=Paper= {{Paper |id=Vol-3645/forum7 |storemode=property |title=Integrated meta model for enterprise modelling including strategy, business architecture, risk and change |pdfUrl=https://ceur-ws.org/Vol-3645/forum7.pdf |volume=Vol-3645 |authors=Graham McLeod |dblpUrl=https://dblp.org/rec/conf/ifip8-1/McLeod23 }} ==Integrated meta model for enterprise modelling including strategy, business architecture, risk and change== https://ceur-ws.org/Vol-3645/forum7.pdf
                                Integrated meta model for enterprise modelling
                                including strategy, business architecture, risk and
                                change
                                Graham McLeod1
                                1
                                    inspired.org, 4 Richmond Ave, Pinelands, 7405, South Africa & University Duisburg-Essen

                                                   Abstract
                                                   The paper describes the development of an integrated meta model capable of supporting a variety of
                                                   approaches in strategy and business architecture, including TOGAF®, ArchiMate®, Zachman,
                                                   MEMO, Inspired and others. It describes the sources of concepts, relationships and properties; the
                                                   modelling approach and rationale and the resultant model, which has proven effective in support of
                                                   multiple business transformation projects. The model integrates strategy, contextual factors and
                                                   business architecture elements as well as interfacing to implementation architectures, enterprise risk
                                                   and programme management. It leverages a multi-level meta modelling approach to overcome
                                                   challenges of prior meta models. Advantages and challenges related to a large integrated model are
                                                   discussed and suggestions made for dealing with these challenges.

                                                   Keywords
                                                   enterprise modelling, business architecture, strategy, meta model, integrated planning1



                                1. Introduction
                                1.1. Industry background
                                A variety of approaches are used to conduct business architecture, enterprise modelling, digital
                                transformation and strategy definition projects within enterprises. This work is often guided
                                by a method (defining what to do) and one or more languages, which include a meta model
                                (defining what concepts, relationships and properties are relevant to the analysis) and one or
                                more notations (defining how models are represented). Popular approaches include inter alia
                                The Open Group Architecture Framework (TOGAF® Standard) [1] and related publications;
                                ArchiMate® [2] and that of the Business Architecture Guild, viz. The Business Architecture
                                Body of Knowledge – “BizBoK” [4]. Other approaches include the MEMO set of meta models
                                and languages from Frank and colleagues [3]; the DEMO/Enterprise Engineering /Ontology
                                approach [7] and the Inspired Holistic Architecture Language [13].




                                Companion Proceedings of the 16th IFIP WG 8.1 Working Conference on the Practice of Enterprise Modeling and the
                                13th Enterprise Design and Engineering Working Conference, November 28 – December 1, 2023, Vienna, Austria
                                ® TOGAF and ArchiMate are registered trademarks of The Open Group
                                   graham@inspired.org
                                   0000-0003-1022-4510
                                              © 2023 Copyright for this paper by its authors. Use permitted under Creative Commons License Attribution 4.0 International (CC BY 4.0).




CEUR
                  ceur-ws.org
Workshop      ISSN 1613-0073
Proceedings
1.2. Study background
The author and colleagues are engaged in research, consulting, training and method and tool
development related to these topics. The work described in this paper takes place in the context
of a commercial practice (Inspired.org, which delivers services and tools to a variety of client
organisations); as well as academic research by the author in the topics of enterprise modelling
and visual language design.
    In 2014 [16] and again in 2019, the author and colleagues collected and analysed available
popular meta models as well as the proprietary models available in inspired.org. This resulted
in an integrated EA meta model (2014) and the Holistic Architecture Language (2019) HAL2019
[13].




Figure 1: Holistic Architecture Language (HAL) rich picture

    The author is engaged in academic research, with a focus on development of better
enterprise modelling languages, particularly visual modelling languages [8]. ”Better” is
concerned with the Return on Modelling Effort (ROME). as conceived by Erik Proper and
colleagues [11].
    The specification of an effective visual modelling language requires a competent meta model
of the domain which the language addresses. Competence here includes being able to express
the concepts, relationships and properties of the domain sufficiently to support all the required
model types and analyses required.
   The meta model, in turn, must be expressed within a competent meta meta model to ensure
consistency, integration and integrity. The meta meta model should facilitate the definition of
the domain semantics, the visual languages and other model types, and the management of the
environment, content and user community.
   Existing meta meta modelling approaches are often challenged by the complexities of
enterprise modeling, which aims to model a wide variety of aspects of the real, proposed and
imagined world in many different ways and from multiple perspectives. We concluded that a
competent meta meta model should allow us to express the semantics relevant to the domain;
the mapping of these to logical and physical model types and their representation (Concrete
Syntax) as well as facilitating comprehensive modelling while remaining relatively compact,
figure [2].




Figure 2: Meta meta model components

   During 2022, the author defined a new meta meta modelling approach which includes roles
and multi-level techniques and which targets property graph implementation of resulting meta
models [17]. This constitutes the foundation component. The next brick in the wall is the
semantic layer i.e. the meta model for the domain of interest, viz. Enterprise Modelling.
   During 2022, new versions of three popular approaches were published, including the
TOGAF® Standard 10th Edition, ArchiMate® Version 3.2 and BizBok Version 11. Inspired
introduced the Business Architecture Mastery Programme, a 16 week training programme, in
2019 and this has already been refined several times. Consulting practice using the HAL2019
model has also been ongoing. It has been applied in supporting business architecture,
information architecture, application portfolio management and requirements projects as well
as maturity modelling in banking, property investment, retail, health assurance and life
assurance environments. The current study updates the HAL2019 model to incorporate new
items from the recently published approaches and leverages the more advanced meta modelling
approach, which has also allowed simplification in some areas of the meta model.
   Another challenge has been properly integrating adjacent disciplines which have grown in
projects and enterprises and consequently in our meta models and tool support. These include
Enterprise Risk management, Programme and Project Management and a growing focus on
Governance and Security. Inspired has also pioneered the wider use of Maturity Models and
extending these models with guidance on future courses of action [15].
   The meta meta model facilitates defining a semantic layer; a visual representation layer; a
stakeholder and domain layer and a model management component. This paper addresses the
use of the semantic layer to define a meta model for enterprise modelling.

1.3. Limitations of popular models
Popular approaches in Business Architecture (mostly derived from earlier IT-Focused
Enterprise Architecture) do provide meta models to define and describe concepts, relationships
and (sometimes) properties which they deem relevant. Unfortunately, the scope of these
approaches is often not broad enough to truly define a future state of and strategy for the
business as well as to properly consider all the contextual factors that impact a sound strategy.
The Inspired models uniquely embody various elements vital for strategic consideration of the
organisational context, including: Legislation and Regulators, Economy, Emerging
Technologies, Opportunities, Threats, Competitors, Ecology, Politics and many other factors.
Considerable effort has also been expended to integrate the various architecture domains and
neighbouring disciplines, see context and business boundary in figure [1].

2. 2 Approach
2.1. Sources of models
Meta models were obtained from published and internal sources. Approaches which we
included in the analysis (and relevant reference) are given below:

   •   TOGAF® Standard - 10th Edition [1]
   •   ArchiMate® 3.2 Specification [2]
   •   The Business Architecture Metamodel Guide Version 2.1 [5]
   •   Enterprise Ontology - A Human-Centric Approach to Understanding the Essence of
       Organisation [7]
   •   SABSA® Blue Book : Enterprise Security Architecture: A Business-Driven Approach
       [14] (this is the risk model adopted in TOGAF®)
   •   The Inspired HAL2014 and 2019 models and their extensions as used on consulting
       projects and with consulting clients were available to us within Inspired.org repositories
   •   Note that many sources used for the 2014 and 2019 integrated models are not cited again
       here. Essential elements from these are already included in the HAL2019 model

2.2. Method
We first analysed the major sources for concepts, relationships and properties. This included
the published models and methods of TOGAF®, ArchiMate®, MEMO [3], DODAF/C4ISr [6],
EE/DEMO [7] and HAL. This activity involved identifying concepts (business objects) within
each method, collating these and looking for common concepts. This was aided by relevant
definitions in the sources, as well as reviewing the properties, relationships and examples.
Where available, example models, artefacts and instances were used to clarify intent and usage
of concepts in each method. This analysis revealed relevant extensions, refinements and
improvements in the respective models, including:
•   TOGAF 10th Edition has extended coverage of Risk and Security (based on the SABSA
    model [14]. It has also introduced more material specifically for Business Architecture,
    including Value Streams and Courses of Action. Digital Transformation and Agile
    implementation projects also receive attention. The distinction previously made
    between core and extension concepts has been eliminated. The scope of the meta model
    has changed little. Overall, it is still confined to the internals of the enterprise with the
    exception of value chains. It does not have any concepts (other than Drivers) to
    contemplate the context of the Enterprise. This is a major limitation from a strategy and
    business architecture / digital transformation perspective. Unfortunately, there are still
    inconsistencies between the meta model, method descriptions and definition of artefacts
    within TOGAF. We contend that this reflects the document (rather than model) centric
    nature of its development and evolution.
       TOGAF does, of course, cover the IT domains of Applications, Data and Technology
    reasonably well, but even there the concepts are course grained and more suited to a
    document / artefact driven approach than actual model elements. An example would be
    treatment of process, which is just one concept and therefor inadequate to perform any
    modelling beyond identification and cross referencing to other concepts. TOGAF does
    define the concepts and their attributes and relationships relatively well. The schema
    uses entity relationship concepts and does not make any significant use of object
    oriented concepts or abstraction.
•   ArchiMate has a much more consistent approach and is heavily service oriented (at
    business, application, data and technology layers). In contrast to TOGAF, it makes
    extensive use of abstraction and inheritance to provide a subtle and effective modelling
    environment. It has finer grained concepts than TOGAF, which permit the development
    of more detailed models. It is still not detailed or granular enough to model internals of
    processes      or    data    below        the    level    of    entities/business     objects.
       Data modelling is weak, with only provision for Data Objects but no attributes. Data
    is largely treated as something operated on or retrieved from Applications. This
    orientation does not facilitate the development of enterprise data models which must
    serve multiple applications and services. These may include business intelligence,
    artificial intelligence and other tools, which may be internal or straddle multiple
    locations.
       Being designed to support a rich visual language, ArchiMate has a well defined set of
    relationships and corresponding representations. The later versions include a ”strategy
    layer” above the business layer, but this is fairly limited, including only Resource,
    Capability, Value Stream and Course of Action. This is similar to the TOGAF coverage
    (which was to some extent derived from ArchiMate). Again, there is no coverage of
    contextual factors that would seriously impact strategic planning. The ArchiMate meta
    model is well structured and serves its purpose well. Concepts and relationships are
    very well defined. The model does not, however, include attributes, although the meta
    model provides mechanisms for extension and their definition.
•   BizBOK: The BizBOK has a relatively small but well considered meta model. It is
    primarily designed to underpin the specific approaches and techniques advocated by the
    Business Architecture Guild. It makes use of Value Streams, Orgranisation, Initiatives,
    Capabilities, Outcomes, Product, Information Concepts (= Business Object) and
       Strategy. These are core elements of a business, but again fall short in terms of modelling
       any detail and especially in any contextual analysis in determining strategy. There is
       also a dearth of concepts to overlap/integrate with neighbouring domains. The approach
       does now cater for Customer Journey mapping. There is a glossary defining the concepts
       and relationships are fairly obvious and sensible in the detailed coverage of meta model
       fragments. Like ArchiMate, there are no attribute definitions.
   •   The Inspired HAL2019 meta model is quite large, but has coverage of all the TOGAF
       version 9 and ArchiMate version 3.0 concepts, and a lot more besides. It is particularly
       strong in covering the contextual aspects that inform strategy as well as addressing
       enterprise risk, metrics and financial aspects in an integrated way. The supporting
       toolset (Enterprise Value Architect (EVA)) [12] allows easy user extension or adaptation
       of the meta model and visual notations and model types without programming,
       downtime or deployment issues. This permitted easy expansion, but meta models had
       grown inconsistent in some areas in terms of the use of semantics for relationships
       (similar relationship concepts named differently when used between different concepts).
       The availability of multiple multi-year client repositories enabled very rich analysis of
       concepts and relationships that clients actually used and what extensions they typically
       made.

    Semantic analysis was performed to merge similar concepts under the most commonly used
name. This was done with the aid of meta models (language; meta model concepts, definitions,
relationships and (where available) properties) in a repository for analysis and comparison. This
analysis was performed during development of the HAL2019 meta model as well, so the recent
work was an extension and update of that analysis.
    The next step was to identify all the concepts needed to produce a representative collection
of strategy and business architecture artefacts. These include inter alia all the relevant TOGAF
catalogues (lists of objects); matrices and recommenced diagrams. We also included some
widely used in industry, such as the Business Model Canvas [9]. We included those we routinely
use in our consulting, training and the Business Architecture Mastery Programme. These are
shown in table 1.
    The analysis ensured that the necessary concepts, relationships and properties were present
to produce the desired artefacts.
    We were uniquely assisted by the prior work on HAL2014 and 2019 and the fact that these
models have been used extensively in practice in our consulting projects, training and by a
variety of clients in various industries including banking, telecommunications, assurance,
media, healthcare, government, retail and education. The EVA toolset holds the meta model as
data in the repository and also keeps records of instances, population levels of various concepts
and properties, and ”age” of data since last update. These statistical details were available to us
from several repositories. This data allowed us to validate what is useful in practice and should
be included.
Table 1
Artefacts analysed in addition to TOGAF and ArchiMate viewpoints




2.3. Use of meta meta model
We mentioned a meta meta model prepared by the author in 2022 [17]. This is targeted to be
implemented in a new generation of tools, but this environment is not yet available. We thus
elected to leverage the existing EVA environment to ”bootstrap” and test the meta meta model
by doing our analysis, representation and engineering of the new models in the proposed
structures. We did not implement the full meta meta model, but just the essentials from the
semantic layer necessary for the task at hand. Please consult [17] for the meta meta model.
Having the meta models expressed as models and data in the repository at instance level allowed
for rich analysis, reporting, verification and evolution.
   Integration of EVA with PlantUML [10] allows us to capture models, do reporting and
collaborative work at the semantic level, then generate domain specific language (DSL) to
PlantUML for generation of diagrams. This augers well for the new generation tools which
exploit the multi-level nature of the new meta meta model to allow the same tools to operate
over multiple layers of abstraction. To deal with the large meta models created, and to facilitate
publication, we developed tooling to allow generation of fragments of larger models and to
output meta models in a new compact meta model matrix format - see Appendix for matrices
and relationship types (figures 6 & 7). We also developed algorithms to automatically suppress
some details to simplify visual models, e.g. by eliminating inheritance relationships or not
showing relationships to abstract parents.
2.4. The resultant meta model
The integrated model is large, but it covers context, organisation boundary, strategy, business
architecture, risk and the change dimension. The full HAL model covers the other EA domains
as well, viz. Applications, Data, Technology and Security. The full scope is illustrated in Figure
1.
    In line with our broader research aims of making models more accessible and valuable to
different stakeholder communities, the HAL models are expressed at three levels:

   •   Rich Pictures which are useful for executives and senior stakeholders to gain an overall
       impression and have useful discussions without being overwhelmed
   •   Box and line conceptual models at the level of Business Concepts / Business Object
       models. These use a similar notation to UML but with extensions for roles and the
       addition of visual cues (crows feet) to indicate cardinality where relevant. They typically
       do not show attributes. We will use several of these to illustrate parts of the meta model
       in the paper.
   •   Detailed data models suitable for building the meta model in a repository, database or
       software. These are fully detailed and use object oriented techniques, again with the
       addition of roles. At this level attributes and (where relevant) behaviours may be
       present. EVA and the subsequent generation tooling under development make good use
       of rich data types which facilitates high level modelling of capabilities such as storing
       related documents, models, hyperlinks, enumerated items, computed values, colours,
       dates and times, images and code (e.g. XML or other markup). Our attributed models
       thus take advantage of these features.




Figure 3: HAL Context meta model fragment

   It is a massive challenge to try to create detailed models of the meta model that can be
accommodated in the constraints of small printed pages, so we have chosen a small number of
subsets (which are themselves somewhat simplified) to illustrate some of the more interesting
features (Figures 3,4,5). Full models are available online [18].

2.5. Features of the new model

   •   Coverage of context is much more extensive than widely used business architecture
       approaches
   •   Integration of motivations across internal and external dimensions. Many different
       considerations have been merged under this area, a trend which we also see exhibited
       by ArchiMate
   •   Caters for Products, Services and Packages via Offering
   •   Caters for Channels, especially important for digital business models
   •   Enhancement of risk and security coverage in line with the enhanced coverage in
       TOGAF/SABSA
   •   Rationalisation of relationship types and formal addition of relationship behaviours.
       This to support the multi-level approach now adopted and to simplify understanding
       for users of the model
   •   Addition of financial aspects which are surprisingly ignored by mainstream EA
       approaches. Having these supports cash flow analysis, Sankey diagrams and more
   •   Caters for Assets (including IP) and Liabilities, which facilitates digital transformation
   •   Better Integration into initiative management via Initiatives, Programmes, Projects,
       Maturity Models and extended governance concepts
   •   Coverage of customer journeys and touch points
   •   Coverage of maturity models
   •   User extensible Metrics using a flexible pattern, which allows users to define and
       monitor variables they deem important in a standard way
   •   Properties and relationships reusable across concepts and relationships, which improves
       semantics and has the potential to reduce tools size by allowing tools to work at different
       levels of abstraction
   •   Caters for architecture scenarios (e.g. Baseline, Interim, Future 1, Altenate Future 2)
   •   Caters for a summary level to determine visibility (e.g. when rendering models) By using
       a Package/Scope for breadth and levels for depth, can easily chose what to generate into
       a graphical meta model
Figure 4: HAL business and boundary concepts
Figure 5: HAL change meta model fragment

2.6. Learnings from the exercise

   •   Working with large models requires strategies to automatically segment / generate /
       output
   •   Defining properties independently of presence on domain concepts leads to higher
       consistency and reuse
   •   Defining semantic relationships independently of their use between domain concepts
       leads to rationalisation and better reuse
   •   Having the meta model itself as a model in a repository allows generation of
       visualisations and implementations from it. Also permits use of powerful reporting,
       analysis and visualisation tools.

2.7. Usage recommendations
We are not expecting, or even recommending, that clients or modellers try to complete all
aspects of the meta model in a major project. We anticipate that the model will be used much
as HAL2014 and 2019 have been. That is, to identify the goals of a project or an iteration, to
determine what information is useful to meet the goals and satisfy stakeholders and to populate
or refresh relevant content only. This may be a small percentage of the total coverage. The key
is that, when the concepts ”next door” to those already done become useful or necessary, the
models, repository and analyses can be rapidly and seamlessly expanded in an integrated way.
    Like an organisation which initially purchases an ERP system for operational purposes, say
just billing and collection, but subsequently finds that it can also take care of customer
management, reporting, stock control and general ledger. Each new use unlocks more value in
an incremental way. In the same way, a good strategic planning and business architecture meta
model facilitates a competent repository and toolset to become the ”ERP of change” within an
organisation, serving multiple purposes and audiences over time, while increasing value
delivered and integrity while reducing effort and lead time to benefits.
    The ability of a comprehensive model to support multiple methods and perspectives (e.g.
Zachman, TOGAF, DODAF) has already been proven over more than a decade. The EVA toolset,
for example, allows viewing and navigating the same information through the user’s preferred
choice of framework and modelling language. This can facilitate productivity across teams,
geographies and even natural languages. In the business architecture case, it also allows for
different (but integrated and consistent), perspectives between executives, business users,
domain experts and information and technology experts. This eases communications and the
elusive IT to business and strategy to operational alignment. Having integrated models is also
good for agile workflows, which can operate against a background of known baselines and
strategic intent. Digital transformation is also facilitated by considering issues of value through
IP, automation and smart use of information as well as algorithms. The proper consideration of
customer needs, touch points and channels of engagement can also facilitate higher engagement
and better satisfaction and retention.

3. Conclusions and future work
We believe the meta meta model concepts are proving effective. The integrated strategy and
business architecture model has already proven its worth in many consulting and client
environments. The latest revision should enhance the appeal further. We have at this stage only
fully merged the concepts and relationships not yet all attributes. That work is ongoing.
    We plan to explore the automated generation of model fragments of interest and value in
much more detail. Because of the multi-level nature of the models, this can span meta meta,
meta and instance models with the same tooling and, when necessary, showing the various
levels in the same models or visualisations.

References
[1] The Open Group: The TOGAF® Standard 10th Edition - Introduction and Core Concepts;
    Architecture Content (C220-Part4p); Series Guide - Business Models (G18Ap); Series
    Guide-Digital Business Reference Model(DBRM)(G21Hp); Series Guide - Integrating Risk
    and Security within a TOGAF® Enterprise Architecture; Series Guide - Business Scenarios
    (G176p); Series Guide - Value Streams (G178p); Series Guide - Organization Mapping
    (G206p); Series Guide - Business Capabilities, Version 2 (G211p) (2022)
[2] The Open Group: ArchiMate® 3.2 Specification, Open Group, Berkshire, U.K. (2022)
[3] Frank, U.: The MEMO meta modelling language (MML) and language archi- tecture, ICB-
    research report 43 (2011)
[4] The Business Architecture Guild: A Guide to the Business Architecture Body of
    Knowledge® (BIZBOK Guide) Version 11.0. Business Architecture Guild, USA (2022)
[5] The Business Architecture Metamodel Guide Version 2.1: Business Architecture Guild
    (2022)
[6] McDaniel, D.: DoDAF 2.0 Meta Model (DM2) Walkthrough, Dept of Defence EA
    Conference 1 June, (2009)
[7] Dietz, J., Mulder, H.: Enterprise Ontology - A Human-Centric Approach to Understanding
    the Essence of Organisation, Springer (2020)
[8] McLeod, G.: Facilitating Design and Use of Effective Visual Languages in Enterprise
    Modelling and Information Systems. POEM Doctoral Consortium, Vienna (2018)
[9] Osterwalder, A., Pigneur, Y., Clark, T.: Business model generation: A handbook for
    visionaries, game changers, and challengers, Wiley Hoboken NJ (2010)
[10] Open Source: Drawing UML with PlantUML - PlantUML Language Reference Guide, 2022.
     URL: https://plantuml.com/guide
[11] De Kinderen S, Proper HA. e3RoME: A value-based approach for method bundling. 28th
     Annual ACM Symposium on Applied Computing 1469–1471 (2013)
[12] Inspired.org: Enterprise Value Architect, 2022. URL: https://www.inspired.org/eva-home
[13] Inspired.org: The Inspired Holistic Architecture Language, 2020. URL:
     https://www.inspired.org/news/2020/1/21/the-inspired-holistic-architecture-language
[14] Sherwood, J., Clark, A., Lyas, D.: SABSA® Blue Book: Enterprise Security Architecture: A
     Business-Driven Approach (2005)
[15] McLeod, G.: Extending and Automating Maturity Models for More Value: EMISA
     Journal/Models at Work: POEM (2022)
[16] McLeod, G.: A Comprehensive and Integrated Meta Model Supporting Strategy, Business
     Architecture and Transformation. PhD working paper (2015)
[17] McLeod, G.: An Advanced Meta-Meta Model for Visual Language Design and Tooling.
     EMISA Journal (forthcoming) and Models at Work Stream, POEM, UK (2022)
[18] Inspired.org: HAL2023 meta model, 2023. URL:
     https://inspired.evasaas.com/Archi/Documents/P3099x123426x106xHAL%20Busines%20A
     rchitecture%202023.pdf
A. Compact
   Compact            Meta Model Matrix
           Meta Model Matrix Generator

    HAL Business Architecture 2023



   Compact Meta Model for HAL Business Architecture 2023                                                                                                                                                                                 Relationship Types




                                       Architecturally_Significant_State
                                                                                                                                                                                                                                                              Semantic
                                                                                                                                                                                                                                         Ref #
                                                                                                                                                                                                                                                       row to col | col to row




                                                                                                                                     Business_Operating_Model
                                                                                                          Business_Motivation_Type
                                                                           Business_Communication
                                                                                                                                                                                                                                         1       exposed_as | exposes




                                                                                                                                                                                         Critical_Success_Factor
                                                                                                                                                                                         Customer_Relationship
                                                                                                                                     Business_Requirement




                                                                                                                                                                Category_Observation
                                                                           Architecture_Scenario
                                                                                                                                                                                                                                         2       participates_in | involves




                                                                           Architecture_Element




                                                                                                          Business_Motivation
                                                                           Business_Capability




                                                                                                                                                                                                                   Environment_Factor
                                                                                                                                     Business_Resource




                                                                                                                                                                                         Customer_Segment
                                       Application_Service




                                                                                                          Business_Function
                                                                                                          Business_Contract
                                                                           Business_Concept




                                                                                                          Business_Initiative




                                                                                                                                     Business_Process




                                                                                                                                                                                                                   Financial_Element
                                                                                                                                     Business_Offering
                                                                                                                                                                                                                                         3       relevant to | has




                                                                                                                                                                                                                   Dynamic_Element
                                                                                                                                     Business_Product
                                                                                                          Business_Liability




                                                                                                                                                                Business_Service




                                                                                                                                                                                         Course_of_Action
                                                                                                          Business_Culture




                                                                                                                                                                                                                   Economic_Factor
              CONCEPTS




                                                                                                                                     Business_Policy
                                                                                                          Business_Event
                                                                           Business_Asset




                                                                                                                                                                                                                   Customer_Type
                                                                                                                                                                Business_Rule




                                                                                                                                                                                         Cost_Structure
                                                                                                                                                                                                                                         4       composed of | part_of




                                                                                                                                                                Business_Risk



                                                                                                                                                                Business_Unit




                                                                                                                                                                Client_Need
                                                                           Assumption
                                                                                                                                                                                                                                         5       contains | held_by




                                                                                                                                                                                         Competitor
                                                                                                                                                                                         Constraint
                                                                                                                                                                Category

                                                                                                                                                                Channel
                                                                                                                                                                                                                                         6       uses | used by




                                                                                                                                                                                         Control
                                                                           Brand
                                       Actor




                                                                                                                                                                                                                                         7       produces | produced_by




                                                                                                                                                                                                                   Gap
                                                                                                                                                                                                                                         8       role_of | role
   Actor                                                                                                                                                  26                                                                             9       triggers | triggered by
   Application_Service                                                                                                                                                                                                  28               10      applies_to | metrics
   Architecturally_Significant_State                                       4               14                                                                                                                                            11      provides | provided_by
   Architecture_Element                                                    15                                                                                                                                                            12      responsibility_of | responsible_for
                                                                           26                                                                                                                                                            13      owned by | owns
   Architecture_Scenario
                                                                           15                                                                                                                                                            14      delivers | delivered_by
   Assumption                                                                                                               26                                                                                                           15      includes | included in
   Brand                                                                   26                                                        15                                                                                                  16      categorises | included in
   Business_Asset                                                                                                                                         26                                                                             17      quantified_by | quantifies
   Business_Capability                                                                                                                                                                                                  26               18      recipient | requires
   Business_Communication                                                  26                                                                                                                                                            19      expects | expected_by
   Business_Concept                                                                   26                                                                                                                                                 20      addresses | addressed_by
   Business_Contract                                                       26                                                                                                                                                            21      applies to | governed by
   Business_Culture                                                                                                         26                                                                                                           22      reduces | reduced by
   Business_Event                                                                                                                                                                                                       9                23      realised as | realises
   Business_Function                                                                       28                                                                        1                                                  26               24      influences | influenced_by
                                                                           26                                                                                                                                                            25      maintains | maintained_by
   Business_Initiative
                                                                           20                                                                                                                                                            26      supertype | subtype
   Business_Liability                                                      26                                                                                                                                                            27      binds | bound_by
                                                                           26                                                                                                                                                            28      supports | supported_by
   Business_Motivation
                                                                           26
   Business_Motivation_Type                                                                                                 16
   Business_Offering                                                       26                                                                                                       20
   Business_Operating_Model                                                                                                          15        15                        15    15
   Business_Policy                                                                                                          7                                                              7
   Business_Process                                                                                                6                 7                                                                                  26
   Business_Product                                                                                                                  26
                                                                           26
   Business_Requirement
                                                                           20
   Business_Resource                                                       26
   Business_Risk                                                           3                                                26
                                                                           21
   Business_Rule
                                                                           26
   Business_Service                                                                                                                  26                                                                                 26
   Business_Unit                                                           26
                                                                           16
   Category
                                                                           26
   Category_Observation
   Channel                                                                 26                                                        14                                                                            28
   Client_Need                                                                                                              26
   Competitor                                                              26
   Constraint                                                              26                                               26
   Control                                                                 3
   Cost_Structure                                                                                                                                                                                                              26
   Course_of_Action                                                        24
   Critical_Success_Factor                                                                                                  26
   Customer_Relationship                                                                                                                                                 12
   Customer_Segment                                                        26
   Customer_Type                                                           26
                                                                                                     25
   Dynamic_Element                                                         26                   7              9
                                                                                                     6
   Economic_Factor                                                                                                          26
   Environment_Factor                                                                                                       26
   Financial_Element                                                       26
   Gap                                                                     3                                                26
   Identity
   Intellectual_Property                                                              26
   Jurisdiction
   Legal_Business_Entity                                                                                                                                                 26
   Legislation                                                                                                              26
                                                                           5
   Location
                                                                           26
   Logical_Property
   Maturity_Assessment                                                                                                      26
                                                                           10
   Metric
                                                                           26
   Money                                                                              26
   Observation
   Opportunity                                                                                                              26
   Party                                                                   26                   11
   Person
   Personal_Capability                                                                                                                                    26
   Political_Factor                                                                                                         26
   Portfolio                                                               15
   Principle                                                                                                                26
   Process_Step                                                                                                    8
   Programme
   Project                                                   14                                                                                           6
   Real_Person
   Revenue_Source                                                                                                                                                                                                              26
   Risk_Assessment
   Risk_Category                                                                                                                                                16
   Risk_Incident
   Risk_Mitigation                                                                                                                                              22
   Role_Type
   Scalar_Observation
   Social_Factor                                                                                                            26
   Stakeholder
   Stakeholder_Role
   Standard                                                                26                                               26
   Strength                                                                                                                 26
   Subject_Area                                                                                      16
   Technology                                                              26
   Technology_Service                                                                                                                                                                                                   28
   Threat                                                                                                                   26
   Time_Period                                               19
   Unique_Selling_Propositiion                                                                                                       20
   Value                                                                   26
   Value_Chain                                                                                                                                                                                                          26
   Value_Step
   Weakness                                                                                                                 26
   Work_Package                                                                                                                                                                                                                     20
   Zone                                                                    15




Figure 6: HAL Business Architecture Compact Meta Model Matrix (left hand portion)
Compact Meta Model Matrix Generator

 HAL Business Architecture 2023



Compact Meta Model for HAL Business Architecture 2023                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Relationship Types




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Unique_Selling_Propositiion
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Semantic
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               Ref #
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             row to col | col to row




                                                                                      Legal_Business_Entity




                                                                                                                                               Maturity_Assessment
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               1       participates_in | involves




                                               Intellectual_Property




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Technology_Service
                                                                                                                                                                                                                           Personal_Capability




                                                                                                                                                                                                                                                                                                                                                                                                   Scalar_Observation
                                                                                                                                                                                                                                                                                                                                   Risk_Assessment




                                                                                                                                                                                                                                                                                                                                                                                                                                        Stakeholder_Role
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               2       relevant to | has




                                                                                                                                                                                                                                                                                                                  Revenue_Source
                                                                                                                            Logical_Property




                                                                                                                                                                                                                           Political_Factor




                                                                                                                                                                                                                                                                                                                                                                     Risk_Mitigation




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Work_Package
                                                                                                                                                                                                                                                                                                                                                     Risk_Category
          CONCEPTS                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             3       composed of | part_of




                                                                                                                                                                                                                                                                         Process_Step




                                                                                                                                                                                                                                                                                                                                                                                                                        Social_Factor
                                                                                                                                                                                                                                                                                                                                                     Risk_Incident




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 Subject_Area
                                                                                                                                                                                                                                                                                                    Real_Person




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Value_Chain
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Time_Period
                                                                                                                                                                              Observation




                                                                                                                                                                                                                                                                                                                                                                                                                        Stakeholder
                                                                                                                                                                                                                                                                                        Programme
                                                                                                                                                                                            Opportunity




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Value_Step
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 Technology
                                                                       Jurisdiction
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               4       plays | played_by




                                                                                                              Legislation




                                                                                                                                                                                                                                                                                                                                                                                       Role_Type




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     Weakness
                                                                                                                                                                                                                                                                                                                                                                                                                                                           Standard
                                                                                                                                                                                                                                                             Principle
                                                                                                              Location




                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Strength
                                                                                                                                                                                                                                                 Portfolio
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               5       contains | held_by
                                    Identity




                                                                                                                                                                                                                  Person




                                                                                                                                                                                                                                                                                        Project
                                                                                                                                                                              Money




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     Threat
                                                                                                                                                                     Metric




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Value
                                                                                                                                                                                                          Party




                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Zone
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               6       uses | used by
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               7       role_of | role
Actor                                                                                                                                                                                                                                                                    1                                                                                                                                                                                                                                                                                                                                                     8       applies_to | metrics
Application_Service                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            9       provides | provided_by
Architecturally_Significant_State                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              10      responsibility_of | responsible_for
                                                                                                                                                                                                          11
Architecture_Element                                                                                                                                                                                                                                                                                                                                                                                                                    2                                                                                                                                                                                      11      owned by | owns
                                                                                                                                                                                                          10
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               12      delivers | delivered_by
Architecture_Scenario
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               13      includes | included in
Assumption
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               14      categorises | included in
Brand                                                                                                                                                                                                     11
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               15      quantified_by | quantifies
Business_Asset
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               16      expects | expected_by
Business_Capability                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      12                             23
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               17      recipient | requires
Business_Communication                                                                                                      5                                                                             17
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               18      addresses | addressed_by
Business_Concept                                                                                                            5                                                                             11
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               19      applies to | governed by
Business_Contract                                                                                                                                                                                         25
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               20      reduces | reduced by
Business_Culture
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               21      realised as | realises
Business_Event
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               22      supertype | subtype
Business_Function
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               23      supports | supported_by
Business_Initiative
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               24      value_for | observations
Business_Liability
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               25      binds | bound_by
Business_Motivation
Business_Motivation_Type
Business_Offering
Business_Operating_Model                                                                                                                                                                                                                                                                                                                                                                                                      13                                                 13 13
Business_Policy
Business_Process                                                                                                                                                                                                                                                         3
Business_Product
Business_Requirement
Business_Resource
Business_Risk                                                                                                                                                                                                                                                                                                                      15                      21
Business_Rule
Business_Service
Business_Unit
Category
Category_Observation                                                                                                                                                               22
Channel
Client_Need
Competitor
Constraint
Control
Cost_Structure
Course_of_Action
Critical_Success_Factor
Customer_Relationship
Customer_Segment
Customer_Type
Dynamic_Element
Economic_Factor
Environment_Factor
Financial_Element
Gap
Identity                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              19
Intellectual_Property
Jurisdiction                                                                                                       22
Legal_Business_Entity
Legislation
Location
Logical_Property
Maturity_Assessment
Metric
Money
Observation                                                                                                                                                          24
Opportunity
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         16
Party
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         9
Person                                                                                                                                                                                                    22
Personal_Capability
Political_Factor
Portfolio                                                                                                                                                                                                 10
Principle
Process_Step
Programme                                                                                                                                                                                                                                                                                   13
Project                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         18
                                                                                                                                                                                                          22
Real_Person
                                                                                                                                                                                                          22
Revenue_Source
Risk_Assessment
Risk_Category
Risk_Incident
Risk_Mitigation
Role_Type                                                                                                                                                                                                                                                                                                                                                                                                                               14
Scalar_Observation                                                                                                                                                                 22
Social_Factor
Stakeholder                                                                                                                                                                                               7                                                                                                                                                                                                                             4
Stakeholder_Role
Standard
Strength
Subject_Area
Technology
Technology_Service
Threat
Time_Period
Unique_Selling_Propositiion
Value                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   12
Value_Chain                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             3
Value_Step
Weakness
Work_Package
Zone




Figure 7: HAL Business Architecture Compact Meta Model Matrix (right hand portion)