Data Domain Scope and Subdomains
The Finance data domain includes all institutional data related to finance and budget including data from Budget and Planning, Capitol Planning and Budget, Financial Administration, Shared Financials System (SFS), 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.
Institutional Data Stewards
Institutional 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.
Major Data Systems
UW System Administrative Policy 1031 requires Institutional Data Stewards to identify and classify the major systems where data from their data domain resides. Within the Academic Planning domain these are:
| Major System | Classification |
| Shared Financials System (SFS) | Restricted |
| WISER | Restricted |
| PlanUW | Internal |
Data Classification Rationale
UW System Administrative Policy 1031 and UW-Madison policy UW-504 require that data be classified according to its risk.
Budget Sub-Domain
| Classification | Classification Rationale | Example(s) |
| Restricted | Not applicable to Budget data. | None. |
| Sensitive | Not applicable to Budget data. | None. |
| Internal | (1) Draft, preliminary, and unofficial Budget data; (2) Forecast data; and (3) Commitments are classified as Internal. | 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) |
| Restricted | Individually identifiable health or medical information and Individually identifiable financial account information are classified as restricted. Data should be classified as restricted if protection of the data is required by law or regulation. | Bank account numbers, credit or debit card numbers, Payment Card Industry Data (PCI)*, Social Security Numbers, Protected Health or Medical Information**. |
| Sensitive | Donor information is considered Sensitive data. | Detailed Donor Information including name, contact information, donation items and values. |
| Internal | Unaggregated financial data including specific transactional information pertaining to expenses and revenue transactions are classified as internal with some risk of civil liability. | WISER, SFS and WISER 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 |
*PCI Data is data subject to the Payment Card Industry Data Security Standard/s (PCI-DSS), see policy UW-3031, Credit Card Merchant Services and PCI Compliance Policy.
** See Policy UW-125 HIPAA Security Oversight for detailed information about Individually identifiable health information details.
Additional Information
The Office of Financial Administration has the primary responsibility for the fiscal integrity of the University of Wisconsin System.