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MAIVENmodelmarts

mart_sme_coverage

certified
mart table 1 PII columns

Which experts are loaded into the pipeline, who is available, and who contributes to wins.

Definition

Per-SME coverage view. Joins the RFX subject-matter-expert directory (department, title, seniority, region, expertise tags, certifications, weekly capacity, availability) to two pipeline rollups: `assigned_opp_count` (opportunities where the SME is the owner) and `authored_proposal_count` / `won_proposal_count` (proposals where the SME is the lead author, and of those how many had outcome `won`). Use it to answer staffing questions ("who has headroom in EMEA security?") and win-contribution questions ("which authors win the most?"). Snapshot, not a time series. `full_name` is PII (name) and is masked for PII-excluding personas via column grants.

Watch out for
  • mediumRanking authors on raw `won_proposal_count`

    `won_proposal_count` is an absolute count, so prolific authors rank highest regardless of quality. For win quality, divide by `authored_proposal_count` (guard against divide-by-zero — it is 0 for SMEs who authored nothing).

  • mediumTreating a zero count as missing data

    `assigned_opp_count`, `authored_proposal_count`, and `won_proposal_count` are coalesced to 0, not null — the mart LEFT-joins from the directory so an SME with no pipeline activity is a real 0, not a gap. Don't filter `IS NOT NULL` to find "active" SMEs; filter `> 0`.

  • mediumReading `full_name` from a PII-excluding persona

    `full_name` is PII and is excluded from `ai_readonly` / `rfx_contributor` via column grants. Selecting it as those personas returns a permission error, not a null. Use `sme_id` as the join/display key for those personas.

Questions this answers
  • “Which available SMEs have security expertise in EMEA?”
  • “Who are the top win-contributing lead authors?”
  • “Which SMEs are loaded into the pipeline but unavailable?”
13 of 13
Column
Type
Description
Tests · PII
sme_id
String
Primary key — the subject-matter expert's stable id. Matches `stg_gcs__rfx_sme_directory.sme_id`.
sme +2 PII3 tests
full_name
Nullable(String)
SME full name. PII (name) — hidden from PII-excluding personas via column-level grants; nullified on erasure.
PII
department
Nullable(String)
SME department — `engineering`, `security`, `legal`, `finance`, `delivery`, `sales` (lower-cased upstream).
title
Nullable(String)
SME job title.
seniority
Nullable(String)
Seniority band — `junior`, `mid`, `senior`, `principal` (lower-cased upstream).
region
Nullable(String)
SME region — `NA`, `EMEA`, `APAC`, `LATAM`.
expertise_tags
Nullable(String)
Pipe-delimited expertise tags, e.g. `cloud|security|fedramp`. Match with a substring/has check; splitting is a downstream concern.
certifications
Nullable(String)
Pipe-delimited certifications held by the SME.
capacity_hrs_week
Nullable(UInt8)
Weekly availability in hours (0..40). The headroom signal for staffing.
availability_status
Nullable(String)
Staffing availability — `available`, `limited`, `unavailable` (lower-cased upstream).
assigned_opp_count
UInt64
Count of opportunities where this SME is the owner (`owner_sme_id`). Zero for SMEs owning none.
2 tests
authored_proposal_count
UInt64
Count of proposals where this SME is the lead author (`lead_author_sme_id`). Zero for SMEs authoring none.
2 tests
won_proposal_count
UInt64
Of `authored_proposal_count`, how many had outcome `won`. Zero for SMEs with no wins.
2 tests