Board metric definition registry

For finance teams producing board packs, turn approved metric definitions and reporting examples into approved board metric dictionary. Address this specific problem: revenue and margin labels mean different things across reports. The aim: a versioned meaning for each board-level metric. The pilot tests whether that benefit holds up against reviewer effort and real operating costs.

The buyer creates a project, supplies approved metric definitions and reporting examples, and confirms scope and access. Users correct extracted facts, resolve flagged uncertainties and approve the final approved board metric dictionary before use. Retain source links and a version history for the next cycle.

How the AI works

Compare semantic definitions with deterministic formula review. Keep model suggestions separate from verified facts. Link factual outputs to authorized input evidence and show missing information explicitly. Use deterministic checks for counts, dates, identifiers and arithmetic where applicable. A designated reviewer validates consequential outputs and signs off the delivered result.

Safeguards

Reconcile calculations to approved records. Keep proposed entries and payment actions under finance-team control. Never invent missing financial inputs. Definitions only; underlying reporting pipeline excluded. Require appropriate access and publication approval. Preserve source material, label AI drafts and make corrections traceable. Measure false positives and missed cases alongside speed.

What to build first

Costed pilot: Definitions only; underlying reporting pipeline excluded. Start with one buyer organization and a bounded set of representative inputs. Implement the first two modules: extract metric formulas; link source fields. Support the third task through an assisted review queue: flag inconsistent labels. Handle the remaining required functions manually until validated. Include input upload, source references, user correction, a reviewer approval step and export of approved board metric dictionary. Authentication, account isolation, deletion controls and basic operational logging are included. Specialized production certification, live write integrations and broader rollout are not included unless explicitly stated.

What it can connect to

Accounting exports, invoice records and finance review processes. Source systems, catalog exports and cloud file storage. Start with reversible CSV or file imports and validate identifiers before any direct writes. Begin with uploads and exports of approved metric definitions and reporting examples. Any named system or connector is a candidate requiring current access and compatibility checks; no live connection is included by default.

The screens in detail

Use a searchable table or visual gallery with filters for the domain’s important attributes. Open each item into a detail drawer containing source records, ownership and history. Put proposed merges and field changes in a separate review queue. Provide a preview before any bulk export. Open with metric catalog; move into definition comparison for the detailed task; finish in change history for review and handoff. Show the source record, uncertainty and approval status beside each proposed output.