Business Use Cases (2017-05-07)

Business Use Cases documentation (PDF)

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Visual Index of Business Use Cases

ZIP Archive of all Business Use Cases

# Business use case title Description Visual image
1. Flat Hierarchy Metapattern. One level flat hierarchy. No computations.
2. Nested Hierarchy Variation of hierarchy. Multi-level hierarchy. No computations.
3. Simple Roll Up Metapattern. Simple hierarchy of numeric facts with a roll up type of computation. Computation where A + B + n = Total.
4. Nested Roll Up Variation of roll up. Nesting one roll up inside another roll up.
5. Inverted Roll Up Variation of roll up. Multi-level nested roll up. Multiple levels of nested roll ups.
6. Multiple Roll Ups Variation of roll up. One total rolled up in more than one way forcing roll ups to be expressed within separate networks.
7. Simple Roll Forward Metapattern. Simple roll forward of one balance. Also known as movement analysis. Reconciles the changes between two balances, beginning balance + changes = ending balance.
8. Complex Roll Forward Variation of roll forward. Roll forward of multiple balances which roll up.
9. Simple Compound Fact Metapattern. Set of facts which go together to form a compound fact. Facts are held together by an axis.
10. Repeating Fact Variation of compound fact. Similar to simple compound fact, points out that fact can repeat.
11. Multiple Periods Compound Fact Variation of compound fact. Simple compound fact which has more than one period disclosed within the compound fact.
12. Roll Forward in Compound Fact Variation of compound fact. Roll forward within a compound fact.
13. Nested Compound Fact Variation of compound fact. Compound fact nested within another compound fact. (Good example of different ways to represent characteristics)
14. Reconciliation of Balance Variation of roll up. Reconciliation of a balance with another balance. (Note that this is not a roll forward.)
15. Adjustment Reconciles an originally stated balance to a restated balance, the adjustment being the total change, between two different report dates such as a prior period adjustment.
16. Variance Reconciles some reporting scenario with another reporting scenario, the variance between reporting scenarios being the variance or changes such as the variance between actual and budget.
17. Complex Computation Metapattern. A complex computation information model can be thought of as a hierarchy plus a set of commutations between different concepts within that hierarchy which are challenging to model as the parent/child relations.
18. Text Block Metapattern. Modelling of what could be modelled as some other information model as one fact. By definition a text block is one fact.
19. Prose Information which contains multiple paragraphs, schedules, lists etc. which should appear in a particular order or sequence to be meaningful.
20. Escaped XHTML Variation of text block. Same as prose or text block. Points out how escaped XHTML can be used to report a fact or set of facts.
21. Using JSON Variation of text block. Same information contained in the simple compound fact expressed using the JSON syntax.
22. General Comment Example of a parenthetical explanation. A comment or footnote which expands on or provided additional information for some reported fact.
23. Classes Shows how concepts can be related to other concepts and points out the differences between modelling something as a concept and as the member of an axis.
24. Class Properties Shows how concepts related to other concepts can be expressed making the use of an [Axis].
25. Grid A grid information model is a pseudo metapattern which uses the presentation characteristics of the columns and rows of a table to model information. (Not recommended)
26. Pivot Table A set of facts comprised of a single concept which is characterized by one or more axis. Information set is similar to a pivot table. Test Case 1: Explicit hypercube/[Table] exists for Sales Analysis, Summary; Legal Entity [Axis], Business Segment [Axis], Geographic Area [Axis] Explicitly provided
27. Grouped Report Variation of compound fact. Table which contains multiple axis which are used to provide information for a complex information set.
28. Flow Shows the notion of flow or ordering/sequencing of different tables within a business report and how the ordering or sequencing is important and can be achieved.
29. Restatement Financial reporting use case of a restatement of income resulting from prior period error or change in accounting policy.
30. Reissue Report Financial reporting use case of the reissuance of a report which has already been issued.
31. Reclassification Financial reporting use case of the reclassification of prior period line items of a report to conform to current period classifications.
32. Reason Not Reported A specific type of comment or footnote which explains why a fact has not been reported. Points out that footnotes can be differentiated using roles.
33. PivotTable2 Test Case 2: Explicit hypercube/[Table] exists for Sales Analysis, Summary; Legal Entity [Axis], Business Segment [Axis], Geographic Area [Axis] Explicitly provided
34. PivotTable3 Test Case 3: Explicit hypercube/[Table] exists for Sales Analysis, Summary; Legal Entity [Axis] Explicitly provided
35. PivotTable4 Test Case 4: Explicit hypercube/[Table], but no dimensions /[Axes] are explicitly provided
36. PivotTable5 Test Case 5: No explicit hypercube/[Table] exists for Sales Analysis, Summary
37. Non Financial Information Shows that there is no difference between expressing financial and non-financial information.

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