Common Data Models

Reports on the cash flow activities of the business, divided into operating, investing and financing activities over a stated period of time.

Reports on assets, liabilities, and owners' equity at a stated point of time.

A financial statement reporting on an entity's income, expenses, and profits over a specific period of time.

The estimated revenue and expenses for a specific period of time in the future.

The record of all sales activity that occurs over a specific period of time.

A document issued by a carrier to acknowledge receipt of cargo for shipment.

Issued by the seller to the customer reducing the amount that is owed to the seller under the terms of an earlier invoice.

A document containing all of the expenses incurred by an individual as a result of the business operation over the period of a year.

A document used to determine the best candidate to fill a specific role within the company.

A document issued by a customer to a vendor indicating types, quantities, and the agreed upon prices for products or services.

Information related to the supplier of goods or services.

The record of all sales calls made over a specific period of time.

The personal information of the customer.

A document containing all of the expenses incurred by an individual as a result of the business operation over a given period of time.

A document issued by a vendor to a client indicating types, quantities, and the agreed upon prices for products or services that the vendor has provided to the client.

A set of detailed written directions and instructions that document a routine or repetitive activity followed by an organization.

The disclosure of information concerning the environmental, social, and corporate governance issues.

The public information for the company.

The documents and records associated with email: a method of exchanging messages between people using electronic devices over a computer network.

The personal information of the employee.

An official written or recorded statement delivered to members of the news media to create an official statement, provide information, or make an announcement directed for public release.

A unique alphanumeric identifier or code that is used to identify and track the traits of a specific product or service.

A task or job that is scheduled to be completed, or is a follow-up to a previous task or job, and is assigned to a person or group.

A plan for the monitoring and detection of security events on a computer or computer network, and the execution of proper responses to those events.

Reports giving detailed information on possible security threats to the network, information on other vulnerabilities, and analyzing traffic trends over a given period of time.

A document reporting a security breach incident resulting in the unauthorized access to applications, networks, devices, or computer data.

A document reporting the response and actions taken when a computer network or system is compromised.

Policies that outline the rules for computer network access, determine how the policies are enforced, and lays out some of the basic architecture of the company security/network security environment.

The form used to identify and evaluate the blood donor.

A form used to collect demographic information as well as additional information about the impact of the event on a patient.

A form used to obtain the patient's personal data, reason for hospitalization, emergency contact information, and insurance information.

A document used by prospective employees regarding the physical and mental abilities of the applicant.

A record of information regarding the personal and family health history of a person.

A form by which a request for provisional affirmation of coverage is submitted for review before the service is rendered to a beneficiary and before a claim is submitted for payment.

Documents outlining the plan name, the participants and beneficiaries, terminated vested and active participants, the actuarial assumptions used, and the technical information about the plan.

The documents outlining the determination of rates charged for life insurance.

The documents outlining the determination of rates charged for property and casualty insurance.

A legal form providing specific information about a motor vehicle and establishes a person or business as the legal owner of a vehicle.

Documents for financial products offered by insurance companies that provide investors with a steady income stream in retirement in exchange for premiums paid.

A form used by taxpayers to file an annual income tax return.

The personal legal documents used in estate planning.

A contract between an insurance policy holder and an insurer where the insurer promises to pay a designated beneficiary a sum of money upon the death of an insured person.

A document that outlines personally held assets and liabilities, and/or personal sources of income and expenses at a given point in time.

A written list of all physical items, paperwork, and essential paperwork.

A contract between an individual employee and an employer governing the terms of employment.

A contract that protects one party in the transaction from any risks or liabilities that are created by another party.

A formal contract between two parties that gives a person or an organization permission to use and/or earn revenue from the asset of the other party under a certain set of conditions.

An agreement uniting two existing companies into a new single business entity.

A contract outlining the financial and functional decision including rules, regulations, and provisions of the business.

A legal contract for the purchase of assets by a buyer from a seller for an agreed upon value in money.

A contract outlining the terms and conditions for the depositing of funds or an assets with an escrow agent by one party until the time that the contract is fulfilled.

A formal contract between two parties that gives a person or organization permission to use and/or earn revenue from the intellectual property of the other party under a certain set of conditions.

A contract between a borrower and a lender regulating the mutual promises made by each party.

A contract in which one party agrees not to enter into or start a similar profession or trade in competition against the other party.

An agreement between two or more persons outlining the day-to-day operations of the business and each partner's rights and responsibilities.

A contract between a service provider and a client outlining the specific aspects of the service including payment.

A contract giving one party the sole right to sell products or services to another organization.

A contractual arrangement between two parties calling for the user to pay the owner for use of an asset.

A non-binding agreement between two or more parties outlining the terms and details of a mutual understanding or agreement that includes each party's requirements and responsibilities.

A legally binding contract used to establish a confidential relationship between parties.

A contract between a service provider and a client outlining the specific aspects of the service including payment.