Mappings

Every data point across projects

The dimensions, objects, and derivations the organization consolidates from every connection, how source values reconcile into them, and where each one comes from.

Master Consolidated View

Where each data point comes from and how they relate: connections feed dimensions and objects, derivations build on them, and automations use the result. Select a node to lay out its tree.

Approved / healthyDraft / needs attentionSuggested / runningAction needed
Inputs sit above the node, uses below. Hover any node to see its path to the selected one.
Tree for Contract Reconciliation

Contract Reconciliation

Automationattention

Customer service agreement terms read out of the signed documents in SharePoint, compared with what Salesforce holds, and pushed back once a person approves them.

Built from3
Dimensions
Business objects
Feeds0
An automation. It reads the model and writes nothing back.
Details
Cadence
Weekly, Monday 06:00
Trigger
A new or amended document in the Customer Contracts library, plus a weekly sweep of every active customer
Owner
Dana Whitfield
Open automation11 upstream · 0 downstream