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Finance Data Domain

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Finance data includes information related to the financial operations and management at Vanderbilt University to ensure financial sustainability, compliance, and informed decision-making.

The Finance Data Domain is divided into Subdomains providing information on a more granular level.

Data Trustee: Dalana Robertson

Data classification is a practice that helps us understand the value of our data and identify more sensitive data.  The more sensitive the data, the more cautious you must be about accessing and sharing it with others and the more protections it needs to safeguard it from mishandling or misuse.

Vanderbilt University has a Data Classification Policy that has categorized VU data into the 4 levels listed below. Data classification for transactional row level data are assigned at the Subdomain level.  However the same data may be classified differently dependent on the format of the data.  
*See the next tab for some domain specific data classification guidelines and examples.

Level 1 - Public Level 2 - Institutional OnlyLevel 3 - RestrictedLevel 4 - Critical
Intended for public release or distribution.Private to VU and should not be available to non-VU individuals without permission.Confidential by law or contract, or should not be shared with unauthorized persons.Confidential by law or contract and requires bespoke security requirements.

Visit the VUIT Cybersecurity website for more information and guidance on Data Classification. 

Subdomains

  • Accounts, Disbursements

    Accounts and Disbursements data covers information related to the management of financial transactions, including accounts payable, accounts receivable, and the distribution of funds. This may include data on invoices, payments, receipts, budgets, and financial reporting.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Supplier Agreements/Contracts

    Supplier Agreements and Contracts data encompasses information related to the establishment, management, and fulfillment of agreements and contracts with suppliers of goods and services. This may include data on vendor profiles, contract terms, purchase orders, delivery schedules, and performance metrics.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information: 

  • Assets

    Assets data encompasses information related to the ownership, management, and valuation of monetary resources and investments that provide economic value to an organization. This may include data on cash, securities, loans, and other financial instruments.

    Data Steward: Katie Janeway

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Banks

    Banks data encompasses information related to the operations, services, and management of financial institutions that provide banking and lending services. This may include data on customer accounts, transactions, loans, investments, compliance, and risk management.

    Data Steward: Kirk Stonecipher

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:

  • Budgets

    Budgets data encompasses information related to the planning, allocation, and management of financial resources within an organization. This may include data on budget proposals, approved budgets, spending, variances, and forecasting.

    Data Steward: Kirk Stonecipher

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information: 

  • Supplier Records

    Supplier Records data encompasses information related to the management and maintenance of data about vendors, contractors, and other entities that provide goods or services to an organization. This may include data on supplier profiles, product/service offerings, pricing, contracts, performance metrics, and compliance.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Effort

    Effort data encompasses information related to the allocation, tracking, and reporting of financial resources expended towards specific initiatives, projects, or activities within an organization. This may include data on labor hours, equipment usage, material costs, and other expenditures associated with different work efforts. 

    Data Steward: Jana Blick

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Invoices

    Invoices data encompasses information related to the generation, tracking, and management of bills for goods or services provided to customers. This may include data on invoice details, payment status, customer accounts, and financial reporting. 

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Ledger

    Ledger data encompasses information related to the systematic recording, tracking, and reporting of an organization's financial transactions, including accounts payable, accounts receivable, and general ledger entries. This may include data on journal entries, account balances, trial balances, and financial statements.

    Data Steward: Katie Janeway

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Negotiations

    Finance Negotiations data encompasses information related to the planning, execution, and management of financial negotiations, such as contract discussions, investment deals, or funding agreements. This may include data on negotiation strategies, deal terms, counterparty information, and financial outcomes.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Post Award Contracts/Grants

    Post-award contracts and grants data domain encompasses key grant and contract information from the notice or award/contract necessary to transact and bill on the award.

    Data Steward: Jana Blick

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Post Award Progress/Final Reporting

    Post Award Progress and Final Reporting data encompasses information related to the tracking, monitoring, and reporting of financial progress and outcomes for contracts, grants, and other funded initiatives. This may include data on expenditures, budget variances, milestone achievements, and final financial reporting.

    Data Steward: Jana Blick

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Post Award Projects/Costs (Expenditures)

    Post Award Projects and Costs/Expenditures data encompasses information related to the financial management and tracking of projects, initiatives, or programs that have received funding through contracts, grants, or other awards. This may include data on project budgets, cost categories, expenditures, variances, and financial reporting.

    Data Steward: Jana Blick

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Purchases (Purchase Orders)

    Purchases (Purchase Orders) data encompasses information related to the acquisition of goods, services, and assets through various procurement processes. This may include data on purchase orders, requisitions, vendor invoices, and financial approvals

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Receipts (General Receivables)

    Receipts data encompasses information related to the management and collection of outstanding payments owed to an organization. This may include data on customer invoices, account balances, payment histories, credit terms, and collection activities.

    Data Steward: Katie Janeway

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Reimbursements

    Reimbursements data encompasses information related to the process of repaying individuals or organizations for expenses incurred on behalf of an organization. This may include data on expense reports, approved reimbursements, payment records, and policy compliance.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Sourcing

    Sourcing data encompasses information related to the identification, evaluation, and selection of financial resources, such as loans, investments, grants, or other funding mechanisms. This may include data on funding opportunities, application processes, credit assessments, negotiation terms, and contractual agreements.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Travel

    Travel data encompasses information related to the financial management and reporting of business travel-related expenses. This may include data on travel reservations, employee reimbursements, policy compliance, and budget tracking.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

  • Expense Reports

    Expense Reports data encompasses information related to the submission, approval, and reimbursement of employee-incurred business expenses. This may include data on expense items, receipt documentation, approval workflows, reimbursement payments, and policy compliance.

    Data Steward: Roger Herndon

    Regulatory Compliance Requirements:  N/A

    Data Classification:  Level 3 - Restricted

    Major Data Systems & Applications

    System NameWarehouseData Classification
    OracleSnowflakeLevel 3 - Restricted

    Additional Information:  

Minimum Training & Requirements to Request Access to Finance Data

  • Approval

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