Summary detail risk aggregation

Summary / Detail relationship between risk and opportunity (R&O) and ship

Some programs are in charge of a serial of ships. The same R&O can affect several ships of the serial.

In this case a customer is using the "Summary/Detail" relationship for the impacts.

A Summary R&O is managed at program level and aggregates the impacts of all related Detail impacts on the ships.
Detail Impacts are related to a ship of the serial. They are linked to the same R&O sheet as the Summary level.

In the diagram below "Mother" = "Summary" and "Daughter" = "Detail"

The Summary R&O probability and impacts should be automatically calculated based on Detail probabilities and impacts.

For instance, the solution should be able to integrate the following settings:
• Summary cost impact = sum of Detail cost impacts
• Summary probability = sum of Detail probable (EMV) cost impacts (probability x cost = EMV per detail cost) / sum of Detail cost impacts (see the example/formula in the attached Excel document)
• Summary impact (other than cost) = max of Detail impact

As Summary and Detail R&O are the same, the modification of any information at Detail level updates automatically all other related Detail and Summary R&O.

Reference requirement:

Description of the requirement
R&O_SHIP_001 A Summary R&O is managed at program level and aggregates the impacts of all related Detail Impacts on the ships.
R&O_SHIP_002 Detail impacts are related to a ship of the serial. They have the exact same R&O sheet than the Summary level.
R&O_SHIP_003 The Summary R&O probability and impacts should be automatically calculated based on Detail probabilities and impacts.
R&O_SHIP_004 As Summary and Detail R&O are the same, the modification of any information at Detail level automatically updates all other related Detail and Summary R&O.

NOTE: this aggregation is covered by a custom report; but a request was made to have this automated in the core product.

Original Active Risk ID: ARM-I-232