Funding Readiness Glossary¶
Executive Summary¶
This glossary defines process-specific language for the Funding Readiness process wave.
Why This Exists¶
Funding Readiness involves Funding, Contract, Organization, Marketplace, Notification, Analytics, Intelligence, multiple Practices, approvals, and financial risk. Controlled language prevents ownership confusion and supports AIOS reasoning.
Owner¶
The owner is the Chief Product Officer and Enterprise Architect.
Business Value¶
A shared glossary improves process consistency, funding decision support, onboarding, audit review, and cross-Practice collaboration.
Terms¶
| Term | Definition |
|---|---|
| Funding Readiness | End-to-end process for identifying, assessing, matching, applying for, monitoring, repaying, and closing out funding support. |
| Funding Need | Funding-owned record that indicates a potential funding requirement. |
| Contract Cashflow Assessment | Funding-owned assessment of cash-flow exposure using Contract-owned context. |
| Working Capital Assessment | Funding-owned assessment of operating funding pressure and readiness. |
| Funding Eligibility Assessment | Decision-support assessment of likely fit for funding products or partner categories. |
| Funding Partner Match | Funding-owned recommendation connecting need, eligibility, and partner category or partner listing. |
| Funding Application | Funding-owned workflow for preparing and tracking a funding application package. |
| Funding Approval Tracking | Funding-owned tracking of partner response, approval conditions, rejection reason, and next steps. |
| Funding Risk | Risk related to cash flow, approval delay, funding conditions, repayment, or contract payment timing. |
| Repayment Tracking | Funding-owned monitoring of repayment obligations, due dates, status, and risk. |
| Funding Closeout | Controlled closure of funding workflow after final status, repayment completion, withdrawal, rejection, or expired need. |
| Decision Support | Analysis and recommendation support that does not constitute regulated financial advice. |
| Partner Matching | Process of identifying potentially relevant funding partners or product categories. |
Cross-Reference Notes¶
- Funding owns funding needs, assessments, applications, status, risk, repayments, and recommendation records.
- Contract owns contract delivery state.
- Organization owns organization profile and financial profile references.
- Marketplace may display funding partners but does not own funding applications.
- Intelligence may estimate and recommend, but Funding owns accepted funding facts.
- This glossary supports decision support and partner matching; it is not regulated financial advice.