Ingestion & source adapters
Implement access through agreed APIs, database extracts, files, documents or permitted web sources. Select batch, incremental or event-driven ingestion according to source capabilities and freshness requirements.
Design checkpoints, pagination, rate limits, bounded retries and idempotent processing. Preserve source identifiers, collection timestamps and acquisition metadata for traceability.
Extraction & canonical structure
Parse records and document content into typed fields. Standardise dates, currencies, units, naming and enumerations. Apply schema validation before information enters the canonical dataset.
Where needed, scope OCR or model-assisted extraction with supporting evidence and review. Quarantine invalid records rather than silently coercing ambiguous values.
Domain modelling & entity resolution
Implement entities, relationships, taxonomies and business logic as a versioned model. Resolve records across sources through stable identifiers, composite keys and scoped matching rules.
Handle aliases, source precedence, merge/split decisions and relationship changes. Where probabilistic matching is appropriate, evaluate it against labelled examples and route uncertain matches for review.
Enrichment & derived intelligence
Link internal records to relevant external attributes and signals. Compute derived fields with documented rules, reference data and dependencies. Keep observed facts distinguishable from inferred or calculated values.
Track provenance and transformation versions. For model-assisted tasks, specify constrained outputs, evaluation cases, permitted tools and human review triggers.
Agent execution & review controls
Configure agents around bounded tasks and explicit inputs, outputs and permissions. Separate retrieval, interpretation, validation and publication so an uncertain result does not automatically become trusted data.
Specify credentials and tool access, execution budgets, retry limits and escalation routes. Approval checkpoints, audit records and rollback behaviour are designed where the workflow requires them.
Quality, freshness & observability
Implement checks for completeness, uniqueness, referential integrity, consistency and freshness. Detect schema changes and unusual shifts in source coverage or field distributions.
Define metrics, alert thresholds and exception queues. Monitor ingestion lag, processing failures and validation outcomes against the agreed acceptance criteria.
Private hosting & deployment boundaries
Define where the engine and data reside, which environments are needed and who can access them. Agree isolation, network boundaries, secrets management and least-privilege roles for the chosen hosting design.
Specify storage, retention, backup and recovery requirements. Customer infrastructure, residency constraints and operational responsibilities are resolved in the architecture and delivery scope.
Refresh, replay & change management
Build recurring updates and reconciliation processes. Plan for upstream corrections, deleted records, late-arriving information and schema evolution without losing the history needed by the use case.
Define replay and backfill procedures, versioned transformations and safe releases. Historical snapshots, lineage depth and recovery mechanisms depend on the agreed operating model.
What you receive
A working data engine and maintained Datasset, documented schemas and transformation rules, source mappings and provenance, validation checks, scoped agent workflows, deployment configuration and operating runbooks.
Refresh frequency, review responsibilities, retention, recovery objectives and maintenance coverage are agreed explicitly. Hosting privately does not replace the need to define access and operational controls.