Open requests, attestations due, and recent activity across the governance workspace.
Metadata request
Action
MDR-008215
TONY
OneStream · GolfStream
06/20/2026
06/24/2026
Entity
Add members
Entity onboarding
Metadata review
In review
Request lines
3 lines · submitted by TONY
Line
Action
Application
Dimension
Member
Parent
Property
Status
1
Add
GolfStream
Entity
Brazil_Ops
LATAM
Currency: BRL
Pending
2
Add
GolfStream
Entity
Brazil_Sales
Brazil_Ops
Currency: BRL
Pending
3
Update
GolfStream
Entity
LATAM
—
Alias: Latin America
Pending
2. GolfStream
CaliforniaAccounts
Member Name
Property Name
Search
Dimension — CaliforniaAccounts
CorpAccounts
GAAP Account Structure - GAAPs
Balance Sheet
Ratios
Statistics
Flash
Cash Flow
Alloc Account Structure
IFRS Account Structure - ddddd
All Accounts
Orphan Members
Property / Value
Category:
Default
Member NameGAAP Account Structure
Default ParentCorpAccounts
Aggregation Weight1
DescriptionGAAPs
Display Member GroupEveryone
Account TypeGroup
Formula Type(Not Used)
Allow InputTrue
AI change review
Action
CHG-024187
AI Guardian
claude-opus-4 · gov v2.3
06/20/2026 14:02
TONY
0.92
Material · ICFR scope
OneStream · GolfStream
CTRL-AI-014
Awaiting review
Agent rationale
Generated by AI Guardian
Proposed adding Brazil_Ops under LATAM in the Entity dimension to mirror the new ERP cost-center load completed at 13:58. Pattern matches 3 previously approved entity additions for the region; no conflicting or duplicate members were found. One open item flagged for the reviewer: effective dating was not supplied on the source load — confirm the effective date before commit.
Segregation of duties. This change was proposed by an agent. Per policy, the proposing agent cannot approve its own change — a human reviewer must disposition it.
Approving attests this AI-assisted change was reviewed under control CTRL-AI-014 (ICFR). Reviewer: TONY · 06/20/2026 · logged to Audit.
Data governance request
Action
DGR-013402
Priya Nair
Data Steward
Customer Data
TONY
Active Customer
Standardize definition
5
2/5
Awaiting review
Proposed definition
Business glossary · Customer Data
An Active Customer is an account with at least one paid invoice in the trailing 12 months and no churn flag set. Trial and prospect accounts are excluded.
OwnerCustomer Data domainStewardPriya NairClassificationBusiness-criticalSensitivityInternalStandardbusiness-term v4
Cross-system alignment
3 systems update · 2 already aligned
System
Defines “Active” today as
Proposed
Consistency
Salesforce · CRM
Logged in within the last 90 days
Standard definition
Divergent
SAP · Billing
Has an open contract
Standard definition
Divergent
Snowflake · Warehouse
Paid invoice in the trailing 12 months
No change
Aligned
Power BI · Reporting
Inherits the warehouse definition
No change
Aligned
OneStream · Profitability
Any historical purchase
Standard definition
Divergent
Reference data — customer status
Code set
ACTIVEPaid invoice in trailing 12 months, no churn flag
Stewardship. Owned by the Customer Data domain · steward Priya Nair · approvers Data Governance Council (2 of 3) · governed under business-term standard v4. Publishing updates the 3 divergent systems and hands the change to Metaware.360 for AI review, because a churn model consumes this term.
Approving publishes the standard definition to every aligned system and records the change to the data catalog. Approved by TONY · 06/20/2026.