Client Information Hub
Vision prototype
SM
Sarah Mitchell
Client Data Steward
Orchestration Simulated integrations

System Sync Status

The Hub governs the flow of client master data across operational, compliance and analytics systems.

Orchestration flow

Trusted data flows only after validation and compliance approval

Omnitrack / Intake
Live
Client Information Hub
Master & rules
Workday
Blocked
AML / KYC
Pending info
Validation · Rules · Master record · Canonical ID
Dremio
Available
Power BI
Available
Future CRM
Not connected
AI agents
Future
Omnitrack / Intake
Live
  • Last event: Client request received
  • Last sync: 2 minutes ago
AML / KYC
Pending information
  • Last event: Missing beneficial owner
  • Last sync: 5 minutes ago
Workday
Blocked
  • Reason: AML/KYC incomplete
  • Last attempt: 3 minutes ago
External Validation
Completed
  • Companies House: Matched
  • VAT: Missing
  • Address: Matched
Dremio
Available
  • Federated semantic views ready after master record creation
Future CRM
Not connected
  • Future relationship and engagement layer

Event timeline

  1. New request received from Omnitrack
    09:12
  2. Duplicate candidate detected
    09:13
  3. Companies House match completed
    09:14
  4. AML/KYC missing beneficial owner
    09:15
  5. Workday sync blocked
    09:16
  6. Request assigned to Compliance Owner
    09:18