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BELDEN Domain Context Unified Relationship Documentation

AI-Powered Query Generation Reference for AMIGO Platform


Document Information Details
Document Owner WBE Consultants LLC
Development Partner Platinum Consulting & IT Solutions Pvt Ltd
Version 1.0
Date January 2026
Total Domain Contexts 15 Domains
Total Objects 147 Salesforce Objects (146 Custom + 1 Standard)
AI Agent BELDEN
Platform AMIGO (AI Managed Implementation Governance Office)

Table of Contents

  1. Executive Summary
  2. Master Entity Relationship Diagram
  3. Domain Context Details
  4. Cross-Domain Relationship Matrix
  5. Query Generation Guidelines
  6. Appendix: Complete Object Reference

1. Executive Summary

This document provides a unified view of all object relationships across the AMIGO platform, organized by Domain Context. BELDEN uses these relationships to:

Core Hierarchy Principle

All AMIGO objects follow a strict organizational hierarchy:

Organization → Portfolio → Program → Project → Deliverable → Work Package

This hierarchy is mandatory and most objects have lookup relationships to one or more levels of this hierarchy.

Standard Object Reference

The only standard Salesforce object with direct relationships in AMIGO is:

Standard Object API Name Purpose
User User Links to Resources, RACI Charts, End Users, and all user associations

2. Master Entity Relationship Diagram

This diagram shows the high-level relationships between the core AMIGO objects across all domains.

erDiagram
    %% ==========================================
    %% CORE ORGANIZATIONAL HIERARCHY
    %% ==========================================
    
    ORGANIZATION ||--o{ PORTFOLIO : "has"
    ORGANIZATION ||--o{ PROGRAM : "has"
    ORGANIZATION ||--o{ PROJECT : "has"
    ORGANIZATION ||--o{ DELIVERABLE : "has"
    ORGANIZATION ||--o{ WORK_PACKAGE : "has"
    
    PORTFOLIO ||--o{ PROGRAM : "contains"
    PORTFOLIO ||--o{ PROJECT : "contains"
    PORTFOLIO ||--o{ DELIVERABLE : "contains"
    
    PROGRAM ||--o{ PROJECT : "contains"
    PROGRAM ||--o{ DELIVERABLE : "contains"
    PROGRAM ||--o{ WORK_PACKAGE : "contains"
    
    PROJECT ||--o{ DELIVERABLE : "contains"
    PROJECT ||--o{ WORK_PACKAGE : "contains"
    
    DELIVERABLE ||--o{ WORK_PACKAGE : "contains"
    
    %% ==========================================
    %% USER & RESOURCE MANAGEMENT
    %% ==========================================
    
    USER ||--o{ RESOURCE : "has"
    USER ||--o{ RACI_CHART : "assigned to"
    USER ||--o{ END_USER : "associated with"
    USER ||--o{ ORG_USER_ASSOCIATION : "belongs to"
    
    %% ==========================================
    %% GOVERNANCE (RAID+)
    %% ==========================================
    
    PROJECT ||--o{ RISK_REGISTER : "has"
    PROJECT ||--o{ ISSUE_LOG : "has"
    PROJECT ||--o{ KEY_DECISION : "has"
    PROJECT ||--o{ ACTION_ITEM : "has"
    PROJECT ||--o{ CHANGE_REQUEST : "has"
    PROJECT ||--o{ LESSON_LEARNED : "has"
    
    %% ==========================================
    %% TESTING & QUALITY
    %% ==========================================
    
    PROJECT ||--o{ TEST_PLAN : "has"
    TEST_PLAN ||--o{ TEST_SCENARIO : "contains"
    TEST_SCENARIO ||--o{ TEST_CASE : "contains"
    TEST_CASE ||--o{ TEST_STEP : "contains"
    TEST_CASE ||--o{ DEFECT_LOG : "produces"
    
    %% ==========================================
    %% DATA MANAGEMENT
    %% ==========================================
    
    ORGANIZATION ||--o{ DATA_DOMAIN : "defines"
    DATA_DOMAIN ||--o{ DATA_TABLE : "contains"
    DATA_TABLE ||--o{ DATA_FIELD : "contains"
    DATA_TABLE ||--o{ DATA_MAPPING_REGISTER : "maps"
    
    %% ==========================================
    %% FINANCIAL & BENEFITS
    %% ==========================================
    
    PROGRAM ||--o{ PROGRAM_FINANCIAL : "has"
    PROJECT ||--o{ BENEFIT : "realizes"
    PROJECT ||--o{ COST : "incurs"
    
    %% ==========================================
    %% CUTOVER & DEPLOYMENT
    %% ==========================================
    
    PROJECT ||--o{ CUTOVER_PLAN : "has"
    CUTOVER_PLAN ||--o{ CUTOVER_TASK : "contains"
    PROJECT ||--o{ ENVIRONMENT : "deploys to"

    %% ==========================================
    %% ENTITY DEFINITIONS
    %% ==========================================
    
    ORGANIZATION {
        string Id PK
        string Name
        string Description
    }
    
    PORTFOLIO {
        string Id PK
        string Organization__c FK
        string Name
    }
    
    PROGRAM {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Name
    }
    
    PROJECT {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Program__c FK
        string Name
        decimal Health_Score__c
    }
    
    USER {
        string Id PK
        string Name
        string Email
    }

3. Domain Context Details

DC-01: Organization & Portfolio Management

Priority: High Objects: 9 Trigger Keywords: portfolio, organization, goals, objectives, metrics, allocate, budget, investment

Objects in This Domain

API Name Label Description
amigo1__Organization__c Organization Top-level entity representing company/business unit
amigo1__Portfolio__c Portfolio Collection of related programs
amigo1__Portfolio_Evaluation_Request__c Portfolio Evaluation Request Request for portfolio assessment
amigo1__Portfolio_User_Association__c Portfolio User Association Links users to portfolios
amigo1__Portfolio_Evaluator__c Portfolio Evaluator Users who evaluate portfolios
amigo1__User_Association__c Organization User Association Links users to organizations
amigo1__Goals__c Goals Strategic goals at org/portfolio/program/project level
amigo1__Objectives__c Objectives Objectives linked to goals
amigo1__Measures_and_Metrics__c Measures and Metrics KPIs tracking objective achievement

Relationship Diagram

erDiagram
    Organization ||--o{ Program : "has"
    Organization ||--o{ Project : "has"
    Organization ||--o{ Portfolio : "has"
    Organization ||--o{ Portfolio-Evaluation-Request : "has"
    Organization ||--o{ Portfolio-Evaluator : "has"
    Organization ||--o{ Organization-User-Association : "has"
    Organization ||--o{ Goals : "has"
    Organization ||--o{ Business-Process : "has"

    Portfolio ||--o{ Program : "contains"
    Portfolio ||--o{ Project : "contains"
    Portfolio ||--o{ Portfolio-Evaluation-Request : "has"
    Portfolio ||--o{ Portfolio-User-Association : "has"
    Portfolio ||--o{ Portfolio-Evaluator : "has"
    Portfolio ||--o{ Goals : "has"

    Program ||--o{ Project : "contains"
    Program ||--o{ Goals : "has"

    Project ||--o{ Goals : "has"

    User ||--o{ Portfolio-User-Association : "participates"
    User ||--o{ Portfolio-Evaluation-Request : "requests"
    User ||--o{ Portfolio-Evaluator : "evaluates"
    User ||--o{ Organization-User-Association : "belongs"

    Goals ||--o{ Objectives : "has"

    Objectives ||--o{ Measures-and-Metrics : "tracked-by"
    Business-Process ||--o{ Measures-and-Metrics : "tracked-by"

    Organization {
        string Id PK
        string Name
        string Description
    }

    Portfolio {
        string Id PK
        string Organization__c FK
        string Name
        string Description
    }

    Program {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Name
    }

    Project {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Program__c FK
        string Name
    }

    User {
        string Id PK
        string Name
        string Email
    }

    Goals {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Program__c FK
        string Project__c FK
        string Description
    }

    Objectives {
        string Id PK
        string Goal__c FK
        string Description
    }

    Measures-and-Metrics {
        string Id PK
        string Objective__c FK
        string Business_Process__c FK
        string Name
        string Value
    }

Sample Questions for This Domain

Question Required Objects Query Pattern
“What are our organizational goals?” Goals, Organization SELECT Id, Name FROM amigo1__Goals__c WHERE amigo1__Organization__c = :orgId
“How should I allocate budget across portfolios?” Portfolio, Program, Project SELECT Id, Name, amigo1__Budget__c FROM amigo1__Portfolio__c WHERE amigo1__Organization__c = :orgId
“Who are the portfolio evaluators?” Portfolio_Evaluator, User SELECT Id, amigo1__User__r.Name FROM amigo1__Portfolio_Evaluator__c

DC-02: Program Management

Priority: High Objects: 7 Trigger Keywords: program, financial, evaluation, score, domain

Objects in This Domain

API Name Label Description
amigo1__Program__c Program Group of related projects
amigo1__Program_Financial__c Program Financial Financial tracking for programs
amigo1__Program_User_Association__c Program User Association Links users to programs
amigo1__Program_Dictionary__c Program Dictionary Term definitions for the program
amigo1__Program_Evaluation_Score__c Program Evaluation Score Evaluation scores for programs
amigo1__Domain_Program__c Domain Program Domain-program associations
amigo1__Datum_Program__c Datum Program Data-program associations

Relationship Diagram

erDiagram
    ORGANIZATION ||--|| PORTFOLIO : "mandates"
    ORGANIZATION ||--|| PROGRAM : "oversees"
    ORGANIZATION ||--|| METHODOLOGY : "follows"
    ORGANIZATION ||--o| SOLUTION-INTEGRATOR : "may employ"
    ORGANIZATION ||--|| PROGRAM-DICTIONARY : "defines"
    ORGANIZATION ||--|| PORTFOLIO-EVALUATION-REQUEST : "initiates"
    ORGANIZATION ||--|| PROGRAM-EVALUATION-SCORE : "records"

    PORTFOLIO ||--|| PROGRAM : "contains"
    PORTFOLIO ||--|| PORTFOLIO-EVALUATION-REQUEST : "undergoes"
    PORTFOLIO ||--|| PROGRAM-EVALUATION-SCORE : "benchmarks"

    PROGRAM ||--|| PROGRAM-FINANCIAL : "has"
    PROGRAM ||--|| PROGRAM-USER-ASSOCIATION : "assigned to"
    PROGRAM ||--|| PROGRAM-EVALUATION-SCORE : "produces"

    PORTFOLIO-EVALUATION-REQUEST ||--|| PROGRAM-EVALUATION-SCORE : "results-in"

    USER ||--o{ PROGRAM-USER-ASSOCIATION : "participates"

    PROGRAM {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Name
        string Status
    }

    PROGRAM-FINANCIAL {
        string Id PK
        string Program__c FK
        decimal Budget__c
        decimal Actual_Spend__c
        decimal Forecast__c
    }

    PROGRAM-USER-ASSOCIATION {
        string Id PK
        string Program__c FK
        string User__c FK
        string Role__c
    }

    PROGRAM-EVALUATION-SCORE {
        string Id PK
        string Program__c FK
        decimal Score__c
        date Evaluation_Date__c
    }

Sample Questions for This Domain

Question Required Objects Query Pattern
“How is Program X performing financially?” Program, Program_Financial SELECT Id, Name, (SELECT amigo1__Budget__c, amigo1__Actual_Spend__c FROM amigo1__Program_Financials__r) FROM amigo1__Program__c WHERE Name LIKE '%X%'
“Who is assigned to Program Y?” Program, Program_User_Association, User SELECT amigo1__User__r.Name, amigo1__Role__c FROM amigo1__Program_User_Association__c WHERE amigo1__Program__r.Name LIKE '%Y%'
“What is the evaluation score for our programs?” Program_Evaluation_Score SELECT amigo1__Program__r.Name, amigo1__Score__c FROM amigo1__Program_Evaluation_Score__c

DC-03 & DC-04: Project, Deliverable & Work Package Management

Priority: High Objects: 15 Trigger Keywords: project, deliverable, work package, task, team, gate, methodology, activity, health, status, estimate

Objects in This Domain

API Name Label Description
amigo1__Project__c Project Individual implementation initiative
amigo1__Project_Dictonary__c Project Dictionary Term definitions for the project
amigo1__Project_Teams__c Project Team Team assignments for projects
amigo1__Project_End_User__c Project End User End users associated with projects
amigo1__Project_Methodology_Activity__c Project Methodology Activity Methodology activities for projects
amigo1__Project_Key_Decision__c Project Key Decision Key decisions for projects
amigo1__Gate__c Gate Phase gate checkpoints
amigo1__Gate_Metrics_and_Results__c Gate Metrics and Results Gate evaluation results
amigo1__Deliverable__c Deliverable Major project outputs
amigo1__Deliverable_Type__c Deliverable Type Categories for deliverables
amigo1__Deliverable_End_User__c Deliverable End User End users for deliverables
amigo1__Work_Package__c Work Package Atomic work units/tasks
amigo1__Work_Package_Type__c Work Package Type Categories for work packages
amigo1__Work_Package_End_User__c Work Package End User End users for work packages
amigo1__Work_Package_Type_Estimate__c Work Package Type Estimate Effort estimates by type

Relationship Diagram

erDiagram
    %% Core Organization Hierarchy
    Organization ||--o{ Portfolio : "has"
    Organization ||--o{ DeliverableType : "defines"
    Organization ||--o{ WorkPackageType : "defines"
    Organization ||--o{ Program : "has"
    Organization ||--o{ Project : "has"
    Organization ||--o{ Deliverable : "has"
    Organization ||--o{ WorkPackage : "has"

    %% Type Relationships
    DeliverableType ||--o{ WorkPackageType : "contains"
    DeliverableType ||--o{ Deliverable : "categorizes"
    WorkPackageType ||--o{ WorkPackage : "categorizes"
    WorkPackageType ||--o{ Methodology : "uses"

    %% Portfolio Relationships
    Portfolio ||--o{ DeliverableType : "uses"
    Portfolio ||--o{ WorkPackageType : "uses"
    Portfolio ||--o{ Program : "contains"
    Portfolio ||--o{ Project : "contains"
    Portfolio ||--o{ Deliverable : "contains"
    Portfolio ||--o{ WorkPackage : "contains"

    %% Program Relationships
    Program ||--o{ Project : "contains"
    Program ||--o{ Deliverable : "contains"
    Program ||--o{ WorkPackage : "contains"
    Program ||--o{ ProjectDictionary : "has"

    %% Project Relationships
    Project ||--o{ Deliverable : "contains"
    Project ||--o{ WorkPackage : "contains"
    Project ||--o{ ProjectTeams : "has"
    Project ||--o{ ProjectEndUser : "has"
    Project ||--o{ ProjectMethodologyActivity : "has"

    %% Deliverable and Work Package
    Deliverable ||--o{ WorkPackage : "contains"

    %% User and End User Relationships
    User ||--o{ EndUser : "creates"
    EndUser ||--o{ ProjectEndUser : "assigned_to"
    EndUser ||--o{ DeliverableEndUser : "assigned_to"
    EndUser ||--o{ WorkPackageEndUser : "assigned_to"

    %% Gate Relationships
    Organization ||--o{ Gate : "defines"
    Portfolio ||--o{ Gate : "has"
    Program ||--o{ Gate : "has"
    Project ||--o{ Gate : "has"
    Gate ||--o{ GateMetricsAndResult : "produces"

    %% Key Decision Relationships
    Project ||--o{ ProjectKeyDecision : "has"
    KeyDecision ||--o{ ProjectKeyDecision : "applied_to"

    Project {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Program__c FK
        string Name
        string Status__c
        decimal Health_Score__c
        decimal SPI__c
        decimal CPI__c
    }

    Deliverable {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Deliverable_Type__c FK
        string Name
        string Status__c
        date Due_Date__c
    }

    WorkPackage {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Deliverable__c FK
        string Work_Package_Type__c FK
        string Name
        string Status__c
        decimal Estimated_Hours__c
    }

    Gate {
        string Id PK
        string Project__c FK
        string Name
        integer Sequence__c
        string Status__c
    }

    GateMetricsAndResult {
        string Id PK
        string Gate__c FK
        string Metric_Name__c
        string Result__c
        date Evaluation_Date__c
    }

Sample Questions for This Domain

Question Required Objects Query Pattern
“How is Project X doing?” Project SELECT Id, Name, amigo1__Health_Score__c, amigo1__SPI__c, amigo1__CPI__c FROM amigo1__Project__c WHERE Name LIKE '%X%'
“What deliverables are due this month?” Deliverable SELECT Id, Name, amigo1__Due_Date__c FROM amigo1__Deliverable__c WHERE amigo1__Due_Date__c = THIS_MONTH
“List work packages for Project Y” Work_Package, Project SELECT Id, Name, amigo1__Status__c FROM amigo1__Work_Package__c WHERE amigo1__Project__r.Name LIKE '%Y%'
“What is the gate status for Program Z?” Gate, Gate_Metrics_and_Results SELECT Id, Name, amigo1__Status__c, (SELECT amigo1__Result__c FROM amigo1__Gate_Metrics_and_Results__r) FROM amigo1__Gate__c WHERE amigo1__Program__r.Name LIKE '%Z%'

DC-05: Risk, Issue & Decision Management (RAID)

Priority: High Objects: 11 Trigger Keywords: risk, issue, decision, severity, probability, impact, mitigation, escalation

Objects in This Domain

API Name Label Description
amigo1__Risk_Register__c Risk Registers Risk tracking and management
amigo1__Risk_Register_Deliverable__c Risk Register Deliverable Risks linked to deliverables
amigo1__Risk_Register_Object__c Risk Register Object Risks linked to objects
amigo1__Risk_Register_Project__c Risk Register Project Risks linked to projects
amigo1__Issue_Log__c Issue Log Issue tracking and resolution
amigo1__Object_Issue_Log__c Object Issue Log Issues linked to objects
amigo1__Deliverables_Issue_Log__c Deliverables Issue Log Issues linked to deliverables
amigo1__Projects_Issue_Log__c Projects Issue Log Issues linked to projects
amigo1__Key_Decision__c Key Decision Decision tracking and management
amigo1__Deliverable_For_Key_Decisions__c Deliverable For Key Decisions Decisions linked to deliverables
amigo1__Object_Key_Decision__c Object Key Decision Decisions linked to objects

Relationship Diagram

erDiagram
    %% Core Organization Structure
    ORGANIZATION ||--|{ PROGRAM : "governs"
    ORGANIZATION ||--|{ PORTFOLIO : "owns"
    ORGANIZATION ||--|{ STRATEGIC_DATUM : "defines"
    ORGANIZATION ||--|{ MEETING_MINUTES : "records"
    ORGANIZATION ||--|{ BUSINESS_PROCESS : "manages"
    ORGANIZATION ||--|{ SYSTEM : "operates"
    ORGANIZATION ||--|{ STAKEHOLDER_GROUP : "forms"
    ORGANIZATION ||--|{ KEY_DECISION : "approves"

    PORTFOLIO ||--|{ PROGRAM : "contains"

    %% Risk Register
    ORGANIZATION ||--|{ RISK_REGISTER : "maintains"
    PORTFOLIO ||--|{ RISK_REGISTER : "tracks"
    PROGRAM ||--|{ RISK_REGISTER : "owns"
    PROJECT ||--|{ RISK_REGISTER : "has"
    STRATEGIC_DATUM ||--|{ RISK_REGISTER : "influences"
    MEETING_MINUTES ||--|{ RISK_REGISTER : "identifies"
    BUSINESS_PROCESS ||--|{ RISK_REGISTER : "exposes"

    RISK_REGISTER ||--o{ RISK_REGISTER_DELIVERABLE : "affects"
    RISK_REGISTER ||--o{ RISK_REGISTER_OBJECT : "impacts"
    RISK_REGISTER ||--o{ RISK_REGISTER_PROJECT : "relates to"

    %% Issue Log
    ORGANIZATION ||--|{ ISSUE_LOG : "logs"
    PORTFOLIO ||--|{ ISSUE_LOG : "reports"
    PROGRAM ||--|{ ISSUE_LOG : "raises"
    PROJECT ||--|{ ISSUE_LOG : "has"
    STRATEGIC_DATUM ||--|{ ISSUE_LOG : "impacts"
    MEETING_MINUTES ||--|{ ISSUE_LOG : "notes"
    RISK_REGISTER ||--|{ ISSUE_LOG : "escalates to"
    CHANGE_REQUEST_LOG ||--|{ ISSUE_LOG : "results in"

    ISSUE_LOG ||--o{ OBJECT_ISSUE_LOG : "links to"
    ISSUE_LOG ||--o{ DELIVERABLES_ISSUE_LOG : "affects"
    ISSUE_LOG ||--o{ PROJECTS_ISSUE_LOG : "impacts"

    %% Key Decision
    ORGANIZATION ||--|{ KEY_DECISION : "approves"
    PORTFOLIO ||--|{ KEY_DECISION : "endorses"
    PROGRAM ||--|{ KEY_DECISION : "decides"
    PROJECT ||--|{ KEY_DECISION : "requires"
    STRATEGIC_DATUM ||--|{ KEY_DECISION : "drives"
    MEETING_MINUTES ||--|{ KEY_DECISION : "records"

    KEY_DECISION ||--o{ DELIVERABLE_FOR_KEY_DECISIONS : "affects"
    KEY_DECISION ||--o{ OBJECT_KEY_DECISION : "impacts"

    %% Stakeholder Group
    PORTFOLIO ||--|{ STAKEHOLDER_GROUP : "includes"
    PROGRAM ||--|{ STAKEHOLDER_GROUP : "engages"
    STAKEHOLDER_GROUP ||--|{ CHANGE_REQUEST_LOG : "approves"

    RISK_REGISTER {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        decimal Risk_Score__c
        string Probability__c
        string Impact__c
        string Status__c
        string Mitigation_Plan__c
    }

    ISSUE_LOG {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Priority__c
        string Status__c
        string Resolution__c
        date Due_Date__c
    }

    KEY_DECISION {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Status__c
        string Decision__c
        date Decision_Date__c
    }

Sample Questions for This Domain

Question Required Objects Query Pattern
“What are the top 3 risks for Project X?” Risk_Register SELECT Id, Name, amigo1__Risk_Score__c, amigo1__Impact__c FROM amigo1__Risk_Register__c WHERE amigo1__Project__r.Name LIKE '%X%' ORDER BY amigo1__Risk_Score__c DESC LIMIT 3
“What issues are critical and open?” Issue_Log SELECT Id, Name, amigo1__Priority__c, amigo1__Due_Date__c FROM amigo1__Issue_Log__c WHERE amigo1__Priority__c = 'Critical' AND amigo1__Status__c != 'Closed'
“What decisions need my attention?” Key_Decision SELECT Id, Name, amigo1__Status__c, amigo1__Due_Date__c FROM amigo1__Key_Decision__c WHERE amigo1__Status__c = 'Pending' AND amigo1__Owner__c = :userId
“Show risks that have escalated to issues” Risk_Register, Issue_Log SELECT Id, Name FROM amigo1__Issue_Log__c WHERE amigo1__Risk_Register__c != null

DC-06: Action & Change Management

Priority: High Objects: 6 Trigger Keywords: action, change request, lesson learned, approval, status

Objects in This Domain

API Name Label Description
amigo1__Action_Items__c Action Items Tasks to be completed
amigo1__Objects_Action_Item__c Objects Action Item Actions linked to objects
amigo1__Change_Request_Log__c Change Request Log Change request tracking
amigo1__Change_Request_Business_Transaction__c Change Request Business Transaction Change requests for business transactions
amigo1__ObjectChangeRequest__c ObjectChangeRequest Change requests for objects
amigo1__Lessons_Learned__c Lessons Learned Captured learnings from projects

Relationship Diagram

erDiagram
    Organization ||--o{ Portfolio : "has"
    Organization ||--o{ Program : "contains"
    Organization ||--o{ Project : "contains"
    Organization ||--o{ Deliverable : "owns"
    Organization ||--o{ Work-Package : "owns"
    Organization ||--o{ Action-Item : "tracks"
    Organization ||--o{ Change-Request-Log : "oversees"
    Organization ||--o{ Lessons-Learned : "captures"

    Portfolio ||--o{ Program : "includes"
    Portfolio ||--o{ Action-Item : "monitors"
    Portfolio ||--o{ Change-Request-Log : "approves"
    Portfolio ||--o{ Lessons-Learned : "collects"

    Program ||--o{ Project : "contains"
    Program ||--o{ Action-Item : "assigns"
    Program ||--o{ Change-Request-Log : "initiates"
    Program ||--o{ Lessons-Learned : "documents"

    Project ||--o{ Deliverable : "creates"
    Project ||--o{ Work-Package : "performs"
    Project ||--o{ Action-Item : "manages"
    Project ||--o{ Change-Request-Log : "submits"
    Project ||--o{ Lessons-Learned : "records"

    Deliverable ||--o{ Work-Package : "comprises"
    Deliverable ||--o{ Action-Item : "generates"
    Deliverable ||--o{ Change-Request-Log : "triggers"

    Work-Package ||--o{ Action-Item : "creates"

    Meeting-Minutes ||--o{ Action-Item : "produces"

    System ||--o{ Change-Request-Log : "relates to"
    Defect-Log ||--o| Change-Request-Log : "may trigger"

    Stakeholder-Group ||--o{ Lessons-Learned : "provides"

    Action-Item ||--o{ Objects-Action-Item : "links to"

    Change-Request-Log ||--o{ Change-Request-Business-Transaction : "affects"
    Change-Request-Log ||--o{ ObjectChangeRequest : "impacts"

    Action-Item {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Status__c
        string Owner__c FK
        date Due_Date__c
        string Priority__c
    }

    Change-Request-Log {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Status__c
        decimal Cost_Impact__c
        decimal Benefit_Value__c
        string Approval_Status__c
    }

    Lessons-Learned {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Category__c
        string Applicable_Phases__c
    }

Sample Questions for This Domain

Question Required Objects Query Pattern
“What action items are overdue?” Action_Items SELECT Id, Name, amigo1__Due_Date__c, amigo1__Owner__r.Name FROM amigo1__Action_Items__c WHERE amigo1__Due_Date__c < TODAY AND amigo1__Status__c != 'Completed'
“What change requests are pending approval?” Change_Request_Log SELECT Id, Name, amigo1__Cost_Impact__c, amigo1__Status__c FROM amigo1__Change_Request_Log__c WHERE amigo1__Approval_Status__c = 'Pending'
“What lessons have we learned on Program X?” Lessons_Learned SELECT Id, Name, amigo1__Category__c FROM amigo1__Lessons_Learned__c WHERE amigo1__Program__r.Name LIKE '%X%'

DC-07: Resource & RACI Management

Priority: High Objects: 9 Trigger Keywords: resource, RACI, responsible, accountable, consulted, informed, assigned, capacity, utilization

Objects in This Domain

API Name Label Description
amigo1__Role_Recource__c Resources Team member resources
amigo1__Workstream_Role__c Roles Role definitions
amigo1__Workstream_Project_team_Role_Member__c Workstream Role Role assignments in workstreams
amigo1__Workstream_Role_Resources__c Workstream Role Resources Resources assigned to roles
amigo1__RACI_Chart__c RACI Chart Responsibility assignment matrix
amigo1__RACI_Chart_Extension__c RACI Charts Extended RACI tracking
amigo1__End_User__c End User Business end users
amigo1__Organizational_Other_User__c Organizational Other User Other user types
User User (Standard) Salesforce standard User object

Relationship Diagram

erDiagram
    ORGANIZATION ||--o{ PORTFOLIO : "has (required)"
    ORGANIZATION ||--o{ PROGRAM : "has (required)"
    ORGANIZATION ||--o{ ORGANIZATION_USER_ASSOCIATION : "has"
    ORGANIZATION ||--o{ ORGANIZATION_OTHER_USER : "has"
    ORGANIZATION ||--o{ ROLES : "has (required)"

    PORTFOLIO ||--o{ PROGRAM : "contains (required)"
    PORTFOLIO ||--o{ ROLES : "has (required)"

    PROGRAM ||--o{ ROLES : "has (required)"
    PROGRAM ||--o{ PROJECT : "contains"

    PROJECT ||--o{ WORK_PACKAGE : "contains"
    PROJECT ||--o{ DELIVERABLE : "contains"

    USER ||--o{ RESOURCE : "has"
    USER ||--o{ RACI_CHART : "assigned to"
    USER ||--o{ RACI_CHARTS_EXTENSION : "manages"
    USER ||--o{ END_USER : "associated with"
    USER ||--o{ ORGANIZATION_USER_ASSOCIATION : "part of"
    USER ||--o{ ORGANIZATION_OTHER_USER : "linked to"
    USER ||--o{ WORKSTREAM_ROLE_RESOURCES : "assigned to"

    ROLES ||--o{ WORKSTREAM_ROLE : "defines"
    WORKSTREAM_ROLE ||--o{ WORKSTREAM_ROLE_RESOURCES : "has"

    RACI_CHART ||--o{ WORK_PACKAGE : "assigns"
    RACI_CHART ||--o{ DELIVERABLE : "assigns"
    RACI_CHART ||--o{ PROJECT : "assigns"
    RACI_CHART ||--o{ ACTION_ITEMS : "assigns"
    RACI_CHART ||--o{ RISK_REGISTER : "assigns"
    RACI_CHART ||--o{ ISSUE_LOG : "assigns"
    RACI_CHART ||--o{ TEST_PLAN : "assigns"

    RACI_CHARTS_EXTENSION ||--o{ BENEFIT : "tracks"
    RACI_CHARTS_EXTENSION ||--o{ COST : "tracks"
    RACI_CHARTS_EXTENSION ||--o{ CHANGE_IMPACT : "tracks"
    RACI_CHARTS_EXTENSION ||--o{ JOB_ROLE : "assigns"

    USER {
        string Id PK
        string Name
        string Email
        boolean IsActive
    }

    RESOURCE {
        string Id PK
        string User__c FK
        string Resource_Type__c
        decimal Capacity__c
        decimal Utilization__c
    }

    RACI_CHART {
        string Id PK
        string User__c FK
        string Work_Package__c FK
        string Responsibility__c
        string Type__c
    }

    END_USER {
        string Id PK
        string User__c FK
        string End_User_Type__c
    }

Critical Query Pattern: RACI-Based Queries

⚠️ IMPORTANT: For ANY query about resource assignments, work package assignments, or “how many X does Y have”, ALWAYS use the RACI Chart object!

-- CORRECT: Find work packages assigned to a user
SELECT Id, Name 
FROM amigo1__Work_Package__c 
WHERE Id IN (
    SELECT amigo1__Work_Package__c 
    FROM amigo1__RACI_Chart__c 
    WHERE amigo1__User__r.Name LIKE '%John%'
)

-- WRONG: Don't try to query Work_Package directly for user assignments
-- Work packages don't have a direct User lookup field!

Sample Questions for This Domain

Question Required Objects Query Pattern
“How many work packages does John have?” RACI_Chart, Work_Package SELECT Id, Name FROM amigo1__Work_Package__c WHERE Id IN (SELECT amigo1__Work_Package__c FROM amigo1__RACI_Chart__c WHERE amigo1__User__r.Name LIKE '%John%')
“Who is responsible for Deliverable X?” RACI_Chart, User SELECT amigo1__User__r.Name, amigo1__Responsibility__c FROM amigo1__RACI_Chart__c WHERE amigo1__Deliverable__r.Name LIKE '%X%'
“What is the resource utilization for Program Y?” Resource, Program SELECT amigo1__User__r.Name, amigo1__Utilization__c FROM amigo1__Role_Recource__c WHERE amigo1__Program__r.Name LIKE '%Y%'

DC-08: Work Stream & Methodology

Priority: Medium Objects: 10 Trigger Keywords: workstream, methodology, activity, predecessor, successor

Objects in This Domain

API Name Label Description
amigo1__Work_Stream__c Work Streams Functional work streams
amigo1__Work_Stream_Activity__c Work Stream Activity Activities within work streams
amigo1__Predecessor_Work_Stream__c Predecessor Work Stream Work stream dependencies
amigo1__Successor_Work_Streams__c Successor Work Streams Work stream successors
amigo1__Methodology__c Methodology Implementation methodologies
amigo1__Methodology_Activity_Group__c Methodology Activity Group Groups of methodology activities
amigo1__Methodology_Activity__c Methodology Activity Individual methodology activities
amigo1__Predecessor_Methodology_Activity__c Predecessor Methodology Activity Activity dependencies
amigo1__Successor_Methodology_Activity__c Successor Methodology Activity Activity successors
amigo1__Methodology_Accelerators__c Methodology Leading Practice/Accelerator Best practices and accelerators

Relationship Diagram

erDiagram
    Organization ||--o{ Portfolio : "has"
    Organization ||--o{ Program : "has"
    Organization ||--o{ DeliverableType : "has"
    Organization ||--o{ WorkPackageType : "has"
    Organization ||--o{ WorkStreams : "has"
    Organization ||--o{ Methodology : "has"
    Organization ||--o{ MethodologyActivity : "has"

    Portfolio ||--o{ Program : "contains"
    Portfolio ||--o{ WorkPackageType : "defines"
    Portfolio ||--o{ WorkStreams : "manages"
    Portfolio ||--o{ DeliverableType : "specifies"

    Program ||--o{ WorkStreams : "includes"
    Program ||--o{ Project : "contains"

    DeliverableType ||--o{ WorkPackageType : "categorizes"

    WorkPackageType ||--o{ MethodologyActivity : "uses"

    WorkStreams }o--o{ WorkStreams : "predecessors/successors"
    WorkStreams ||--o{ PredecessorWorkStream : "has predecessor"
    WorkStreams ||--o{ SuccessorWorkStreams : "has successor"

    Methodology ||--|| MethodologyActivityGroup : "organizes"
    Methodology ||--o{ MethodologyActivity : "defines"

    MethodologyActivityGroup ||--o{ MethodologyActivity : "groups"

    MethodologyActivity }o--o{ MethodologyActivity : "predecessors/successors"
    MethodologyActivity ||--o{ PredecessorMethodologyActivity : "has predecessor"
    MethodologyActivity ||--o{ SuccessorMethodologyActivity : "has successor"
    MethodologyActivity ||--o{ MethodologyLeadingPractice : "includes"

    WorkStreams {
        string Id PK
        string Organization__c FK
        string Portfolio__c FK
        string Program__c FK
        string Name
        string Description
    }

    Methodology {
        string Id PK
        string Organization__c FK
        string Name
        string Description
    }

    MethodologyActivity {
        string Id PK
        string Methodology__c FK
        string Organization__c FK
        string Activity_Group__c FK
        string Work_Package_Type__c FK
        string Name
        string Description
    }

    MethodologyLeadingPractice {
        string Id PK
        string Methodology_Activity__c FK
        string Name
        string Description
    }

DC-09: Business Process & Job Role Management

Priority: Medium Objects: 12 Trigger Keywords: business process, job role, security profile, L1, L2, L3, L4, L5

Objects in This Domain

API Name Label Description
amigo1__Business_Process__c Business Process Business process definitions (L1-L5)
amigo1__Business_Process_Master_List__c Business Process Master List Master list of processes
amigo1__Business_Process_Measures_MetricJunction__c Business Process Process-metric junctions
amigo1__Business_Process_Job_Role__c Business Process Job Role Job roles for processes
amigo1__Predecessor_Business_Process__c Predecessor Business Process Process dependencies
amigo1__Successor_Business_Process__c Successor Business Process Process successors
amigo1__Job_Role__c Job Role Job role definitions
amigo1__Job_Role_End_User__c Job Role End User End users for job roles
amigo1__Job_Security_Profile__c Job Security Profile Security profiles for jobs
amigo1__Datum_Job_Role__c Datum Job Role Data-job role associations
amigo1__Security_Profile__c Security Profile Security profile definitions
amigo1__Security_Profile_Business_Process__c Security Profile Business Transaction Security for business transactions

Relationship Diagram

erDiagram
    %% Organization Structure
    ORGANIZATION ||--|{ BUSINESS_PROCESS : "owns"
    ORGANIZATION ||--|{ PORTFOLIO : "manages"
    ORGANIZATION ||--|{ PROGRAM : "governs"
    ORGANIZATION ||--|{ JOB_ROLE : "defines"
    ORGANIZATION ||--|{ SECURITY_PROFILE : "maintains"

    %% Portfolio & Program
    PORTFOLIO ||--|{ PROGRAM : "contains"
    PORTFOLIO ||--|{ SECURITY_PROFILE : "applies"

    PROGRAM ||--|{ SECURITY_PROFILE : "uses"
    PROGRAM ||--|{ PROJECT : "contains"

    %% Business Process Flow
    BUSINESS_PROCESS ||--|{ PREDECESSOR_BUSINESS_PROCESS : "has_predecessor"
    BUSINESS_PROCESS ||--|{ SUCCESSOR_BUSINESS_PROCESS : "has_successor"
    BUSINESS_PROCESS ||--|{ BUSINESS_PROCESS_JOB_ROLE : "requires"
    BUSINESS_PROCESS ||--|{ BUSINESS_PROCESS_MEASURES : "tracked_by"

    %% Job Role Relationships
    JOB_ROLE ||--|{ BUSINESS_PROCESS_JOB_ROLE : "performs"
    JOB_ROLE ||--|{ JOB_ROLE_END_USER : "assigned_to"
    JOB_ROLE ||--|{ JOB_SECURITY_PROFILE : "has"
    JOB_ROLE ||--|{ DATUM_JOB_ROLE : "linked_to"

    %% Security Profile Relationships
    SECURITY_PROFILE ||--|{ JOB_SECURITY_PROFILE : "grants"
    SECURITY_PROFILE ||--|{ SECURITY_PROFILE_BUSINESS_PROCESS : "authorizes"

    END_USER ||--|{ JOB_ROLE_END_USER : "holds"

    BUSINESS_PROCESS {
        string Id PK
        string Organization__c FK
        string Name
        string Level__c
        string Parent_Process__c FK
    }

    JOB_ROLE {
        string Id PK
        string Organization__c FK
        string Name
        string Description
    }

    SECURITY_PROFILE {
        string Id PK
        string Organization__c FK
        string Name
        string Permissions__c
    }

DC-10: Data Management & Migration

Priority: Medium Objects: 14 Trigger Keywords: data, migration, mapping, cleansing, quality, ETL, source, target

Objects in This Domain

API Name Label Description
amigo1__Data_Domain__c Data Domain Data domain categories
amigo1__Data_Store__c Data Table Data tables/entities
amigo1__Data_Store_Element__c Data Field Data fields/columns
amigo1__Data_Asset_Group__c Data Asset Group Groupings of data assets
amigo1__Data_Mapping_Register__c Data Mapping Register Source-to-target mappings
amigo1__Data_Mapping_Rules__c Data Mapping Rules Transformation rules
amigo1__Data_Cleansing_Tracker__c Data Cleansing Tracker Data cleansing progress
amigo1__Data_Cleansing_Tracker_Metrics__c Data Cleansing Tracker Metrics Cleansing metrics
amigo1__Data_Migration_Execution_Statistics__c Data Migration Execution Statistics Migration run statistics
amigo1__Data_Migration_Execution_Stat_Details__c Data Migration Execution Stat Details Detailed migration stats
amigo1__Data_Quality_Rule__c Data Quality Rule Quality validation rules
amigo1__Rules_and_Requirements__c Rules and Requirements Business rules
amigo1__Rules_to_Data_Map__c Rules to Data Map Rules mapped to data
amigo1__Rules_to_Work_Packages__c Rules to Work Packages Rules mapped to work packages

Relationship Diagram

erDiagram
    %% Core Delivery Hierarchy
    ORGANIZATION ||--o{ PORTFOLIO : "mandatory"
    ORGANIZATION ||--o{ PROGRAM : "mandatory"
    ORGANIZATION ||--o{ PROJECT : "mandatory"
    ORGANIZATION ||--o{ DELIVERABLE : "mandatory"

    PORTFOLIO ||--o{ PROGRAM : "mandatory"
    PORTFOLIO ||--o{ PROJECT : "mandatory"

    PROGRAM ||--o{ PROJECT : "mandatory"
    PROGRAM ||--o{ DELIVERABLE : "mandatory"

    PROJECT ||--o{ DELIVERABLE : "mandatory"
    DELIVERABLE ||--o{ WORK_PACKAGE : "mandatory"

    %% Data Domain & Assets
    ORGANIZATION ||--o{ DATA_DOMAIN : "mandatory"
    PORTFOLIO ||--o{ DATA_DOMAIN : "mandatory"
    PROGRAM ||--o{ DATA_DOMAIN : "mandatory"

    ORGANIZATION ||--o{ DATA_ASSET_GROUP : "mandatory"
    PORTFOLIO ||--o{ DATA_ASSET_GROUP : "mandatory"
    PROGRAM ||--o{ DATA_ASSET_GROUP : "mandatory"
    DATA_DOMAIN ||--o{ DATA_ASSET_GROUP : "mandatory"

    %% System & Data Structure
    SYSTEM ||--o{ DATA_TABLE : "mandatory"
    DATA_TABLE ||--o{ DATA_FIELD : "mandatory"
    DATA_FIELD ||--o{ DATA_FIELD : "self_reference"
    MEASURE_AND_METRICS ||--o{ DATA_FIELD : "mandatory"

    %% Data Mapping Register
    ORGANIZATION ||--o{ DATA_MAPPING_REGISTER : "mandatory"
    SYSTEM ||--o{ DATA_MAPPING_REGISTER : "mandatory"
    DATA_TABLE ||--o{ DATA_MAPPING_REGISTER : "mandatory"
    DATA_FIELD ||--o{ DATA_MAPPING_REGISTER : "mandatory"
    WORK_PACKAGE ||--o{ DATA_MAPPING_REGISTER : "mandatory"

    %% Data Mapping Rules
    ORGANIZATION ||--o{ DATA_MAPPING_RULES : "mandatory"
    WORK_PACKAGE ||--o{ DATA_MAPPING_RULES : "mandatory"

    %% Data Cleansing
    ORGANIZATION ||--o{ DATA_CLEANSING_TRACKER : "mandatory"
    SYSTEM ||--o{ DATA_CLEANSING_TRACKER : "mandatory"
    STAKEHOLDER_GROUP ||--o{ DATA_CLEANSING_TRACKER : "mandatory"

    DATA_CLEANSING_TRACKER ||--o{ DATA_CLEANSING_TRACKER_METRICS : "mandatory"

    %% Data Migration
    ORGANIZATION ||--o{ DATA_MIGRATION_EXECUTION_STATISTICS : "mandatory"
    PROJECT ||--o{ DATA_MIGRATION_EXECUTION_STATISTICS : "mandatory"

    DATA_MIGRATION_EXECUTION_STATISTICS ||--o{ DATA_MIGRATION_EXECUTION_STAT_DETAILS : "mandatory"
    OBJECT ||--o{ DATA_MIGRATION_EXECUTION_STAT_DETAILS : "mandatory"

    %% Data Quality
    ORGANIZATION ||--o{ DATA_QUALITY_RULES : "mandatory"
    DATA_DOMAIN ||--o{ DATA_QUALITY_RULES : "mandatory"

    %% Rules & Requirements
    ORGANIZATION ||--o{ RULES_OR_REQUIREMENTS : "mandatory"
    WORK_PACKAGE ||--o{ RULES_OR_REQUIREMENTS : "mandatory"

    DATA_DOMAIN {
        string Id PK
        string Organization__c FK
        string Name
        string Description
    }

    DATA_TABLE {
        string Id PK
        string System__c FK
        string Name
        string Type__c
    }

    DATA_FIELD {
        string Id PK
        string Data_Table__c FK
        string Name
        string Data_Type__c
        boolean Is_Key__c
    }

    DATA_MAPPING_REGISTER {
        string Id PK
        string Source_Field__c FK
        string Target_Field__c FK
        string Transformation__c
    }

DC-11: Testing & Quality Management

Priority: Medium Objects: 10 Trigger Keywords: test, scenario, case, step, defect, quality, UAT, SIT

Objects in This Domain

API Name Label Description
amigo1__Test_Plan__c Test Plan Test planning and management
amigo1__Test_Plan_Details__c Test Plan Detail Detailed test plan items
amigo1__Test_Scenario__c Test Scenario Test scenario definitions
amigo1__Test_Case__c Test Case Individual test cases
amigo1__Test_Step__c Test Step Test execution steps
amigo1__Test_Component__c Test Component Reusable test components
amigo1__Test_Step_Data_Mapping_Register__c Test Step Data Mapping Register Data mappings for test steps
amigo1__Test_Step_Rules_And_Requirements__c Test Step Rules And Requirement Rules for test steps
amigo1__Object_Test_Plan__c Object Test Plan Test plans for objects
amigo1__Defect_Log__c Defect Log Defect tracking

Relationship Diagram

erDiagram
    Organization ||--o{ Portfolio : "contains"
    Organization ||--o{ Program : "contains"
    Organization ||--o{ Project : "contains"
    Organization ||--o{ TestPlan : "manages"
    Organization ||--o{ TestScenario : "manages"
    Organization ||--o{ TestCase : "manages"
    Organization ||--o{ TestComponent : "manages"
    Organization ||--o{ TestStep : "manages"

    Portfolio ||--o{ Program : "contains"
    Portfolio ||--o{ TestPlan : "oversees"
    Portfolio ||--o{ TestScenario : "oversees"

    Program ||--o{ Project : "contains"
    Program ||--o{ TestPlan : "defines"
    Program ||--o{ TestScenario : "defines"

    Project ||--o{ TestPlan : "executes"
    Project ||--o{ TestScenario : "executes"
    Project ||--o{ TestCase : "executes"
    Project ||--o{ DefectLog : "tracks"

    TestPlan ||--o{ TestPlanDetails : "contains"
    
    TestScenario ||--o{ TestCase : "contains"
    TestScenario ||--o{ TestComponent : "uses"
    TestScenario ||--o{ TestPlanDetails : "links-to"
    TestScenario ||--o{ TestStep : "contains"

    TestCase ||--o{ TestStep : "contains"
    TestCase ||--o{ DefectLog : "produces"
    TestCase ||--o{ TestComponent : "uses"
    TestCase ||--o{ TestPlanDetails : "links-to"

    TestComponent ||--o{ TestStep : "contains"
    TestComponent ||--o{ TestPlanDetails : "links-to"

    TestStep ||--o{ TestStepDataMappingRegister : "uses"
    TestStep ||--o{ TestStepRulesAndRequirements : "validates"

    BusinessProcess ||--o{ TestComponent : "tested-by"
    Object ||--o{ TestComponent : "tested-by"
    SecurityProfile ||--o{ TestComponent : "validated-by"

    Object ||--o{ ObjectTestPlan : "has"
    TestPlan ||--o{ ObjectTestPlan : "covers"

    TestPlan {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Status__c
        string Type__c
    }

    TestScenario {
        string Id PK
        string Test_Plan__c FK
        string Name
        string Status__c
    }

    TestCase {
        string Id PK
        string Test_Scenario__c FK
        string Name
        string Status__c
        string Expected_Result__c
    }

    TestStep {
        string Id PK
        string Test_Case__c FK
        integer Step_Number__c
        string Description
        string Expected_Result__c
    }

    DefectLog {
        string Id PK
        string Test_Case__c FK
        string Project__c FK
        string Name
        string Severity__c
        string Status__c
    }

DC-12: Cutover & Go-Live Management

Priority: Medium Objects: 7 Trigger Keywords: cutover, go-live, environment, baseline, deployment

Objects in This Domain

API Name Label Description
amigo1__Cutover_Deliverable__c Cutover Plan Cutover planning
amigo1__Cutover_Task__c Cutover Task Individual cutover tasks
amigo1__Cutover_Event_Journal__c Cutover Event Journal Event logging during cutover
amigo1__Cutover_Plan_Change_Request__c Cutover Plan Change Request Changes to cutover plans
amigo1__Baseline_Cutover_Data__c Baseline Cutover Data Baseline data for cutover
amigo1__Environment__c Environment Deployment environments
amigo1__Object_Environment__c Object Environment Objects in environments

Relationship Diagram

erDiagram
    Organization ||--o{ Portfolio : "has"
    Organization ||--o{ Program : "has"
    Organization ||--o{ Project : "has"
    Organization ||--o{ Environment : "has"
    Organization ||--o{ CutoverDeliverable : "has"
    Organization ||--o{ CutoverTask : "has"
    Organization ||--o{ CutoverEventJournal : "has"
    Organization ||--o{ CutoverPlanChangeRequest : "has"

    Portfolio ||--o{ Program : "contains"
    Portfolio ||--o{ CutoverDeliverable : "has"
    Portfolio ||--o{ CutoverTask : "has"
    Portfolio ||--o{ CutoverEventJournal : "has"

    Program ||--o{ Project : "contains"
    Program ||--o{ CutoverDeliverable : "has"
    Program ||--o{ CutoverTask : "has"

    Project ||--o{ CutoverDeliverable : "has"
    Project ||--o{ CutoverTask : "has"
    Project ||--o{ CutoverPlanChangeRequest : "has"
    Project ||--o{ Baseline : "has"

    CutoverDeliverable ||--o{ CutoverTask : "contains"
    CutoverDeliverable ||--o{ CutoverPlanChangeRequest : "has"
    CutoverDeliverable ||--o{ Baseline : "has"
    CutoverDeliverable ||--o{ BaselineData : "has"

    Environment ||--o{ CutoverPlanChangeRequest : "has"
    Environment ||--o{ ObjectEnvironment : "contains"

    CutoverTask ||--o{ CutoverPlanChangeRequest : "has"
    CutoverTask ||--o{ BaselineData : "has"

    Baseline ||--o{ BaselineData : "contains"
    Baseline ||--o{ BaselineCutoverData : "has"

    CutoverDeliverable {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Status__c
        date Planned_Start__c
        date Planned_End__c
    }

    CutoverTask {
        string Id PK
        string Cutover_Deliverable__c FK
        string Name
        string Status__c
        integer Sequence__c
        decimal Duration_Hours__c
    }

    Environment {
        string Id PK
        string Organization__c FK
        string Name
        string Type__c
        string Status__c
    }

    CutoverEventJournal {
        string Id PK
        string Organization__c FK
        string Event_Type__c
        datetime Timestamp__c
        string Description__c
    }

DC-13: Benefits & Financial Tracking

Priority: Medium Objects: 11 Trigger Keywords: benefit, cost, expense, ROI, financial, budget, tracking

Objects in This Domain

API Name Label Description
amigo1__Benefit__c Benefit Benefit definitions
amigo1__Benefits_Tracking_Detail__c Benefits Tracking Detail Benefit realization tracking
amigo1__Benefit_Process__c Benefit Process Benefits linked to processes
amigo1__Benefit_Deliverable__c Benefit Deliverable Benefits linked to deliverables
amigo1__Datum_Benefit__c Datum Benefit Data-benefit associations
amigo1__Cost__c Cost Cost tracking
amigo1__Cost_Tracking_Detail__c Cost Tracking Detail Detailed cost tracking
amigo1__Cost_Rate_Table__c Cost Rate Table Cost rate definitions
amigo1__Billing_Rate_Table__c Billing Rate Table Billing rate definitions
amigo1__Expense_Report__c Expense Report Expense reporting
amigo1__Expense_Tracking__c Expense Tracking Expense tracking details

Relationship Diagram

erDiagram
    Organization ||--|| Portfolio : "has"
    Organization ||--|| Program-Financial : "has"
    Organization ||--|| Benefit-Tracking-Details : "has"
    Organization ||--|| Cost : "has"
    Organization ||--|| Cost-Tracking-Details : "has"
    Organization ||--|| Cost-Rate-Table : "has"
    Organization ||--|| Billing-Rate-Table : "has"
    Organization ||--|| Expense-Tracking : "has"
    Organization ||--|| Benefit : "has"

    Portfolio ||--|| Benefit-Tracking-Details : "has"
    Portfolio ||--|| Cost : "has"
    Portfolio ||--|| Cost-Tracking-Details : "has"
    Portfolio ||--|| Expense-Tracking : "has"
    Portfolio ||--|| Benefit : "has"

    Program-Financial ||--|| Benefit : "has"
    Program-Financial ||--|| Cost : "has"
    Program-Financial ||--|| Cost-Tracking-Details : "has"

    Objectives ||--o{ Measure-and-Metrics : "has"
    Measure-and-Metrics ||--o{ Benefit : "relates to"

    Benefit ||--o{ Benefit-Tracking-Details : "has"
    Benefit ||--o{ Benefit-Process : "linked to"
    Benefit ||--o{ Benefit-Deliverable : "realized by"
    Benefit ||--o{ Datum-Benefit : "associated with"

    Cost ||--o{ Cost-Tracking-Details : "has"

    Expense-Report ||--|| Expense-Tracking : "has"

    Program ||--|| Expense-Tracking : "has"
    Project ||--|| Expense-Tracking : "has"

    Benefit {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        decimal Target_Value__c
        decimal Realized_Value__c
        string Status__c
    }

    Cost {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        decimal Budgeted__c
        decimal Actual__c
        string Category__c
    }

    Expense-Tracking {
        string Id PK
        string Project__c FK
        string Expense_Report__c FK
        decimal Amount__c
        date Expense_Date__c
    }

DC-14: Communication & Collaboration

Priority: Low Objects: 9 Trigger Keywords: communication, stakeholder, meeting, change impact, OCM

Objects in This Domain

API Name Label Description
amigo1__Communications_Register__c Communications Register Communication planning
amigo1__Communication_Stakeholder__c Communication Stakeholder Stakeholders for communications
amigo1__Stakeholder_Groups__c Stakeholder Group Stakeholder group definitions
amigo1__Datum_Stakeholder_Group__c Datum Stakeholder Group Data-stakeholder associations
amigo1__Change_Impact_Assessment__c Change Impact Assessment Change impact analysis
amigo1__Change_Impact_Stakeholder_Group__c Change Impact Stakeholder Group Stakeholders affected by changes
amigo1__Meeting_Minutes__c Meeting Minutes Meeting documentation
amigo1__Attendees_and_absentees__c Attendees and absentees Meeting attendance tracking
amigo1__Watch_List__c Watch List Items being monitored

Relationship Diagram

erDiagram
    Organization ||--o{ Portfolio : "has"
    Organization ||--o{ Program : "has"
    Organization ||--o{ Project : "has"
    Organization ||--o{ CommunicationRegister : "has"
    Organization ||--o{ StakeholderGroup : "has"
    Organization ||--o{ ChangeImpactAssessment : "has"
    Organization ||--o{ MeetingMinutes : "has"
    Organization ||--o{ WatchList : "has"

    Portfolio ||--o{ Program : "contains"
    Portfolio ||--o{ CommunicationRegister : "has"
    Portfolio ||--o{ StakeholderGroup : "has"
    Portfolio ||--o{ ChangeImpactAssessment : "has"
    Portfolio ||--o{ MeetingMinutes : "has"
    Portfolio ||--o{ WatchList : "has"

    Program ||--o{ Project : "includes"
    Program ||--o{ CommunicationRegister : "has"
    Program ||--o{ StakeholderGroup : "has"
    Program ||--o{ ChangeImpactAssessment : "has"
    Program ||--o{ MeetingMinutes : "has"
    Program ||--o{ WatchList : "has"

    Project ||--o{ CommunicationRegister : "has"
    Project ||--o{ MeetingMinutes : "has"
    Project ||--o{ WatchList : "has"

    CommunicationRegister ||--o{ CommunicationStakeholder : "targets"

    StakeholderGroup ||--o{ CommunicationStakeholder : "includes"
    StakeholderGroup ||--o{ ChangeImpactStakeholderGroup : "affected by"
    StakeholderGroup ||--o{ DatumStakeholderGroup : "linked to"
    StakeholderGroup ||--o{ WatchList : "monitors"

    ChangeImpactAssessment ||--o{ ChangeImpactStakeholderGroup : "impacts"

    MeetingMinutes ||--o{ AttendeesAbsentees : "records"

    CommunicationRegister {
        string Id PK
        string Organization__c FK
        string Project__c FK
        string Name
        string Audience__c
        string Channel__c
        string Frequency__c
    }

    StakeholderGroup {
        string Id PK
        string Organization__c FK
        string Name
        string Description
    }

    ChangeImpactAssessment {
        string Id PK
        string Organization__c FK
        string Name
        string Impact_Level__c
        string Mitigation__c
    }

    MeetingMinutes {
        string Id PK
        string Project__c FK
        string Name
        date Meeting_Date__c
        string Summary__c
    }

4. Cross-Domain Relationship Matrix

This matrix shows how Domain Contexts connect to each other through shared objects.

From Domain To Domain Connection Objects Relationship Type
DC-01 DC-02 Organization, Portfolio Parent-Child
DC-01 DC-03 Organization, Portfolio, Program Parent-Child
DC-02 DC-03 Program, Project Parent-Child
DC-03 DC-04 Project, Deliverable Parent-Child
DC-04 DC-05 Deliverable, Work_Package Links to RAID
DC-03 DC-05 Project Risk/Issue/Decision Owner
DC-05 DC-06 Issue_Log, Change_Request Escalation
DC-07 DC-04 RACI_Chart, Work_Package Assignment
DC-07 DC-05 RACI_Chart, Risk/Issue Ownership
DC-08 DC-04 Methodology_Activity, Work_Package_Type Template
DC-09 DC-11 Business_Process, Test_Component Testing
DC-10 DC-11 Data_Mapping_Register, Test_Step Validation
DC-11 DC-05 Defect_Log, Issue_Log Escalation
DC-12 DC-03 Cutover_Plan, Project Deployment
DC-13 DC-01 Benefit, Objectives Tracking
DC-14 DC-05 Stakeholder_Group, Change_Request Approval

5. Query Generation Guidelines

5.1 Critical Rules

  1. Never use COUNT() for “How many” questions
    • Always retrieve records and count programmatically
    • Wrong: SELECT COUNT() FROM amigo1__Work_Package__c
    • Correct: SELECT Id, Name FROM amigo1__Work_Package__c
  2. Use LIKE for name searches
    • Always use wildcards for flexible matching
    • Pattern: WHERE Name LIKE '%SearchTerm%'
  3. Use RACI_Chart for resource queries
    • Any query about “assigned to”, “who has”, “how many does X have”
    • Always join through RACI_Chart, not direct lookup
  4. Respect the hierarchy
    • Always filter by Organization first when applicable
    • Use relationship queries to traverse hierarchy

5.2 Query Type Selection

User Intent Query Type Example Keywords
Retrieve specific records SOQL “get”, “show”, “list”, “what is”
Search across objects SOSL “find”, “search”, “lookup”
Aggregate/analyze SOQL with relationships “how many”, “total”, “compare”
Generate content Conversational “write”, “create”, “help me”

5.3 Common Query Patterns

-- Pattern 1: Hierarchy traversal
SELECT Id, Name, amigo1__Program__r.Name, amigo1__Program__r.amigo1__Portfolio__r.Name
FROM amigo1__Project__c
WHERE amigo1__Organization__c = :orgId

-- Pattern 2: RACI-based assignment query
SELECT Id, Name 
FROM amigo1__Work_Package__c 
WHERE Id IN (
    SELECT amigo1__Work_Package__c 
    FROM amigo1__RACI_Chart__c 
    WHERE amigo1__User__r.Name LIKE '%John%'
)

-- Pattern 3: Risk analysis
SELECT Id, Name, amigo1__Risk_Score__c, amigo1__Impact__c, amigo1__Probability__c
FROM amigo1__Risk_Register__c
WHERE amigo1__Project__r.Name LIKE '%ProjectX%'
ORDER BY amigo1__Risk_Score__c DESC
LIMIT 5

-- Pattern 4: Health dashboard
SELECT Id, Name, amigo1__Health_Score__c, amigo1__SPI__c, amigo1__CPI__c,
    (SELECT Id, Name, amigo1__Status__c FROM amigo1__Risk_Registers__r WHERE amigo1__Status__c = 'Open'),
    (SELECT Id, Name, amigo1__Status__c FROM amigo1__Issue_Logs__r WHERE amigo1__Status__c = 'Open')
FROM amigo1__Project__c
WHERE amigo1__Program__r.Name LIKE '%ProgramY%'

6. Appendix: Complete Object Reference

All 147 AMIGO Objects by API Name

# API Name Label Domain Context
1 amigo1__Organization__c Organization DC-01
2 amigo1__Portfolio__c Portfolio DC-01
3 amigo1__Portfolio_Evaluation_Request__c Portfolio Evaluation Request DC-01
4 amigo1__Portfolio_User_Association__c Portfolio User Association DC-01
5 amigo1__Portfolio_Evaluator__c Portfolio Evaluator DC-01
6 amigo1__User_Association__c Organization User Association DC-01
7 amigo1__Goals__c Goals DC-01
8 amigo1__Objectives__c Objectives DC-01
9 amigo1__Measures_and_Metrics__c Measures and Metrics DC-01
10 amigo1__Program__c Program DC-02
11 amigo1__Program_Financial__c Program Financial DC-02
12 amigo1__Program_User_Association__c Program User Association DC-02
13 amigo1__Program_Dictionary__c Program Dictionary DC-02
14 amigo1__Program_Evaluation_Score__c Program Evaluation Score DC-02
15 amigo1__Domain_Program__c Domain Program DC-02
16 amigo1__Datum_Program__c Datum Program DC-02
17 amigo1__Project__c Project DC-03
18 amigo1__Project_Dictonary__c Project Dictionary DC-03
19 amigo1__Project_Teams__c Project Team DC-03
20 amigo1__Project_End_User__c Project End User DC-03
21 amigo1__Project_Methodology_Activity__c Project Methodology Activity DC-03
22 amigo1__Project_Key_Decision__c Project Key Decision DC-03
23 amigo1__Gate__c Gate DC-03
24 amigo1__Gate_Metrics_and_Results__c Gate Metrics and Results DC-03
25 amigo1__Deliverable__c Deliverable DC-04
26 amigo1__Deliverable_Type__c Deliverable Type DC-04
27 amigo1__Deliverable_End_User__c Deliverable End User DC-04
28 amigo1__Work_Package__c Work Package DC-04
29 amigo1__Work_Package_Type__c Work Package Type DC-04
30 amigo1__Work_Package_End_User__c Work Package End User DC-04
31 amigo1__Work_Package_Type_Estimate__c Work Package Type Estimate DC-04
32 amigo1__Risk_Register__c Risk Registers DC-05
33 amigo1__Risk_Register_Deliverable__c Risk Register Deliverable DC-05
34 amigo1__Risk_Register_Object__c Risk Register Object DC-05
35 amigo1__Risk_Register_Project__c Risk Register Project DC-05
36 amigo1__Issue_Log__c Issue Log DC-05
37 amigo1__Object_Issue_Log__c Object Issue Log DC-05
38 amigo1__Deliverables_Issue_Log__c Deliverables Issue Log DC-05
39 amigo1__Projects_Issue_Log__c Projects Issue Log DC-05
40 amigo1__Key_Decision__c Key Decision DC-05
41 amigo1__Deliverable_For_Key_Decisions__c Deliverable For Key Decisions DC-05
42 amigo1__Object_Key_Decision__c Object Key Decision DC-05
43 amigo1__Action_Items__c Action Items DC-06
44 amigo1__Objects_Action_Item__c Objects Action Item DC-06
45 amigo1__Change_Request_Log__c Change Request Log DC-06
46 amigo1__Change_Request_Business_Transaction__c Change Request Business Transaction DC-06
47 amigo1__ObjectChangeRequest__c ObjectChangeRequest DC-06
48 amigo1__Lessons_Learned__c Lessons Learned DC-06
49 amigo1__Role_Recource__c Resources DC-07
50 amigo1__Workstream_Role__c Roles DC-07
51 amigo1__Workstream_Project_team_Role_Member__c Workstream Role DC-07
52 amigo1__Workstream_Role_Resources__c Workstream Role Resources DC-07
53 amigo1__RACI_Chart__c RACI Chart DC-07
54 amigo1__RACI_Chart_Extension__c RACI Charts DC-07
55 amigo1__End_User__c End User DC-07
56 amigo1__Organizational_Other_User__c Organizational Other User DC-07
57 User User (Standard) DC-07
58 amigo1__Work_Stream__c Work Streams DC-08
59 amigo1__Work_Stream_Activity__c Work Stream Activity DC-08
60 amigo1__Predecessor_Work_Stream__c Predecessor Work Stream DC-08
61 amigo1__Successor_Work_Streams__c Successor Work Streams DC-08
62 amigo1__Methodology__c Methodology DC-08
63 amigo1__Methodology_Activity_Group__c Methodology Activity Group DC-08
64 amigo1__Methodology_Activity__c Methodology Activity DC-08
65 amigo1__Predecessor_Methodology_Activity__c Predecessor Methodology Activity DC-08
66 amigo1__Successor_Methodology_Activity__c Successor Methodology Activity DC-08
67 amigo1__Methodology_Accelerators__c Methodology Leading Practice/Accelerator DC-08
68-147 (Remaining objects…) (See full list in DC-09 through DC-15) DC-09 to DC-15

Document Control

Version Date Author Changes
1.0 January 2026 WBE Consultants LLC Initial creation

Build with purpose. Deliver value with pride.

— The AMIGO Team