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55 products

Reusable core fields, dimensions, PII/DSDR hints and measure templates per source product — start here, then adapt per customer.

Templates only — grain, filters, custom fields and ownership are firm-specific.

Open Governance Hub KPI Definition PII Recommend

CRM Salesforce CRM core: Accounts, Contacts, Opportunities — from load/skip via grain to a pilot mart (Source Scope → Mart Brief). Open library → CRM HubSpot CRM + marketing: Companies, Contacts, Deals — load/skip, form PII and deal grain to a pilot mart. Open library → Analytics Google Analytics 4 Event analytics: sessions, users, conversions and purchase revenue. Open library → CRM Microsoft Dynamics 365 Dataverse Sales: account, contact, opportunity — load/skip and opportunity grain to a pilot mart. Open library → Service ServiceNow ITSM core: Incidents, changes, CMDB — load, PII and service measures. Open library → Service Zendesk Customer service: tickets, users, CSAT — load, PII and support measures. Open library → Commerce Shopify E-commerce: orders, customers, products — load, PII and commerce measures. Open library → ERP SAP S/4HANA ERP core: a narrow sales/order slice — load/skip and grain to a pilot mart (not full ERP). Open library → ERP Oracle NetSuite Cloud ERP: customer, vendor, item, sales order, invoice — SuiteQL/REST, PII and finance KPIs. Open library → HCM Workday HCM core: worker, position, organization — headcount snapshot grain to a pilot mart. Open library → HCM SAP SuccessFactors Employee Central: EmpEmployment, EmpJob, PerPerson — OData, PII and workforce KPIs. Open library → Collab Jira Issues/projects: delivery metrics — REST/JQL load, PII and cycle-time measures. Open library → Collab Confluence Pages/spaces: content activity — Cloud REST load, PII and knowledge KPIs. Open library → Collab Slack Channels/messages: collaboration metrics — Conversations API; usually do not load message text. Open library → Collab Microsoft Teams Teams/meetings: collaboration & calls — Graph API; usually skip chat bodies and transcripts. Open library → Finance Stripe Payments: charge/PaymentIntent, invoice, subscription — API load, PII and GMV/MRR measures. Open library → Finance SAP Concur Expense: reports/entries, travel — Concur API load, PII and spend measures. Open library → Finance SAP Ariba Procurement: PO, invoice, supplier — Ariba load, PII and spend/cycle measures. Open library → Finance Coupa Spend: PO, invoice, expense — Coupa API load, PII and maverick/spend measures. Open library → Workplace Microsoft Entra ID Workforce identity: user/group/app, sign-in and audit meta — Graph/Entra load, PII and identity measures. Open library → Workplace GitHub Dev platform: repo/PR/issue/workflow meta — API load, PII and delivery measures; no source-code dump. Open library → Workplace SharePoint Collaboration: site/drive/list meta, sharing — Graph load; no file binaries. Open library → Banking Temenos (T24 / Transact) Core banking: customer/account/arrangement, postings — T24/Transact load, PII and banking measures; no cleartext payment payloads by default. Open library → Workplace Google Workspace Workspace: user/OU, Drive/Calendar/Gmail meta, login reports — Admin/Reports API; no mail/file bodies. Open library → Banking Avaloq Core banking: business partner/contract/product, bookings — Avaloq load, PII and banking measures; no cleartext payment payloads by default. Open library → Banking Thought Machine (Vault) Cloud core banking: customer/account/product version, Postings API — Vault load, PII and banking measures; no cleartext payloads by default. Open library → Banking Finastra (Fusion) Core banking: CIF/account/facility, GL entries — Finastra load, PII and banking measures; no cleartext payment payloads by default. Open library → Banking Murex Capital markets: trade/position/risk — aggregated exposure and P&L measures; no raw ticket free text. Open library → Banking FIS Banking & payments: account/transaction/payment — aggregated balance and volume measures; no PAN/KYC cleartext. Open library → Insurance Guidewire Insurance core: policy/claim — aggregated premium/loss-ratio measures; no adjuster notes/medical docs. Open library → Insurance Duck Creek Insurance platforms: policy transaction/claim — aggregated premium/loss-ratio measures; no adjuster/underwriting docs. Open library → DMS OpenText (Content Server) ECM core: document/version/folder, category and permissions — metadata load, PII and DMS measures; no binary bodies or OCR full text. Open library → DMS Fabasoft ECM core: object/content version/room, filing plan and permissions — metadata load, PII and DMS measures; no binary bodies or full text. Open library → DMS ELO (ECM Suite) ECM core: Sord/version/mask, ObjKeys and rights — metadata load, PII and DMS measures; no binary bodies or full text. Open library → DMS DocuWare DMS core: document/revision/file cabinet, index fields and access rights — metadata load, PII and DMS measures; no binary bodies or full text. Open library → DMS Box Content platform: file/version/folder, metadata and collaboration — metadata load, PII and DMS measures; no binary bodies or full text. Open library → Finance DATEV DACH accounting/tax: booking records, debtors/creditors, chart of accounts — documents as meta; strictly protect bank data and tax IDs. Open library → ERP Sage Accounting & ERP: general ledger, journal vouchers, customer/supplier master data — invoice facts; protect bank data and contact PII. Open library → ERP Oracle Fusion Cloud Oracle Fusion Cloud ERP/HCM/CX: GL journals, AP/AR vouchers, supplier/customer and worker master data — never compensation cleartext. Open library → ERP Business Central SaaS ERP: company, customer, sales header, G/L entry — API/SystemId; PII and skip; lift map against Navision. Open library → ERP Dynamics NAV / Navision On-prem ERP: the same business objects — SQL Server, tables 18/17/21/36; custom gap before the join. Open library → HCM Personio HR/people ops (EU): employee master, absences, compensation — strict workforce PII; never salary cleartext in marts. Open library → Workplace Microsoft Exchange Mail/calendar meta: mailbox, message and event meta, distribution groups — Graph load; no mail bodies or attachments. Open library → Collab monday.com Work OS: board/item/column meta, updates counts — GraphQL load; no update bodies or file-column content. Open library → Learning Moodle LMS: user/course/enrollment/grade meta — web services load; handle enrollments/grades carefully, no submission content. Open library → Marketing Adobe Experience Cloud Marketing: profiles/events/segments with consent — AEP load; no cleartext emails or creative bodies in default marts. Open library → Service Freshdesk Customer support: ticket/contact/agent meta, SLA — REST load; no conversation bodies or attachments. Open library → BPM Pega Case management & BPM: case/assignment/operator meta — Case API load; no attachment or correspondence bodies. Open library → BPM Camunda Process automation: process instance/task/incident meta — REST API load; handle variable payloads carefully, no byte-array dumps. Open library → Healthcare Epic Healthcare EHR: encounter/appointment/code metadata aggregates — FHIR load; strict PHI skip/PII policy, no clinical notes/bodies. Open library → HCM BambooHR HRIS: employee/employment, time off, org — API load, strict workforce PII; never cleartext salary in marts. Open library → HCM HiBob HRIS: employee/employment, time off, org — API load, strict workforce PII; never cleartext salary in marts. Open library → HCM Factorial HRIS: employee/employment, time off, org — API load, strict workforce PII; never cleartext salary in marts. Open library → HCM Greenhouse ATS: candidate/application/job pipeline — API load, strict applicant PII; no CV/scorecard bodies by default. Open library → HCM softgarden ATS: candidate/application/job pipeline — API load, strict applicant PII; no CV/scorecard bodies by default. Open library →

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