Northwind Financial Group·Banking·18,400 seats·$41.2M annual technology spend
Licensing

Licensing rules

Licensing rules are ASSAM-owned intelligence, not a client import feed. The engine states which rule it applied, where the rule came from and whether it has been authoritatively verified. Client private negotiated terms always override a generic publisher rule.

This rule set is a first-pass seed. It is not a comprehensive or current statement of publisher licensing terms and must not be relied on for audit defence. Rules marked starter require authoritative verification against the publisher's current documentation and your executed contracts.

ASSAM engine rules
10
Seeded for this milestone
Verified
3
Engine invariants
Starter / unverified
7
Require verification
Private-term override
Supported
Contract terms beat generic rules
ASSAM engine rules
Publisher · product · metric · effective date · provenance · confidence
Sub-capacity eligibility requires current ILMT/sub-capacity reporting
ASSAM-IBM-PVU-001 · IBM · PVU
Starter / unverified
IF sub-capacity evidence (ILMT / License Metric Tool / BigFix Inventory) for the host is <= ilmtWindowDays old THEN count virtual cores assigned to the partition/VM ELSE count all physical cores of the physical host (full capacity)
Effective 2024-01-01 · confidence 70% · owner ASSAM licensing intelligence
Source: ASSAM starter rule set
Provenance: Modelled from common IBM sub-capacity practice (quarterly reporting, tool current); not legal advice
Requires authoritative verification before audit use.
PVU per core by processor family (starter table)
ASSAM-IBM-PVU-002 · IBM · PVU
Starter / unverified
POWER10 / POWER9 = 120 PVU/core; POWER8 = 100 PVU/core; Intel Xeon = 70 PVU/core; AMD EPYC = 70 PVU/core; ARM / Graviton = 70 PVU/core; any other processor = NOT SUPPORTED (no default applied)
Effective 2024-01-01 · confidence 65% · owner ASSAM licensing intelligence
Source: ASSAM starter rule set
Provenance: Indicative PVU table for demonstration; verify every family against the current IBM PVU table before client use
Requires authoritative verification before audit use.
Full-capacity fallback counts the physical host
ASSAM-IBM-PVU-003 · IBM · PVU
Starter / unverified
IF a partition/VM is not sub-capacity eligible THEN required PVUs = physical cores of its physical host (parent host) × PVU/core. IF parent host cores unknown THEN calculation is NOT SUPPORTED for that deployment
Effective 2024-01-01 · confidence 70% · owner ASSAM licensing intelligence
Source: ASSAM starter rule set
Provenance: Modelled from IBM full-capacity licensing practice; not legal advice
Requires authoritative verification before audit use.
Subscription & Support (maintenance) reducible at anniversary on surplus PVUs
ASSAM-IBM-PVU-004 · IBM · PVU
Starter / unverified
avoidable_annual_maintenance = surplus_PVU × evidenced_S&S_rate_per_PVU; reduction takes effect at the next maintenance anniversary; reducing S&S forfeits upgrade rights on the dropped quantity
Effective 2024-01-01 · confidence 72% · owner ASSAM licensing intelligence
Source: ASSAM starter rule set
Provenance: Generic S&S reduction practice; confirm reduction rights and reinstatement terms in the client's agreement
Requires authoritative verification before audit use.
Processor licence = cores × core factor
ASSAM-ORA-PROC-001 · Oracle · Oracle Database Enterprise Edition · Processor
Starter / unverified
licensable_processors = ceil(sum(physical_cores * core_factor)); core_factor Intel Xeon = 0.5, ARM/Graviton = 0.5, POWER = 1.0
Effective 2024-01-01 · confidence 68% · owner ASSAM licensing intelligence
Source: ASSAM starter rule set
Provenance: Modelled from Oracle core factor practice; verify against current Oracle core factor table
Requires authoritative verification before audit use.
Minimum 4 core licences per licensed instance
ASSAM-MSFT-CORE-001 · Microsoft · Microsoft SQL Server Enterprise · Core
Starter / unverified
licensable_cores = max(4, physical_cores) per server; virtual instance = max(4, virtual_cores)
Effective 2024-01-01 · confidence 75% · owner ASSAM licensing intelligence
Source: ASSAM starter rule set
Provenance: Widely-published minimum core requirement; confirm edition and hosting terms
Requires authoritative verification before audit use.
Seat count is assigned seats, not active seats
ASSAM-ADBE-SEAT-001 · Adobe · Subscription seat
Starter / unverified
licensable_seats = seats_assigned; reduction only permitted at renewal/anniversary per agreement
Effective 2024-01-01 · confidence 80% · owner ASSAM licensing intelligence
Source: ASSAM starter rule set
Provenance: Generic subscription seat handling; confirm reduction window in client agreement
Requires authoritative verification before audit use.
Maintenance renewal does not create entitlement quantity
ASSAM-GEN-MAINT-001 · All · Any
Verified rule
IF transaction_type IN ('maintenance renewal','subscription renewal','reinstatement') THEN entitled_quantity_delta = 0 (support/coverage only) UNLESS the source row is explicitly flagged creates_entitlement_quantity = Yes or a contract private term states that renewals add quantity
Effective 2024-01-01 · confidence 99% · owner ASSAM engineering
Source: ASSAM canonical reconciliation rule
Provenance: ASSAM reconciliation invariant, proven by self-test SELFTEST-002 and PVU-KA-004
No savings without cost evidence
ASSAM-GEN-EVID-001 · All · Any
Verified rule
IF unit_cost IS NULL AND annual_cost IS NULL THEN recommendation.savings = NULL and recommendation is advisory only
Effective 2024-01-01 · confidence 99% · owner ASSAM engineering
Source: ASSAM canonical recommendation rule
Provenance: ASSAM recommendation invariant, proven by self-test SELFTEST-005
Client private terms override generic publisher rules
ASSAM-GEN-PRIV-001 · All · Any
Verified rule
IF contract.private_terms MATCHES rule.scope THEN apply contract term AND flag rule as overridden with contract reference
Effective 2024-01-01 · confidence 99% · owner ASSAM engineering
Source: ASSAM canonical precedence rule
Provenance: ASSAM rule precedence invariant, proven by PVU-KA-006
Demo rule library
Illustrative rules shown in the synthetic demo estate
Sub-capacity PVU eligibility
RULE-PVU-01 · IBM
Active
IF ILMT reporting active AND agent freshness < 30d THEN sub-capacity ELSE full-capacity
POWER9 PVU per core = 120
RULE-PVU-02 · IBM
Active
PVU = cores × 120 for POWER9 sockets ≤ 4
Core factor (x86 = 0.5)
RULE-ORA-01 · Oracle
Active
Processors = ceil(cores × 0.5)
SQL Core minimum 4 per VM
RULE-MS-01 · Microsoft
Active
Cores = max(vCPU, 4)
Named user hierarchy consolidation
RULE-SAP-01 · SAP
Draft
Retain highest user type per person