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start [2023/08/29 19:22]
admin [3. Meetings] added more details and links
start [2023/10/07 19:33] (current)
admin Smallish edits throughout to satisfy criticism from Pete Rivett
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 ===== 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 ====
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 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
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   * 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]].
  
 ---- ----
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 ==== 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
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 The following meetings were held during the summer of 2023: The following meetings were held during the summer of 2023:
-  * a hybrid joint meeting ​(BMI, Financial Services, and Government Domain Task Forceson 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 -- including use case presentations or other remarks from Charlie Hoffman, Michel Sauvage ​(Airbus), Dean Ritz, and Elisa Kendall+  * 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]].
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 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.SFinancial 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.
  
 ---- ----
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 ==== 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.
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 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