Business Use Cases documentation (PDF)
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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