SMP License Optimization

1. Overview

Usage analytics, license rightsizing, reclamation actions, per-app cost benchmarks, and optimization recommendations. The cost-and-utilization substrate of an SMP deployment.

2. Entity summary

Name	data_object	Description
Optimization Recommendations	`smp_optimization_recommendations`	System-generated proposals to right-size or consolidate SaaS spend, with estimated savings, rationale, type, and status.
Reclamation Actions	`smp_reclamation_actions`	Executed reclamation actions against a license seat (revoke, downgrade, or reassign), with the savings realized.
SaaS App Benchmarks	`smp_app_benchmarks`	Per-app utilization and cost-per-seat benchmarks against an industry peer set, snapshotted each measurement period with an outlier flag.
SaaS Usage Metrics	`saas_usage_metrics`	Per-user activity for each SaaS app: logins, time in app, feature usage, and last-active date, used to right-size licenses.
SMP License Seat Assignments	`smp_license_seat_assignments`	User-to-app license seat assignments, showing who holds a seat at which tier, its cost, utilization, and last activity, to drive reclamation.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  smp_license_seat_assignments["SMP License Seat Assignments"]
  saas_usage_metrics["SaaS Usage Metrics"]
  smp_optimization_recommendations["Optimization Recommendations"]
  smp_reclamation_actions["Reclamation Actions"]
  smp_app_benchmarks["SaaS App Benchmarks"]
  users["Users"]
  smp_license_seat_assignments -->|"reclaims_seat"| smp_reclamation_actions
  users -->|"reviews"| smp_optimization_recommendations
  users -->|"executes"| smp_reclamation_actions
  users -->|"granted"| smp_license_seat_assignments
  users -->|"generates"| saas_usage_metrics
  class smp_license_seat_assignments master;
  class saas_usage_metrics master;
  class smp_optimization_recommendations master;
  class smp_reclamation_actions master;
  class smp_app_benchmarks master;
  class users platform_builtin;
  style smp_app_benchmarks 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	`smp_optimization_recommendations`	`smp_optimization_recommendations`	Optimization Recommendation	Optimization Recommendations	master	-	-	required	-	operational_workflow	`:manage`	-
2	`smp_reclamation_actions`	`smp_reclamation_actions`	Reclamation Action	Reclamation Actions	master	-	-	required	-	operational_workflow	`:manage`	-
3	`smp_app_benchmarks`	`smp_app_benchmarks`	SaaS App Benchmark	SaaS App Benchmarks	master	-	-	optional	-	computed	read-only	-
4	`saas_usage_metrics`	`saas_usage_metrics`	SaaS Usage Metric	SaaS Usage Metrics	master	-	-	required	-	computed	read-only	-
5	`smp_license_seat_assignments`	`smp_license_seat_assignments`	SMP License Seat Assignment	SMP License Seat Assignments	master	-	-	required	-	junction	`: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
`smp_license_seat_assignments`	reclaims_seat	`smp_reclamation_actions`	one_to_one	reference	required	source	restrict	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`	reviews	`smp_optimization_recommendations`	one_to_many	optional	target	clear	reference	-
`users`	executes	`smp_reclamation_actions`	one_to_many	optional	target	clear	reference	-
`users`	granted	`smp_license_seat_assignments`	one_to_many	required	target	restrict	reference	-
`users`	generates	`saas_usage_metrics`	one_to_many	required	target	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
`smp_license_seat_assignments`	correlates_with	`iga_user_entitlements`	one_to_one	optional	none	n/a	-
`saas_applications`	recommends_for_app	`smp_optimization_recommendations`	one_to_many	optional	none	n/a	-
`saas_subscriptions`	recommends_for_sub	`smp_optimization_recommendations`	one_to_many	optional	none	n/a	-
`saas_applications`	benchmarks_for	`smp_app_benchmarks`	one_to_many	required	none (required-if-present)	n/a	-
`saas_applications`	measured_by	`saas_usage_metrics`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`saas_applications`	assigned_via	`smp_license_seat_assignments`	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
`saas_subscriptions`	grants	`smp_license_seat_assignments`	one_to_many	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.

(none: no context cross-scope edges on this scope’s embedded shells or consumed entities)

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)

(none: no outbound handoffs whose payload is in this scope)

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	transition	payload	integration	friction	description
SMP-OPTIMIZATION	SMP	SMP-DISCOVERY	`saas_application.deprovisioned`	(lifecycle)	`smp_license_seat_assignments`	lifecycle_progression	low	Deprovisioning an application reclaims all of its license seat assignments.
SMP-OPTIMIZATION	SMP	SMP-DISCOVERY	`saas_application.sanctioned`	(lifecycle)	`smp_license_seat_assignments`	lifecycle_progression	low	A sanctioned SaaS application becomes eligible for license seat provisioning and usage metering in the optimization module.
SMP-OPTIMIZATION	SMP	SMP-RENEWAL-VENDOR	`saas_subscription.canceled`	`active` → `canceled` (lifecycle)	`smp_reclamation_actions`	lifecycle_progression	low	Canceling a subscription triggers reclamation of its license seats.
SMP-OPTIMIZATION	SMP	SMP-AUTOMATION	`smp_app_request.fulfilled`	(lifecycle)	`smp_license_seat_assignments`	lifecycle_progression	low	Fulfilling a self-service app request provisions a license seat assignment.

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

(none: this scope embeds no masters owned elsewhere; every entity is mastered here)

7. Lifecycle states

`smp_license_seat_assignments` (SMP License Seat Assignment)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	`provisioned`	✓	-	-	-	User has been granted access to the SaaS app via SSO or direct provisioning.
20	`active`	-	-	-	-	User is actively using the app per usage telemetry.
30	`idle`	-	-	-	-	User has not used the app within the configured engagement window; reclaim candidate.
40	`reclaimed`	-	✓	✓	`smp-optimization:reclaim_seat_assignment`	License returned to the pool. User notified, access revoked.

`smp_optimization_recommendations` (Optimization Recommendation)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	`open`	✓	-	-	-	-
20	`reviewed`	-	-	-	-	-
30	`accepted`	-	-	✓	`smp-optimization:accept_recommendation`	-
40	`in_progress`	-	-	✓	`smp-optimization:start_recommendation`	-
50	`realized`	-	✓	✓	`smp-optimization:realize_recommendation`	-
60	`dismissed`	-	✓	✓	`smp-optimization:dismiss_recommendation`	-

`smp_reclamation_actions` (Reclamation Action)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	`identified`	✓	-	-	-	-
20	`notified`	-	-	✓	`smp-optimization:notify_user_of_reclamation`	-
30	`grace_period`	-	-	-	-	-
40	`reclaimed`	-	✓	✓	`smp-optimization:execute_reclamation`	-
50	`restored`	-	✓	✓	`smp-optimization:restore_reclamation`	-
60	`canceled`	-	✓	✓	`smp-optimization:cancel_reclamation`	-

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in `:admin`?
`smp-optimization:read`	baseline-read	Read access to every entity in the module	✓
`smp-optimization:manage`	baseline-manage	Edit operational records	✓
`smp-optimization:admin`	baseline-admin	Edit reference data and inherit every workflow gate below	-
`smp-optimization:reclaim_seat_assignment`	workflow-gate (lifecycle)	Transition `smp_license_seat_assignments` into state `reclaimed`	✓
`smp-optimization:accept_recommendation`	workflow-gate (lifecycle)	Transition `smp_optimization_recommendations` into state `accepted`	✓
`smp-optimization:start_recommendation`	workflow-gate (lifecycle)	Transition `smp_optimization_recommendations` into state `in_progress`	✓
`smp-optimization:realize_recommendation`	workflow-gate (lifecycle)	Transition `smp_optimization_recommendations` into state `realized`	✓
`smp-optimization:dismiss_recommendation`	workflow-gate (lifecycle)	Transition `smp_optimization_recommendations` into state `dismissed`	✓
`smp-optimization:notify_user_of_reclamation`	workflow-gate (lifecycle)	Transition `smp_reclamation_actions` into state `notified`	✓
`smp-optimization:execute_reclamation`	workflow-gate (lifecycle)	Transition `smp_reclamation_actions` into state `reclaimed`	✓
`smp-optimization:restore_reclamation`	workflow-gate (lifecycle)	Transition `smp_reclamation_actions` into state `restored`	✓
`smp-optimization:cancel_reclamation`	workflow-gate (lifecycle)	Transition `smp_reclamation_actions` into state `canceled`	✓

8.2 Business rules

(none: no flag-derived business rules)

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 `SMP-OPTIMIZATION`

Baseline roles:

role	baseline grant
`smp-optimization_viewer`	`smp-optimization:read`
`smp-optimization_manager`	`smp-optimization:manage`

Permission hierarchy:

permission	includes
`smp-optimization:admin`	`smp-optimization:manage`
`smp-optimization:manage`	`smp-optimization:read`
`smp-optimization:admin`	`smp-optimization:reclaim_seat_assignment`
`smp-optimization:admin`	`smp-optimization:accept_recommendation`
`smp-optimization:admin`	`smp-optimization:start_recommendation`
`smp-optimization:admin`	`smp-optimization:realize_recommendation`
`smp-optimization:admin`	`smp-optimization:dismiss_recommendation`
`smp-optimization:admin`	`smp-optimization:notify_user_of_reclamation`
`smp-optimization:admin`	`smp-optimization:execute_reclamation`
`smp-optimization:admin`	`smp-optimization:restore_reclamation`
`smp-optimization:admin`	`smp-optimization:cancel_reclamation`

Processes wired:

process_key	process_name	PCF code	PCF ID	level	description
`optimize_it_resource_allocation`	Optimize IT resource allocation	8.2.5.6	20688	4	Create process to assign and manage IT assets that support organization’s strategic goals.

RACI realization:

actor	kind	raci	process_key	realization
`ITAM-SAAS-PORTFOLIO-MANAGER`	persona	responsible	`optimize_it_resource_allocation`	grant gates [smp-optimization:reclaim_seat_assignment, smp-optimization:accept_recommendation, smp-optimization:start_recommendation, smp-optimization:realize_recommendation, smp-optimization:dismiss_recommendation, smp-optimization:notify_user_of_reclamation, smp-optimization:execute_reclamation, smp-optimization:restore_reclamation, smp-optimization:cancel_reclamation] + the gated entities’ write tier
`ITAM-SAAS-PORTFOLIO-MANAGER`	persona	accountable	`optimize_it_resource_allocation`	approval gate

9.2 Functional ownership and default grants

responsibility	business function	default role	default tier
owner	IT Asset Management	`admin`	`:admin`
contributor	Finance	`manage`	`:manage`
contributor	Procurement	`manage`	`:manage`