Enterprise Business Data Architecture

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ISB PublicationDoc Ref: ISB-000108Enterprise Business Data ArchitectureVersion: 14.0Issue Date: 26/04/2016Document Version HistoryVersion Status1.0FinalIssue Date Modified by24/10/2008Steve Palmer /Helen ChallinorBDAVersion Description1Version 1 Release2.0Final26/01/2010 Steve Palmer2Version 2 Release3.0Final16/04/2012 Steve Palmer3Version 3 Release4.0Final21/01/2013 Steve Palmer4Version 4.04 For Publication5.0Final09/10/2013 Steve Palmer5Updated version following reviewby ISB Secretariat and changes tothe included Business DataStandards6.0Final21/03/2014 Stephen Palmer6Draft New Version7.0Draft25/06/2014 Stephen Palmer6Internal Release8.0Final01/07/2014 Stephen Palmer6Revised to include reviewcomments by ISB Architecture SIG9.0Final03/07/2014 Stephen Palmer7Continuing support for the JointCouncil for Qualifications’ (JCQ)A2C projectNew requirements for SafeGuarded SalaryNew requirements for:10.0Final06/11/2014 Stephen Palmer81) Geospatially Linked Data2) Children Services AssessmentCrown copyright 2016

11Final27/03/2015 Stephen Palmer91) Changes to support ChildrenServices AssessmentPlan/Case2) Continuing support for the JointCouncil for Qualifications’(JCQ) A2C project3) Addition of concepts section toclarify the data modellingapproach and primary conceptsused.Amendments following12Final28/7/2015Stephen Palmer101) Internal entity definition review2) Continuing support for the JointCouncil for Qualifications’(JCQ) A2C project3) Leavers Destination WorkPackageAmendments following:13Final26/10/2015 Stephen Palmer111) Children’s Services – ComplexCases2) Continuing support for the JointCouncil for Qualifications’(JCQ) A2C projectAmendments following14Final26/04/2016 Stephen Palmer121) General Maintenance2) Party Contact and NameRefinement3) Continuing support for the JointCouncil for Qualifications’(JCQ) A2C projectFor details of the reason for changes such as feedback, alignment to specific Business Services,etc and the individual changes made, please email ISB Secretariat to obtain details of theBusiness Data Architecture Model Change Log.File: BusinessData-ArchitectureBDA Version 12Page 2 of 87Document Version 14.0Status: FinalIssue Date: 26/04/2016

Contents0EXECUTIVE SUMMARY . 50.1Evolution . 50.2Scope & Purpose . 70.3Structure . 80.4Related Documents. 80.4.10.4.20.4.31Business Data Architecture Standards . 8Business Data Architecture Data Type Standards . 8Identifiers Guidance . 9PART ONE . 101.1Introduction . 101.2Uses of the Business Data Architecture . 101.3Coverage and level of detail . 101.4Definitions and notation . 111.5Concepts of the BDA design . 111.5.1 Domains . 111.5.2 A generic Set of Data Definitions . 121.5.3 Future proofing the model . 121.5.4 Principles used in the BDA model design . 121.5.4.1The use of a generic Party to cover People and Organisations . 131.5.4.2Party Relationships and Roles . 131.5.4.3Full Lifecycle Entities . 141.5.4.4Natural Entity Identifier Keys . 141.5.4.5Normalisation . 151.6BUSINESS DATA ARCHITECTURE OVERVIEW . 171.7SUBJECT AREA MODELS AND ENTITY DEFINITIONS . 181.8PARTY SUBJECT AREA . 181.8.11.8.21.8.31.8.4Party Role – bestowed and event roles . 19Party Relationship names and contacts. 19Party Identifiers . 20Impact of lack of standardisation of roles across the sector . 201.9LOCATION SUBJECT AREA . 221.10POLICY AND BUSINESS CHANGE SUBJECT AREA . 241.11CHILDREN AND FAMILIES SERVICES SUBJECT AREAS . 261.11.11.11.21.12LEARNER SERVICES SUBJECT AREAS . 301.12.11.12.21.12.31.12.41.12.51.13Children and Families Services – Event Subject Area . 26Children and Families Services – Service Offer Subject Area . 28Learner Services – Curriculum Subject Area . 30Learner Services – Learning Interaction Subject Area . 32Learner Services – Learning Opportunity and Provision Subject Area . 34Learner Services – Qualification Subject Area . 36Learner Services – Qualification Assessment Subject Area . 38CHILDREN, LEARNER and FAMILIES SERVICES SUBJECT AREAS . 401.13.11.13.21.13.3Children, Learner and Families Services – Assessment Subject Area . 40Children, Learner and Families Services – Scheduling Subject Area . 42Children, Learner and Families Services – Financial Support Services Subject Area . 44File: BusinessData-ArchitectureBDA Version 12Page 3 of 87Document Version 14.0Status: FinalIssue Date: 26/04/2016

1.14RESOURCES SUBJECT AREAS . 461.14.11.14.21.14.31.14.42PART THREE . 522.13Resources – HR & Finance Subject Area . 46Resources – Procurement . 48Resources – Premises and Facilities Subject Area . 50Resources – Information Subject Area . 51SUMMARY DOMAIN MODEL . 52PART FOUR . 543.1Appendix A – Entities listed in alphabetical order . 543.2Appendix B – Published Data Standards. 793.3Appendix B – Ordering of Data Standards . 793.4Appendix C – References . 813.5Appendix D – Summary of Changes from Previous Version. 813.5.1 General Maintenance . 813.5.2 JCQ A2C . 823.5.3 Party Contact and Name refinement. 823.5.4 SUBJECT AREA OVERVIEW AND PRINCIPAL MODIFICATIONS FOR VERSION 12 . 833.5.4.1Party . 843.5.4.2Location . 843.5.4.3Policy and Business Change . 843.5.4.4Children, and Families Services – Event . 843.5.4.5Children, and Families Services – Service Offer . 843.5.4.6Learner Services – Curriculum . 843.5.4.7Learner Services – Learner Interaction . 843.5.4.8Learner Services – Learning Opportunity and Provision . 843.5.4.9Learner Services – Qualification. 853.5.4.10Learner Services – Qualification Assessment . 853.5.4.11Children, Learner and Families Services – Personal Assessment . 853.5.4.12Children, Learner and Families Services – Scheduling . 853.5.4.13Children, Learner and Families Services – Financial Support Services. 853.5.4.14Resources – HR & Finance . 853.5.4.15Resources – Procurement . 853.5.4.16Resources – Premises and Facilities . 863.5.4.17Resources – Information . 86Copyright Notice . 87File: BusinessData-ArchitectureBDA Version 12Page 4 of 87Document Version 14.0Status: FinalIssue Date: 26/04/2016

0EXECUTIVE SUMMARYThis document sets out what the Business Data Architecture for the education, skills and children’sservices system covers and what is its purpose.The Business Data Architecture is one part of the overall Enterprise Architecture for the education,skills and children’s services system; it is intended to be the authoritative model of the businessdata that is used in the system.To define Business Data Standards for an enterprise, it is necessary to understand the data from abusiness perspective, independent of any particular technology or solutions that may process,exchange, or use the data.This requires a ‘system-wide’ top-down approach to defining the data that is required to supportthe business activity undertaken across the ‘system’, particularly where the data is exchangedbetween different organisations and service providers.Without this approach data exchange and other solutions will be designed from a localperspective, cannot be easily re-used, and therefore will have limited business value.Because of the complex nature of the education, skills, and children’s services ‘system’, andbecause of the large number of stakeholders involved, each with their own business pressures andwith varying degrees of autonomy, development of a top down, detailed, and comprehensive dataarchitecture cannot be done as a single activity. An iterative approach has been adopted. The nextsection summarises the evolutionary stages of the architecture to date.0.1EvolutionThe Business Data Architecture (BDA) has been updated and released at intervals and this is theseventh BDA release. Each release is considered a “cut” of the continuingly evolving dataarchitecture. Up until BDA version six (the sixth “cut”), a new version was created when significantchanges had been made to the Business Data Architecture to warrant a new “cut”. BDA version sixwas the first of the releases that will occur based on a three times a year release schedule for thewhole Business Data Architecture. This will include a full update to all the documentation includingBusiness Data Standards, Technical Data Standards etc. The ISB website that hosts the BusinessData Architecture will also be updated. This will provide an aligned set of documentation for theBusiness Data Architecture.The first BDA version involved the development of reasonably comprehensive data architecture, atthe entity level, but not at a level where the properties or attributes of entities are defined. Thisiteration was published as BDA version 1.The second BDA version was built on the foundations that were contained in BDA version 1, andwas developed in some areas with a greater level of detail, ie the inclusion of attributes orproperties of entities as well as primary and foreign keys, and related controlled lists, in order tosupport the development of national standards for data exchange, approved by the InformationStandards Board (ISB) for the education skills and children’s services (ESCS) ‘system’.The third BDA version continued the iterative approach and extends the development of someareas. It also includes modifications to some previously developed areas where new informationhad identified changes that were required to continue the re-usability approach.File: BusinessData-ArchitectureBDA Version 12Page 5 of 87Document Version 14.0Status: FinalIssue Date: 26/04/2016

The fourth BDA version follows a number of significant projects including the Joint Council forQualifications’ A2C project and the Department for Education’s Data Transformation Programme.These extended the areas of the Business Data Architecture that have undergone detailedbusiness analysis or have revisited previously analysed areas and extended the list of data items.The fifth BDA version predominantly covered 2 significant updates1. Party Role Relationship Remodelling2. Joint Council for Qualifications’ A2C project adopting full conformance to ISB datastandards.Other minor alterations and additions to data standards have also been includedThe sixth BDA version continued support for the Joint Council for Qualifications’ A2C project andalso supported new requirements for and amendments to: Special Educational Needs Administration Unit Sex and Gender Party Name standard modifications Person Language standard amendmentsThe seventh BDA version continued support for the Joint Council for Qualifications’ A2Cproject and also supports new requirements for: Safeguarded SalaryThe eighth BDA version supported new requirements for: Geospatially Linked Data Children Services AssessmentThe ninth BDA version continued support for the Joint Council for Qualifications’ A2C project andalso supported additional requirements for Children Services Assessment by adding support forthe Planning and Case management of a Children Services Assessment.The ninth BDA version also introduced a section explaining the concepts and principles used in thecreation of the BDA data model. These concepts and principles explain how the model has beendesigned such as using a single domain, the Party principle to cover organisations and people.These principles will aid the reader in understanding the approach used when reviewing the datamodel.The tenth BDA version primarily covered the addition of a new Aggregated Data Standard (ADS)to support Leavers Destination data. Up until this version the BDA has focused on atomic leveldata standards. With the range of atomic level Business Data Standards in the BDA, it is nowpossible to support aggregated data standards as these need the atomic level data defined by theBusiness Data Standards.File: BusinessData-ArchitectureBDA Version 12Page 6 of 87Document Version 14.0Status: FinalIssue Date: 26/04/2016

The eleventh BDA version covered major upgrades to1) Children’s Services Complex Cases support2) Joint Council for Qualifications’ A2C project version 3 upgradesChildren’s Services Complex Cases covers support for supporting groups of PARTY’s and alsopersonal relationships between PARTY’s such as “mother of”, “daughter of”This twelfth BDA version covers major upgrades for1) Joint Council for Qualifications’ A2C project 2016 Specification Requests for Change2

The Business Data Architecture (BDA) has been updated and released at intervals and this is the seventh BDA release. Each release is considered a “cut” of the continuingly evolving data architecture. Up until BDA version six (the sixth “cut”), a new version was createdwhen significant changes had been made to the Business Data Architecture to warrant a new “cut”. BDA version six .

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