett and Charlie Hoffman | ||
| * The group was formed at the end of 2018 | * The group was formed at the end of 2018 | ||
| * A mailing list was created in January 2019 | * A mailing list was created in January 2019 | ||
| * A Request for Proposals (RFP) was developed and issued through the BMI DTF in June 2019 | * A Request for Proposals (RFP) was developed and issued through the BMI DTF in June 2019 | ||
| * An initial submission was made by Adaptive, represented by Pete Rivett | * An initial submission was made by Adaptive, represented by Pete Rivett | ||
| - | * Some of the impetus for SBRM came from the prospect of the adoption by the U.S. Congress of a Financial Data Transparency Act (FDTA), an effort that was delayed multiple times between 2019 and 2022 | + | * Some of the later impetus for SBRM came from the prospect of the adoption by the U.S. Congress of a Financial Data Transparency Act (FDTA), an effort that was delayed multiple times between 2019 and 2022 |
| - | * Adaptive lost its OMG membership, rendering their submission moot | + | * Adaptive lost its OMG membership, rendering their submission moot. They later rejoined OMG as a Platform member. |
| * In 2022, with FDTA being revived and eventually being passed as an add-on to a budget law, the need for SBRM was revived and the process was reopened | * In 2022, with FDTA being revived and eventually being passed as an add-on to a budget law, the need for SBRM was revived and the process was reopened | ||
| * In early 2023, based on the interest manifested by some new companies, the process was once again reopened to allow them to participate | * In early 2023, based on the interest manifested by some new companies, the process was once again reopened to allow them to participate | ||
| Line 28: | Line 29: | ||
| * The current deadline for an initial submission is 6 November 2023 | * The current deadline for an initial submission is 6 November 2023 | ||
| * The current deadline for revised submissions is 20 May 2024 | * The current deadline for revised submissions is 20 May 2024 | ||
| + | |||
| + | OMG members can find more details (such as the list of submitters of Letters of Intent, or the list of voters) on OMG's [[https://www.omg.org/techprocess/meetings/schedule/SBRM_RFP.html|SBRM Work in Progress page]]. | ||
| ---- | ---- | ||
| Line 33: | Line 36: | ||
| ==== 2. Participants ==== | ==== 2. Participants ==== | ||
| - | The original members of the Working Group were: | + | The original members of the Working Group were, in alphabetical order of last names: |
| - | * **Pete Rivett*** -- then with Adaptive | + | * **Claude Baudoin*** -- cébé IT & Knowledge Management |
| + | * **Richard Beatch** -- then with Bloomberg | ||
| + | * **Mike Bennett*** -- then with EDM Council (now the Technical Director of OMG) | ||
| + | * **Charles Hoffman,** CPA -- University of Washington //(not an OMG member)// | ||
| * **Elisa Kendall*** -- Thematix (now also representing the EDM Council) | * **Elisa Kendall*** -- Thematix (now also representing the EDM Council) | ||
| - | * **Mike Bennett*** -- EDM Council (now the Technical Director of OMG) | ||
| * **Steve MacLaird** -- OMG | * **Steve MacLaird** -- OMG | ||
| + | * **Dean Ritz** -- then with Workiva, now with the Data Foundation //(not an OMG member)// | ||
| + | * **Pete Rivett*** -- then with Adaptive | ||
| * **Bobbin Teegarden** -- OntoAge | * **Bobbin Teegarden** -- OntoAge | ||
| * **Lars Toomre*** -- Brass Rat Capital LLC | * **Lars Toomre*** -- Brass Rat Capital LLC | ||
| - | * **Claude Baudoin*** -- cébé IT & Knowledge Management | ||
| - | * **Richard Beatch** -- Bloomberg //(no longer an OMG member)// | ||
| - | * **Charles Hoffman,** CPA -- University of Washington //(not an OMG member)// | ||
| - | * **Dean Ritz** -- then with Workiva, now with the Data Foundation //(not an OMG member)// | ||
| * **Raynier** (aka René) **van Egmond*** -- XBRL Consulting Partners LLC //(not an OMG member)// | * **Raynier** (aka René) **van Egmond*** -- XBRL Consulting Partners LLC //(not an OMG member)// | ||
| + | |||
| + | Additional participants in 2023 (barring any omissions) include: | ||
| + | * **David Blaszkowsky** -- independent consultant | ||
| + | * **Cory Casanave** -- Model Driven Solutions | ||
| + | * **Patti Fine** -- SBRM Solutions | ||
| + | * **Rich Robinson** -- Bloomberg | ||
| + | * **Michel Sauvage** -- Airbus | ||
| * names followed by an asterisk are people who are registered as editors of this wiki | * names followed by an asterisk are people who are registered as editors of this wiki | ||
| Line 57: | Line 67: | ||
| The following meetings were held during the summer of 2023: | The following meetings were held during the summer of 2023: | ||
| - | * Hybrid joint meeting (BMI, Financial Services, and Government Domain Task Forces) on June 21 | + | * a hybrid joint meeting of the Business Modeling & Integration, Financial Services, and Government Domain Task Forces on June 21 |
| - | * Teleconferences on July 3, July 10, July 24, August 7, and August 14 | + | * Teleconferences on July 3, July 10, July 24, August 7, and August 14 -- including use case presentations or other remarks from Charlie Hoffman, Michel Sauvage, Dean Ritz, and Elisa Kendall. |
| Notes from the June 21 meeting appear in the [[https://www.omg.org/members/cgi-bin/doc?bmi/23-06-08.pdf|BMI DTF Q2 2023 meeting report]]. Notes from the 5 teleconferences, including some audio or video recordings, appear in [[https://docs.google.com/document/d/1hwQKmKRqmaxNQp5L7g_ZT2M5GTkTsBTMMHzTYs3i5wc/edit?usp=sharing|this shared Google Doc]]. | Notes from the June 21 meeting appear in the [[https://www.omg.org/members/cgi-bin/doc?bmi/23-06-08.pdf|BMI DTF Q2 2023 meeting report]]. Notes from the 5 teleconferences, including some audio or video recordings, appear in [[https://docs.google.com/document/d/1hwQKmKRqmaxNQp5L7g_ZT2M5GTkTsBTMMHzTYs3i5wc/edit?usp=sharing|this shared Google Doc]]. | ||
| Line 73: | Line 83: | ||
| An [[http://xbrlsite.azurewebsites.net/2019/Prototype/sbrm/Home.html|Overview of SBRM]] was created by Charlie Hoffman. It consists of 9 parts: Terms, Axioms, Associations, Narrative, Primer, Method, Technical, Examples, Conformance Suite. | An [[http://xbrlsite.azurewebsites.net/2019/Prototype/sbrm/Home.html|Overview of SBRM]] was created by Charlie Hoffman. It consists of 9 parts: Terms, Axioms, Associations, Narrative, Primer, Method, Technical, Examples, Conformance Suite. | ||
| + | |||
| + | Other important documents are: | ||
| + | * [[https://www.omg.org/members/cgi-bin/doc?bmi/20-02-02.pdf|The SBRM submission by Adaptive]] from February 2020 | ||
| + | * [[https://www.omg.org/members/cgi-bin/doc?bmi/20-09-03.pdf|A status update and a presentation of the submission]] by Pete Rivett, dated September 2020 | ||
| === The "11 Terms" === | === The "11 Terms" === | ||
| - | In parallel with the SBRM effort, OMG responded in Q2 2019 to a request from ... for a definition of certain terms related to financial reporting, for the purpose of defining those concepts in the background documents supporting the Financial Data Transparency Act. These terms and their definitions appear below. | + | In parallel with the SBRM effort, OMG responded in Q2 2019 to a request from the drafters of the 2019 U.S. Financial Transparency Act for a definition of eleven terms related to financial reporting. Members of the Financial Services DTF, Government DTF, and Business Modeling & Integration DTF collaborated to produce [[https://www.omg.org/cgi-bin/doc?finance/2019-06-03|these definitions]]. See more details on the [[https://www.omgwiki.org/OMG-FDTF/doku.php#key_termsdefinitions_for_the_financial_transparency_act_hr_1530_2019|Financial Services DTF wiki]]. |
| - | //(to be completed)// | + | This effort was not directly related to the SBRM specification, but is mentioned here because of the connections between FTA/FDTA and SBRM -- even though it bears repeating that SBRM is not meant to address only the needs of financial reporting. |
| ---- | ---- | ||
| Line 84: | Line 98: | ||
| ==== 5. Call for Participation ==== | ==== 5. Call for Participation ==== | ||
| - | We have a mailing list, [[[email protected]]]. If you join the SBRM WG, you will be added to the distribution. | + | We have a mailing list, [[[email protected]]]. If you are an OMG member and know your login credentials, you can [[https://www.omg.org/members/mymailinglists.htm|manage your own OMG mailing list subscriptions]]. |
| - | If you are an OMG member and know your login credentials, you can [[https://www.omg.org/members/mymailinglists.htm|manage your own OMG mailing list subscriptions]]. | + | Otherwise, 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. |
| - | + | ||
| - | Otherise, 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 99: | Line 111: | ||
| OMG: [[https://www.omg.org/intro/SBRM.pdf|Standard Business Report Model]] (Data Sheet) | OMG: [[https://www.omg.org/intro/SBRM.pdf|Standard Business Report Model]] (Data Sheet) | ||
| + | |||
| + | //Additional references below are publications of organizations and individuals independent of OMG, and are not official endorsements of the contents by OMG.// | ||
| XBRL International: [[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|Extensible Business Reporting Language (XBRL) 2.1]] | XBRL International: [[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|Extensible Business Reporting Language (XBRL) 2.1]] | ||
start.txt · Last modified: 2023/10/07 19:33 by admin
Page Tools
