Written by Susan Miller*

Professional English for Open-Source Diligence: SBOM and Dependency Risk Wording for Diligence in Executive Reports

Struggling to turn raw SBOMs into crisp, defensible statements executives can act on? This lesson equips you to classify dependencies precisely, map usage to license, security, operational, and provenance risks, and write audit-ready wording with owners, timelines, and evidence. You’ll find surgical explanations, real-world templates and examples, plus targeted exercises to test your judgment and phrasing. By the end, you’ll produce executive-ready mini-sections that stand up in diligence and steer decisions on live deals.

Purpose and Scope: What SBOM Enables and What Executives Need

An SBOM (Software Bill of Materials) is a structured inventory of the software components that make up a product or service. In diligence, its purpose is evidentiary: it lets you name what is present, where it comes from, how it is used, and what obligations or risks follow. Executives and legal counsel are not looking for raw package lists. They require concise, auditable statements that connect identifiable components to specific legal, security, operational, and provenance implications. The wording used must be precise enough to support decisions—approvals, mitigations, contract terms—without overstating exposure or hiding uncertainty.

To achieve this precision, you must explicitly categorize dependencies and describe their role:

  • Direct vs. indirect (transitive) dependencies: A direct dependency is declared by your project. An indirect dependency is brought in by other dependencies. This distinction affects both duty (who chose the component) and feasibility of remediation (can you upgrade directly, or must you influence an upstream?).
  • Runtime vs. build-time components: Runtime components are included in the delivered artifact or executed in production. Build-time tools and libraries assist in compilation or packaging but are not shipped. The distinction matters for license obligations (e.g., copyleft requirements often hinge on distribution or network interaction) and for security exposure (runtime code can be exploited in production; build-time tools affect supply chain integrity).
  • Static vs. dynamic linking and service consumption: How a component is integrated can modify license obligations and security posture. Static linking can trigger stronger copyleft terms than dynamic linking in some contexts; consuming a remote service may invoke network-copyleft rules or data protection considerations.

Executives need wording that answers four questions with clear boundaries:

  1. What is present? Name components, versions, and locations—ideally with identifiers (SPDX IDs, purl) to anchor evidence.
  2. How is it used? State whether it is direct/indirect, runtime/build-time, linked statically/dynamically, or accessed as a service.
  3. What is the risk or obligation? Map to license, security, operational, and provenance domains without conflation.
  4. What action follows? Specify remediation or governance steps, with owners and timelines.

A disciplined vocabulary reduces ambiguity. Avoid loose terms like “might be risky” or “probably not an issue.” Instead, use qualified, testable phrases: “No distribution of the library occurs in the runtime artifact,” or “Component is present only in build pipeline container, not in shipped binaries.” This helps legal teams evaluate obligations and executives weigh trade-offs quickly.

Risk Categories and Defensible Language Patterns

Diligence language should separate risk types so that obligations and actions are cleanly traceable. Use standardized templates to describe each risk domain. This does not remove nuance; it enforces clarity.

  • License risk: Focus on obligations arising from the component’s license and the way the component is used. Key copyleft families include GPL, AGPL, and LGPL, each triggering distinct duties based on distribution, network use, and linking. Defensible language must connect a concrete usage pattern to a recognized obligation. Include where uncertainty remains and how it will be resolved (e.g., legal review or architectural adjustment).

  • Security risk: Center on identifiable vulnerabilities (CVEs), their severities, exploitability, and exposure path. Security statements should name the CVE IDs, severity sources (e.g., NVD, vendor advisories), and whether the vulnerable code is reachable at runtime. Clarify compensating controls or mitigations and the patch/upgrade path.

  • Operational risk: Address maintenance health and sustainability: release cadence, maintainer activity, deprecation, and community responsiveness. Operational language should cite metrics (last release date, commit frequency, bus factor proxies) and tie them to service-level impact (upgrade latency, supportability, long-term viability).

  • Provenance/IP ownership risk: Identify origin, distribution channel integrity (e.g., verified signatures), and potential IP contamination or uncertain authorship. Reference package sources, checksums, signature verification status, and any irregularities (sudden maintainer changes, typosquatting risks, or unclear licensing headers).

For each domain, adopt phrasing patterns that distinguish between fact, inference, and obligation:

  • Fact pattern: “SBOM component: libX 2.4.1 (purl: pkg:maven/com.example/libx@2.4.1) is an indirect runtime dependency included in the production container image.”
  • Obligation or exposure statement: “Because libX is licensed under GPL-2.0-only and is statically linked into the distributed binary, distribution would trigger source disclosure obligations inconsistent with our current licensing model.”
  • Evidence citation: “Evidence: SBOM v1.2 (scan date: 2025-09-14), link to build artifact digest sha256:…, license file LICENSE.txt in libX repo commit abc123.”
  • Remediation commitment: “Mitigation: Replace libX with libY (MIT) in v3.4; owner: Platform Team; ETA: 30 calendar days; status: approved; dependency: upstream module upgrade.”
  • Residual risk and governance: “Residual risk: low after replacement; monitoring: weekly SBOM diff; legal: confirm license compatibility of libY prior to release.”

The strength of wording comes from specificity, scope qualifiers, and traceable evidence. Avoid generalizations such as “open-source licenses may affect us” and replace with a crisp mapping: “LGPL-2.1 requires relinkability if we distribute a linked work; current dynamic linking approach and provision of object files meets requirement; legal has reviewed and approved.”

Assembling an Executive-Ready Mini-Section from an SBOM Snippet

An executive-ready section follows a repeatable structure: context, findings, risk articulation, obligations and constraints, remediation plan, and residual risk with governance follow-ups. Each part must be concise yet complete, and each statement must be grounded in the SBOM.

  • Context statement: Begin by stating the scope of the review, the artifact or service examined, and the SBOM version used. Clarify whether the analysis covers runtime, build-time, or both. If you exclude anything (e.g., test-only dependencies), say so. Establish the time bounds and tools, as executives need to know what the statements refer to and how current the data is.

  • Findings summary: List the relevant components and their roles as established by the SBOM: direct/indirect, runtime/build-time, linking mode, and source. Keep the list tight—only components that materially affect the risk statements should appear here. Include identifiers (package URLs, SPDX identifiers) and versions to anchor the discussion.

  • Risk articulation with impact/likelihood: For each risk type, write a separate statement that includes (a) the component and version, (b) the condition that creates the risk, (c) the expected impact if unmitigated, and (d) the likelihood or exposure channel. Use impact/likelihood language familiar to executive readers (e.g., high/medium/low), but tie those ratings to evidence, not intuition.

  • Obligations and constraints: For license risks, explicitly state the obligations that arise and whether current practice meets them. For security risks, cite the vulnerability identifiers and the operational constraints (e.g., patch availability, API compatibility). For operational risks, state maintenance signals and downstream consequences. For provenance/IP risks, state verification status and any anomalies.

  • Remediation plan and dependencies: Describe the change you will make, who owns it, the timeline, and any dependencies (such as upstream releases, vendor patches, customer communications, or legal reviews). Where interim controls are used (e.g., feature flags, container hardening, runtime mitigations), document them and their effectiveness.

  • Residual risk and governance actions: After remediation, what remains? State any ongoing monitoring, future audits, policy updates, or contractual adjustments. Include triggers for re-evaluation (e.g., a new CVE, a license change, or a major release) and assign owners for governance tasks.

This structure produces a compact, defensible section that can be included in a diligence packet or executive memo. It communicates not only the state of risk but also the organization’s control over it.

Precision in SBOM Elements and Dependency Categories

Diligence writing is most credible when it demonstrates mastery of SBOM semantics. Use consistent terms and avoid conflating usage modes:

  • Direct dependency: Declared in your manifest (e.g., package.json, pom.xml). You control version selection directly. This usually implies higher accountability and easier remediation.
  • Indirect (transitive) dependency: Introduced by another dependency. Remediation may require upgrading or replacing the parent package, or engaging maintainers upstream.
  • Runtime dependency: Present in shipped artifacts or active in the production environment. Security and license obligations are typically more acute here.
  • Build-time dependency: Used only during compile, test, or packaging. License obligations may differ, and security concerns center on supply chain integrity rather than runtime exploitation.
  • Static linking vs. dynamic linking: Static linking merges code into your binary, potentially invoking stronger copyleft obligations. Dynamic linking may reduce obligations but can still trigger requirements (e.g., providing linkable object files under LGPL).
  • Service consumption and SaaS: Using a networked service that embeds copyleft code can trigger network-copyleft duties (e.g., AGPL’s requirement to provide source to users who interact with the service). Wording should explicitly connect the service boundary to the obligation.

Include concrete identifiers in your text to remove ambiguity:

  • SPDX license identifiers for unambiguous naming (e.g., GPL-2.0-only, AGPL-3.0-only, LGPL-2.1-only).
  • Package URLs (purl) to reference the exact component and ecosystem.
  • Checksums and image digests to bind statements to the precise artifact.

Standardized Phrasing Templates per Risk Type

Professional phrasing uses repeatable templates with qualifiers and evidence. Below are patterns you can adapt as building blocks:

  • License risk template:

    • Component and use: “Component X vY (SPDX: …) is a [direct/indirect] [runtime/build-time] dependency [linked statically/dynamically/consumed via service].”
    • Obligation trigger: “Under [license], this usage [triggers/does not trigger] [distribution/network] obligations, specifically [describe obligation].”
    • Compliance status: “Current practice [meets/does not meet] this obligation because [reason].”
    • Action: “We will [replace/rearchitect/adjust distribution terms/provide source] by [date], owner: [team], dependencies: [list].”
  • Security risk template:

    • Evidence: “Component X vY includes CVE-YYYY-XXXX with [CVSS] severity [score]. Exploitability is [high/moderate/low] in our context because [runtime reachability, network exposure, sandboxing].”
    • Exposure: “The vulnerable code path is [reachable/not reachable] under our default configuration.”
    • Action: “Mitigate via [patch/upgrade/configuration change] by [date], owner: [team]. Interim controls: [WAF rule, feature flag]. Residual risk after mitigation: [level].”
  • Operational risk template:

    • Evidence: “Component X shows [low maintainer activity/no releases in 24 months/open issues with no response].”
    • Impact: “This increases upgrade latency and potential breakage risk for dependent modules.”
    • Action: “Adopt [fork/vendor alternative/pin with internal patches] and re-evaluate quarterly. Owner: [team].”
  • Provenance/IP risk template:

    • Evidence: “Component X is sourced from [registry/source], signature verification [passed/failed/not available], license headers [consistent/inconsistent].”
    • Risk: “There is [uncertainty/indication] regarding authorship or license grant for [files/modules].”
    • Action: “Replace with verified source or obtain legal clearance by [date]. Owner: [legal/engineering].”

In each template, use qualifiers that specify scope (e.g., “in v3.2 runtime image only”), time (scan date), and certainty (“based on legal review completed on [date]”). This makes the language auditable and fair.

Building the Section: From SBOM to Executive Narrative

Transforming raw SBOM data into an executive narrative is a matter of mapping evidence to decisions. Start with the artifact identity and the SBOM provenance. Name only the components that create obligations or material risks. Use short, precise sentences that link cause and effect. Then assign owners and timelines so the report converts into action.

A strong narrative flow is: “We scanned X, we found Y, Y implies Z obligation/risk under defined conditions, current practice diverges in A and aligns in B, we will do C by D date, residual risk is E, and governance will track with F metric.” Maintaining this structure across all diligence sections creates comparability and speeds review by executives and counsel.

Guided Micro-Practice: Adapting Templates to Two Scenarios

In practice, teams frequently encounter two challenging situations that require exact language: a transitive GPL-2.0 component in a distributed product, and an AGPL-3.0 component used in a SaaS context. To adapt the templates:

  • First, identify the dependency category (direct/indirect, runtime/build-time) and integration mode (static/dynamic/service). Do not proceed to obligations until usage is clearly stated.
  • Next, map the license to the usage condition: GPL’s source disclosure obligations for distribution of a combined work, AGPL’s network use provision for user access over a network, and LGPL’s relinkability requirements for dynamic linking.
  • Then, state the compliance gap (if any) and the action required: replacement with a permissive alternative, architectural isolation, or fulfillment of source availability terms. Specify owners, timelines, and dependencies such as upstream upgrades or legal sign-off.
  • Finally, record residual risk and governance: monitoring for license changes, periodic SBOM rescans, and review triggers tied to new releases or CVEs.

Check your adapted language against a rubric focused on clarity, defensibility, and actionability:

  • Clarity: Does the text unambiguously state what is present, how it is used, and what the license/security/operational/provenance implications are? Are identifiers and versions included?
  • Defensibility: Are claims tied to SBOM evidence and documented legal or vulnerability sources? Are qualifiers used where uncertainty exists?
  • Actionability: Are owners, timelines, and dependencies explicit? Is there a feasible remediation path and a defined governance follow-up?

By consistently applying these templates and checks, your diligence wording will be reliable under executive scrutiny and legal review. It will connect SBOM facts to decisions, reduce ambiguity around obligations, and guide teams smoothly from identification to remediation and governance.

Closing Guidance: Maintaining Precision and Consistency

As you refine your practice, keep three habits:

  • Anchor every assertion to evidence. Reference SBOM version, scan dates, identifiers, and sources for license and CVE data. Make it easy for reviewers to audit.
  • Separate risk domains. Do not mix license, security, operational, and provenance statements. This keeps the logic clean and reduces cross-talk between legal and technical evaluations.
  • Commit to timelines and ownership. Executive audiences need to see how risk becomes action. Name the owner, date, and dependency for every remediation. Include residual risk and governance steps so the lifecycle does not end at remediation.

With disciplined terminology, standardized phrasing, and a repeatable structure, you can convert complex SBOM and dependency information into executive-grade diligence language that is concise, accurate, and defensible.

  • Categorize each component explicitly (direct/indirect, runtime/build-time, static/dynamic, or service) and anchor it with precise identifiers (SPDX, purl, checksums) to support auditable statements.
  • Separate risk domains—license, security, operational, and provenance/IP—and use standardized, evidence-backed phrasing that distinguishes facts, obligations/exposure, evidence citations, and remediation.
  • Map usage conditions to exact obligations: GPL triggers on distributed combined works (stronger with static linking), AGPL on network use, and LGPL on relinkability for dynamic linking; state compliance status and any gaps.
  • Convert findings into action: specify impact/likelihood, owners, timelines, dependencies, interim controls, and residual risk with governance follow-ups (monitoring, rescans, re-evaluation triggers).

Example Sentences

  • SBOM component: OpenSSL 1.1.1w (purl: pkg:apk/alpine/openssl@1.1.1w-r3) is a direct runtime dependency in the payment-service container image, dynamically linked.
  • Because zlib 1.2.11 is licensed under Zlib-acknowledgement and is statically linked, distribution does not trigger copyleft obligations; evidence: SBOM v2.3 scanned 2025-09-01.
  • CVE-2023-44487 (HTTP/2 Rapid Reset) affects nginx 1.21.6; exposure is medium in our context because the vulnerable code path is reachable but rate-limited behind Cloud WAF; mitigation: upgrade to 1.25.3 by 2025-10-30.
  • The AGPL-3.0-only library GuavaServerFork 0.9 is present only in the build pipeline container and not in shipped artifacts; current practice avoids network-copyleft obligations.
  • Operational signal: moment.js shows no releases in 24 months and declining maintainer activity; action: replace with Luxon (MIT) in v7.2, owner: Frontend Platform, ETA: 30 days.

Example Dialogue

Alex: I need a one-paragraph update for the board—what’s our top SBOM finding?

Ben: The scan shows libX 2.4.1 (GPL-2.0-only) as an indirect runtime dependency, statically linked into our desktop agent; that combination triggers source disclosure on distribution.

Alex: Is that certain or an inference?

Ben: It’s evidence-backed—SBOM v1.6 from 2025-09-12 and build artifact sha256:… confirm static linkage; legal tagged it as non-compliant with our current licensing model.

Alex: What’s the remediation and owner?

Ben: Replace libX with libY 3.1 (MIT), dependency: upgrade parent module core-utils; owner: Platform Team; ETA: 21 days; residual risk after replacement: low, monitored via weekly SBOM diffs.

Exercises

Multiple Choice

1. Which sentence best reflects executive-ready, defensible wording about a build-time tool?

  • The linter might be risky, but it’s probably fine.
  • No distribution of the linter occurs in the runtime artifact; it is present only in the build pipeline container.
  • We don’t think the linter matters for licensing.
  • The linter is somewhere in our stack and should be okay.
Show Answer & Explanation

Correct Answer: No distribution of the linter occurs in the runtime artifact; it is present only in the build pipeline container.

Explanation: Defensible language uses precise, verifiable scope statements. Stating that the tool is build-time only and not distributed ties usage to license implications, aligning with the lesson’s guidance to avoid vague phrases.

2. A component is identified as an indirect runtime dependency, statically linked, under GPL-2.0-only. Which obligation statement is correct?

  • No obligations apply because it’s indirect.
  • Static linking with GPL-2.0-only in a distributed product can trigger source disclosure obligations.
  • AGPL obligations apply only when the service is accessed over a network, so this is unaffected.
  • Operational risk is the only concern here.
Show Answer & Explanation

Correct Answer: Static linking with GPL-2.0-only in a distributed product can trigger source disclosure obligations.

Explanation: The lesson maps GPL obligations to distribution of combined works, with static linking strengthening the trigger. Indirectness does not remove license obligations if the component is shipped.

Fill in the Blanks

CVE statements should name the CVE ID, severity source (e.g., NVD), and whether the vulnerable code is ___ at runtime.

Show Answer & Explanation

Correct Answer: reachable

Explanation: Security language must state runtime reachability to connect a vulnerability to actual exposure, per the security risk template.

Use package URLs (purl) and SPDX license identifiers to anchor evidence so that executives know exactly ___ component and version you mean.

Show Answer & Explanation

Correct Answer: which

Explanation: Precision requires unambiguous identifiers; “which” correctly refers to the specific component/version being discussed.

Error Correction

Incorrect: We probably don’t have any license issues because the library is just there somehow.

Show Correction & Explanation

Correct Sentence: The library is an indirect runtime dependency; under LGPL-2.1-only and dynamic linking, current practice meets relinkability requirements as confirmed by legal review on 2025-09-20.

Explanation: Replace vague, non-evidentiary language with precise dependency category, linking mode, license identifier, and evidence-backed compliance status as required by the lesson.

Incorrect: The component has CVEs, but it’s fine since we don’t see problems.

Show Correction & Explanation

Correct Sentence: Component foo 4.2 includes CVE-2024-12345 (CVSS 8.1, NVD); the vulnerable code path is reachable under default configuration. Mitigation: upgrade to 4.3 by 2025-11-15; owner: Platform Team; residual risk after upgrade: low.

Explanation: Security wording must cite CVE ID, severity source, reachability, and an actionable remediation plan with owner and timeline, avoiding unsupported assurances.