Master and Reference Data Pack

Skill: managing-reference-and-master-data

Word report · Excel register

Record details

ID	Field	Project value
artifact_id	Artifact ID
project	Project
skill	Skill
version	Version
date	Date
status	Status
author	Author
owner	Owner
approver	Approver
purpose	Purpose
business_outcome	Business outcome
scope	Scope and exclusions
source_inputs	Inputs and sources
assumptions	Assumptions and constraints
decisions	Decisions
rationale	Rationale
risks	Risks
exceptions	Exceptions
open_items	Open items
due_date	Due date
acceptance_criteria	Acceptance criteria
evidence_location	Evidence location
reviewer_decision	Reviewer decision
next_gate	Next stage gate

Domain analysis and decisions

Domain charter (domain_charter)

Define the shared entity or code set, business use, owner, and consumers.

Enter project evidence, conclusion, and owner.

Sources and authority (authority)

Assign authoritative sources, adjudication rights, and distribution by attribute or event.

Enter project evidence, conclusion, and owner.

Global identity and crosswalk (global_identity)

Define global IDs, local-ID crosswalks, creation, and retirement rules.

Enter project evidence, conclusion, and owner.

Golden record and survivorship (survivorship)

Specify source precedence, recency, conflicts, human adjudication, and traceability.

Enter project evidence, conclusion, and owner.

Match merge and split (merge_split)

Cover false-merge safeguards, reversible splits, versions, and independent tests.

Enter project evidence, conclusion, and owner.

Hierarchies and reference codes (hierarchies)

Set hierarchy changes, code-set versions, effective dates, and backward compatibility.

Enter project evidence, conclusion, and owner.

Distribution and acknowledgment (distribution)

Define publication contracts, consumer acknowledgments, reconciliation, and correction.

Enter project evidence, conclusion, and owner.

Quality and operating acceptance (acceptance_evidence)

List stewardship workflow, quality measures, exceptions, and gate evidence.

Enter project evidence, conclusion, and owner.

Working registers

Identity Crosswalk (crosswalk)

Record local identities against governed global identities.

Source (source)	Source ID (source_id)	Global ID (global_id)	Match rule (match_rule)	Owner (owner)	Status (status)	Evidence (evidence)

Match Decisions (decisions)

Track merge/split decisions and false-match recovery evidence.

Source ID (source_id)	Global ID (global_id)	Decision (decision)	Rationale (rationale)	Approver (approver)	Test (test)	Evidence (evidence)