The identified resource will be responsible for producing the following deliverables, each finalized and submitted in a designated shared access space :

a. Kickoff pack : scope confirmation, plan, stakeholder schedule, comms/escalation model.

b. Discovery Summary (per use-cases Pre-Licensing & Licensing, Rep Hierarchy) :

Requirements specifications :

Business-based design notes :

- Logical data model :

a. Logical data mapping and traceability pack logical model, source coverage matrix, transformation notes, data quality notes, stewardship

b. Reference-level physical model outline (naming conventions, key candidates, storage format guidance - no DDL).

- Metadata and lineage package : captured metadata, lineage diagrams, dependency notes.

- Business and data rule catalog structure : DQ thresholds, business logic, calculation logic, cleansing/conforming rules.

- Governance alignment pack : glossary mapping and gap analysis, stewardship RACI, change-control recommendations.

- Templates and toolkits : reusable templates plus completed exemplars and acceptance checklists.

- Training package : training deck(s), exercises, reference guides; recordings if sessions are remote.

- Training delivery : up to 3 sessions (live or recorded).

Final knowledge transfer & sustainability handoff checklist and session :

- Mid-project review brief : progress, interim findings, decision/issue log, course-correction proposals.

- Final engagement summary and roadmap : consolidated findings, governance/design recommendations, phased roadmap for expansion to additional domains/use cases.

- Confluence repository : organized, access-controlled storage of all finalized artifacts.

Mandate Skillset :

- Databricks For profiling pipelines and exploring lineage

- Qlik For understanding reporting logic and embedded business rules

- Collibra For metadata and glossary alignment

- Internal Data Governance Application For quality rule documentation and governance linkage

- Confluence For hosting all documentation deliverables and templates

- Data Modeling Tool Such as Erwin or ER Studio, if available to improve use case design efficiency