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04 / 07 · THE FINANCIAL CONTEXT

Finance.

Understand transactions and value without breaking the connections to actual work.

WHAT THIS PERSPECTIVE DOES

The right information.
In the right context.

Finance brings invoices, orders, budgets, costs, ledger postings and approvals into a shared model, with strict controls for sensitive information.

One underlying identity. Direct typed relationships. Permissions checked in the user's active context.

Core functional scope

01Quotes, sales and purchase orders
02Invoices, payments and reconciliations
03Ledger accounts, journal entries and accounting periods
04Project and asset-level cost context
05Role-separated approvals, audit and segregation of duties
06Data provenance and accounting-grade immutable postings
HOW THE DATA CONNECTS

Not isolated records.
Relationships with meaning.

Typed relationship examples for understanding the information model. They are not generated from a running customer database.

Finance.Invoiceissued_to →People.Organization
Finance.Invoicerelates_to →Work.Project
Finance.Costattributed_to →Assets.PhysicalAsset
Finance.Expensesubmitted_by →People.Person
WHY IT WORKS THIS WAY

Financial data should not be copied into the person or project table. Authorized perspectives resolve the underlying relations; salary information is never exposed merely because someone can view People.

PART OF A GREATER WHOLE

Go beyond Finance.

Every perspective connects to all others through UBIM. Discover the shared technology or explore a different part of the platform.