{
  "financeID": "FIN-INV-001",
  "title": "Strategic Investment Portfolio",
  "description": "The corporate strategic investment portfolio supporting long-term growth initiatives and capability development across the enterprise.",
  "financeDefinition": "Strategic financial resources allocated to initiatives that drive future revenue growth, market expansion, and competitive differentiation.",
  "orgUnitTitle": "Corporate Finance Division",
  "orgUnitRoles": ["Chief Financial Officer", "Investment Director", "Financial Analyst"],
  "totalValue": {
    "currentValue": "$275 million",
    "currency": "USD",
    "fiscalYear": "2025",
    "projectedValue": "$350 million",
    "projectionYear": "2027",
    "valuationMethod": "Discounted cash flow analysis with strategic value adjustment"
  },
  "accountingTreatment": "capital",
  "fiscalPeriod": {
    "startDate": "2025-01-01",
    "endDate": "2025-12-31",
    "periodType": "annual"
  },
  "governanceModel": "Investment Review Board with quarterly funding gate reviews and annual strategic portfolio realignment",
  "complianceRequirements": [
    "SOX Section 404 controls for investment authorization",
    "Capital allocation policy compliance",
    "Board reporting requirements for investments over $10M"
  ],
  "approvalAuthority": [
    "Investment Committee (<$5M)",
    "Executive Committee ($5M-$25M)",
    "Board of Directors (>$25M)"
  ],
  "marketInfluences": [
    "Rising interest rates affecting investment hurdle rates",
    "Industry consolidation creating acquisition opportunities",
    "Emerging technology disruption requiring defensive investments"
  ],
  "regulatoryFactors": [
    "Capital adequacy requirements",
    "SEC reporting obligations for material investments",
    "Environmental compliance considerations for infrastructure investments"
  ],
  "economicConditions": [
    "Moderate economic growth forecast (2.7%)",
    "Increasing wage inflation pressures",
    "Supply chain constraints affecting capital project timelines"
  ],
  "strategicPriority": {
    "priorityLevel": "high",
    "description": "Investment portfolio directly enables our three strategic pillars of digital transformation, market expansion, and operational excellence"
  },
  "riskProfile": {
    "riskLevel": "moderate",
    "description": "Balanced portfolio with mix of high-risk/high-return initiatives and foundational lower-risk investments",
    "mitigationStrategies": [
      "Portfolio diversification across technology, market, and product investments",
      "Stage-gated funding model with defined exit criteria",
      "Quarterly risk reassessment with portfolio rebalancing"
    ]
  },
  "performanceIndicators": [
    {
      "metricName": "Portfolio Return on Investment",
      "metricDescription": "Blended financial return across all active investments",
      "currentValue": "16.8%",
      "targetValue": "18.5%",
      "unit": "Percentage"
    },
    {
      "metricName": "Strategic Alignment Score",
      "metricDescription": "Weighted measure of portfolio alignment with strategic objectives",
      "currentValue": "4.2",
      "targetValue": "4.5",
      "unit": "Score (1-5)"
    },
    {
      "metricName": "Investment Execution Index",
      "metricDescription": "Composite metric of on-time, on-budget delivery of investment outcomes",
      "currentValue": "78%",
      "targetValue": "85%",
      "unit": "Percentage"
    }
  ],
  "dependencies": [
    {
      "dependencyType": "Enabler",
      "domainType": "Strategy",
      "entityID": "STRAT-2025-01",
      "description": "Corporate Growth Strategy 2025-2030"
    },
    {
      "dependencyType": "Critical",
      "domainType": "Capability",
      "entityID": "CAP-FINPLAN-001",
      "description": "Financial Planning and Analysis capability"
    }
  ],
  "relatedFinancialElements": [
    {
      "elementID": "FIN-BUD-002",
      "relationshipType": "allocates to",
      "relationshipStrength": 4
    },
    {
      "elementID": "FIN-FUND-003",
      "relationshipType": "funds",
      "relationshipStrength": 5
    }
  ],
  "improvementOpportunities": [
    "Enhanced predictive analytics for investment outcome forecasting",
    "Integration of ESG metrics into investment evaluation criteria",
    "Streamlined investment approval process for high-potential initiatives"
  ]
}

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Finance-Strategy Relationship Schema",
  "description": "Schema for relationships between Finance domain and Strategy domain",
  "type": "object",
  "required": ["relationshipID", "financeID", "title", "relationshipType"],
  "properties": {
    "relationshipID": {
      "type": "string",
      "description": "Unique identifier for this relationship"
    },
    "financeID": {
      "type": "string",
      "description": "ID of the finance element"
    },
    "title": {
      "type": "string",
      "description": "Name of the strategy"
    },
    "relationshipType": {
      "type": "string",
      "description": "Nature of the financial influence on strategy",
      "enum": ["investment-enabler", "resource-constraint", "funding-source", "performance-driver", "risk-management", "value-creation", "other"]
    },
    "relationshipStrength": {
      "type": "integer",
      "description": "Strength of influence (1-5)",
      "minimum": 1,
      "maximum": 5
    },
    "financialFactors": {
      "type": "array",
      "description": "Financial factors influencing this strategy",
      "items": {
        "type": "string"
      }
    },
    "resourceAllocation": {
      "type": "array",
      "description": "How financial resources are allocated to support strategy",
      "items": {
        "type": "object",
        "properties": {
          "allocationCategory": {
            "type": "string",
            "description": "Category of allocation"
          },
          "amount": {
            "type": "number",
            "description": "Amount allocated"
          },
          "percentage": {
            "type": "number",
            "description": "Percentage of total resources"
          },
          "rationale": {
            "type": "string",
            "description": "Reason for allocation level"
          }
        }
      }
    },
    "strategicObjectives": {
      "type": "array",
      "description": "Strategic objectives supported by financial elements",
      "items": {
        "type": "object",
        "properties": {
          "objectiveID": {
            "type": "string",
            "description": "ID of strategic objective"
          },
          "financialContribution": {
            "type": "string",
            "description": "How finance supports this objective"
          },
          "importanceLevel": {
            "type": "string",
            "description": "Importance of financial element to objective",
            "enum": ["minor", "moderate", "significant", "critical"]
          }
        }
      }
    },
    "financialConstraints": {
      "type": "array",
      "description": "Financial limitations affecting strategy",
      "items": {
        "type": "object",
        "properties": {
          "constraintDescription": {
            "type": "string",
            "description": "Description of constraint"
          },
          "impact": {
            "type": "string",
            "description": "How constraint affects strategy"
          },
          "mitigationApproach": {
            "type": "string",
            "description": "Approach to addressing constraint"
          }
        }
      }
    },
    "financialRisks": {
      "type": "array",
      "description": "Risks related to financial factors",
      "items": {
        "type": "object",
        "properties": {
          "riskDescription": {
            "type": "string",
            "description": "Description of the risk"
          },

          "likelihood": {
            "type": "string",
            "description": "Probability of occurrence",
            "enum": ["very low", "low", "moderate", "high", "very high"]
          },
          "impact": {
            "type": "string",
            "description": "Potential impact if realized",
            "enum": ["minimal", "moderate", "significant", "severe", "critical"]
          },
          "mitigationApproach": {
            "type": "string",
            "description": "Approach to mitigating this risk"
          }
        }
      }
    },
    "implementationConsiderations": {
      "type": "string",
      "description": "Financial considerations for strategy implementation"
    },
    "performanceMetrics": {
      "type": "array",
      "description": "Financial metrics for measuring strategic success",
      "items": {
        "type": "object",
        "properties": {
          "metricName": {
            "type": "string",
            "description": "Name of the metric"
          },
          "currentValue": {
            "type": "string",
            "description": "Current value"
          },
          "targetValue": {
            "type": "string",
            "description": "Target value"
          },
          "timeframe": {
            "type": "string",
            "description": "Timeframe for achievement"
          }
        }
      }
    }
  }
}

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Finance-Capability Relationship Schema",
  "description": "Schema for relationships between Finance domain and Capability domain",
  "type": "object",
  "required": ["relationshipID", "financeID", "title", "relationshipType"],
  "properties": {
    "relationshipID": {
      "type": "string",
      "description": "Unique identifier for this relationship"
    },
    "financeID": {
      "type": "string",
      "description": "ID of the finance element"
    },
    "title": {
      "type": "string",
      "description": "Name of the capability"
    },
    "relationshipType": {
      "type": "string",
      "description": "Nature of the relationship",
      "enum": ["funding-source", "enabling-investment", "cost-driver", "value-generator", "efficiency-focus", "performance-measure", "other"]
    },
    "relationshipStrength": {
      "type": "integer",
      "description": "Importance of this financial element to capability (1-5)",
      "minimum": 1,
      "maximum": 5
    },
    "financialValue": {
      "type": "string",
      "description": "How this financial element relates to capability value"
    },
    "investmentProfile": {
      "type": "object",
      "description": "Financial investments in this capability",
      "properties": {
        "currentInvestment": {
          "type": "number",
          "description": "Current investment amount"
        },
        "plannedInvestment": {
          "type": "number",
          "description": "Planned future investment"
        },
        "returnMetrics": {
          "type": "array",
          "description": "Metrics measuring investment return",
          "items": {
            "type": "object",
            "properties": {
              "metricName": {
                "type": "string",
                "description": "Name of return metric"
              },
              "currentValue": {
                "type": "string",
                "description": "Current measurement"
              },
              "targetValue": {
                "type": "string",
                "description": "Target value"
              }
            }
          }
        },
        "investmentRationale": {
          "type": "string",
          "description": "Reasoning behind investment levels"
        }
      }
    },
    "costAnalysis": {
      "type": "object",
      "description": "Cost implications of the capability",
      "properties": {
        "totalCost": {
          "type": "number",
          "description": "Total cost of the capability"
        },
        "costBreakdown": {
          "type": "array",
          "description": "Major cost components",
          "items": {
            "type": "object",
            "properties": {
              "componentName": {
                "type": "string",
                "description": "Name of cost component"
              },
              "amount": {
                "type": "number",
                "description": "Component cost"
              },
              "percentage": {
                "type": "number",
                "description": "Percentage of total cost"
              }
            }
          }
        },
        "efficiencyOpportunities": {
          "type": "array",
          "description": "Areas for cost efficiency improvement",
          "items": {
            "type": "string"
          }
        }
      }
    },
    "financialPerformanceMetrics": {
      "type": "array",
      "description": "Financial metrics for this capability",
      "items": {
        "type": "object",
        "properties": {
          "metricName": {
            "type": "string",
            "description": "Name of the metric"
          },
          "currentValue": {
            "type": "string",
            "description": "Current performance"
          },
          "targetValue": {
            "type": "string",
            "description": "Target performance"
          },
          "benchmarkValue": {
            "type": "string",
            "description": "Industry benchmark"
          }
        }
      }
    },
    "budgetAllocation": {
      "type": "object",
      "description": "Budget assigned to capability",
      "properties": {
        "currentAllocation": {
          "type": "number",
          "description": "Current budget amount"
        },
        "allocationTrend": {
          "type": "string",
          "description": "Direction of budget change",
          "enum": ["decreasing", "stable", "increasing"]
        },
        "allocationProcess": {
          "type": "string",
          "description": "How allocation is determined"
        },
        "lastReviewDate": {
          "type": "string",
          "format": "date",
          "description": "Date of last budget review"
        }
      }
    },
    "valueCreationAnalysis": {
      "type": "object",
      "description": "How capability creates financial value",
      "properties": {
        "valueType": {
          "type": "string",
          "description": "Type of value created",
          "enum": ["revenue-generation", "cost-reduction", "risk-mitigation", "asset-optimization", "multiple"]
        },
        "valueAmount": {
          "type": "number",
          "description": "Estimated value created"
        },
        "valuationMethod": {
          "type": "string",
          "description": "Method used to determine value"
        },
        "valueSustainability": {
          "type": "string",
          "description": "Long-term outlook for value creation"
        }
      }
    }
  }
}

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Finance-Initiative Relationship Schema",
  "description": "Schema for relationships between Finance domain and Initiative domain",
  "type": "object",
  "required": ["relationshipID", "financeID", "title", "relationshipType"],
  "properties": {
    "relationshipID": {
      "type": "string",
      "description": "Unique identifier for this relationship"
    },
    "financeID": {
      "type": "string",
      "description": "ID of the finance element"
    },
    "title": {
      "type": "string",
      "description": "Name of the initiative"
    },
    "relationshipType": {
      "type": "string",
      "description": "Nature of the financial relationship to initiative",
      "enum": ["funding-source", "investment-target", "budget-allocation", "cost-center", "financial-outcome", "other"]
    },
    "relationshipStrength": {
      "type": "integer",
      "description": "Importance of financial element to initiative (1-5)",
      "minimum": 1,
      "maximum": 5
    },
    "budgetDetails": {
      "type": "object",
      "description": "Budget information for the initiative",
      "properties": {
        "totalBudget": {
          "type": "number",
          "description": "Total allocated budget"
        },
        "fundingSources": {
          "type": "array",
          "description": "Sources of initiative funding",
          "items": {
            "type": "object",
            "properties": {
              "sourceName": {
                "type": "string",
                "description": "Name of funding source"
              },
              "amount": {
                "type": "number",
                "description": "Amount from this source"
              },
              "percentage": {
                "type": "number",
                "description": "Percentage of total funding"
              }
            }
          }
        },
        "budgetStatus": {
          "type": "string",
          "description": "Current budget status",
          "enum": ["proposed", "approved", "allocated", "under-review", "reduced", "increased"]
        },
        "spendToDate": {
          "type": "number",
          "description": "Amount spent so far"
        },
        "remainingBudget": {
          "type": "number",
          "description": "Budget not yet spent"
        }
      }
    },
    "financialJustification": {
      "type": "object",
      "description": "Business case for the initiative",
      "properties": {
        "expectedBenefits": {
          "type": "array",
          "description": "Financial benefits expected",
          "items": {
            "type": "object",
            "properties": {
              "benefitType": {
                "type": "string",
                "description": "Type of benefit",
                "enum": ["cost-savings", "revenue-increase", "risk-reduction", "asset-optimization", "other"]
              },
              "valueEstimate": {
                "type": "number",
                "description": "Estimated value"
              },
              "realizationTimeframe": {
                "type": "string",
                "description": "When benefit is expected"
              }
            }
          }
        },
        "roi": {
          "type": "number",
          "description": "Return on investment percentage"
        },
        "paybackPeriod": {
          "type": "string",
          "description": "Time to recoup investment"
        },
        "npv": {
          "type": "number",
          "description": "Net present value"
        }
      }
    },
    "performanceTracking": {
      "type": "object",
      "description": "Financial performance monitoring",
      "properties": {
        "budgetVariance": {
          "type": "number",
          "description": "Difference between planned and actual spend"
        },
        "varianceExplanation": {
          "type": "string",
          "description": "Reason for significant variances"
        },
        "keyMetrics": {
          "type": "array",
          "description": "Financial metrics being tracked",
          "items": {
            "type": "object",
            "properties": {
              "metricName": {
                "type": "string",
                "description": "Name of metric"
              },
              "currentValue": {
                "type": "string",
                "description": "Current measurement"
              },
              "targetValue": {
                "type": "string",
                "description": "Target value"
              },
              "status": {
                "type": "string",
                "description": "Performance status",
                "enum": ["below-target", "on-target", "above-target"]
              }
            }
          }
        },
        "reviewFrequency": {
          "type": "string",
          "description": "How often financial performance is reviewed"
        }
      }
    },
    "financialRisks": {
      "type": "array",
      "description": "Financial risks associated with initiative",
      "items": {
        "type": "object",
        "properties": {
          "riskDescription": {
            "type": "string",
            "description": "Description of risk"
          },
          "financialImpact": {
            "type": "number",
            "description": "Potential monetary impact"
          },
          "probability": {
            "type": "string",
            "description": "Likelihood of occurrence",
            "enum": ["very-low", "low", "moderate", "high", "very-high"]
          },
          "mitigationStrategy": {
            "type": "string",
            "description": "Approach to managing risk"
          }
        }
      }
    },
    "governanceControls": {
      "type": "array",
      "description": "Financial governance measures",
      "items": {
        "type": "object",
        "properties": {
          "controlName": {
            "type": "string",
            "description": "Name of control"
          },
          "controlDescription": {
            "type": "string",
            "description": "Description of control"
          },
          "implementationStatus": {
            "type": "string",
            "description": "Status of implementation",
            "enum": ["planned", "in-progress", "implemented", "not-applicable"]
          }
        }
      }
    }
  }
}