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Canonical Disclosure Intent Layer

Structural layer defining disclosure intent, constraints, and architectural positioning without asserting authoritative mappings or disclosure concept definitions.

Version: 1.0

Purpose

CDI establishes the structural framework for expressing disclosure requirements, constraints, and intended audiences without defining actual disclosure concepts or asserting authoritative mappings to external standards.

Responsibilities

Constraints

Interaction with CERM

CDI operates on top of CERM by defining which structural elements from the Canonical Element Reference Model may be relevant for disclosure purposes. CDI does not alter CERM definitions; it only references them for disclosure intent expression.

Structural Components

CDI-COMPONENT-DISCLOSURE-SLOT

Disclosure Slot

A structural position within CDI intended to hold disclosure intent without defining the actual disclosure concept. Slots have identifiers, structural types, and constraint references.

Characteristics

  • Has unique identifier within CDI namespace
  • References constraint types without asserting specific constraints
  • May map to CERM element types without asserting specific instances
  • Subject to versioning independent of external frameworks
CDI-COMPONENT-CONSTRAINT-TYPE

Constraint Type

A category of limitation or boundary that may govern disclosure slots—such as materiality thresholds, jurisdictional scope, sector applicability, or temporal relevance.

Characteristics

  • Defined structurally without specific values
  • May be referenced by multiple disclosure slots
  • Subject to CDI versioning
  • Cannot prescribe specific external standard requirements
CDI-COMPONENT-INTENDED-AUDIENCE

Intended Audience

A structural classification of disclosure recipients—investors, regulators, civil society, internal management—without prescribing what must be disclosed to each.

Characteristics

  • Defined as audience categories only
  • May be linked to disclosure slots
  • Does not assert information content requirements
  • Subject to CDI versioning
CDI-COMPONENT-CERM-REFERENCE

CERM Reference

A structural pointer from CDI to CERM element types, establishing which canonical elements may be relevant for disclosure without asserting specific data values.

Characteristics

  • References CERM element types (Entity, Activity, Metric, etc.)
  • Does not instantiate specific elements
  • Maintains CERM structural integrity
  • Version-controlled with CDI updates

Versioning Rules

Governance Positioning

Authority: Canonical ESG Technical Committee defines CDI structural architecture
Non-Authoritative on Disclosure: CDI does not assert what must be disclosed—that authority rests with external standard setters
Structural Integrity: CDI must preserve formal separation between canonical structure and external framework requirements

Review Criteria

  • Does the change maintain structural separation from external frameworks?
  • Does the change preserve CERM reference integrity?
  • Does the change avoid asserting disclosure content?
  • Is versioning properly incremented for structural changes?