Paul Miles — CLM Data Taxonomy Vision & Principles (executive deck)

Tag: S-2026-07-05-paul-clm-taxonomy-vision-principles Type: own-writing Author(s): Paul Miles (Red Strata), produced with Claude (Cowork session) Date of source: 2026-07-05 Date ingested: 2026-07-05 Authority weight: own-writing. Raw file: S-2026-07-05-paul-clm-taxonomy-vision-principles

What it claims

A 5-slide executive deck (black & white, white background, Asperi font) defining the Vision and Principles for a Data Taxonomy supporting Credit Lifecycle Management at an Irish bank, positioned for an executive audience unfamiliar with taxonomy detail and led by the industry perspective.

Structure: (1) Title with a plain-language definition of a data taxonomy (“the bank’s agreed dictionary and filing system for credit data”); (2) Industry view — BCBS 239 lineage weakness, ECB RDARR Guide May 2024 expectation of data dictionaries/taxonomies (SSM priority 2025–27, SREP-tested), CBI Regulatory & Supervisory Outlook Feb 2026 priorities (data aggregation/reporting; credit risk management reviews), cross-regulation alignment (EBA GL/2020/06, IFRS 9, AnaCredit, CRR3), plus industry stats (86% investment increase — Informatica CDO Insights 2026; data quality as No.1 AI barrier; DCAM 4 target); (3) Vision — “One trusted language for credit — every critical credit data term defined once, owned by the business, governed end-to-end, and used everywhere from origination to recovery”, with four executive benefits; (4) Six principles — business-owned; define once, use everywhere; regulatory-aligned by design; embedded in change delivery; governed and evidenced; built for use, not the shelf; (5) Journey 2026–2029 mapped to the glidepath phases with three executive asks (endorse; sponsor ownership; protect H2 2026 SREP commitment).

Deliverables: _ClaudeWorkspace/03 Credit Lifecycle/Taxonomy Vision/ — .pptx, .md twin, and approach/work-breakdown .md.

Notable quotes

None — own-writing.

What’s speculative vs. asserted

• Asserted (as bank current thinking): glidepath phases and dates, SREP H2 2026 Business Glossaries commitment, Confluence + Comala governance pattern, DCAM 4 target — all traceable to prior sources.
• Speculative / draft: the vision statement wording and the six-principles formulation are newly drafted for this deck from glidepath goals; pending Paul’s endorsement. [speculative — S-2026-07-05-paul-clm-taxonomy-vision-principles]

Topics this feeds

• CLM Data Taxonomy Governance — the workstream this vision fronts.
• CLM Transformation Programme — parent programme.
• BCBS 239 and Data Lineage — industry framing reused and extended with CBI Feb 2026 outlook.

Open questions raised

• Will Paul / the Executive endorse the draft vision statement and six principles as worded?
• Is the “Asperi” font available on the presenting machine (deck falls back to system default otherwise)?
• Should the deck carry bank branding before circulation (currently anonymised)?