# Role-Aware and Executive Overview — Technical reference

This reference owns the implementation contracts of `BND-OVERVIEW`. [Read the package guide](/documentation/packages/bnd-overview) for usage, configuration, dependencies and upgrades. Generic execution, isolation and admission remain governed by [Platform Documentation](/documentation/platform).

## Data model and interfaces

**DataModelPackage:** `DM-OVERVIEW`

Owned entities: role view, KPI definition, materiality rule, briefing, exception, intervention, dashboard snapshot.

**InterfacePackage contributions:** `IF-ROLE-OVERVIEW`.

Each business object and source reference remains tenant- and purpose-scoped. The package owns schema evolution and declared migration behavior; the platform enforces schema registration, authorization and versioned installation. Consumers reference this model rather than creating competing canonical copies.

## Workflows

**WorkflowPackage:** `WFP-ROLE-OVERVIEW`

- Role-Aware Materiality Selection
- KPI and Gauge Composition
- Cross-Domain Exception Aggregation
- Executive Briefing
- Intervention Recommendation
- Intervention Tracking
- Overview Snapshot and Trend Update

These are named definitions within the workflow package, not separate invented workflow IDs. Workflow runs resolve package versions, actor and purpose, authorized inputs, retries, review gates and output schemas through the environment lock. Temporal provides durable execution and Kafka carries declared lifecycle/domain events.

## Policies, evaluations and tools

`POL-ROLE-MATERIALITY`, `EVAL-OVERVIEW-COMPOSITION`, KPI, aggregation, briefing, and intervention tools.

Qualification covers the selected model/runtime profile, languages, access scope, failure handling and the package's domain-specific outcomes. Tool execution uses the platform gateway; package code cannot increase its own permissions or write directly to external systems.

## Owned agents

### U03 — Executive Briefing Agent

**Agent ID:** `effority.executive-briefing`

**Purpose:** Produces a concise cross-business briefing of material changes, exceptions, concentrations, decisions, and required executive interventions.

**Triggers:** Scheduled briefing, material threshold, executive request, or critical validated event.

**Inputs:** Authorized aggregated commercial, delivery, relationship, financial-impact, and restricted-alert summaries; prior briefing; and executive scope.

**Outputs:** Executive summary, changes since prior period, top exceptions, opposing evidence, decision requests, owner, deadline, and drill-down links.

**Tools:** `portfolio.read`, `commercial.read_validated`, `project.read_validated`, `relationship.read_validated`, `restricted_summary.read_authorized`, and `report.draft`.

**Review and limits:** It minimizes literal conversation exposure and does not bypass need-to-know restrictions. Ethics detail remains restricted to the authorized level.

**Primary metrics:** Material-exception coverage, briefing length, decision usefulness, drill-down use, stale content, and excessive-disclosure incidents.



## Implementation profiles

The package composes the data, workflows, policies and interfaces above using the shared runtime. The owned-agent contracts specify inputs, outputs, tool boundaries, review requirements and measurable outcomes. Deterministic platform operations are not represented as additional agents.




## Integration boundaries

Overview cannot display a domain whose package is absent or whose data the viewer cannot access. It reports detected signals, not an unexplained universal health score.

Owned screen contracts: [SCR-OVR-01](/documentation/packages/bnd-overview/screens/home-overview).

See [solution workflows](/documentation/technology-consulting-delivery/connected-workflows) for cross-package behavior. Screens, agents and workflows keep one canonical owner even when other bundles invoke or enrich them.