Paul Miles — CLM Taxonomy Role-Based Value & Transition Roadmap packs (2× 2-slide pptx + md twins)
Tag: S-2026-07-07-paul-clm-taxonomy-role-value-roadmap
Type: own-writing
Author(s): Paul Miles (Red Strata), drafted by AI assistant on his instruction
Date of source: 2026-07-07
Date ingested: 2026-07-07
Authority weight: own-writing.
Raw file: S-2026-07-07-paul-clm-taxonomy-role-value-roadmap.md (approach & work-breakdown record); decks and md twins in _ClaudeWorkspace/03 Credit Lifecycle/Taxonomy Vision/ (CLM_Taxonomy_Role_Based_Value.pptx/.md, CLM_Taxonomy_Transition_Roadmap_2029.pptx/.md).
What it claims
Two executive drill-downs from the 2026-07-05 Vision & Principles pack, same design language (B&W, white background, Asperi), vision pack unchanged.
Role-based value pack (2 slides). Positions the taxonomy’s four artefacts in plain language (Business Glossary — what terms mean; metadata — where data lives; lineage — where it comes from; quality rules — whether to trust it) and maps value to six Change Delivery role families (programme/delivery leaders, business analysts, solution designers/architects, data modellers/engineers, test & quality, reporting/MI) and six BAU role families (Executive & Board, Business Data Owners, Data Stewards & SMEs, credit teams Corporate/SME/Capital, Risk/Finance/Reg Reporting, second line & Internal Audit). Industry anchor: ECB RDARR Guide (May 2024) role model — data owners in the first line, central data governance function, independent validation and audit. Central message: artefacts are built once in change and reused every day in BAU.
Transition roadmap pack (2 slides). Slide 1 expands the vision pack’s four phases (Design & prove 2026; Standardise 2026–27; Apply & scale 2027–28; Operate 2028–29) into three lanes — Taxonomy & artefacts, Tooling, Governance & people — with a DCAM maturity arrow (low → high, level 4 benchmark). Tooling lane follows glidepath Phase 3: Confluence + Comala first; enterprise data platform selected in Standardise, implemented and artefacts migrated in Apply & scale, fully operational in Operate (platform kept vendor-generic per Paul’s decision). Slide 2 defines five transition states with descriptions and exit gates: Today (mid-2026, starting point); State 1 Foundations proven (end 2026, SREP glossaries live); State 2 Standardised change (2027); State 3 Scaled and tooled (2027–28); State 4 Business-run (2028–29).
Notable quotes
- “Same artefacts, two moments of value — built once in change, reused every day in BAU.” (role pack, slide 2 banner)
- “Tooling amplifies governance; it cannot replace it.” (roadmap pack, slide 2 framing)
What’s speculative vs. asserted
- Asserted: phase names/dates and two-stage tooling evolution (from the approved glidepath); ECB role model (from the published guide); SREP H2 2026 commitment.
- Speculative / drafting: the five transition-state definitions and their exit gates are newly drafted and pending Paul’s confirmation; role lists are standard role families, not the bank’s confirmed org design; enterprise-platform selection timing in 2026–27 assumes programme funding, unconfirmed.
Topics this feeds
- CLM Data Taxonomy Governance — project page; these packs are the role-value and transition drill-downs of its executive narrative.
Open questions raised
- Will Paul/the Executive confirm the transition states and gates as drafted?
- Do the role families match the bank’s actual organisation before circulation?
- Does enterprise-platform selection in the Standardise phase match funding assumptions?