Back to Advisory depth, supported by engineering.
Data Architecture & Integration
Make information usable in the context of your organization.
What the engagement includes
- Client-specific entity models built from your structures, not a generic schema
- Terminology alignment so a term means one thing across the workflow
- Source integration through approved interfaces, exports or supported connectors
- Reconciliation rules that expose differences instead of hiding them
- Lineage so every value can be traced to a source and a date
- Role-based access aligned to your permission model
- Refresh design matched to what each source actually publishes
What you receive
- A documented data model with entity definitions and relationships
- Integration specifications per source, including limits and failure behaviour
- Data-quality rules with thresholds and exception routing
- Stewardship responsibilities naming who maintains each domain
Typical entity examples
- Entities and holdings
- Clients and policies
- Cases and documents
- Assets and obligations
Refresh and availability
Update frequency follows source availability and the agreed service design. Some custodians, carriers and legacy systems publish on a schedule, some only through file exports, and some require manual submission. We design for what a source actually provides and display source timestamps and stale-data states in the interface.
We do not claim universal integration or real-time availability from every custodian, carrier or legacy system. Each source is assessed individually.
