Release 91

by

Structural Consolidation, Export Alignment & ReportingUnit Introduction

Overview

Release 91 focuses on structural consistency across domains, export pattern alignment, identifier correction, and preparation for enhanced historical interrogation using get.myview.

This is a maturity release.
It strengthens foundations rather than introducing visible UI features.

1. Removal of Hard-Coded ACTIVE_FLAG Filtering

Affected Domains

  • BusOpp
  • Project

Affected Views (cvw)

  • busopp_core_details
  • busopp_item_values_lines
  • busopp_meta_codes
  • busopp_meta_dates
  • project_core_details
  • project_item_values
  • project_item_values_cost
  • project_item_values_revenue
  • project_meta_codes
  • project_meta_dates

Change

Removed:

ACTIVE_FLAG = 1

Filtering is now controlled through:

@whereClause in get.myview

Why This Matters

  • Removes hidden filtering logic
  • Enables @mode = history
  • Provides consistent filtering behaviour across all domains
  • Improves transparency for analysts

This unlocks proper history handling moving forward.

2. OBJECT_SEQ Standardisation

Change

Updated identifier logic from:

COMPANY

to:

COMPANY_ID

Applied across:

  • BusOpp (core, meta, item)
  • Project
  • General Ledger
  • Regional views (APC, EUR, NA)

Why This Matters

  • Removes ambiguity between company code and company identifier
  • Improves referential integrity
  • Aligns with CDM identifier standards
  • Future-proofs multi-region stitching

This is a structural correction.

3. Regional BusOpp Improvements

APC

Views:

  • busopp_core_details_APC
  • busopp_meta_dates_APC
  • busopp_meta_codes_APC

Enhancements:

  • Opportunity No cast to VARCHAR (previously integer)
  • OBJECT_SEQ updated to COMPANY_ID

EUR & NA

Views:

  • busopp_core_details_EUR
  • busopp_core_details_NA
  • busopp_meta_dates_EUR
  • busopp_meta_codes_EUR
  • busopp_meta_dates_NA
  • busopp_meta_codes_NA

Enhancements:

  • Improved Opportunity Number designation where missing
  • Added Period No and MP8/9 identifiers
  • Duplicate prevention logic
  • OBJECT_SEQ update applied

Why This Matters

Prevents duplicate identifiers and stabilises reporting in cross-period stitching.

4. Export View Pattern Alignment

New Structural Pattern

Exports are now separated into:

  • _dates_export
  • _meta_export

Updated Views

  • busopp_core_dates_export
  • busopp_core_meta_export
  • project_core_dates_export
  • project_core_meta_export

New Export Views

  • employee_core_meta_export
  • feedback_core_meta_export

Why This Matters

  • Creates consistent export structure across domains
  • Improves API payload predictability
  • Supports AI and downstream application integration
  • Aligns with CDM export standard

5. BusOpp Item Values – Regional Expansion

New:

  • busopp_item_values_lines_UKS
  • busopp_item_values_NA
  • busopp_item_values_APC
  • busopp_item_values_EUR

Enhancement

Net Fee Income (NFI) introduced with explicit unit:

{"unit":"GBP"}

Why This Matters

  • Makes currency explicit
  • Prevents interpretation ambiguity
  • Aligns value payload standard

6. JSON Safety & Data Hygiene

Affected:

  • busopp_meta_codes_APC
  • busopp_meta_codes_EUR
  • busopp_meta_codes_NA
  • busopp_meta_codes_UKS
  • busopp_meta_codes_UKS_archive

Improvements

  • WON_LOST_NOTE made JSON-safe
  • TARGET_CUSTOMER made JSON-safe

Why This Matters

Prevents export corruption and downstream parsing failures.

7. Customer Domain Update

  • customer_core_details

New collated (cvw) view introduced.

Aligns Customer domain with CDM export and stitching pattern.

8. Employee Meta Improvements

Views:

  • employee_meta_codes
  • employee_meta_codes_archive

Improvements

Meta_Type readability updates.

Email meta_type now includes:

  • link_key Primary known-as email
  • UPN

Why This Matters

Improves identity resolution and cross-system consistency.

9. General Ledger Alignment

Views:

  • generalledger_item_codes_periodbudget
  • generalledger_item_codes_transaction
  • generalledger_item_dates_periodbudget
  • generalledger_item_dates_transaction
  • generalledger_item_values_periodbudget
  • generalledger_item_values_transaction

Change

OBJECT_SEQ updated to COMPANY_ID.

Why This Matters

  • Aligns ledger with CDM identifier standard
  • Prepares foundation for Fabric-based RLS
  • Supports constrained ledger delivery strategy

10. Project Role Meta Enhancements

Views:

  • project_meta_codes_roles_APC
  • project_meta_codes_roles_CAD
  • project_meta_codes_roles_UKS
  • project_meta_codes_roles_USD

Enhancement

DESC now includes:

  • EMAIL
  • NAME
  • PERSON CODE

Email derived from:

  • Regional naming pattern
  • @xx.bmt.org convention

Archive:

  • project_meta_codes_UKS_archive

Additional alignment:

  • PROGRAMME.REPORTING parameter standardised

11. ReportingUnit Domain – First Edition

New views:

  • reportingunit_core_details_costcentre
  • reportingunit_core_details_pru
  • reportingunit_item_values_budget
  • reportingunit_meta_codes_pru

Purpose

Supports:

  • PRU management
  • Cost centre alignment
  • Budget attribution
  • BusOpp reporting integration

Significance

Marks first structured implementation of the ReportingUnit domain.

This extends CDM beyond transactional domains into reporting structure domains.

Summary – What Release 91 Delivers

Release 91:

  • Removes hidden filtering logic
  • Enables structured history interrogation
  • Standardises object identifiers
  • Aligns export structures across domains
  • Improves regional opportunity integrity
  • Introduces ReportingUnit capability
  • Prepares for Fabric-based RLS
  • Strengthens JSON export resilience

This is a structural reinforcement release designed to improve long-term scalability and governance.

Leave a Comment