Waltz Project Meeting: 2024-05-13

[davidwatkins73]

Date

Monday 13 May 2024 - 8am EST / 1pm UK (BST) Occurs the second Monday of every month

Zoom

Join Zoom Meeting https://zoom.us/j/98495304665

Meeting ID: 984 9530 4665 Passcode: 202795

Find your local number: https://zoom.us/u/aeyTu3Q7E8

Untracked attendees

Name	Firm	Comment

Meeting notices

• FINOS Project leads are responsible for observing the FINOS guidelines for running project meetings. Project maintainers can find additional resources in the FINOS Maintainers Cheatsheet.

• All participants in FINOS project meetings are subject to the LF Antitrust Policy, the FINOS Community Code of Conduct and all other FINOS policies.

• FINOS meetings involve participation by industry competitors, and it is the intention of FINOS and the Linux Foundation to conduct all of its activities in accordance with applicable antitrust and competition laws. It is therefore extremely important that attendees adhere to meeting agendas, and be aware of, and not participate in, any activities that are prohibited under applicable US state, federal or foreign antitrust and competition laws. Please contact legal@finos.org with any questions.

• FINOS project meetings may be recorded for use solely by the FINOS team for administration purposes. In very limited instances, and with explicit approval, recordings may be made more widely available.

Agenda

• [x] Convene, roll call, welcome new people (5mins)
• [x] Display FINOS Antitrust Policy summary slide
• [x] Review Meeting Notices (see above)
• [x] Approve previous meeting minutes - https://github.com/finos/waltz/issues?q=is%3Aissue+is%3Aclosed+label%3Ameeting
• [x] Users: Overview of Waltz 1.60
• [x] Users: Agree agenda for deep-dive topics in subsequent user meetings
• [ ] Collaborators: Upcoming development areas
• [ ] AOB, Q&A & Adjourn (5mins)

Decisions Made

• [ ] ...

Action Items

• [ ] ...

Project Microsite: https://waltz.finos.org

[davidwatkins73]

Topic: Getting started with Waltz

• Identifying use cases
• What data do you need ?
  • Common entities: Applications, Actors, End User Apps, Org Structure, People, Taxonomies
  • Typical sources
  • Manual creation
  • Synchronization strategies

[davidwatkins73]

Topic: Dataflows

• Datatypes
• Logical vs Physical vs Specs
• Classification Rules
• Assessments and 'rippling'

[davidwatkins73]

Topic: Taxonomies

• Mapping applications to taxonomies
  • Rating Schemes
  • Commission/Decommission dates
  • Allocations
• Relationships between taxonomy items
• Admin support
• Assessments and 'rippling'
• Use case examples

[davidwatkins73]

Topic: Assessments

• Single vs Multi Valued
• Rating Schemes vs Assessments
• Use case examples

[davidwatkins73]

Topic: Reporting

• Setting up grids
  • Derived columns
  • Filter groups
• Writing custom extractors
• Assessment rippling
• Use case examples

[davidwatkins73]

Topic: Surveys

• Survey templates vs runs vs instances
• Template creation
  • Question Predicates
  • Copying between environments
• Issuance
• Tracking / Reporting
• Automation
• Use case examples

[davidwatkins73]

Topic: Development

• Key architectural elements
• Common idioms
• Database changes
• UI development
• Unit/Integration tests

[mcleo-d]

James McLeod / NatWest 😬

[davidwatkins73]

Summary

Next meeting we will discuss:

• Changes since 1.23 with particular emphasis on:
  • Surveys
  • Assessments
  • Groups
  • Report Grids w/ group creation