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Ownership Boundaries

Project Operations records can be owned operationally, financially and technically by different systems or teams. A useful architecture page should state who creates, updates, validates, synchronises, posts and reconciles each material record.

Boundary checklist​

  • Which system is the creation point?
  • Which system is allowed to enrich the record?
  • Which changes are synchronised and which are not?
  • Which record state triggers financial consequences?
  • Which recovery path is supported if synchronisation fails?
  • Which team owns operational correction versus financial correction?
Do not infer ownership from table visibility

Seeing a record in Dataverse or Finance does not automatically mean it is safe to create, update or delete there. Confirm the documented ownership and supported interface before remediation.

Primary Microsoft documentation​