Mandate [Dido Solutions, Inc Wiki]

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====== Mandate ======

[[public:99_annexes:annex-b-terms-and-definitions:start|Go up to Terms and Definitions]]

===== Discussion =====

A Mandate grants [[public:99_annexes:annex-b-terms-and-definitions:a:authority|Authority]] to an [[public:99_annexes:annex-b-terms-and-definitions:a:actor|Actor]] for a specified purpose and within a defined scope.

A Mandate may identify:

  * The Party granting the Mandate
  * The Actor receiving the Mandate
  * The Authority granted
  * The permitted purpose
  * The applicable scope
  * The applicable context
  * The Effective Period
  * Conditions and limitations
  * Delegation and redelegation permissions
  * Revocation conditions
  * Supporting Evidence
  * Applicable Provenance

A Mandate remains distinct from Authority. The Mandate is the grant or basis through which the Actor receives Authority. Authority is the recognized right or power resulting from that grant.

A Mandate also remains distinct from a [[public:99_annexes:annex-b-terms-and-definitions:r:role|Role]]. A Role identifies a function, capacity, or position. A Mandate may authorize an Actor to perform a Role without becoming the Role.

The instrument documenting a Mandate remains distinct from the Mandate itself. A contract, resolution, appointment, power of attorney, policy decision, or regulatory action may provide Evidence of the Mandate.

===== Definition =====

> //grant of [[public:99_annexes:annex-b-terms-and-definitions:a:authority|Authority]] to an [[public:99_annexes:annex-b-terms-and-definitions:a:actor|Actor]] for a specified purpose and within a defined scope//

===== Source =====

Adapted from:

  * [[https://spec.edmcouncil.org/fibo/ontology/BE/OwnershipAndControl/Executives/Authorization|Financial Industry Business Ontology, Executives and Authorization]]
    * Relevant concepts: authorization, authorized individual, authority, and power of attorney
    * Retrieved: 2026-10-08
  * [[https://www.omg.org/spec/Commons/RolesAndCompositions/|OMG Commons Roles and Compositions Ontology]]
    * Relevant concepts: Role, performer, and contextual participation
    * Retrieved: 2026-10-08

The expression //Mandate// is defined by this corpus for use in information models representing delegated or conferred Authority.

===== Note =====

  * A Mandate identifies the basis through which an Actor receives Authority
  * A Mandate has a defined purpose and scope
  * A Mandate may be limited by an Effective Period
  * A Mandate may impose conditions on exercising the granted Authority
  * A Mandate may permit or prohibit delegation
  * Revoking a Mandate may terminate the Authority granted by that Mandate
  * Ending a Mandate does not remove the Identity of the Actor
  * Possessing technical access does not establish a Mandate
  * A Role Assignment does not establish a Mandate unless an authorized source grants the applicable Authority

===== Example =====

Example Bank appoints a Person to submit regulatory reports on its behalf.

The appointment creates a Mandate that identifies:

  * Example Bank as the Party granting the Mandate
  * The Person as the Actor receiving the Mandate
  * Regulatory report submission as the permitted purpose
  * The applicable reporting framework as part of the scope
  * The Effective Period of the Mandate
  * Any limitations on delegation

The Mandate provides the basis for assigning the submitting-agent Role to the Person.

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