Data Domain Scope and Subdomains
The Finance data domain includes all institutional data related to finance and budget including data from Banking and Settlement, Budgeting, Business Assets, Customer Accounts, Expense Reports, Financial Accounting, Internal Service Delivery, Inventory, Payroll Accounting, Procurement/Purchasing, and Trust Funds.
Subdomains include:
- Finance
- Budget
Data Trustee
Data Trustees are university officials with authority over institutional data, as designated by Data Governance Council. Data trustees are accountable for managing, protecting, and ensuring the integrity and usefulness of institutional data and for upholding UW-Madison policies, UW System policies, state laws, and federal laws applicable to the institutional data.
The Data Trustee for the Finance Domain is David Murphy, Associate Vice Chancellor for Finance.
Data Stewards
Data stewards, who are assigned by and accountable to Data Trustees, help define, implement, and enforce data management policies and procedures within their specific data domain. Institutional data stewards have delegated responsibility for all aspects of how data is acquired, used, stored, and protected throughout its entire lifecycle from acquisition through disposition.
The Data Stewards for the Finance Domain are:
- Finance: Lea Erickson
- Budget: Simi Ragha
Data Systems
Data Stewards identify and classify the systems where data from their data domain resides. Within the Finance domain these are:
| System | Classification |
| Workday (formerly the Shared Financials System or SFS) | High Risk / Restricted |
| WISER | High Risk / Restricted |
| PlanUW | Low Risk / Internal |
Data Classification Rationale
Data classification policy requires that data be classified by Data Stewards according to its risk. The classification rationales for Finance data are as follows:
Budget Sub-Domain
| Classification | Classification Rationale | Example(s) |
| High Risk / Restricted | Not applicable to Budget data. | None. |
| Moderate Risk / Sensitive | Not applicable to Budget data. | None. |
| Low Risk / Internal | (1) Draft, preliminary, and unofficial Budget data; (2) Forecast data; and (3) Commitments are classified as Low Risk. | Working budget, employee salary data in CAT. |
| Public | Final and official Budget data are classified as Public. | Annual Operating Budget (Redbook or FINAL version of the budget) |
Finance Sub-Domain
| Classification | Classification Rationale | Example(s) |
| High Risk / Restricted | Individually identifiable financial account information are classified as High Risk. PCI Data is data subject to the Payment Card Industry Data Security Standard/s (PCI-DSS) and policy UW-3031,, Credit Card Merchant Services and PCI Compliance Policy. | Bank account numbers, credit or debit card numbers, Payment Card Industry Data (PCI), Social Security Numbers. |
| Moderate Risk / Sensitive | Donor information is considered Moderate Risk. | Detailed Donor Information including name, contact information, donation items and values. |
| Low Risk / Internal | Unaggregated financial data including specific transactional information pertaining to expenses and revenue transactions are classified as Low Risk with some risk of civil liability. | Row-level transactional data; data warehouse queries |
| Public | Aggregated Financial Information including published reports and regulatory and legal filings are classified as public data. | Consolidated Annual Financial Report (CAFR), Campus Annual Financial Report, Data Digest |
Additional Information
The Office of Financial Administration has the primary responsibility for the fiscal integrity of the University of Wisconsin System.