Finance Metadata

This document lists the associated metadata with the SharePoint Online

Metadata

Metadata for Finance Documents typically contain various types of metadata, which are pieces of information that provide context or details about the document. The specific metadata associated with financial documents may vary depending on the type of document and the software used, but some common types include:

  1. Document Information:

    • Title: The title or name of the financial document.
    • Author: The person or entity responsible for creating the document.
    • Date Created/Modified: The date when the document was created or last modified.

  2. Identification Information:

    • Document Number: A unique identifier assigned to the financial document.
    • Transaction ID: A unique identifier associated with a specific financial transaction.
    • Account Numbers: Identifiers for accounts related to the financial transactions.

  3. Version Control:

    • Version Number: Indicates the version of the financial document, especially relevant for revised or updated versions.
    • Revision History: Information about changes made to the document over time.

  4. Security and Access Information:

    • Access Controls: Information about who has permission to view or modify the document.
    • Encryption Details: If the document is encrypted, metadata may include information about the encryption method used.

  5. Audit Trail Information:

    • User Activity Logs: Records of actions taken by users, providing an audit trail for accountability and transparency.
    • Timestamps: Time information associated with various activities within the document.

  6. Content Structure:

    • Table of Contents: Information about the document's structure, especially if it contains multiple sections or chapters.
    • Section Headings and Subheadings: Organizational elements within the document.

  7. Document Format Information:

    • File Format: Information about the format in which the document is stored (e.g., PDF, Excel, Word).
    • Page Size and Orientation: Details about the layout of the document.

  8. Metadata in Embedded Objects:

    • Metadata within Spreadsheets or Charts: Information about individual cells, rows, columns, or elements within the document.
    • Embedded Comments or Annotations: Additional information added by users for clarification.

  9. Compliance Information:

    • Regulatory Compliance Data: Information indicating compliance with financial regulations and standards.
    • Tax Information: Details related to tax implications and compliance.

  10. Custom Metadata:

    • Custom Fields: Additional fields that can be defined by the user or organization to store specific information.

It's important to note that organizations may have specific requirements for metadata in financial documents, especially to comply with regulations, maintain transparency, and facilitate efficient document management.

← AdministrationLists →