SAP University Competence Center
California State University Chico
Surety Resource Connection
Senior Vice President - Surety
USI Insurance Services.
The 2018 Summer STEM Program will identify all the data fields used by the various SBA forms used for providing surety support, and the forms developed by the California Public Utilities Commission for company profiles, and seek to have the XBRL Orange Button taxonomy be expanded so that all the fields utilized by both the SBA and CPUC for building and maintaining solar facilities are incorporated into the XBRL taxonomy and ready for use by any entity that wants to exchange data using those specific data sets.
This educational opportunity not only provides industry with qualified graduates, the student contributions will enable any number of innovations by others to leverage the significant improvement in efficiency and reduction of administrative overhead made possible by data interoperability.
Data interoperability also enables data analytics and significant improvement in the capabilities to better manage risk.
A basic building block for data interoperability is the establishment of data sets where the data elements are defined for true “apples to apples” data exchange enabled by open standards like XBRL and FIBO.
The 2018 STEM student, Kunal Bhavsar, has created the following “Forms as Data Sets” in PDF that identifies each field in each form and then compiles the various forms in a spreadsheet that cross references all the forms use of common data fields, checks against the current XBRL taxonomy to verify the data element already exists in the taxonomy, and recommends adding any data elements that are missing to the XBRL taxonomy.
How these data elements ultimately get incorporated into the various applications that use the data elements, or forms as data sets, is up to any system developer.
The objective is not how the data elements get used, but that they available for use as a reliable and secure sustainable resource.
Stakeholders can utilize the “Forms as Data Sets” for prequalification and reporting to project owners, general contractors, accountants, banks, sureties and insurance companies.
More importantly, public and private entries, as well as commercial vendors can incorporate the data exchange functionality into their respective systems without IP constraints, costs, fees or licenses
College of Business
California State University Chico
California State University, Chico
Master of Business Administration
Enterprise Information Systems
Mapping Forms as Data Sets
2018 07-02 STEM XBRL Mapping Project - SBA Form 413 – Personal Financial Statement
2018 07-02 STEM XBRL Mapping Project - SBA Form 912 - Statement of Personal History
2018 07-02 STEM XBRL Mapping Project - SBA Form 990 - Surety Bond Guarantee Agreement
2018 07-02 STEM XBRL Mapping Project - SBA Form 990A - Quick Bond Guarantee Application and Agreement
2018 07-02 STEM XBRL Mapping Project - SBA Form 991 - Surety Bond Guarantee Agreement-Addendum
2018 07-02 STEM XBRL Mapping Project - SBA Form 994 - Application for Surety Bond Guarantee Assistance
2018 07-02 STEM XBRL Mapping Project - SBA Form 994B - Surety Bond Guarantee Underwriting Review
2018 07-02 STEM XBRL Mapping Project - SBA Form 994F - Schedule of Work in Process
Note: the Work on Hand, or Work in Progress, Data Set is part of a current effort by XBRL
California Public Utilities Commission - Supplier Clearinghouse
2018 07-02 STEM XBRL Mapping Project – CPUC -Fast Track Process Verification Application
2018 07-02 STEM XBRL Mapping Project – CPUC -Comparable Agency Application
Summer 2018 - Sponsored by Surety Resource Connection
Fall 2018 - Sponsored by Wells Fargo Bank