MOD-PFM-MTD

Metadata and Organization-defined Records Design

How this module will be built: 90 design artifacts, by kind. Design makes the technical choices once, reviewably, and citable by everything they constrain.

55Draft
35Proposed

Domain Objects 6

DOM-PFM-MTD-001Record TypeDraft
DOM-PFM-MTD-002Custom FieldDraft
DOM-PFM-MTD-003Form and Page LayoutDraft
DOM-PFM-MTD-004Custom ObjectDraft
DOM-PFM-MTD-005Custom RecordDraft
DOM-PFM-MTD-006RelationshipDraft

State Models 10

STATE-PFM-MTD-001Registered declaration lifecycleDraft
STATE-PFM-MTD-002Custom field definition lifecycleDraft
STATE-PFM-MTD-003Custom object definition lifecycleDraft
STATE-PFM-MTD-004Custom app lifecycleDraft
STATE-PFM-MTD-005Custom record retention lifecycleDraft
STATE-PFM-MTD-006Custom record publicationDraft
STATE-PFM-MTD-007Custom record file lifecycleDraft
STATE-PFM-MTD-008Business event deliveryDraft
STATE-PFM-MTD-009Relationship type lifecycleDraft
STATE-PFM-MTD-010Link lifecycleDraft

Workflows 15

WF-PFM-MTD-001Register an application's record types at deployDraft
WF-PFM-MTD-002Archive a custom field and bring search into lineDraft
WF-PFM-MTD-003Save a field definition and its rulesDraft
WF-PFM-MTD-004Design, activate and own a custom objectDraft
WF-PFM-MTD-005Save a custom record with its filesDraft
WF-PFM-MTD-006Change a custom record's owner after its saveDraft
WF-PFM-MTD-007Delete a custom record under its relationship rulesDraft
WF-PFM-MTD-008Apply relationship rules when CRM deletes a contact or organizationDraft
WF-PFM-MTD-009Move links and references when CRM merges duplicatesDraft
WF-PFM-MTD-010Deliver committed business eventsDraft
WF-PFM-MTD-011Sweep the business event ledger nightlyDraft
WF-PFM-MTD-012Load custom records and links from a fileDraft
WF-PFM-MTD-013Stage an upload and hand it to the saveDraft
WF-PFM-MTD-014Capture a custom record's change history at commitDraft
WF-PFM-MTD-015Reset or delete a workspace's metadata and custom recordsDraft

Service Contracts 5

SVC-PFM-MTD-associationsAssociations Service ModuleDraft
SVC-PFM-MTD-custom-objectsCustom Objects Service ModuleDraft
SVC-PFM-MTD-filesFiles Service ModuleDraft
SVC-PFM-MTD-layoutsLayouts Service ModuleDraft
SVC-PFM-MTD-metadataMetadata Service ModuleDraft

Screen Contracts 18

SCR-PFM-MTD-001Fields: choose a record typeDraft
SCR-PFM-MTD-002Fields of a record typeDraft
SCR-PFM-MTD-003Field editorDraft
SCR-PFM-MTD-004Forms: choose a record typeDraft
SCR-PFM-MTD-005Contact console formsDraft
SCR-PFM-MTD-006Contact console form designerDraft
SCR-PFM-MTD-007Contact portal formsDraft
SCR-PFM-MTD-008Record layoutsDraft
SCR-PFM-MTD-009Contact record page designerDraft
SCR-PFM-MTD-010Custom objectsDraft
SCR-PFM-MTD-011Custom object designerDraft
SCR-PFM-MTD-012Custom appsDraft
SCR-PFM-MTD-013Relationship typesDraft
SCR-PFM-MTD-014Custom record listDraft
SCR-PFM-MTD-015New custom recordDraft
SCR-PFM-MTD-016Custom record pageDraft
SCR-PFM-MTD-017Edit custom recordDraft
SCR-PFM-MTD-018Related and owned records cardsDraft

Decision Records 16

ADR-PFM-MTD-001Deploy-time registration with retained definitionsProposed
ADR-PFM-MTD-002Registry-based configuration eligibilityProposed
ADR-PFM-MTD-003Permanent field identity and widening constraintsProposed
ADR-PFM-MTD-004Purpose-governed layout documentsProposed
ADR-PFM-MTD-005Shared typed persistence for custom recordsProposed
ADR-PFM-MTD-006Read-only records under inactive definitionsProposed
ADR-PFM-MTD-007Record identity scoped to its objectProposed
ADR-PFM-MTD-008Transactional capture with later deliveryProposed
ADR-PFM-MTD-009Transactional deletion with dependent eventsProposed
ADR-PFM-MTD-010Platform relationships with dated membershipProposed
ADR-PFM-MTD-011Version-checked complete record replacementProposed
ADR-PFM-MTD-012Explicit boundaries for partial savesProposed
ADR-PFM-MTD-013Uploader-bound staging and asset preparationProposed
ADR-PFM-MTD-014Current exclusion from SubmissionsProposed
ADR-PFM-MTD-015Commit-time history capture that refuses incomplete writesProposed
ADR-PFM-MTD-016Incremental data-job loading through standard writesProposed

Inference Operations 1

IOP-PFM-MTD-001Record List Query GenerationDraft

Capability Test Specifications 19

ATS-PFM-MTD-001Keep the Record Catalogue Current: Capability Test SpecificationProposed
ATS-PFM-MTD-002Describe Records for Shared Clients: Capability Test SpecificationProposed
ATS-PFM-MTD-003Keep Configurability Within Product Scope: Capability Test SpecificationProposed
ATS-PFM-MTD-004Use Workspace Labels for Standard Fields: Capability Test SpecificationProposed
ATS-PFM-MTD-005Extend Records With Durable Custom Fields: Capability Test SpecificationProposed
ATS-PFM-MTD-006Configure Field Requirements and Exposure: Capability Test SpecificationProposed
ATS-PFM-MTD-007Prepare Image and File Uploads: Capability Test SpecificationProposed
ATS-PFM-MTD-008Manage Shared Forms and Record Layouts: Capability Test SpecificationProposed
ATS-PFM-MTD-009Bring a Custom Record Type Into Use: Capability Test SpecificationProposed
ATS-PFM-MTD-010Make Custom Records Discoverable: Capability Test SpecificationProposed
ATS-PFM-MTD-011Control Custom Record Audiences: Capability Test SpecificationProposed
ATS-PFM-MTD-012Maintain Valid Custom Records: Capability Test SpecificationProposed
ATS-PFM-MTD-013Retire or Publish Custom Records: Capability Test SpecificationProposed
ATS-PFM-MTD-014Explain Custom Record Changes: Capability Test SpecificationProposed
ATS-PFM-MTD-015Deliver Committed Record and Link Events: Capability Test SpecificationProposed
ATS-PFM-MTD-016Load and Reconcile Record Files: Capability Test SpecificationProposed
ATS-PFM-MTD-017Define Meaningful Record Relationships: Capability Test SpecificationProposed
ATS-PFM-MTD-018Maintain Dated Links Between Records: Capability Test SpecificationProposed
ATS-PFM-MTD-019Preserve Relationships Through Deletion and Merge: Capability Test SpecificationProposed