{"source":"Reconciled from three independent drafts (Claude, Grok, Perplexity) of the functions and features offered by institutional reporting and analytics platforms. The Claude draft supplies the structure; features named by more than one draft are merged, and features only one draft named are added where they fit. Source letters show which drafts named each feature. HERM mappings are this site’s own judgement.","scope":"Covers source integration and the institutional data model, governance and security, census and official metrics, IPEDS, state and accreditation reporting, dashboards and self-service, student, academic, finance and workforce analytics, predictive and scenario modeling, and platform operations and exit, and excludes transactional processing and departmental operational reports inside a single SIS, ERP, HR or LMS except as a feed, those systems remaining systems of record.","vendors":["HelioCampus","Rapid Insight","EAB","Civitas","Ellucian Analytics"],"sources":{"C":"Claude draft (uploaded)","G":"Grok draft (uploaded)","P":"Perplexity draft (uploaded)"},"groups":[{"k":"F","name":"Data foundation","ds":["1","2"],"desc":"Getting data out of the systems of record and into one institutional data model."},{"k":"S","name":"Governance and security","ds":["3","4"],"desc":"Shared definitions, data quality, stewardship, access and privacy."},{"k":"L","name":"Official reporting","ds":["5","6","7"],"desc":"Census, official metrics and the federal, state and accreditation submissions built on them."},{"k":"P","name":"Decision support","ds":["8","9","10","11","12","13","14","15"],"desc":"Dashboards, self-service, domain analytics, prediction and scenario planning."},{"k":"E","name":"Platform operations","ds":["16","17"],"desc":"Running, securing and integrating the platform, and leaving it with your data."}],"domains":[{"n":"1","name":"Source Integration","desc":"Extracts and loads data from SIS, ERP, HR, LMS and other source systems without replacing them as systems of record.","area":"Data Foundation","caps":[{"id":"1.1","n":"Connect to source systems","herm":["BC143","BC211"],"subs":[{"id":"1.1.1","n":"Prebuilt SIS connectors","d":"Extracts student, course, enrollment and degree data from common SIS products with delivered mappings.","cls":"Core","src":["C","G","P"],"herm":"BC143"},{"id":"1.1.2","n":"Prebuilt ERP finance connectors","d":"Extracts general ledger, budget, grants and fund data from common finance systems.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"1.1.3","n":"Prebuilt HR and payroll connectors","d":"Extracts position, assignment, appointment and pay data from common HR systems.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"1.1.4","n":"LMS activity connectors","d":"Extracts course activity, login and grade-book events from the learning management system.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"1.1.5","n":"Admissions and CRM connectors","d":"Extracts applicant, inquiry and funnel data from admissions and recruitment CRMs.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"1.1.6","n":"Financial aid feeds","d":"Extracts awards, need, Pell and loan data from the financial aid system or SIS aid module.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"1.1.7","n":"Housing, card and facilities feeds","d":"Ingests space, housing occupancy and card-swipe data as supplementary feeds.","cls":"Specialized","src":["C"],"herm":"BC143"},{"id":"1.1.8","n":"Flat-file and spreadsheet upload","d":"Loads delimited files and spreadsheets from offices that have no system feed, with a defined layout.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"1.1.9","n":"Database and API connectors","d":"Connects to any relational database or REST API through generic connectors for sources without a prebuilt one.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"1.1.10","n":"External benchmark data import","d":"Loads IPEDS, NSC, state and peer datasets alongside institutional data.","cls":"Expected","src":["C","P"],"herm":"BC211"}]},{"id":"1.2","n":"Schedule and monitor loads","herm":["BC143"],"subs":[{"id":"1.2.1","n":"Scheduled incremental loads","d":"Runs nightly or more frequent loads that pick up only changed records.","cls":"Core","src":["C","G","P"],"herm":"BC143"},{"id":"1.2.2","n":"Full reload and backfill","d":"Reloads a source or rebuilds history for a chosen date range on request.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"1.2.3","n":"Load monitoring and alerts","d":"Shows each load's status, row counts and failures and notifies owners when a load fails or is late.","cls":"Core","src":["C","G","P"],"herm":"BC143"},{"id":"1.2.4","n":"Source-to-target reconciliation","d":"Compares record counts and control totals between source and warehouse after each load.","cls":"Core","src":["C","P"],"herm":"BC143"},{"id":"1.2.5","n":"Source schema change detection","d":"Flags new, dropped or retyped source fields before they break downstream models.","cls":"Expected","src":["C","P"],"herm":"BC143"},{"id":"1.2.6","n":"Near-real-time ingestion","d":"Streams selected changes such as registrations or swipes within minutes of the source event.","cls":"Emerging","src":["C"],"herm":"BC143"},{"id":"1.2.7","n":"Controlled pipeline recovery","d":"Restarts failed loads from checkpoints and supports selective backfills without duplicating records.","cls":"Platform","src":["P"],"herm":"BC143"}]}]},{"n":"2","name":"Institutional Data Model","desc":"Holds a common, documented higher-education data model that conforms data from every source.","area":"Data Foundation","caps":[{"id":"2.1","n":"Maintain the institutional data model","herm":["BC143"],"subs":[{"id":"2.1.1","n":"Delivered higher-education data model","d":"Provides prebuilt subject areas for students, courses, faculty, staff, finance and facilities.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"2.1.2","n":"Conformed dimensions","d":"Shares one definition of term, program, department, organization and person across subject areas.","cls":"Core","src":["C","G","P"],"herm":"BC143"},{"id":"2.1.3","n":"Cross-source identity resolution","d":"Matches the same person across SIS, HR, LMS and CRM records into one institutional identifier.","cls":"Core","src":["C","G","P"],"herm":"BC143"},{"id":"2.1.4","n":"Historical snapshots and slowly changing attributes","d":"Keeps prior values of attributes such as major or department so history reports as it was.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"2.1.5","n":"Term and fiscal calendar model","d":"Defines academic terms, parts of term, fiscal years and reporting periods used across all analytics.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"2.1.6","n":"Organizational hierarchy model","d":"Holds college, school, department and cost-center rollups, with effective dates for reorganizations.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"2.1.7","n":"Program and CIP crosswalk","d":"Maps local programs, majors and plans to CIP codes and their versions.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"2.1.8","n":"Model extension by the institution","d":"Lets the campus add its own tables, fields and derived attributes without forking delivered content.","cls":"Expected","src":["C","P"],"herm":"BC143"},{"id":"2.1.9","n":"Upgrade-safe delivered content","d":"Applies vendor updates to delivered models and metrics without overwriting local extensions.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"2.1.10","n":"Documented data grain","d":"Defines record-level meaning and supported joins to prevent duplicate counts and invalid aggregations.","cls":"Core","src":["P"],"herm":"BC143"},{"id":"2.1.11","n":"Effective-dated history","d":"Retains historical entity attributes and relationships for accurate reporting under prior institutional structures.","cls":"Core","src":["G","P"],"herm":"BC143"},{"id":"2.1.12","n":"Analytical data layers","d":"Separates acquired, standardized, and reporting-ready data for controlled reuse.","cls":"Platform","src":["G","P"],"herm":"BC143"},{"id":"2.1.13","n":"Subject-area marts","d":"Enrollment, retention, finance, workforce, and aid as consumable models","cls":"Core","src":["G"],"herm":"BC143"},{"id":"2.1.14","n":"Governed semantic layer","d":"Exposes approved dimensions and measures consistently across reporting and analytical tools.","cls":"Core","src":["P"],"herm":"BC143"}]},{"id":"2.2","n":"Transform and derive data","herm":["BC143"],"subs":[{"id":"2.2.1","n":"Low-code transformation designer","d":"Builds joins, filters and derivations in a visual pipeline without writing SQL.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"2.2.2","n":"SQL and code-based transformations","d":"Lets technical staff write and version transformations in SQL or a scripting language.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"2.2.3","n":"Derived student flags","d":"Calculates attributes such as first-generation, transfer, full-time and degree-seeking from source data.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"2.2.4","n":"Data quality rules","d":"Runs validation rules on loaded data and lists records that fail for correction at the source.","cls":"Core","src":["C","P"],"herm":"BC143"},{"id":"2.2.5","n":"Data quality issue routing","d":"Sends failed records to the responsible source-system office and tracks them to resolution.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"2.2.6","n":"Source and transformation traceability","d":"Links modeled records and derived fields to source records, extraction times, and transformation versions.","cls":"Core","src":["P"],"herm":"BC143"},{"id":"2.2.7","n":"Reusable transformation workflows","d":"Builds repeatable cleansing, joining, aggregation, and derivation workflows through code or visual tools.","cls":"Platform","src":["P"],"herm":"BC143"}]}]},{"n":"3","name":"Data Governance","desc":"Defines, owns and documents institutional data and metrics so everyone uses the same definitions.","area":"Governance and Security","caps":[{"id":"3.1","n":"Define and catalog data","herm":["BC136"],"subs":[{"id":"3.1.1","n":"Business glossary","d":"Records the agreed definition, owner and calculation of each institutional term and metric.","cls":"Core","src":["C","P"],"herm":"BC136"},{"id":"3.1.2","n":"Data dictionary","d":"Documents every table and field with type, source, transformation and allowed values.","cls":"Core","src":["C"],"herm":"BC136"},{"id":"3.1.3","n":"Metric certification","d":"Marks a metric or report as certified official once its owner approves the definition.","cls":"Core","src":["C","G"],"herm":"BC136"},{"id":"3.1.4","n":"Data stewardship roles","d":"Assigns trustees, stewards and custodians to each data domain with their responsibilities.","cls":"Expected","src":["C","P"],"herm":"BC136"},{"id":"3.1.5","n":"Definition change workflow","d":"Routes proposed definition changes to stewards for review, approval and versioning.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"3.1.6","n":"Data lineage view","d":"Traces a metric or report field back through transformations to its source system and field.","cls":"Expected","src":["C","G"],"herm":"BC136"},{"id":"3.1.7","n":"Impact analysis","d":"Shows which reports and dashboards are affected before a field or definition changes.","cls":"Expected","src":["C","P"],"herm":"BC136"},{"id":"3.1.8","n":"Glossary in context","d":"Shows the glossary definition when a user hovers over a metric in a dashboard or report.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"3.1.9","n":"AI-generated documentation","d":"Drafts field and metric descriptions from model logic for a steward to review.","cls":"Emerging","src":["C"],"herm":"BC136"},{"id":"3.1.10","n":"Searchable analytics catalog","d":"Lets authorized users discover datasets and reports with descriptions, certification status, and access conditions.","cls":"Expected","src":["P"],"herm":"BC136"},{"id":"3.1.11","n":"Certified dataset release","d":"Requires designated approval before a reporting dataset becomes available for official use.","cls":"Core","src":["G","P"],"herm":"BC136"}]}]},{"n":"4","name":"Access and Privacy","desc":"Controls who sees which institutional data and protects student and employee privacy.","area":"Governance and Security","caps":[{"id":"4.1","n":"Control access to data","herm":["BC139","BC138"],"subs":[{"id":"4.1.1","n":"Role-based access control","d":"Grants access to subject areas, reports and dashboards by role.","cls":"Core","src":["C","P"],"herm":"BC139"},{"id":"4.1.2","n":"Row-level security","d":"Limits records a user sees to their college, department, program or caseload.","cls":"Core","src":["C","G","P"],"herm":"BC138"},{"id":"4.1.3","n":"Column-level security","d":"Hides or masks sensitive fields such as SSN, salary or health data from unauthorized roles.","cls":"Core","src":["C"],"herm":"BC139"},{"id":"4.1.4","n":"Attribute-driven security from source roles","d":"Derives a user's data scope automatically from their HR position or SIS role.","cls":"Expected","src":["C"],"herm":"BC139"},{"id":"4.1.5","n":"Access request and approval","d":"Lets users request data access and routes the request to the data steward for approval.","cls":"Expected","src":["C","G","P"],"herm":"BC139"},{"id":"4.1.6","n":"Periodic access review","d":"Produces access lists for stewards to recertify on a schedule.","cls":"Expected","src":["C"],"herm":"BC139"}]},{"id":"4.2","n":"Protect privacy","herm":["BC138"],"subs":[{"id":"4.2.1","n":"FERPA directory-hold enforcement","d":"Suppresses records of students with a confidentiality flag from outputs where required.","cls":"Core","src":["C"],"herm":"BC138"},{"id":"4.2.2","n":"Small-cell suppression","d":"Suppresses or masks published counts below a set threshold to prevent re-identification.","cls":"Core","src":["C","P"],"herm":"BC138"},{"id":"4.2.3","n":"De-identified research extracts","d":"Produces extracts with direct identifiers removed or tokenized for approved research.","cls":"Expected","src":["C","P"],"herm":"BC138"},{"id":"4.2.4","n":"Data use agreements tracking","d":"Records data sharing agreements with external parties and the datasets each covers.","cls":"Specialized","src":["C"],"herm":"BC138"},{"id":"4.2.5","n":"Sensitive data classification","d":"Tags fields by sensitivity level so security and masking policies follow the tag.","cls":"Expected","src":["C","G","P"],"herm":"BC138"},{"id":"4.2.6","n":"Privacy-preserving synthetic data","d":"Generates synthetic datasets that preserve distributions for training or development.","cls":"Emerging","src":["C"],"herm":"BC138"},{"id":"4.2.7","n":"Data retention and legal holds","d":"Applies configured retention, deletion, and preservation rules to analytics data and supporting logs.","cls":"Platform","src":["P"],"herm":"BC138"}]}]},{"n":"5","name":"Census and Official Metrics","desc":"Freezes data at official points in time and calculates the institution's official numbers from it.","area":"Official Reporting","caps":[{"id":"5.1","n":"Freeze census data","herm":["BC211"],"subs":[{"id":"5.1.1","n":"Census snapshot","d":"Captures an immutable copy of student, course and employee data on the official census date.","cls":"Core","src":["C","G","P"],"herm":"BC211"},{"id":"5.1.2","n":"Multiple freeze points","d":"Supports fall, spring, summer, end-of-term and fiscal-year freezes on separate schedules.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"5.1.3","n":"Census validation checks","d":"Runs edit checks against the snapshot before it is declared official.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"5.1.4","n":"Census sign-off","d":"Records who approved the snapshot as official and when.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"5.1.5","n":"Post-census corrections log","d":"Tracks approved corrections to frozen data with reason and approver.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"5.1.6","n":"Reporting calendar and cutoff rules","d":"Defines census dates, reporting windows, and inclusion rules for academic, fiscal, and workforce reporting.","cls":"Core","src":["P"],"herm":"BC211"},{"id":"5.1.7","n":"Controlled restatements","d":"Preserves original census releases and records approved corrections with reasons and version history.","cls":"Core","src":["G","P"],"herm":"BC211"}]},{"id":"5.2","n":"Calculate official metrics","herm":["BC211"],"subs":[{"id":"5.2.1","n":"Official headcount and FTE","d":"Calculates official enrollment headcount and FTE from census data using the institution's rules.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"5.2.2","n":"Cohort definition and tracking","d":"Defines entering cohorts and follows them term to term from census data.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"5.2.3","n":"Retention and graduation rates","d":"Calculates official retention and graduation rates for defined cohorts.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"5.2.4","n":"Degrees and credentials conferred","d":"Counts awards by level, program and CIP for the official reporting year.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"5.2.5","n":"Credit hour production","d":"Calculates student credit hours by course, department and instructor.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"5.2.6","n":"Faculty and staff counts","d":"Produces official employee counts by category, rank and FTE.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"5.2.7","n":"Official metric publication","d":"Publishes certified metrics as a factbook or common data set view for internal and public audiences.","cls":"Expected","src":["C","G","P"],"herm":"BC211"},{"id":"5.2.8","n":"Common Data Set production","d":"Assembles Common Data Set sections from official data.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"5.2.9","n":"Institutional fact book","d":"Publishes approved institutional profiles and trend tables using certified metrics.","cls":"Expected","src":["P"],"herm":"BC211"}]}]},{"n":"6","name":"Federal Reporting","desc":"Produces IPEDS and other federal submissions from official data.","area":"Official Reporting","caps":[{"id":"6.1","n":"Prepare IPEDS submissions","herm":["BC170"],"subs":[{"id":"6.1.1","n":"IPEDS survey component builds","d":"Generates Fall Enrollment, 12-Month Enrollment, Completions, Graduation Rates, Outcome Measures, Admissions and HR survey data.","cls":"Core","src":["C","P"],"herm":"BC170"},{"id":"6.1.2","n":"IPEDS Finance support","d":"Maps general ledger accounts to IPEDS Finance lines under GASB or FASB.","cls":"Expected","src":["C","G"],"herm":"BC170"},{"id":"6.1.3","n":"IPEDS upload file generation","d":"Produces files in the import format the IPEDS data collection system accepts.","cls":"Core","src":["C"],"herm":"BC170"},{"id":"6.1.4","n":"Edit checks against prior year","d":"Compares current submission values to prior years and flags changes that will trigger IPEDS edits.","cls":"Core","src":["C"],"herm":"BC170"},{"id":"6.1.5","n":"Drill-through to student and employee records","d":"Opens the record-level list behind any submitted count.","cls":"Core","src":["C"],"herm":"BC170"},{"id":"6.1.6","n":"Annual specification updates","d":"Updates survey logic when federal specifications change each year.","cls":"Platform","src":["C","P"],"herm":"BC170"}]},{"id":"6.2","n":"Prepare other federal extracts","herm":["BC170"],"subs":[{"id":"6.2.1","n":"National Student Clearinghouse files","d":"Produces enrollment and degree verification files and loads returned StudentTracker results.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"6.2.2","n":"Gainful employment and financial value transparency data","d":"Assembles program-level completer, debt and earnings data for federal reporting.","cls":"Specialized","src":["C"],"herm":"BC170"},{"id":"6.2.3","n":"Federal research and HEERF style one-off reports","d":"Supports ad hoc federal data calls through reusable extract templates.","cls":"Specialized","src":["C"],"herm":"BC170"}]}]},{"n":"7","name":"State, System and Accreditation Reporting","desc":"Produces state, system-office and accreditor submissions from official data.","area":"Official Reporting","caps":[{"id":"7.1","n":"Prepare state and system extracts","herm":["BC170"],"subs":[{"id":"7.1.1","n":"State unit-record extracts","d":"Generates student, course and employee unit-record files in state-specified layouts.","cls":"Core","src":["C","G","P"],"herm":"BC170"},{"id":"7.1.2","n":"State performance funding metrics","d":"Calculates metrics used in state outcomes-based funding formulas.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"7.1.3","n":"Configurable extract layouts","d":"Lets the institution define or update file layouts when a state changes its specification.","cls":"Core","src":["C"],"herm":"BC170"},{"id":"7.1.4","n":"Submission history and resubmission","d":"Keeps each submitted version with date and allows a corrected resubmission.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"7.1.5","n":"System-office consolidated reporting","d":"Combines data from several institutions into system-level reports with per-campus drill-down.","cls":"Specialized","src":["C","P"],"herm":"BC170"},{"id":"7.1.6","n":"System-office multi-tenancy","d":"Hosts several member institutions in one environment with separated data and shared definitions.","cls":"Specialized","src":["C"],"herm":"BC170"}]},{"id":"7.2","n":"Support accreditation and surveys","herm":["BC165","BC170"],"subs":[{"id":"7.2.1","n":"Accreditation data packages","d":"Assembles enrollment, outcome and faculty data in the tables accreditors request.","cls":"Expected","src":["C","G","P"],"herm":"BC165"},{"id":"7.2.2","n":"Program review data packets","d":"Produces standard program review datasets for each academic program on a cycle.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"7.2.3","n":"External survey responses","d":"Supports guidebook, rankings and peer exchange surveys from official data.","cls":"Expected","src":["C","G","P"],"herm":"BC165"},{"id":"7.2.4","n":"Peer comparison analysis","d":"Compares institutionally defined peer groups using aligned external measures and reporting periods.","cls":"Expected","src":["P"],"herm":"BC165"}]}]},{"n":"8","name":"Dashboards and Visualization","desc":"Delivers interactive dashboards built on the institutional data model.","area":"Dashboards and Self-Service","caps":[{"id":"8.1","n":"Deliver dashboards","herm":["BC211"],"subs":[{"id":"8.1.1","n":"Delivered higher-education dashboards","d":"Provides prebuilt dashboards for enrollment, retention, completion, courses, finance and workforce.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"8.1.2","n":"Interactive filtering and drill-down","d":"Lets users filter by term, college, program or population and drill to lower levels.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"8.1.3","n":"Record-level drill-through","d":"Opens the list of students, courses or employees behind a number for authorized users.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.1.4","n":"Executive scorecards and KPIs","d":"Shows strategic plan metrics against targets with trend and status.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.1.5","n":"Peer and benchmark comparison","d":"Displays institutional metrics beside peer or national benchmarks.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.1.6","n":"Equity gap views","d":"Disaggregates outcomes by race, Pell, first-generation and other groups and shows gaps.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.1.7","n":"Public-facing dashboards","d":"Publishes approved dashboards to a public website with suppression applied.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"8.1.8","n":"Mobile-responsive dashboards","d":"Renders dashboards usably on phones and tablets.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.1.9","n":"Accessible dashboards","d":"Meets WCAG accessibility requirements for screen readers and keyboard use.","cls":"Core","src":["C","G","P"],"herm":"BC211"},{"id":"8.1.10","n":"Interactive analytical navigation","d":"Supports filters, drill-down, linked views, and authorized movement from summaries to supporting detail.","cls":"Expected","src":["P"],"herm":"BC211"}]},{"id":"8.2","n":"Build and distribute content","herm":["BC211"],"subs":[{"id":"8.2.1","n":"Dashboard authoring","d":"Lets IR and analysts build and publish dashboards on governed data.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"8.2.2","n":"Third-party BI tool support","d":"Exposes the data model to Tableau, Power BI or similar tools the institution already licenses.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.2.3","n":"Scheduled report distribution","d":"Emails or posts reports and snapshots to subscribers on a schedule.","cls":"Expected","src":["C","G","P"],"herm":"BC211"},{"id":"8.2.4","n":"Data-driven alerts","d":"Notifies users when a metric crosses a threshold they set.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.2.5","n":"Export to spreadsheet and PDF","d":"Exports dashboard data and views to common file formats.","cls":"Core","src":["C"],"herm":"BC211"},{"id":"8.2.6","n":"Embedded analytics","d":"Embeds dashboards in the portal or other campus applications with single sign-on.","cls":"Specialized","src":["C"],"herm":"BC211"},{"id":"8.2.7","n":"Narrative and annotation","d":"Lets authors add commentary and annotations explaining changes in a metric.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"8.2.8","n":"Measure context display","d":"Displays definitions, reporting periods, certification status, and data freshness alongside dashboard measures.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"8.2.9","n":"Threshold and trend notifications","d":"Notifies subscribed users when governed measures cross configured thresholds or change materially.","cls":"Expected","src":["P"],"herm":"BC211"}]}]},{"n":"9","name":"Self-Service Analysis","desc":"Lets non-technical users answer their own questions from governed data.","area":"Dashboards and Self-Service","caps":[{"id":"9.1","n":"Explore data without IR","herm":["BC211"],"subs":[{"id":"9.1.1","n":"Governed ad hoc query","d":"Lets users build their own tables and charts from curated subject areas.","cls":"Core","src":["C","G","P"],"herm":"BC211"},{"id":"9.1.2","n":"Saved and shared analyses","d":"Lets users save, share and reuse their own queries and views.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"9.1.3","n":"Data request intake","d":"Takes data requests to the IR office and tracks them to delivery.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"9.1.4","n":"Population and list builder","d":"Builds lists of students or employees meeting chosen criteria for follow-up use.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"9.1.5","n":"Statistical analysis tools","d":"Provides regression, significance testing and descriptive statistics without leaving the platform.","cls":"Specialized","src":["C"],"herm":"BC211"},{"id":"9.1.6","n":"Natural-language question answering","d":"Answers plain-language questions with a chart or number drawn from governed metrics.","cls":"Emerging","src":["C","G"],"herm":"BC211"},{"id":"9.1.7","n":"AI-generated insight summaries","d":"Writes a plain-language summary of what changed in a dashboard and likely drivers.","cls":"Emerging","src":["C"],"herm":"BC211"},{"id":"9.1.8","n":"External BI connectivity","d":"Connects institution-selected visualization tools to governed data through supported interfaces.","cls":"Platform","src":["P"],"herm":"BC211"},{"id":"9.1.9","n":"Governed natural-language querying","d":"Translates user questions into inspectable queries over authorized institutional datasets.","cls":"Emerging","src":["P"],"herm":"BC211"},{"id":"9.1.10","n":"Evidence-linked analytical narratives","d":"Generates summaries that identify supporting measures, reporting periods, and relevant limitations.","cls":"Emerging","src":["P"],"herm":"BC211"},{"id":"9.1.11","n":"Human-reviewed analytical agents","d":"Executes bounded analytical tasks with visible steps and approval before distributing generated conclusions.","cls":"Emerging","src":["P"],"herm":"BC211"}]}]},{"n":"10","name":"Student Analytics","desc":"Analyzes the student lifecycle from application through completion and beyond.","area":"Domain Analytics","caps":[{"id":"10.1","n":"Analyze enrollment and admissions","herm":["BC021","BC008","BC046","BC248"],"subs":[{"id":"10.1.1","n":"Admissions funnel analysis","d":"Tracks inquiries, applicants, admits, deposits and enrolled by population and source.","cls":"Expected","src":["C","G","P"],"herm":"BC008"},{"id":"10.1.2","n":"Enrollment trend and composition","d":"Shows headcount, FTE and credit load trends by population and program.","cls":"Core","src":["C","P"],"herm":"BC021"},{"id":"10.1.3","n":"Daily enrollment tracking","d":"Compares registrations during the registration period to the same point in prior terms.","cls":"Expected","src":["C"],"herm":"BC021"},{"id":"10.1.4","n":"Transfer student analysis","d":"Analyzes transfer inflow, credit applied and outcomes by sending institution.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"10.1.5","n":"Net tuition revenue by population","d":"Analyzes discount rate and net tuition by student segment.","cls":"Expected","src":["C","G"],"herm":"BC248"}]},{"id":"10.2","n":"Analyze student success","herm":["BC046","BC021"],"subs":[{"id":"10.2.1","n":"Persistence and retention analysis","d":"Analyzes term-to-term and year-to-year continuation by population.","cls":"Core","src":["C","P"],"herm":"BC046"},{"id":"10.2.2","n":"Completion and time-to-degree","d":"Analyzes graduation and time and credits to degree.","cls":"Expected","src":["C","P"],"herm":"BC046"},{"id":"10.2.3","n":"Stop-out and re-enrollment","d":"Identifies students who stopped out and tracks their return.","cls":"Expected","src":["C"],"herm":"BC021"},{"id":"10.2.4","n":"Course success and DFW analysis","d":"Analyzes grade distributions and DFW rates by course, section and modality.","cls":"Expected","src":["C","G","P"],"herm":"BC046"},{"id":"10.2.5","n":"Gateway course impact","d":"Relates outcomes in gateway courses to later persistence and completion.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"10.2.6","n":"Intervention effectiveness","d":"Compares outcomes of students who received an intervention with matched comparison groups.","cls":"Specialized","src":["C"],"herm":"BC046"},{"id":"10.2.7","n":"Post-completion outcomes","d":"Links completers to employment, earnings and further education data.","cls":"Specialized","src":["C"],"herm":"BC046"},{"id":"10.2.8","n":"Access and outcome gap analysis","d":"Disaggregates participation and outcomes across approved demographic and institutional categories.","cls":"Expected","src":["P"],"herm":"BC046"},{"id":"10.2.9","n":"Engagement and learning activity analysis","d":"Relates LMS activity and other approved engagement feeds to student progression and outcomes.","cls":"Expected","src":["P"],"herm":"BC046"},{"id":"10.2.10","n":"Post-enrollment outcome linkage","d":"Analyzes subsequent enrollment, credentials, employment, or earnings when authorized external data is available.","cls":"Specialized","src":["P"],"herm":"BC046"}]}]},{"n":"11","name":"Academic and Program Analytics","desc":"Analyzes courses, programs and faculty workload for academic planning.","area":"Domain Analytics","caps":[{"id":"11.1","n":"Analyze academic programs","herm":["BC038","BC174","BC028"],"subs":[{"id":"11.1.1","n":"Program health dashboard","d":"Combines enrollment, completions, cost and demand indicators per program.","cls":"Expected","src":["C","P"],"herm":"BC038"},{"id":"11.1.2","n":"Program cost and margin","d":"Calculates instructional cost, revenue and margin by program or course.","cls":"Expected","src":["C","G"],"herm":"BC038"},{"id":"11.1.3","n":"Section fill and efficiency","d":"Analyzes section fill rates, low-enrolled sections and capacity use.","cls":"Expected","src":["C"],"herm":"BC038"},{"id":"11.1.4","n":"Faculty workload analysis","d":"Analyzes teaching load, credit hours and FTE by instructor and department.","cls":"Expected","src":["C"],"herm":"BC174"},{"id":"11.1.5","n":"Labor market alignment","d":"Compares program offerings to regional labor market demand.","cls":"Specialized","src":["C"],"herm":"BC038"},{"id":"11.1.6","n":"Student flow between majors","d":"Shows how students move into and out of majors over time.","cls":"Expected","src":["C"],"herm":"BC038"},{"id":"11.1.7","n":"Academic program review evidence","d":"Combines demand, outcomes, resource measures, and imported assessment results into program-review datasets.","cls":"Expected","src":["P"],"herm":"BC028"}]}]},{"n":"12","name":"Finance Analytics","desc":"Analyzes revenue, expense and financial position from ERP data.","area":"Domain Analytics","caps":[{"id":"12.1","n":"Analyze financial performance","herm":["BC190","BC073"],"subs":[{"id":"12.1.1","n":"Budget-to-actual analysis","d":"Compares budget and actual revenue and expense by unit and fund.","cls":"Expected","src":["C","P"],"herm":"BC190"},{"id":"12.1.2","n":"Revenue and expense trends","d":"Shows multi-year trends by source, function and natural classification.","cls":"Expected","src":["C","P"],"herm":"BC190"},{"id":"12.1.3","n":"Responsibility-centered management model","d":"Allocates revenue and indirect cost to units under RCM or incentive budget rules.","cls":"Specialized","src":["C"],"herm":"BC190"},{"id":"12.1.4","n":"Activity-based unit cost","d":"Calculates cost per credit hour, per student or per degree.","cls":"Expected","src":["C"],"herm":"BC190"},{"id":"12.1.5","n":"Financial ratios","d":"Calculates composite ratios such as primary reserve and viability.","cls":"Expected","src":["C","P"],"herm":"BC190"},{"id":"12.1.6","n":"Sponsored research analytics","d":"Analyzes awards, expenditures and indirect cost recovery by unit.","cls":"Specialized","src":["C","P"],"herm":"BC073"},{"id":"12.1.7","n":"Clinical and health margin analysis","d":"Analyzes margins for academic medical or clinical operations.","cls":"Specialized","src":["C","P"],"herm":"BC190"},{"id":"12.1.8","n":"Net tuition and discount analysis","d":"Relates tuition, institutional aid, enrollment, and student mix to net tuition revenue.","cls":"Expected","src":["P"],"herm":"BC190"},{"id":"12.1.9","n":"Academic cost attribution","d":"Allocates instructional and support costs to programs or activities using documented allocation methods.","cls":"Specialized","src":["P"],"herm":"BC190"}]}]},{"n":"13","name":"Workforce Analytics","desc":"Analyzes faculty and staff composition, cost and change from HR data.","area":"Domain Analytics","caps":[{"id":"13.1","n":"Analyze the workforce","herm":["BC174"],"subs":[{"id":"13.1.1","n":"Headcount and FTE trends","d":"Shows employee headcount and FTE trends by category, unit and rank.","cls":"Core","src":["C","P"],"herm":"BC174"},{"id":"13.1.2","n":"Turnover and retention","d":"Analyzes separations, retention and tenure by category and unit.","cls":"Expected","src":["C","G"],"herm":"BC174"},{"id":"13.1.3","n":"Compensation analysis","d":"Analyzes salary distributions and compares them to market and peer data.","cls":"Expected","src":["C","P"],"herm":"BC174"},{"id":"13.1.4","n":"Pay equity analysis","d":"Tests compensation for unexplained differences by gender, race and other groups.","cls":"Expected","src":["C","G"],"herm":"BC174"},{"id":"13.1.5","n":"Workforce diversity","d":"Shows composition by demographic group compared to availability.","cls":"Expected","src":["C","G"],"herm":"BC174"},{"id":"13.1.6","n":"Retirement and succession risk","d":"Projects retirement eligibility and gaps in critical roles.","cls":"Specialized","src":["C"],"herm":"BC174"},{"id":"13.1.7","n":"Position and vacancy analysis","d":"Tracks budgeted, filled and vacant positions and their cost.","cls":"Expected","src":["C","P"],"herm":"BC174"},{"id":"13.1.8","n":"Activity-based workforce cost analysis","d":"Allocates workforce costs across institutional activities using supplied effort or assignment data.","cls":"Specialized","src":["P"],"herm":"BC174"}]}]},{"n":"14","name":"Predictive Modeling","desc":"Builds and applies statistical and machine-learning models to institutional data.","area":"Predictive and Planning","caps":[{"id":"14.1","n":"Predict outcomes","herm":["BC144"],"subs":[{"id":"14.1.1","n":"Student persistence risk model","d":"Scores enrolled students on likelihood to persist or complete.","cls":"Expected","src":["C","G"],"herm":"BC144"},{"id":"14.1.2","n":"Institution-specific model training","d":"Trains models on the institution's own history rather than a generic national model.","cls":"Expected","src":["C","P"],"herm":"BC144"},{"id":"14.1.3","n":"Enrollment yield prediction","d":"Predicts likelihood that admitted students will enroll.","cls":"Expected","src":["C","P"],"herm":"BC144"},{"id":"14.1.4","n":"Model explainability","d":"Shows which factors drive each prediction for a student or group.","cls":"Core","src":["C","G","P"],"herm":"BC144"},{"id":"14.1.5","n":"Model performance monitoring","d":"Tracks accuracy, calibration and drift of models over time.","cls":"Expected","src":["C","P"],"herm":"BC144"},{"id":"14.1.6","n":"Bias and fairness testing","d":"Tests models for disparate accuracy or impact across demographic groups.","cls":"Core","src":["C"],"herm":"BC144"},{"id":"14.1.7","n":"Score delivery to operational systems","d":"Sends scores to advising, CRM or SIS as a feed for action there.","cls":"Expected","src":["C"],"herm":"BC144"},{"id":"14.1.8","n":"Custom model workbench","d":"Lets analysts build, validate and deploy their own predictive models.","cls":"Specialized","src":["C"],"herm":"BC144"},{"id":"14.1.9","n":"Generative AI analyst assistant","d":"Drafts queries, analyses and explanations from a prompt for an analyst to review.","cls":"Emerging","src":["C"],"herm":"BC144"},{"id":"14.1.10","n":"Scheduled analytical scoring","d":"Applies approved model versions to current data and stores scores with calculation dates and input provenance.","cls":"Specialized","src":["P"],"herm":"BC144"},{"id":"14.1.11","n":"Temporal validation and leakage checks","d":"Tests models on appropriate holdout periods and detects predictors unavailable at the intended prediction time.","cls":"Specialized","src":["P"],"herm":"BC144"}]}]},{"n":"15","name":"Scenario and Planning","desc":"Forecasts enrollment, revenue and workforce and compares alternative scenarios.","area":"Predictive and Planning","caps":[{"id":"15.1","n":"Forecast and model scenarios","herm":["BC190","BC144","BC230"],"subs":[{"id":"15.1.1","n":"Enrollment 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forward.","cls":"Specialized","src":["C"],"herm":"BC190"},{"id":"15.1.7","n":"Simulation of policy changes","d":"Estimates the effect of policy changes such as admission or aid rules on outcomes.","cls":"Emerging","src":["C","P"],"herm":"BC144"},{"id":"15.1.8","n":"What-if assumption workspace","d":"Changes analytical assumptions for enrollment, tuition, aid, compensation, or resources without changing source transactions.","cls":"Specialized","src":["P"],"herm":"BC190"},{"id":"15.1.9","n":"Cross-domain scenario propagation","d":"Calculates how planning assumptions affect linked student, academic, financial, and workforce measures.","cls":"Specialized","src":["P"],"herm":"BC190"},{"id":"15.1.10","n":"Sensitivity and uncertainty analysis","d":"Shows outcome ranges and identifies assumptions with the greatest influence on scenario results.","cls":"Specialized","src":["P"],"herm":"BC144"},{"id":"15.1.11","n":"Intervention exposure linkage","d":"Links imported records of services, initiatives, or policy exposure to analytical cohorts and outcomes.","cls":"Specialized","src":["P"],"herm":"BC144"},{"id":"15.1.12","n":"Initiative cost-effectiveness analysis","d":"Relates estimated outcome improvements to supplied initiative costs and stated evaluation assumptions.","cls":"Specialized","src":["P"],"herm":"BC190"}]}]},{"n":"16","name":"Operations and Administration","desc":"Hosts, configures and supports the platform.","area":"Platform Operations","caps":[{"id":"16.1","n":"Run the platform","herm":["BC201","BC138"],"subs":[{"id":"16.1.1","n":"Cloud-hosted managed service","d":"Provides the platform as a vendor-hosted service with upgrades and backups managed.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"16.1.2","n":"Separate test and production environments","d":"Provides non-production environments to test loads and content before release.","cls":"Platform","src":["C","G","P"],"herm":"BC201"},{"id":"16.1.3","n":"Performance and scalability","d":"Returns dashboards and queries within agreed response times at peak use.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"16.1.4","n":"Usage analytics","d":"Reports which dashboards and reports are used, by whom and how often.","cls":"Platform","src":["C","G"],"herm":"BC201"},{"id":"16.1.5","n":"Content promotion and versioning","d":"Moves models and dashboards between environments with version history and rollback.","cls":"Platform","src":["C","P"],"herm":"BC201"},{"id":"16.1.6","n":"Configuration without code","d":"Sets terms, calendars, codes and thresholds through administration screens.","cls":"Platform","src":["C","G"],"herm":"BC201"},{"id":"16.1.7","n":"Vendor-managed implementation services","d":"Includes data model mapping and dashboard setup services during onboarding.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"16.1.8","n":"Workload and capacity management","d":"Monitors query performance, concurrency, storage, and consumption with configurable resource controls.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"16.1.9","n":"Backup and recovery","d":"Restores data and configuration under documented recovery objectives and tested recovery procedures.","cls":"Platform","src":["P"],"herm":"BC138"},{"id":"16.1.10","n":"Service assurance evidence","d":"Provides service commitments, security assessment evidence, vulnerability handling, and operational support procedures.","cls":"Platform","src":["P"],"herm":"BC138"},{"id":"16.1.11","n":"Automated regression testing","d":"Checks critical datasets, metrics, extracts, and reports before production changes are released.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"16.1.12","n":"Institutional settings administration","d":"Configures campus calendars, organizations, code mappings, and display conventions through supported controls.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"16.1.13","n":"Multi-institution tenancy","d":"Separates campus data and administration while permitting authorized system-level aggregation.","cls":"Specialized","src":["P"],"herm":"BC201"}]}]},{"n":"17","name":"Security, Integration and Exit","desc":"Secures the platform, integrates it with campus identity and tools, and lets the campus leave with its data.","area":"Platform Operations","caps":[{"id":"17.1","n":"Secure and integrate the platform","herm":["BC138","BC143","BC139"],"subs":[{"id":"17.1.1","n":"Single sign-on","d":"Authenticates users through SAML or OpenID Connect with the campus identity provider.","cls":"Platform","src":["C","G","P"],"herm":"BC139"},{"id":"17.1.2","n":"Encryption in transit and at rest","d":"Encrypts all institutional data in transit and in storage.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"17.1.3","n":"Audit logging","d":"Logs logins, data access, exports and administrative changes.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"17.1.4","n":"Security certifications","d":"Holds SOC 2 Type II or equivalent attestation and completes a HECVAT.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"17.1.5","n":"Data residency","d":"Keeps institutional data in a stated country or region.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"17.1.6","n":"Direct warehouse access","d":"Gives authorized analysts read access to the warehouse through standard SQL clients.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"17.1.7","n":"Outbound data API","d":"Exposes governed data and metrics through an API for other campus systems.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"17.1.8","n":"Controlled downstream data products","d":"Delivers versioned datasets with schemas, access conditions, and freshness commitments to approved consumers.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"17.1.9","n":"Security incident integration","d":"Routes security events to campus monitoring processes and supports documented notification and response procedures.","cls":"Platform","src":["P"],"herm":"BC138"}]},{"id":"17.2","n":"Exit and data portability","herm":["BC143"],"subs":[{"id":"17.2.1","n":"Full data export","d":"Exports all institutional data, history and snapshots in open formats on request.","cls":"Platform","src":["C","G","P"],"herm":"BC143"},{"id":"17.2.2","n":"Model and logic export","d":"Exports data model definitions, transformations and metric logic in readable form.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"17.2.3","n":"Content export","d":"Exports dashboards and report definitions or their underlying queries.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"17.2.4","n":"Contracted exit assistance","d":"Commits to transition support and data return at contract end.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"17.2.5","n":"Verified post-exit deletion","d":"Documents deletion of institutional data from active services and scheduled backup expiration after approved retention obligations.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"17.2.6","n":"Institutional asset ownership terms","d":"Documents institutional rights to supplied data, derived datasets, configurations, and analytical artifacts.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"17.2.7","n":"Migration completeness verification","d":"Provides inventories, counts, and integrity checks to verify transferred data and analytical assets.","cls":"Platform","src":["P"],"herm":"BC143"}]}]}]}