Glossary

Identity and scope

• Organization: the access and administration boundary containing members, reporting entities, mappings, and filings.
• Reporting entity: the undertaking or group identity for which a filing is prepared.
• Filing cycle: one reporting entity, reporting period, due date, taxonomy, jurisdiction profile, applicability set, values, workflow, and evidence history.
• Jurisdiction profile: implemented product configuration for a named authority process. It is not authority certification.

People

• Administrator: configures access and filing setup and can perform controlled workflow actions.
• Preparer: supplies and corrects reporting information.
• Reviewer: independently or administratively reviews an assigned filing.

Content and controls

• Applicability: the recorded decision about whether a template is required for this filing.
• Validation finding: an implemented rule result requiring correction, explanation, or review.
• Supporting evidence: a controlled attachment or record that supports a value, decision, or outcome.
• Taxonomy version: the pinned reporting definition release used by a filing.
• Package revision: an identifiable build or correction of packaged definitions or rules.

Delivery outcomes

• Export: a generated artifact from a filing snapshot.
• Submission: delivery of an exact artifact through the required channel.
• Receipt: external acknowledgement of delivery or registration.