Analytics Business Rules¶
Why This Exists¶
This document defines business rules for the Analytics Domain.
Owner¶
The owner is the Chief Product Officer and Enterprise Architect.
Business Value¶
Business rules protect analytical trust by ensuring metrics are governed, traceable, and separate from operational source facts.
Rules¶
| Rule ID | Rule | Rationale |
|---|---|---|
| ANLY-RULE-001 | Analytics owns analytical views, KPI definitions, report definitions, metric snapshots, dashboards, insight records, and performance summaries. | Maintains domain ownership. |
| ANLY-RULE-002 | Source domains own source facts. Analytics must not mutate source facts. | Preserves DDD boundaries. |
| ANLY-RULE-003 | Every KPI must have a definition, formula, owner, version, and source lineage. | Makes metrics governable. |
| ANLY-RULE-004 | Metric snapshots must record reporting period, calculation time, formula version, and lineage. | Supports audit and trend analysis. |
| ANLY-RULE-005 | Dashboards must define audience and purpose. | Prevents ambiguous reporting. |
| ANLY-RULE-006 | Executive dashboards must separate facts, interpretation, and recommended attention. | Supports responsible leadership decisions. |
| ANLY-RULE-007 | Intelligence may explain insights and generate recommendations, but Analytics owns analytical records. | Separates reasoning from reporting state. |
| ANLY-RULE-008 | AI-assisted insight explanations must be labeled and auditable. | Maintains trust. |
| ANLY-RULE-009 | Reports must use approved KPI definitions or approved analytical views. | Prevents metric drift. |
| ANLY-RULE-010 | Win/loss analytics must reference Bid-owned outcome facts, not duplicate bid ownership. | Maintains source boundary. |
| ANLY-RULE-011 | Compliance trends must reference Compliance-owned readiness, verification, and expiry facts. | Maintains source boundary. |
| ANLY-RULE-012 | Revenue pipeline analytics must reconcile Opportunity, Bid, and Contract references without becoming owner of pipeline facts. | Supports planning without ownership confusion. |
| ANLY-RULE-013 | Insight records must cite supporting evidence. | Prevents unsupported claims. |
| ANLY-RULE-014 | CEO briefings must be reproducible from stored summaries, snapshots, and insight records. | Supports audit and executive trust. |
| ANLY-RULE-015 | Historical snapshots must not be recalculated in place when formulas change; new formula versions must be created. | Preserves historical integrity. |
Rule Enforcement¶
Rules are enforced through KPI approval, report publication, dashboard publication, snapshot generation, insight review, and briefing creation workflows.