Demo Client Data Consolidation System - Requirements Document

[ShantoieT57]

Overview

This document outlines the requirements for a demo system designed to centralise client data from multiple disparate systems into a single, unified repository. The system will facilitate data reconciliation, ensure data integrity, and provide access to consolidated client records for all participating systems.

Functional Requirements

1. API-Based Data Reception

• The system must provide a secure API endpoint to receive client records from external systems.
• Incoming client data should be validated for structure and completeness before processing.

2. Temporary Data Storage

• Incoming client records must be stored in a temporary staging area.
• The staging area should support tracking of source system and timestamp for each record.

3. Data Reconciliation

• The system must automatically reconcile data by comparing incoming records against existing records in the central store.
• Discrepancies between records must be detected and flagged for user review.

4. Discrepancy Resolution (Front End)

• Discrepant records must be presented to a user via a front end interface.
• The user must be able to review all conflicting fields and select which values to keep.
• Upon user confirmation, the selected fields should be merged into the main data store, with all changes logged.

5. Central Data Store Management

• Successfully reconciled and merged records should be stored in the central data store.
• The system must maintain full change history and audit logs for all client records.

6. Data Provisioning for External Systems

• The system must expose APIs for other systems to retrieve up-to-date, consolidated client data.
• Data retrieval should be secure and support filtering/searching by client attributes.

Technical Architecture

• Backend functionality to be implemented using Linx.
• Front end components to be built using Stadium.
• MS SQL will be used as the database.

Front End Components

1. Data View Page

• Displays all client records in the central store.
• Each record includes a 'View Detail' link to a detail page showing record fields and change logs (who changed what and when).

2. Reconciliation View Page

• Lists all records with reconciliation discrepancies.
• Each entry includes a 'Details' link to a page where the user can view conflicting fields and choose which values to merge.

Audit & Logging

• Every change to client records must be logged, including user actions during reconciliation.
• Logs should be accessible from the front end for review.

Security

• APIs do not need to be secure for the demo.
• During the presentation, security requirements and options must be discussed (e.g., authentication, access control).

Demo Presentation

• Data will be pushed to the system via PostMan.
• Key discussion points for the demo presentation:
  • API security can be changed depending on organizational needs.
  • Data can be pushed back to other systems by calling their APIs, or by providing an API/webhook for other systems to fetch data from.

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This requirements document forms the foundation for the development and implementation of the demo client data consolidation system.