Configuration Mock data
Settings
Rules, integrations and demo controls for this vision prototype.
Data quality rules
Active in this prototype
- AML/KYC incomplete → block Workday syncActive
- Missing beneficial owner → BlockingActive
- Legal name ≠ Companies House → Warning + canonical proposalActive
- VAT number missing → WarningActive
- Duplicate confidence ≥ 90% → steward reviewActive
- AML review expired on high-risk client → BlockingActive
- Approved client → create Master Record + Canonical IDActive
- Master record → available for Workday, Dremio and future CRMActive
Demo controls
Reset state to re-run the demo
Current stage: blocked
Restores the Hartwell Advisory journey to the initial blocking state.
Integrations
- OmnitrackConnected (simulated)
- AML / KYC engineConnected (simulated)
- WorkdayConnected (simulated)
- Companies HouseConnected (simulated)
- VAT validationConnected (simulated)
- DremioConnected (simulated)
- Power BIConnected (simulated)
- Future CRMNot connected