FDE kit · setting up · sheet 02

Decision authority map

Responsibility for delivering the proposed solution does not give the FDE team authority over every dependency. This map assigns each decision to the role that can make it, names the person holding that role, and records what they must contribute. It is a list of decision responsibilities, not a list of separate hires.

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Source: article two, "Assign each decision to the authority that can make it".

Who fills this in, and what it decides

The FDE lead drafts it from the dependencies in the engagement brief. Each named person confirms their own row: nobody can be assigned a decision without agreeing to hold it. The practice lead records the result. The map feeds three later decisions: where the practice sits, because its home must keep routes to these people open; the release decision, which needs the release authority and incident route named before production; and any escalation, which section 3 records.

One person may hold several roles in a small business unit. A large enterprise may require independent control assessment for some data or release decisions; the last column records where that applies.

Roles named in this document:

Business workflow owner
owns the process and the meaning of a useful result. In the specimen, the banking workflow owner.
Data and control owner
decides whether source data may be used, and under which conditions.
Method owner
defines what counts as a valid result. In the specimen, the valuation or risk owner.
FDE lead
owns delivery evidence and, until transfer, the build and maintenance of the solution.
Platform product owner
owns the shared AI primitives and their maintenance commitments.
Release authority
approves production use on technical, business, control, and operational evidence.
Service owner
operates the solution after the engagement, with the business workflow owner.

1. Reference map for the screening specimen

The specimen is hypothetical. It shows the level of precision each row needs.

Decision Accountable role Required contribution
Define the screening result and supported cases Banking workflow owner Process boundary, acceptance criteria, and authority to change the screening procedure
Decide whether source data may be used Data and control owner Purpose, identities, fields, retention, and approved processing conditions
Define what counts as a valid comparison Valuation or risk owner Rules for entity, period, currency, source authority, and exception handling
Build and maintain the solution FDE lead, later the service owner Technical design, integration, testing, deployment, support, and change management
Provide shared AI primitives AI platform product owner Model access, retrieval, tool controls, evaluation support, and maintenance commitments
Approve production release Designated release authority Review of technical, business, control, and operational evidence
Operate the service after the engagement Technical service owner and banking workflow owner Staff, access, incident response, source updates, and continuing funding

Of the seven decisions, the FDE team holds one. That is what the map is for: it shows the engineers which six people they need routes to.

2. Your map

Column definitions. Accountable role: the role from the list above, or an equivalent in your organisation. Named person: the individual currently holding it. Required contribution: what that person must supply for delivery to proceed. Confirmed by that person: they have agreed, in writing, that they hold this decision. Independent assessment required: a control function must assess this decision separately from the person making it.

Decision Accountable role Named person Required contribution Confirmed by that person Independent assessment required
Define the result and supported cases yesno yesno
Decide whether source data may be used yesno yesno
Define what counts as a valid result yesno yesno
Build and maintain the solution yesno yesno
Provide shared AI primitives yesno yesno
Approve production release yesno yesno
Operate the service after the engagement yesno yesno
Approve an expansion of scope yesno yesno

3. Escalation

Escalation resolves a tradeoff. It does not transfer authority. When a decision owner permits less than the engineers or the business want, the FDE team supplies the consequence and an alternative; the owner decides; and a disagreement goes to one named leader who can fund the condition, narrow the workflow, choose another design, or stop.

The specimen: analysts want the solution to read detailed deal-room documents, the data owner permits selected files only, and the FDE team proposes retrieving a narrow document set under the requesting analyst's identity. The data owner still decides whether the use is permitted.

Record each escalation here.

The conflict, in one sentence
Decision owner
What the FDE team supplied (the gap the restriction creates, and an alternative design)
The owner's decision, and date
If unresolved, escalated to
That leader may
fund the condition | narrow the workflow | choose another design | stop
Outcome, and date

4. The incident route

Some decisions need an immediate route rather than a scheduled meeting. If an operator suspects that the solution retrieved data for the wrong case or team, someone must be able to pause processing and identify affected cases. Name these people before production release; the release authority should refuse a release without them. The FDE practice can implement containment, but the enterprise decides who has authority to stop the workflow and who assesses the business consequence.

Decision Named person Backup Confirmed
Pause processing yesno
Identify the affected cases yesno
Assess the business consequence yesno
Decide whether to restore the capability yesno
Enterprise incident process this route connects to

5. Fit with existing authorities

The practice should fit the enterprise's existing approval bodies rather than create an informal process that competes with them. Record each body whose approval a decision above needs, and which row connects to it.

Existing body or control What it approves Rows above that connect to it
Map confirmed complete by the practice lead, and date
Decision authority map0xfauzi.com/kit/fde/setting-up/decision-authority-mapSpecimen rows are hypothetical