Bulk Upload Reference Guide > Bulk Upload Templates > Role Templates
  

Role Templates

Use Role templates to explain how you can assign different stakeholder roles for an object. Download templates for Roles from Axon to perform a bulk upload.
If an object in a role template contains a reference identifier column, the object name column becomes optional. When you perform a bulk upload, you must provide a value either in the name or reference identifier column even though both the columns are optional. For example, in the Capability Role template, the Capability Ref. and Capability Name columns are optional. You need to fill in the Glossary Ref. or Glossary Name column before you bulk upload the Capability role template.
You can bulk upload the following types of roles:

Business Area Role

Download the Business Area Role template to bulk upload business area roles to Axon.
The following table describes the fields of the Business Area Role template:
Field
Type
Description
Business Area Name
Required
Name of the business area.
Business Area Parent Name
Optional
Name of the parent business area if the business area belongs to a hierarchy.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the Business Area Head role.

Capability Role

Download the Capability Role template to bulk upload capability roles to Axon.
The following table describes the fields of the Capability Role template:
Field
Type
Description
Capability Ref.
Optional
A unique reference identifier for the capability.
Capability Name
Optional
Name of the capability.
Parent Capability Name
Optional
Parent name of the capability if the capability belongs to a hierarchy.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the Capability Owner role.

Client Role

Download the Client Role template to bulk upload client roles to Axon.
The following table describes the fields of the Client Role template:
Field
Type
Description
Client Name
Required
Short name of the client. Enter a name that users can recognize easily.
Client Parent Name
Optional
Parent name of the client that you want to create.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the Client Segmentation Owner role.

Committee Role

Download the Committee Role template to bulk upload committee roles to Axon.
The following table describes the fields of the Committee Role template:
Field
Type
Description
Committee Ref.
Optional
A unique reference identifier for the committee.
Committee Name
Optional
Name of the committee. Enter a name that users can recognize easily.
Committee Parent Name
Optional
Parent name of the committee that you want to create.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the Committee Chair role.

Data Set Role

Download the Data Set Role template to bulk upload data set roles to Axon.
The following table describes the fields of the Data Set Role template:
Field
Type
Description
Data Set Ref.
Optional
A unique reference identifier for the data set.
Data Set Name
Optional
Name of the data set.
Data Set System Name
Optional
Name of the system that the data set belongs to.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles.
  • - Data Steward
  • - Data Owner

Glossary Role

Download the Glossary Role template to bulk upload glossary roles to Axon.
The following table describes the fields of the Glossary Role template:
Field
Type
Description
Ref.
Optional
A unique reference identifier for the glossary.
Name
Optional
Name of the glossary.
Parent Name
Optional
Parent name of the glossary term. The glossary parent name must exist in Axon.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles:
  • - Glossary Definition Owner
  • - Glossary Steward

Interface Role

Download the Interface Role template to bulk upload interface roles to Axon.
The following table describes the fields of the Interface Role template:
Field
Type
Description
Interface Ref.
Optional
A unique reference identifier for the system interface.
Interface Name
Optional
Name of the system interface.
Interface Source System
Optional
System from which the information flows out.
Interface Target System
Optional
System to which the information flows in.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles.
  • - Interface Owner
  • - Interface Steward

Legal Entity Role

Download the Legal Entity Role template to bulk upload legal entity roles to Axon.
The following table describes the fields of the Legal Entity Role template:
Field
Type
Description
Legal Entity Name
Required
Short name of the legal entity. Enter a name that other Axon users can recognize easily.
Legal Entity Parent Name
Optional
Parent name of the legal entity that you want to create.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the Legal Entity Owner role.

Policy Role

Download the Policy Role template to bulk upload policy roles to Axon.
The following table describes the fields of the Policy Role template:
Field
Type
Description
Policy Ref.
Optional
A unique reference identifier for the policy.
Policy Name
Optional
Short name of the policy. Enter a name that users can recognize easily.
Policy Parent Name
Optional
Parent name of the policy that you want to create.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles:
  • - Policy Owner
  • - Policy Steward

Process Role

Download the Process Role template to bulk upload process roles to Axon.
The following table describes the fields of the Process Role template:
Field
Type
Description
Process Ref.
Optional
A unique reference identifier for the process.
Process Name
Optional
Name of the process.
Parent Process Name
Optional
Parent name of the process.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select one the following roles:
  • - Process Owner
  • - Process Steward

Product Role

Download the Product Role template to bulk upload product roles to Axon.
The following table describes the fields of the Product Role template:
Field
Type
Description
Product Name
Required
Short name of the product. Enter a name that users can recognize easily.
Product Parent Name
Optional
Parent name of the product if the product belongs to a hierarchy.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles:
  • - Product Owner
  • - Product Steward

Project Role

Download the Project Role template to bulk upload project roles to Axon.
The following table describes the fields of the Project Role template:
Field
Type
Description
Project Ref.
Optional
A unique reference identifier for the project.
Project Name
Optional
Name of the project. Enter a name that other Axon users can recognize easily.
Project Parent Name
Optional
Parent name of the project that you want to create.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles:
  • - Project Manager
  • - Project Steward

Regulation Role

Download the Regulation Role template to bulk upload regulation roles to Axon.
The following table describes the fields of the Regulation Role template:
Field
Type
Description
Regulation Ref.
Optional
A unique reference identifier for the regulation.
Regulation Name
Optional
Short name for the regulation. The most commonly used name or an acronym for the regulation, such as GDPR. Enter a name that users can recognize easily.
Parent Regulation Name
Optional
Parent name of the regulation that you want to create.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles:
  • - Regulation Owner
  • - Regulation SME

System Role

Download the System Role template to bulk upload system roles to Axon.
The following table describes the fields of the System Role template:
Field
Type
Description
System Name
Required
Short name of a system that other Axon users can recognize easily.
User Email
Optional
Unique email address of the user. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Required
The role of the user.
You can select the following roles:
  • - System Business Owner
  • - System Steward