Dataset entry

Mdg Tool Pack V0 1

DAMA mdg_byte mdg_tool_pack_v0_1
A minimal practical toolkit to operationalize the MDG Governance Reasoning Framework (Decision Blocks + Metrics + Playbooks) for real projects and AI/RAG usage.

Attribution

Creator: Dzmitryi Kharlanau (SAP Lead).

Canonical: https://dkharlanau.github.io/datasets/DAMA/mdg_tool_pack_v0_1.json

LinkedIn

JSON (copy / reuse)
{
  "id": "mdg_tool_pack_v0_1",
  "type": "tool_pack",
  "purpose": "A minimal practical toolkit to operationalize the MDG Governance Reasoning Framework (Decision Blocks + Metrics + Playbooks) for real projects and AI/RAG usage.",
  "version": "0.1",
  "status": "draft",
  "tools": [
    {
      "tool_id": "tool_governance_knowledge_data_model_v0_1",
      "type": "data_model",
      "title": "Governance Knowledge Data Model (RAG-ready)",
      "description": "Canonical entities and relations to store Decision Blocks, Metrics, Playbooks, and their links for AI reasoning and operational traceability.",
      "entities": {
        "DecisionBlock": {
          "fields": {
            "id": "string",
            "title": "string",
            "domain": "BP|Material|RefData",
            "risk_scope": "Tier1|Tier2|Tier3|Mixed",
            "tags": [
              "string"
            ],
            "linked_metrics": [
              "metric_id"
            ],
            "linked_playbooks": [
              "playbook_id"
            ],
            "linked_attribute_groups": [
              "attribute_group_id"
            ],
            "owner_roles": [
              "string"
            ],
            "version": "string",
            "status": "draft|active|deprecated",
            "updated_at": "date"
          }
        },
        "Metric": {
          "fields": {
            "metric_id": "string",
            "layer": "decision_quality|process_health|governance_drift|rule_effectiveness|ownership_capacity",
            "definition": "string",
            "thresholds": {
              "warning": "string|number",
              "critical": "string|number"
            },
            "trend_logic": "string",
            "linked_blocks": [
              "db_id"
            ],
            "linked_attribute_groups": [
              "attribute_group_id"
            ],
            "version": "string",
            "status": "draft|active|deprecated"
          }
        },
        "Playbook": {
          "fields": {
            "playbook_id": "string",
            "metric_id": "string",
            "severity": "warning|critical",
            "diagnosis_hypotheses": [
              "string"
            ],
            "decision_blocks": [
              "db_id"
            ],
            "actions": [
              "string"
            ],
            "success_criteria": [
              "string"
            ],
            "version": "string",
            "status": "draft|active|deprecated"
          }
        },
        "AttributeGroup": {
          "fields": {
            "attribute_group_id": "string",
            "domain": "BP|Material|RefData",
            "name": "string",
            "tier": "Tier1|Tier2|Tier3",
            "regulated": "boolean",
            "business_definition": "string",
            "accountable_owner_role": "string",
            "backup_owner_role": "string",
            "consulted_roles": [
              "string"
            ],
            "linked_rules": [
              "rule_id"
            ],
            "linked_metrics": [
              "metric_id"
            ],
            "linked_blocks": [
              "db_id"
            ],
            "review_date": "date"
          }
        },
        "Rule": {
          "fields": {
            "rule_id": "string",
            "rule_type": "completeness|validity|consistency|uniqueness|derivation",
            "severity": "error|warning|report",
            "scope": {
              "domain": "BP|Material|RefData",
              "attribute_group_id": "string",
              "region": "optional string"
            },
            "business_rationale": "string",
            "enforcement_location": "MDG|Downstream|Both",
            "owner_role": "string",
            "exception_policy": {
              "allowed": "boolean",
              "expiry_required": "boolean",
              "risk_ack_required": "boolean"
            },
            "introduced_version": "string",
            "review_date": "date",
            "status": "draft|active|deprecated"
          }
        },
        "GlossaryTerm": {
          "fields": {
            "term_id": "string",
            "name": "string",
            "definition": "string",
            "domain": "BP|Material|RefData",
            "linked_attribute_groups": [
              "attribute_group_id"
            ],
            "linked_rules": [
              "rule_id"
            ],
            "owner_role": "string",
            "status": "draft|active|deprecated"
          }
        }
      },
      "relations": [
        {
          "from": "DecisionBlock.id",
          "to": "Metric.metric_id",
          "relation": "influences|monitors",
          "note": "Decision blocks should be linked to metrics they affect and monitor."
        },
        {
          "from": "Metric.metric_id",
          "to": "Playbook.playbook_id",
          "relation": "triggers",
          "note": "A metric breach triggers a playbook."
        },
        {
          "from": "AttributeGroup.attribute_group_id",
          "to": "Rule.rule_id",
          "relation": "governed_by"
        },
        {
          "from": "AttributeGroup.attribute_group_id",
          "to": "DecisionBlock.id",
          "relation": "decided_by"
        },
        {
          "from": "GlossaryTerm.term_id",
          "to": "Rule.rule_id",
          "relation": "defines"
        }
      ]
    },
    {
      "tool_id": "tool_attribute_group_model_v0_1",
      "type": "data_model",
      "title": "Attribute Group Model (Tier + Ownership + Metrics)",
      "description": "A minimal record to anchor decision rights, governance strictness, rules, and metrics at the level where real decisions happen.",
      "schema": {
        "attribute_group_id": "string (e.g., bp.bank, bp.tax, bp.sales, mat.basic, ref.sales_office)",
        "domain": "BP|Material|RefData",
        "tier": "Tier1|Tier2|Tier3",
        "regulated": "boolean",
        "business_definition": "string",
        "accountable_owner_role": "string",
        "backup_owner_role": "string",
        "consulted_roles": [
          "string"
        ],
        "linked_rules": [
          "rule_id"
        ],
        "linked_metrics": [
          "metric_id"
        ],
        "linked_decision_blocks": [
          "db_id"
        ],
        "review_date": "date"
      },
      "example": {
        "attribute_group_id": "bp.bank",
        "domain": "BP",
        "tier": "Tier1",
        "regulated": true,
        "business_definition": "Bank details used for payments; incorrect data creates financial and compliance risk.",
        "accountable_owner_role": "Finance Data Owner",
        "backup_owner_role": "Finance Steward Lead",
        "consulted_roles": [
          "Compliance",
          "AP Process Owner",
          "MDG Ops"
        ],
        "linked_rules": [
          "rule_bp_bank_iban_format",
          "rule_bp_bank_country_consistency"
        ],
        "linked_metrics": [
          "exception_repeat_rate",
          "decision_consistency_rate",
          "manual_post_replication_fix_rate"
        ],
        "linked_decision_blocks": [
          "db_attribute_level_ownership_decision_rights_v0_1",
          "db_rule_lifecycle_management_keep_kill_simplify_v0_1",
          "db_replication_errors_accountability_runbook_v0_1"
        ],
        "review_date": "2026-04-30"
      }
    },
    {
      "tool_id": "tool_checklist_steward_precheck_v0_1",
      "type": "checklist",
      "title": "Steward Precheck Checklist (before routing to owner)",
      "used_when": "Before sending a CR to the accountable owner; reduce rework and protect owner time.",
      "checks": [
        {
          "id": "st_01",
          "question": "Is the attribute group identified correctly (e.g., bp.tax vs bp.sales)?",
          "evidence_required": "attribute_group_id selected and visible"
        },
        {
          "id": "st_02",
          "question": "Is the risk tier correct for this attribute group?",
          "evidence_required": "tier value present; if changed, rationale recorded"
        },
        {
          "id": "st_03",
          "question": "Are relevant glossary definitions visible to the requester (what does the field mean)?",
          "evidence_required": "glossary_term_ids linked or guidance snippet attached"
        },
        {
          "id": "st_04",
          "question": "Is this a repeat exception or repeat defect pattern?",
          "evidence_required": "search result: similar cases / top repeating exceptions"
        },
        {
          "id": "st_05",
          "question": "Can a derivation/default be used instead of manual entry?",
          "evidence_required": "derivation exists OR confirmed not possible"
        },
        {
          "id": "st_06",
          "question": "Is this change urgent? If yes, does it qualify for a formal exception with expiry?",
          "evidence_required": "urgency flag + exception decision (yes/no) + expiry if yes"
        },
        {
          "id": "st_07",
          "question": "Are required supporting artifacts attached (e.g., proof, reference, mapping)?",
          "evidence_required": "attachments present or justification recorded"
        }
      ],
      "outputs": [
        "clean_routing_to_owner",
        "reduced_rework",
        "consistent_case_metadata_for_AI"
      ]
    },
    {
      "tool_id": "tool_checklist_owner_decision_v0_1",
      "type": "checklist",
      "title": "Owner Decision Checklist (approve/reject/exception)",
      "used_when": "When accountable owner makes the final decision; maximize decision quality and consistency.",
      "checks": [
        {
          "id": "ow_01",
          "question": "Is this decision consistent with previous similar cases?",
          "evidence_required": "similar_cases_reference OR explicit rationale for deviation"
        },
        {
          "id": "ow_02",
          "question": "Is risk acceptable for the tier (Tier1 requires strict rationale)?",
          "evidence_required": "risk statement and (if Tier1) compliance consult evidence"
        },
        {
          "id": "ow_03",
          "question": "Is this actually a rule-design problem (should we change simplify/kill a rule instead of approving exceptions)?",
          "evidence_required": "rule_id referenced OR confirm not rule-related"
        },
        {
          "id": "ow_04",
          "question": "If exception: does it have expiry and a follow-up owner?",
          "evidence_required": "expiry_date + follow-up task owner"
        },
        {
          "id": "ow_05",
          "question": "Is enforcement location correct (MDG vs downstream) for this constraint?",
          "evidence_required": "enforcement_location confirmed or flagged for architecture review"
        }
      ],
      "outputs": [
        "higher_decision_consistency",
        "lower_reversal_rate",
        "reduced_repeat_exceptions"
      ]
    },
    {
      "tool_id": "tool_template_rule_proposal_v0_1",
      "type": "template",
      "title": "Rule Proposal Template (no template = no rule)",
      "used_when": "Before implementing a new rule or changing an existing one.",
      "schema": {
        "rule_id": "string",
        "change_type": "new|modify|retire",
        "business_problem": "string",
        "affected_attribute_group_id": "string",
        "tier": "Tier1|Tier2|Tier3",
        "rule_type": "completeness|validity|consistency|uniqueness|derivation",
        "severity_proposed": "error|warning|report",
        "enforcement_location": "MDG|Downstream|Both",
        "expected_metric_impact": [
          {
            "metric_id": "string",
            "direction": "improve|worsen_possible",
            "note": "string"
          }
        ],
        "exception_policy": {
          "allowed": "boolean",
          "expiry_required": "boolean",
          "risk_ack_required": "boolean"
        },
        "owner_role": "string",
        "steward_role": "string",
        "examples_before_after": [
          "string"
        ],
        "rollout_plan": "warning_phase|immediate_blocking|phased",
        "review_date": "date"
      },
      "example": {
        "rule_id": "rule_bp_tax_vat_required_tier1",
        "change_type": "new",
        "business_problem": "Invoices fail or are blocked when VAT number is missing for applicable customers.",
        "affected_attribute_group_id": "bp.tax",
        "tier": "Tier1",
        "rule_type": "completeness",
        "severity_proposed": "error",
        "enforcement_location": "MDG",
        "expected_metric_impact": [
          {
            "metric_id": "dq_defect_incident_rate",
            "direction": "improve",
            "note": "Reduce invoice blocks caused by missing VAT."
          },
          {
            "metric_id": "bypass_rate",
            "direction": "worsen_possible",
            "note": "If rule is too strict, users may bypass; monitor."
          }
        ],
        "exception_policy": {
          "allowed": true,
          "expiry_required": true,
          "risk_ack_required": true
        },
        "owner_role": "Finance Data Owner",
        "steward_role": "Finance Steward",
        "examples_before_after": [
          "Before: BP created without VAT → invoice block later",
          "After: VAT required when country + customer type indicates VAT applicability"
        ],
        "rollout_plan": "phased",
        "review_date": "2026-03-31"
      }
    },
    {
      "tool_id": "tool_template_exception_request_v0_1",
      "type": "template",
      "title": "Exception Request Template (temporary governance, not permanent bypass)",
      "used_when": "When a rule cannot be met temporarily and business needs continuity.",
      "schema": {
        "exception_id": "string",
        "request_id": "string",
        "domain": "BP|Material|RefData",
        "attribute_group_id": "string",
        "rule_id": "string",
        "reason": "string",
        "urgency": "low|medium|high",
        "risk_tier": "Tier1|Tier2|Tier3",
        "risk_acknowledged_by_role": "string",
        "expiry_date": "date",
        "mitigation": "string",
        "repeat_indicator": "boolean",
        "follow_up_task": {
          "owner_role": "string",
          "due_date": "date",
          "goal": "rule_fix|data_fix|reference_alignment|process_change"
        }
      },
      "example": {
        "exception_id": "exc_2026_00091",
        "request_id": "cr_771288",
        "domain": "BP",
        "attribute_group_id": "bp.bank",
        "rule_id": "rule_bp_bank_iban_format",
        "reason": "Bank provided temporary account identifier; IBAN will be issued after compliance check.",
        "urgency": "high",
        "risk_tier": "Tier1",
        "risk_acknowledged_by_role": "Finance Data Owner",
        "expiry_date": "2026-02-28",
        "mitigation": "Allow payments only for limited amount; flag record for follow-up.",
        "repeat_indicator": false,
        "follow_up_task": {
          "owner_role": "Finance Steward Lead",
          "due_date": "2026-02-20",
          "goal": "data_fix"
        }
      }
    }
  ],
  "how_to_use_minimum": [
    "Create AttributeGroup records for Tier 1 first (5–15 groups max).",
    "Link each Tier 1 group to: owner, backup, top metrics, and relevant Decision Blocks.",
    "Enforce: no new rules without Rule Proposal Template.",
    "Enforce: no exceptions without Exception Template + expiry + follow-up.",
    "Run weekly cadence using Steward + Owner checklists and track: bypass_rate, exception_repeat_rate, approval_cycle_time_p90."
  ],
  "meta": {
    "schema": "dkharlanau.dataset.byte",
    "schema_version": "1.1",
    "dataset": "DAMA",
    "source_project": "cv-ai",
    "source_path": "DAMA/mdg_tool_pack_v0_1.json",
    "generated_at_utc": "2026-02-03T14:33:32+00:00",
    "creator": {
      "name": "Dzmitryi Kharlanau",
      "role": "SAP Lead",
      "website": "https://dkharlanau.github.io",
      "linkedin": "https://www.linkedin.com/in/dkharlanau"
    },
    "attribution": {
      "attribution_required": true,
      "preferred_citation": "Dzmitryi Kharlanau (SAP Lead). Dataset bytes: https://dkharlanau.github.io"
    },
    "license": {
      "name": "",
      "spdx": "",
      "url": ""
    },
    "links": {
      "website": "https://dkharlanau.github.io",
      "linkedin": "https://www.linkedin.com/in/dkharlanau"
    },
    "contact": {
      "preferred": "linkedin",
      "linkedin": "https://www.linkedin.com/in/dkharlanau"
    },
    "canonical_url": "https://dkharlanau.github.io/datasets/DAMA/mdg_tool_pack_v0_1.json",
    "created_at_utc": "2026-02-03T14:33:32+00:00",
    "updated_at_utc": "2026-02-03T15:29:02+00:00",
    "provenance": {
      "source_type": "chat_export_extraction",
      "note": "Extracted and curated by Dzmitryi Kharlanau; enriched for attribution and crawler indexing."
    },
    "title_inferred": true,
    "entity_type": "mdg_byte",
    "entity_subtype": "version:0.1",
    "summary": "A minimal practical toolkit to operationalize the MDG Governance Reasoning Framework (Decision Blocks + Metrics + Playbooks) for real projects and AI/RAG usage."
  },
  "title": "Mdg Tool Pack V0 1"
}