Data Lineage & Source Health
Where the facts behind each release decision and cash forecast come from — and how far to trust them.
All connections below are simulated for this prototype. No live ERP, CRM, PLM, procurement or MES integration is active.
Source systems
Click a source to see the fields it provides and where they are used
| Source | Mode | Status | Last receipt | Latest event | Refresh | Coverage | History | Open issues |
|---|---|---|---|---|---|---|---|---|
| ERP & Finance ERP ledger, AR & invoicing (simulated) | Scheduled API pull | Connected | 12 Jun 09:40 | 12 Jun 09:31 | Every 15 min | 98% | Yes | 2 |
| Sales, CRM, Quoting & Order Capture CRM & CPQ (simulated) | Webhook events | Connected | 12 Jun 09:38 | 12 Jun 09:12 | Real-time | 94% | Yes | 2 |
| Engineering — PLM, PDM & CAD PDM vault (simulated) | Change-event feed | Connected | 12 Jun 09:35 | 12 Jun 08:57 | Every 5 min | 91% | Yes | 0 |
| Procurement & Supply Chain Purchasing & supplier portal (simulated) | Nightly file + email capture | Delayed | 11 Jun 23:10 | 11 Jun 17:44 | Nightly | 76% | Partial | 2 |
| MES, Shop Floor & Scheduling Scheduling board (simulated) | Snapshot export | Attention Required | 12 Jun 06:00 | 12 Jun 05:52 | Every 6 h | 68% | Partial | 1 |
| Human & Customer Events Customer portal & approval inbox (simulated) | Inbox parsing + portal events | Connected | 12 Jun 09:22 | 12 Jun 09:20 | Real-time | 82% | Partial | 0 |
History — Yes: enough events/versions to rebuild the timeline. Partial: gaps need audit logs or snapshots. No: current state only; history must be captured going forward.
Sales, CRM, Quoting & Order Capture — fields & downstream use
Deal-stage changes retained with timestamps.
- Quote reference→ Identity resolutionHistory: Yes
- Contracted milestones→ Billing triggersHistory: Yes
- Commercial stage→ Canonical job stateHistory: Yes
Decision lineage
PE-10256 · Precision Gearbox Housing · Thornbury Process Systems
| Source | Raw event | Record ref | Received | Business event time | Normalised state | Decision influenced | Confidence |
|---|---|---|---|---|---|---|---|
| Engineering — PLM, PDM & CAD | PDM revision record received | PLM-85203 | 03 Jun 09:37 | 02 Jun | Drawing revision approved = TRUE | Stage gate + billing eligibility | High confidence |
| ERP & Finance | Invoice posted | INV-102561 | 07 Mar | 07 Mar | Deposit on order acknowledgement: invoiced | Cash forecast | High confidence |
Data-quality & reconciliation queue
Low-confidence data stays qualified until resolved
- HighMissing historical eventsDQ-101Open
Current production slot known; 3 earlier slot changes not retained by the scheduling board.
PE-10449 · MES, Shop Floor & Scheduling · Owner: Production Planning · Consequence: Dwell-time analysis for this job is qualified (partial history)
- HighMissing approval evidenceDQ-102Open
Material certificate received by email but not matched to a PO line or heat number.
PE-10461 · Procurement & Supply Chain · Owner: Quality · Consequence: Release decision awaiting evidence; stage payment remains Blocked Billing
- MediumConflicting stage statusesDQ-103Investigating
CRM shows 'Customer approved'; engineering vault shows the latest revision awaiting approval.
PE-10482 · Sales, CRM, Quoting & Order Capture · Owner: Engineering · Consequence: Approval treated as outstanding until corroborated
- MediumUnmatched invoices or paymentsDQ-104Open
Receipt of £12,400 not matched to an open invoice.
PE-10495 · ERP & Finance · Owner: Finance · Consequence: Receipt excluded from Collected until reconciled
- LowStale source dataDQ-105Open
Supplier portal feed last delivered 11 Jun 23:10 (expected hourly).
PE-10492 · Procurement & Supply Chain · Owner: Procurement · Consequence: Procurement conditions shown with Medium confidence
- MediumMissing order/customer identifiersDQ-106Open
Quote reference not linked to the ERP sales order.
PE-10472 · Sales, CRM, Quoting & Order Capture · Owner: Sales Ops · Consequence: Contracted milestones cannot be auto-matched
- LowMissing or inconsistent milestone datesDQ-107Open
Contract milestone date differs from ERP billing plan by 9 days.
PE-10469 · ERP & Finance · Owner: Finance · Consequence: Expected invoice date shown as estimate
Audit trail
Every simulated change, newest first
No simulated changes yet.
Confidence model — High: verified, fresh, corroborated. Medium: single source or partial history. Low: unverified or stale; never shown as a financial fact.