Learning Automation

1. Overview

Horizontal automation surface across LMS deployment: dynamic audience segments, automated training assignment rules, reusable notification templates, learner notification log, manager-directed nudges for overdue training, and escalation policies. Cuts across LMS-COURSE-DELIVERY, LMS-COMPLIANCE-TRAINING, LMS-PATHS, and LMS-CREDENTIALS.

2. Entity summary

Name	data_object	Description
Audiences	`audiences`	Dynamic learner segments defined by attributes like department, location, and role, used by auto-enrollment and notification rules.
Automated Enrollment Rules	`automated_enrollment_rules`	Rule-engine entries that auto-enroll learners into courses or paths based on audience membership and lifecycle events.
Escalation Rules	`escalation_rules`	Policies that escalate overdue training through manager, skip-level, HR partner, or compliance officer.
Learner Notifications	`learner_notifications`	Log of notifications sent to learners: reminders, nudges, completions, and escalations.
Manager Nudges	`manager_nudges`	Reminders sent to a manager when one of their direct reports has overdue or upcoming training.
Notification Templates	`notification_templates`	Reusable email, in-app, and chat templates with merge fields, used by automation rules and manager reminders.
Reminder Schedules	`reminder_schedules`	Configured nudge cadences that drive automated reminders to learners and managers.
Certifications	`learner_certifications`	Credentials issued to a worker (internal, vendor, or regulatory), with issue date, expiry, issuing body, and renewal rules. Drives recertification campaigns.
Compliance Training Assignments	`compliance_assignments`	Mandatory training assignments tied to a regulation, role, location, or hire event, with due dates and escalation policy.
Courses	`courses`	Learning units such as e-learning modules, videos, live sessions, or blended programs, with format, duration, and prerequisites.
Employees	`employees`	Canonical records of people currently or formerly employed, carrying identity, employment metadata, and links to position, manager, and org unit.
Users	`users`	Platform users referenced as assignees, authors, approvers, and creators across records.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  audiences["Audiences"]
  automated_enrollment_rules["Automated Enrollment Rules"]
  learner_notifications["Learner Notifications"]
  notification_templates["Notification Templates"]
  manager_nudges["Manager Nudges"]
  escalation_rules["Escalation Rules"]
  users["Users"]
  employees["Employees"]
  courses["Courses"]
  compliance_assignments["Compliance Training Assignments"]
  learner_certifications["Certifications"]
  reminder_schedules["Reminder Schedules"]
  users -->|"owns"| courses
  audiences -->|"targeted_by"| automated_enrollment_rules
  automated_enrollment_rules -->|"creates"| compliance_assignments
  notification_templates -->|"renders"| learner_notifications
  compliance_assignments -->|"escalates_via"| manager_nudges
  escalation_rules -->|"produces"| manager_nudges
  users -->|"notified_via"| learner_notifications
  users -->|"nudges"| manager_nudges
  users -->|"member_of"| audiences
  employees -->|"is_linked_to"| users
  courses -->|"fulfills"| compliance_assignments
  courses -->|"grants"| learner_certifications
  users -->|"authors"| courses
  users -->|"must complete"| compliance_assignments
  users -->|"owns"| compliance_assignments
  users -->|"holds"| learner_certifications
  employees -->|"reflected on"| compliance_assignments
  class audiences master;
  class automated_enrollment_rules master;
  class learner_notifications master;
  class notification_templates master;
  class manager_nudges master;
  class escalation_rules master;
  class users consumer;
  class employees embedded_master;
  class courses embedded_master;
  class compliance_assignments embedded_master;
  class learner_certifications embedded_master;
  class reminder_schedules master;
  style reminder_schedules stroke-dasharray:5 5;

3. Entities catalog

#	data_object	canonical code	singular	plural	role	mastered in	mastered label	necessity	personal_content	entity_type	write tier	notes
1	`audiences`	`audiences`	Audience	Audiences	master	-	-	required	-	catalog	`:admin`	-
2	`automated_enrollment_rules`	`automated_enrollment_rules`	Automated Enrollment Rule	Automated Enrollment Rules	master	-	-	required	-	catalog	`:admin`	-
3	`escalation_rules`	`escalation_rules`	Escalation Rule	Escalation Rules	master	-	-	required	-	catalog	`:admin`	-
4	`learner_notifications`	`learner_notifications`	Learner Notification	Learner Notifications	master	-	-	required	yes	operational_record	`:manage`	-
5	`manager_nudges`	`manager_nudges`	Manager Nudge	Manager Nudges	master	-	-	required	yes	operational_workflow	`:manage`	-
6	`notification_templates`	`notification_templates`	Notification Template	Notification Templates	master	-	-	required	-	catalog	`:admin`	-
7	`reminder_schedules`	`reminder_schedules`	Reminder Schedule	Reminder Schedules	master	-	-	optional	-	catalog	`:admin`	-
8	`learner_certifications`	`learner_certifications`	Certification	Certifications	embedded_master	`lms-credentials`	Credentials, Badges and Continuing Education	required	yes	operational_workflow	`:manage`	-
9	`compliance_assignments`	`compliance_assignments`	Compliance Training Assignment	Compliance Training Assignments	embedded_master	`lms-compliance-training`	Compliance Training	required	yes	operational_workflow	`:manage`	-
10	`courses`	`courses`	Course	Courses	embedded_master	`lms-course-delivery`	Course Delivery	required	-	operational_workflow	`:manage`	-
11	`employees`	`employees`	Employee	Employees	embedded_master	`hcm-core-worker`	Core Worker Record	required	yes	operational_workflow	`:manage`	-
12	`users`	`users`	User	Users	consumer	(platform built-in)	(platform built-in)	required	-	operational_record	`:manage`	-

4. Aliases and industry synonyms

(none: no industry-scoped aliases for this scope)

5. Relationships

5.1 Intra-scope edges

from	verb	to	cardinality	kind	necessity	owner_side	delete_mode	fk_format	notes
`audiences`	targeted_by	`automated_enrollment_rules`	one_to_many	reference	optional	target	clear	reference	-
`automated_enrollment_rules`	creates	`compliance_assignments`	one_to_many	reference	optional	source	clear	reference	-
`notification_templates`	renders	`learner_notifications`	one_to_many	reference	optional	target	clear	reference	-
`compliance_assignments`	escalates_via	`manager_nudges`	one_to_many	reference	optional	target	clear	reference	-
`escalation_rules`	produces	`manager_nudges`	one_to_many	reference	optional	source	clear	reference	-
`courses`	fulfills	`compliance_assignments`	one_to_many	reference	optional	source	clear	reference	-
`courses`	grants	`learner_certifications`	one_to_many	reference	optional	source	clear	reference	-
`employees`	reflected on	`compliance_assignments`	one_to_many	reference	optional	source	clear	reference	-

5.2 Built-in edges (`users` and other platform built-ins)

from	verb	to	cardinality	necessity	owner_side	delete_mode	fk_format	notes
`users`	owns	`courses`	one_to_many	optional	source	clear	reference	-
`users`	notified_via	`learner_notifications`	one_to_many	optional	source	clear	reference	-
`users`	nudges	`manager_nudges`	one_to_many	optional	source	clear	reference	-
`users`	member_of	`audiences`	one_to_many	optional	source	clear	reference	-
`employees`	is_linked_to	`users`	one_to_one	optional	target	clear	reference	-
`users`	authors	`courses`	one_to_many	optional	source	clear	reference	-
`users`	must complete	`compliance_assignments`	one_to_many	required	source	restrict	reference	-
`users`	owns	`compliance_assignments`	one_to_many	optional	source	clear	reference	-
`users`	holds	`learner_certifications`	one_to_many	required	source	restrict	reference	-

5.3 Cross-scope edges

5.3a Outbound from this scope’s masters and contributors

Edges this scope drives: the in-scope endpoint has role of master or contributor.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
`automated_enrollment_rules`	creates	`course_enrollments`	one_to_many	optional	none	n/a	-
`ad_audiences`	syncs from	`audiences`	one_to_one	optional	none	n/a	-

5.3b Context edges on embedded shells and consumed entities

Edges the canonical owner drives, shown for context: the in-scope endpoint has role of embedded_master, consumer, or derived.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
`employees`	triggers	`iga_provisioning_events`	one_to_many	optional	none	n/a	-
`employees`	finalized by	`onboarding_document_collections`	one_to_many	optional	none	n/a	-
`pre_employees`	promotes to	`employees`	one_to_one	required	none (required-if-present)	n/a	-
`legal_holds`	identifies_custodians_from	`employees`	many_to_many	optional	none	n/a	-
`legal_advice_records`	references	`employees`	many_to_many	optional	none	n/a	-
`employees`	is host for	`host_assignments`	one_to_many	required	none (required-if-present)	n/a	-
`courses`	has_version	`course_versions`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`courses`	classified_as	`course_categories`	many_to_many	optional	none	n/a	-
`courses`	tagged_with	`course_tags`	many_to_many	optional	none	n/a	-
`course_catalogs`	lists	`courses`	many_to_many	optional	none	n/a	-
`courses`	reviewed_via	`course_reviews`	one_to_many	optional	none	n/a	-
`courses`	rated_via	`course_ratings`	one_to_many	optional	none	n/a	-
`courses`	discussed_in	`course_discussions`	one_to_many	optional	none	n/a	-
`courses`	scheduled_as	`course_offerings`	one_to_many	optional	none	n/a	-
`certification_definitions`	instantiated_as	`learner_certifications`	one_to_many	required	none (required-if-present)	n/a	-
`certificate_templates`	renders	`learner_certifications`	one_to_many	optional	none	n/a	-
`courses`	grants	`certification_definitions`	many_to_many	optional	none	n/a	-
`courses`	yields_credits_via	`continuing_education_credits`	many_to_many	optional	none	n/a	-
`compliance_training_campaigns`	generates	`compliance_assignments`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`compliance_assignments`	evidences	`compliance_audit_records`	one_to_many	optional	none	n/a	-
`compliance_assignments`	acknowledged_via	`harassment_training_acknowledgements`	one_to_many	optional	none	n/a	-
`compliance_assignments`	produces	`fda_part11_audit_trails`	one_to_many	optional	none	n/a	-
`learning_path_steps`	references	`courses`	one_to_many	optional	none	n/a	-
`contingent_workers`	converts_to	`employees`	one_to_one	optional	none	n/a	-
`merit_recommendations`	applies to	`employees`	one_to_one	optional	none	n/a	-
`equity_grants`	granted to	`employees`	one_to_one	optional	none	n/a	-
`compensation_statements`	issued to	`employees`	one_to_one	optional	none	n/a	-
`employees`	requests	`absence_requests`	one_to_many	optional	none	n/a	-
`org_units`	groups	`employees`	one_to_many	required	none (required-if-present)	n/a	-
`hcm_positions`	is_filled_by	`employees`	one_to_one	optional	none	n/a	-
`employees`	signs	`employment_contracts`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`employees`	generates	`employment_events`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`employees`	triggers	`asset_lifecycle_events`	one_to_many	optional	none	n/a	-
`employees`	holds	`skill_profiles`	one_to_one	optional	none	n/a	-
`employees`	triggers	`service_requests`	one_to_many	optional	none	n/a	-
`employees`	triggers	`pay_runs`	one_to_many	optional	none	n/a	-
`employees`	enrolls_in	`course_enrollments`	one_to_many	optional	none	n/a	-
`job_profiles`	maps_to	`courses`	many_to_many	optional	none	n/a	-
`employees`	becomes	`career_aspirations`	one_to_one	optional	none	n/a	-
`employees`	becomes	`work_shifts`	one_to_many	optional	none	n/a	-
`employees`	becomes	`compensation_statements`	one_to_one	optional	none	n/a	-
`employees`	triggers	`benefit_enrollments`	one_to_many	optional	none	n/a	-
`employees`	triggers	`corporate_cards`	one_to_many	optional	none	n/a	-
`employees`	spawns	`onboarding_journeys`	one_to_one	optional	none	n/a	-
`employees`	spawns	`hr_cases`	one_to_many	optional	none	n/a	-
`employees`	feeds	`headcount_plans`	one_to_many	optional	none	n/a	-
`employees`	feeds	`agency_time_entries`	one_to_many	optional	none	n/a	-
`employees`	onboarded by	`onboarding_journeys`	one_to_many	required	none (required-if-present)	n/a	-
`courses`	sequenced_into	`learning_paths`	many_to_many	optional	none	n/a	-
`courses`	enrolled_via	`course_enrollments`	one_to_many	required	none (required-if-present)	n/a	-
`skill_profiles`	updated by	`learner_certifications`	one_to_many	optional	none	n/a	-
`hcm_positions`	requires	`compliance_assignments`	one_to_many	optional	none	n/a	-
`org_units`	sponsors	`compliance_assignments`	one_to_many	optional	none	n/a	-
`compliance_obligations`	tracked by	`compliance_assignments`	one_to_many	optional	none	n/a	-
`compliance_assignments`	triggers	`iga_provisioning_events`	one_to_many	optional	none	n/a	-
`employees`	reflects	`learning_records`	one_to_many	optional	none	n/a	-
`employees`	declares	`life_events`	one_to_many	optional	none	n/a	-
`employees`	updated by	`life_events`	one_to_many	optional	none	n/a	-
`employees`	submits	`survey_responses`	one_to_many	optional	none	n/a	-
`employees`	flagged on	`engagement_drivers`	one_to_many	optional	none	n/a	-
`employees`	reflected on	`engagement_drivers`	one_to_many	optional	none	n/a	-
`employees`	raises	`hr_cases`	one_to_many	required	none (required-if-present)	n/a	-
`employees`	updated by	`hr_cases`	one_to_many	optional	none	n/a	-
`case_categories`	drives	`employees`	one_to_many	optional	none	n/a	-
`contingent_workers`	reviewed_against	`employees`	one_to_one	optional	none	n/a	-
`candidates`	becomes	`employees`	one_to_one	required	none (required-if-present)	n/a	-
`employees`	fills	`hcm_positions`	one_to_one	optional	none	n/a	-
`employees`	learns_via	`course_enrollments`	one_to_many	required	none (required-if-present)	n/a	-
`employees`	enrolls_in	`benefit_enrollments`	one_to_many	required	none (required-if-present)	n/a	-
`survey_campaigns`	targets	`employees`	many_to_many	optional	none	n/a	-
`employees`	has	`emergency_contacts`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`employees`	has	`work_eligibility_documents`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`employees`	has	`national_ids`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`employees`	has	`worker_addresses`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`employees`	has	`employee_dependents`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`employees`	has	`worker_change_requests`	one_to_many	required	none (required-if-present)	n/a	-
`employees`	applies_as	`candidates`	one_to_many	optional	none	n/a	-
`employees`	is the worker behind	`traveler_profiles`	one_to_one	optional	none	n/a	-
`exit_risk_assessments`	assesses	`employees`	one_to_one	optional	none	n/a	-
`insider_risk_cases`	concerns	`employees`	one_to_many	optional	none	n/a	-
`frontline_recognitions`	recognizes	`employees`	one_to_many	required	none (required-if-present)	n/a	-
`advocate_profiles`	represents	`employees`	one_to_one	required	none (required-if-present)	n/a	-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

(none: no other module embeds this scope’s masters; the canonical owners do.)

6.2 Outbound handoffs (events this scope publishes)

source module	target domain	target module	trigger_event	transition	payload	integration	friction	description
LMS-COMPLIANCE-TRAINING	GRC	(domain-level)	`compliance_assignment.completed`	(lifecycle)	`compliance_assignments`	event_stream	low	-
LMS-COMPLIANCE-TRAINING	GRC	(domain-level)	`compliance_assignment.due`	(threshold)	`compliance_assignments`	event_stream	medium	GRC obligation tracker updates the per-employee compliance status to ‘due’ so the regulator-evidence dashboard reflects the impending breach risk. Drives audit-evidence reporting (e.g., Compliance Operations dashboard).
LMS-COMPLIANCE-TRAINING	GRC	(domain-level)	`compliance_assignment.expired`	(threshold)	`compliance_assignments`	event_stream	high	-
LMS-COMPLIANCE-TRAINING	GRC	(domain-level)	`compliance_assignment.overdue`	(threshold)	`compliance_assignments`	event_stream	high	Compliance training overdue is a control failure; GRC tracks obligation status, IGA may suspend high-risk access.
HCM-CORE-WORKER	HRSD	HRSD-CASE-MGMT	`employee.terminated`	`terminated` (lifecycle)	`employees`	event_stream	medium	Termination kicks off offboarding case (exit interview, knowledge transfer, paperwork). Multiple downstream HRSD tasks created.
LMS-COMPLIANCE-TRAINING	HRSD	HRSD-CASE-MGMT	`compliance_assignment.due`	(threshold)	`compliance_assignments`	api_call	medium	HR Service Delivery opens (or updates) an employee-facing case/task with the impending obligation, deadline, and link to the assigned course. Failure mode: when an HRSD platform isn’t deployed, the nudge falls back to direct email and the in-tool reminder.
HCM-CORE-WORKER	IGA	IGA-ACCESS-REQUEST	`employee.created`	`created` (lifecycle)	`employees`	api_call	high	New employee in HCM triggers directory account creation and birthright-role assignment in IGA. High friction because role-to-entitlement mappings drift per business unit, and IGA frequently needs additional context (cost center, manager, location) that arrives later in the journey. Same trigger event as the HCM → Onboarding and HCM → Payroll handoffs.
HCM-CORE-WORKER	IGA	IGA-ACCESS-REQUEST	`employee.promoted`	(lifecycle)	`employees`	event_stream	high	Promotion (mover event) requires entitlement re-evaluation: add new role access, revoke prior-role access. SoD risk window during transition.
HCM-CORE-WORKER	IGA	IGA-ACCESS-REQUEST	`employee.terminated`	`terminated` (lifecycle)	`employees`	api_call	high	Termination in HCM must immediately revoke identity access in IGA: disable account, remove group memberships, terminate app-level entitlements. Failure modes: contractor terminations not flowing (different HCM table); rehires confuse the de-provisioning idempotency; access lingers after termination is the canonical audit finding.
LMS-COMPLIANCE-TRAINING	IGA	IGA-AUTO-PROVISIONING	`compliance_assignment.expired`	(threshold)	`compliance_assignments`	api_call	high	-
LMS-COMPLIANCE-TRAINING	IGA	IGA-AUTO-PROVISIONING	`compliance_assignment.overdue`	(threshold)	`compliance_assignments`	api_call	high	Severe overdue (PCI, HIPAA, SOX-relevant) may auto-suspend system access pending completion. Alert-without-feedback-loop common.
LMS-CREDENTIALS	IGA	IGA-AUTO-PROVISIONING	`learner_certification.expired`	(threshold)	`learner_certifications`	api_call	high	-
LMS-CREDENTIALS	IGA	IGA-AUTO-PROVISIONING	`learner_certification.renewed`	(lifecycle)	`learner_certifications`	api_call	medium	-
LMS-CREDENTIALS	IGA	IGA-AUTO-PROVISIONING	`learner_certification.revoked`	(lifecycle)	`learner_certifications`	api_call	high	-
HCM-CORE-WORKER	HCM	HCM-LIFECYCLE-WORKFLOWS	`employee.created`	`created` (lifecycle)	`employees`	lifecycle_progression	low	New worker record surfaces in self-service: manager dashboard, new-hire welcome surface, lifecycle task inbox. In-process state read; no message bus.
HCM-CORE-WORKER	HCM	HCM-LIFECYCLE-WORKFLOWS	`employee.terminated`	`terminated` (lifecycle)	`employees`	lifecycle_progression	low	Termination drives the offboarding self-service flow: exit-interview prompt, equipment-return task, knowledge-handoff surfaces in the lifecycle workflow module.
LMS-COMPLIANCE-TRAINING	HCM	HCM-LIFECYCLE-WORKFLOWS	`compliance_assignment.due`	(threshold)	`compliance_assignments`	event_stream	medium	Compliance assignment due-date nudges to HCM-mastered manager/employee record. HCM surfaces the impending obligation on the employee profile and routes a reminder to the line manager.
HCM-CORE-WORKER	PAYROLL	PAYROLL-RUN	`employee.created`	`created` (lifecycle)	`employees`	api_call	medium	New employee in HCM triggers comp profile activation in Payroll: gross-to-net rules selected by jurisdiction, deductions initialised, bank account and tax setup collected via Onboarding flow. Same trigger event as the HCM → Onboarding handoff; both subscribe to the employee.created event.
HCM-CORE-WORKER	PAYROLL	PAYROLL-RUN	`employee.promoted`	(lifecycle)	`employees`	event_stream	medium	Promotion typically includes salary change. Effective-dated change must flow to PAYROLL with retroactive handling.
HCM-CORE-WORKER	PAYROLL	PAYROLL-RUN	`employee.terminated`	`terminated` (lifecycle)	`employees`	event_stream	high	Termination drives final pay (severance, accrued PTO payout, prorated bonus). Cross-vendor stack when HCM and PAYROLL are different vendors; retro-adjustments are common.
LMS-AUTOMATION	LMS	LMS-COURSE-DELIVERY	`automated_enrollment_rule.activated`	(lifecycle)	`automated_enrollment_rules`	lifecycle_progression	low	-
LMS-AUTOMATION	LMS	LMS-COMPLIANCE-TRAINING	`automated_enrollment_rule.activated`	(lifecycle)	`automated_enrollment_rules`	lifecycle_progression	low	-
HCM-CORE-WORKER	TALENT-MGMT	TALENT-PERFORMANCE-MGMT	`employee.created`	`created` (lifecycle)	`employees`	api_call	low	New employee triggers talent-profile initialisation in Talent Management: career aspirations, mobility preferences, skills profile stubs. Same employee.created trigger as Onboarding / Payroll / IGA handoffs.
HCM-CORE-WORKER	TALENT-MGMT	TALENT-PERFORMANCE-MGMT	`employee.promoted`	(lifecycle)	`employees`	event_stream	low	Promotion updates succession-plan slots and 9-box placement context.
HCM-CORE-WORKER	WFM	(domain-level)	`employee.created`	`created` (lifecycle)	`employees`	event_stream	low	New employee provisioned in HCM becomes a schedulable resource in WFM - identity, position, base FTE. Mid-shift onboarding and badge-binding are typical edge cases.
HCM-CORE-WORKER	COMP-MGMT	COMP-PLANNING	`employee.created`	`created` (lifecycle)	`employees`	event_stream	low	New-hire creation provides compensation basis. Bands and grades attach via job profile.
HCM-CORE-WORKER	COMP-MGMT	COMP-PLANNING	`employee.promoted`	(lifecycle)	`employees`	event_stream	low	Promotion event triggers off-cycle compensation review (eligibility, band placement, increase recommendation) in COMP-MGMT.
HCM-CORE-WORKER	BEN-ADMIN	BEN-ENROLLMENT	`employee.created`	`created` (lifecycle)	`employees`	event_stream	medium	New-hire creation seeds benefits eligibility (waiting periods, default elections). Drives carrier feed setup at end of new-hire window.
HCM-CORE-WORKER	BEN-ADMIN	BEN-ENROLLMENT	`employee.terminated`	`terminated` (lifecycle)	`employees`	event_stream	high	Termination triggers benefits termination, COBRA / equivalent notices, and dependent coverage decisions. Late notifications cause coverage gaps.
HCM-CORE-WORKER	EXPENSE	(domain-level)	`employee.terminated`	`terminated` (lifecycle)	`employees`	event_stream	medium	Termination triggers EXPENSE corporate-card deactivation and outstanding-report close-out.
HCM-CORE-WORKER	PSA	PSA-PROJECT-DELIVERY	`employee.terminated`	`terminated` (lifecycle)	`employees`	event_stream	medium	Terminated employee may be the assignee on open project_tasks. PROJECT-DELIVERY needs to surface affected tasks for reassignment or completion handover.
HCM-CORE-WORKER	PSA	PSA-RESOURCE-MGMT	`attrition_risk.high`	(state_change)	`employees`	event_stream	high	ML attrition score crosses high threshold. PSA resource managers may proactively rebalance assignments away from at-risk consultants on critical engagements. High friction: probabilistic→deterministic pattern (score requires judgment call), false-positive volume can swamp the staffing queue.
HCM-CORE-WORKER	PSA	PSA-RESOURCE-MGMT	`employee.created`	`created` (lifecycle)	`employees`	event_stream	low	New consultant hired. PSA resource pool adds the employee as available capacity; skill inventory record is seeded for downstream certifications.
HCM-CORE-WORKER	PSA	PSA-RESOURCE-MGMT	`employee.promoted`	(lifecycle)	`employees`	event_stream	low	Consultant promoted (level / job profile change). PSA reevaluates billable rate band and skill inventory; existing project_assignments may need rate revision.
HCM-CORE-WORKER	PSA	PSA-RESOURCE-MGMT	`employee.terminated`	`terminated` (lifecycle)	`employees`	event_stream	medium	Consultant terminated. PSA must release any active project_assignments, return capacity to bench and re-allocate forecast. Medium friction: leaver-event timing varies (immediate vs notice period) and active assignments may need urgent rebalancing.
LMS-COURSE-DELIVERY	SKILLS-MGMT	SKILLS-MGMT-PROFILE	`course.published`	(lifecycle)	`courses`	lifecycle_progression	low	-

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	transition	payload	integration	friction	description
HCM-CORE-WORKER	ATS	ATS-CANDIDATE-CRM	`candidate.hired`	`hired` (lifecycle)	`employees`	event_stream	medium	Candidate-to-employee conversion: hired candidate from ATS triggers employee-record creation in HCM. Field mapping (candidate → employee) is rarely perfect; missing fields (legal name spelling, work-eligibility detail, tax IDs) get collected in the Onboarding journey and back-filled into HCM.
HCM-CORE-WORKER	COMP-MGMT	COMP-PLANNING	`merit_cycle.approved`	`approved` (state_change)	`employees`	event_stream	low	Cycle-close pay-rate changes post to the worker record (base salary, bonus target, equity guideline).
HCM-CORE-WORKER	EMP-EXP	EMP-EXP-CONTINUOUS-LISTEN	`attrition_risk.high`	(state_change)	`employees`	api_call	high	Attrition-risk inference from engagement signals surfaces to managers via HCM dashboards. Probabilistic-signal → deterministic-action pattern: a risk score is not a directive; intervention is gated by manager judgment, data-privacy rules (anonymity floor), and DEI-bias concerns.
HCM-CORE-WORKER	PA	PA-PREDICTIVE-MODELS	`attrition_risk.high`	(state_change)	`employees`	event_stream	high	Flight-risk score flagged on employee; HR-business-partner motion required. Probabilistic-signal-to-deterministic-action friction shape; false-positive volume drives mistrust.
HCM-CORE-WORKER	MDM	(domain-level)	`employee_golden_record.created`	`active` (lifecycle)	`employees`	api_call	medium	Resolved identity → HCM links operational HR record.
LMS-AUTOMATION	LMS	LMS-COMPLIANCE-TRAINING	`compliance_assignment.overdue`	(threshold)	`compliance_assignments`	lifecycle_progression	low	-

6.4 Master providers (modules / domains that own masters this scope embeds)

data_object	role here	necessity	canonical owner(s)	slice notes
`compliance_assignments`	embedded_master	required	LMS-COMPLIANCE-TRAINING (LMS)	-
`courses`	embedded_master	required	LMS-COURSE-DELIVERY (LMS)	-
`employees`	embedded_master	required	HCM-CORE-WORKER (HCM)	-
`learner_certifications`	embedded_master	required	LMS-CREDENTIALS (LMS)	-
`users`	consumer	required	(platform built-in)	-

7. Lifecycle states

`automated_enrollment_rules` (Automated Enrollment Rule)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`draft`	✓	-	-	-	-
2	`active`	-	-	✓	`lms-automation:activate`	-
3	`paused`	-	-	✓	`lms-automation:pause`	-
4	`archived`	-	✓	✓	`lms-automation:archive`	-

`compliance_assignments` (Compliance Training Assignment)

This scope holds compliance_assignments as embedded_master; the canonical state machine is owned by LMS-COMPLIANCE-TRAINING.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`assigned`	✓	-	-	-	Mandatory training assignment created for a learner with due date.
2	`in_progress`	-	-	-	-	Learner has started the underlying course or activity.
3	`completed`	-	✓	✓	`lms-automation:complete`	Learner finished the assignment within the due window.
4	`overdue`	-	-	-	-	Due date passed without completion and escalation policy engaged.
5	`waived`	-	✓	✓	`lms-automation:waive`	Assignment formally waived by compliance owner with audit reason.
6	`expired`	-	✓	✓	`lms-automation:expire`	Assignment closed unmet at the regulatory deadline.

`courses` (Course)

This scope holds courses as embedded_master; the canonical state machine is owned by LMS-COURSE-DELIVERY.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`draft`	✓	-	-	-	Course being authored by an instructional designer or SME.
2	`in_review`	-	-	-	-	Content under review by L&D or compliance reviewers.
3	`published`	-	-	✓	`lms-automation:publish`	Course released to the catalog and available for enrollment.
4	`retired`	-	✓	✓	`lms-automation:retire`	Course removed from the catalog and kept for historical transcripts.

`employees` (Employee)

This scope holds employees as embedded_master; the canonical state machine is owned by HCM-CORE-WORKER.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`draft`	✓	-	-	-	Pre-hire stub created during requisition or onboarding handoff; not yet a worker of record.
2	`active`	-	-	✓	`lms-automation:active_employee`	Worker is currently employed and appears in headcount, payroll eligibility, and directory feeds.
3	`on_leave`	-	-	✓	`lms-automation:on_leave_employee`	Employee is on approved leave (parental, medical, sabbatical); active record but suppressed from some downstream feeds.
4	`suspended`	-	-	✓	`lms-automation:suspended_employee`	Employment temporarily halted (investigation, disciplinary); pay and access may be paused.
5	`terminated`	-	✓	✓	`lms-automation:terminated_employee`	Employment ended (voluntary or involuntary); final pay processed, access deprovisioned.

`escalation_rules` (Escalation Rule)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`draft`	✓	-	-	-	-
2	`active`	-	-	✓	`lms-automation:activate`	-
3	`paused`	-	-	✓	`lms-automation:pause`	-
4	`archived`	-	✓	✓	`lms-automation:archive`	-

`learner_certifications` (Certification)

This scope holds learner_certifications as embedded_master; the canonical state machine is owned by LMS-CREDENTIALS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`issued`	✓	-	✓	`lms-automation:issue`	Credential awarded to the learner with issue and expiry dates.
2	`active`	-	-	-	-	Credential in force and valid for compliance or role requirements.
3	`renewing`	-	-	-	-	Recertification campaign engaged before expiry.
4	`renewed`	-	-	✓	`lms-automation:renew`	Credential renewed with a fresh validity window.
5	`expired`	-	✓	-	-	Credential past its expiry date and no longer valid.
6	`revoked`	-	✓	✓	`lms-automation:revoke`	Credential withdrawn by the issuing body or L&D for cause.

`learner_notifications` (Learner Notification)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`queued`	✓	-	-	-	-
2	`sent`	-	-	✓	`lms-automation:send`	-
3	`delivered`	-	✓	-	-	-
4	`failed`	-	✓	-	-	-

`manager_nudges` (Manager Nudge)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	`pending`	✓	-	-	-	-
2	`sent`	-	-	✓	`lms-automation:send`	-
3	`acknowledged`	-	✓	-	-	-
4	`dismissed`	-	✓	-	-	-

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in `:admin`?
`lms-automation:read`	baseline-read	Read access to every entity in the module	✓
`lms-automation:manage`	baseline-manage	Edit operational records	✓
`lms-automation:admin`	baseline-admin	Edit reference data and inherit every workflow gate below	-
`lms-automation:active_employee`	workflow-gate (lifecycle)	Transition `employees` into state `active`	✓
`lms-automation:on_leave_employee`	workflow-gate (lifecycle)	Transition `employees` into state `on_leave`	✓
`lms-automation:suspended_employee`	workflow-gate (lifecycle)	Transition `employees` into state `suspended`	✓
`lms-automation:terminated_employee`	workflow-gate (lifecycle)	Transition `employees` into state `terminated`	✓
`lms-automation:publish`	workflow-gate (lifecycle)	Transition `courses` into state `published`	✓
`lms-automation:retire`	workflow-gate (lifecycle)	Transition `courses` into state `retired`	✓
`lms-automation:issue`	workflow-gate (lifecycle)	Transition `learner_certifications` into state `issued`	✓
`lms-automation:renew`	workflow-gate (lifecycle)	Transition `learner_certifications` into state `renewed`	✓
`lms-automation:revoke`	workflow-gate (lifecycle)	Transition `learner_certifications` into state `revoked`	✓
`lms-automation:complete`	workflow-gate (lifecycle)	Transition `compliance_assignments` into state `completed`	✓
`lms-automation:waive`	workflow-gate (lifecycle)	Transition `compliance_assignments` into state `waived`	✓
`lms-automation:expire`	workflow-gate (lifecycle)	Transition `compliance_assignments` into state `expired`	✓
`lms-automation:activate`	workflow-gate (lifecycle)	Transition `automated_enrollment_rules` into state `active`	✓
`lms-automation:pause`	workflow-gate (lifecycle)	Transition `automated_enrollment_rules` into state `paused`	✓
`lms-automation:archive`	workflow-gate (lifecycle)	Transition `automated_enrollment_rules` into state `archived`	✓
`lms-automation:send`	workflow-gate (lifecycle)	Transition `learner_notifications` into state `sent`	✓
`lms-automation:view_all_learner_notifications`	override (personal_content)	View all `learner_notifications` rows beyond row-scope	✓
`lms-automation:manage_all_learner_notifications`	override (personal_content)	Manage all `learner_notifications` rows beyond row-scope	✓
`lms-automation:view_all_manager_nudges`	override (personal_content)	View all `manager_nudges` rows beyond row-scope	✓
`lms-automation:manage_all_manager_nudges`	override (personal_content)	Manage all `manager_nudges` rows beyond row-scope	✓
`lms-automation:view_all_employees`	override (personal_content)	View all `employees` rows beyond row-scope	✓
`lms-automation:manage_all_employees`	override (personal_content)	Manage all `employees` rows beyond row-scope	✓
`lms-automation:view_all_compliance_training_assignments`	override (personal_content)	View all `compliance_assignments` rows beyond row-scope	✓
`lms-automation:manage_all_compliance_training_assignments`	override (personal_content)	Manage all `compliance_assignments` rows beyond row-scope	✓
`lms-automation:view_all_certifications`	override (personal_content)	View all `learner_certifications` rows beyond row-scope	✓
`lms-automation:manage_all_certifications`	override (personal_content)	Manage all `learner_certifications` rows beyond row-scope	✓

8.2 Business rules

rule_name	data_object	source flag	intent
`learner_notification_edit_scope`	`learner_notifications`	has_personal_content	Row-scope by default; override via `lms-automation:view_all_learner_notifications` / `lms-automation:manage_all_learner_notifications`
`manager_nudge_edit_scope`	`manager_nudges`	has_personal_content	Row-scope by default; override via `lms-automation:view_all_manager_nudges` / `lms-automation:manage_all_manager_nudges`
`employee_edit_scope`	`employees`	has_personal_content	Row-scope by default; override via `lms-automation:view_all_employees` / `lms-automation:manage_all_employees`
`compliance_training_assignment_edit_scope`	`compliance_assignments`	has_personal_content	Row-scope by default; override via `lms-automation:view_all_compliance_training_assignments` / `lms-automation:manage_all_compliance_training_assignments`
`certification_edit_scope`	`learner_certifications`	has_personal_content	Row-scope by default; override via `lms-automation:view_all_certifications` / `lms-automation:manage_all_certifications`

9. Roles, RACI, and responsibilities (derived)

Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope’s entity-type write tiers + process_raci; none of it is stored in the catalog (the deployer provisions it from this blueprint).

9.1 `LMS-AUTOMATION`

Baseline roles:

role	baseline grant
`lms-automation_viewer`	`lms-automation:read`
`lms-automation_manager`	`lms-automation:manage`
`lms-automation_admin`	`lms-automation:admin`

Permission hierarchy:

permission	includes
`lms-automation:admin`	`lms-automation:manage`
`lms-automation:manage`	`lms-automation:read`
`lms-automation:admin`	`lms-automation:active_employee`
`lms-automation:admin`	`lms-automation:on_leave_employee`
`lms-automation:admin`	`lms-automation:suspended_employee`
`lms-automation:admin`	`lms-automation:terminated_employee`
`lms-automation:admin`	`lms-automation:publish`
`lms-automation:admin`	`lms-automation:retire`
`lms-automation:admin`	`lms-automation:issue`
`lms-automation:admin`	`lms-automation:renew`
`lms-automation:admin`	`lms-automation:revoke`
`lms-automation:admin`	`lms-automation:complete`
`lms-automation:admin`	`lms-automation:waive`
`lms-automation:admin`	`lms-automation:expire`
`lms-automation:admin`	`lms-automation:activate`
`lms-automation:admin`	`lms-automation:pause`
`lms-automation:admin`	`lms-automation:archive`
`lms-automation:admin`	`lms-automation:send`
`lms-automation:admin`	`lms-automation:view_all_learner_notifications`
`lms-automation:admin`	`lms-automation:manage_all_learner_notifications`
`lms-automation:admin`	`lms-automation:view_all_manager_nudges`
`lms-automation:admin`	`lms-automation:manage_all_manager_nudges`
`lms-automation:admin`	`lms-automation:view_all_employees`
`lms-automation:admin`	`lms-automation:manage_all_employees`
`lms-automation:admin`	`lms-automation:view_all_compliance_training_assignments`
`lms-automation:admin`	`lms-automation:manage_all_compliance_training_assignments`
`lms-automation:admin`	`lms-automation:view_all_certifications`
`lms-automation:admin`	`lms-automation:manage_all_certifications`

Processes wired:

process_key	process_name	PCF code	PCF ID	level	description
`manage_maintain_employee_data`	Manage and maintain employee data	7.7.3	10524	3	Capturing and updating employee information and data and information on the employees.
`manage_leave_absence`	Manage leave of absence	7.6.2.2	10515	4	Managing the period of time that an employee must be away from their primary job, while maintaining the status of employee (i.e., paid and unpaid leave of absence but not vacations, holidays, hiatuses, sabbaticals, and work-from-home programs).
`manage_separation`	Manage separation	7.6.2	10513	3	Managing the process of employee separation, including leaves of absence, resignations, discharges, and layoffs. Inform the employee of the termination. Complete paperwork for continuation of benefits. Enter employment status change into system.
`develop_conduct_manage_employee`	Develop, conduct, and manage employee training programs	7.3.4.5	10493	4	Creating, implementing, and managing the programs for training employees. Create and design sessions on the basis of the needs and the availability of the skills. Conduct the sessions in person or virtually. Manage all aspects related to the training programs. Consider including literacy training, interpersonal skills training, technical training, problem-solving training, diversity or sensitivity training, etc.
`manage_examinations`	Manage examinations and certifications	7.3.4.6	20125	4	Managing identified training programs for employees. Engage with industries to provide certifications, administer certification test, and maintain active certification.
`train_employees_appropriate`	Train employees on appropriate regulatory requirements	2.1.3.5.1	12772	5	Conducting training and impart learning to existing and new employees. Training will relate to the most recent/enforced regulations of the business to meet Manage regulatory requirements [12771].

RACI realization:

actor	kind	raci	process_key	realization
`HR-PEOPLE-OPS-SPECIALIST`	persona	responsible	`manage_maintain_employee_data`	grant gates [lms-automation:active_employee] + the gated entities’ write tier
`HR-BUSINESS-PARTNER`	persona	accountable	`manage_maintain_employee_data`	approval gate
`HR-HRIS-ADMIN`	persona	consulted	`manage_maintain_employee_data`	advisory read grant
`PEOPLE-MANAGER`	persona	informed	`manage_maintain_employee_data`	notification side effect (trigger_event / webhook_receiver)
`HR-PEOPLE-OPS-SPECIALIST`	persona	responsible	`manage_leave_absence`	grant gates [lms-automation:on_leave_employee] + the gated entities’ write tier
`PEOPLE-MANAGER`	persona	accountable	`manage_leave_absence`	approval gate
`HR-BUSINESS-PARTNER`	persona	consulted	`manage_leave_absence`	blocking consultation state
`HR-HRIS-ADMIN`	persona	informed	`manage_leave_absence`	notification side effect (trigger_event / webhook_receiver)
`HR-PEOPLE-OPS-SPECIALIST`	persona	responsible	`manage_separation`	grant gates [lms-automation:terminated_employee] + the gated entities’ write tier
`HR-BUSINESS-PARTNER`	persona	accountable	`manage_separation`	approval gate
`PEOPLE-MANAGER`	persona	consulted	`manage_separation`	advisory read grant
`HR-HRIS-ADMIN`	persona	informed	`manage_separation`	notification side effect (trigger_event / webhook_receiver)
`LD-INSTRUCTIONAL-DESIGNER`	persona	responsible	`develop_conduct_manage_employee`	grant gates [lms-automation:publish] + the gated entities’ write tier
`LD-LEARNING-ADMIN`	persona	accountable	`develop_conduct_manage_employee`	approval gate
`LD-INSTRUCTOR`	persona	consulted	`develop_conduct_manage_employee`	advisory read grant
`PEOPLE-MANAGER`	persona	informed	`develop_conduct_manage_employee`	notification side effect (trigger_event / webhook_receiver)
`LD-LEARNING-ADMIN`	persona	responsible	`manage_examinations`	grant gates [lms-automation:issue] + the gated entities’ write tier
`GRC-COMPLIANCE-TRAINING-MANAGER`	persona	accountable	`manage_examinations`	approval gate
`LD-INSTRUCTOR`	persona	consulted	`manage_examinations`	advisory read grant
`GRC-COMPLIANCE-TRAINING-MANAGER`	persona	responsible	`train_employees_appropriate`	grant gates [lms-automation:complete] + the gated entities’ write tier
`GRC-COMPLIANCE-TRAINING-MANAGER`	persona	accountable	`train_employees_appropriate`	approval gate
`PEOPLE-MANAGER`	persona	consulted	`train_employees_appropriate`	advisory read grant
`LEGAL-COMPLIANCE-SPECIALIST`	persona	informed	`train_employees_appropriate`	notification side effect (trigger_event / webhook_receiver)

9.2 Functional ownership and default grants

responsibility	business function	default role	default tier
owner	Learning and Development	`admin`	`:admin`
contributor	Governance, Risk and Compliance	`manage`	`:manage`
contributor	Legal	`manage`	`:manage`
consumer	Manufacturing Operations	`read`	`:read`
consumer	Sales	`read`	`:read`
consumer	Software Engineering	`read`	`:read`