Integrations & data · Planning worksheet

Data corrections: update the authoritative record

Illustrative situation

Staff fix an incorrect value in a report but the error returns after the next source refresh.

The decision

Correct information through the agreed source-of-truth process and track downstream propagation. A local display change should not hide an unresolved source error.

Rehearse this before accepting the change

Correct a fictional source value and follow it through the next refresh.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count errors repeatedly reintroduced from an unchanged source.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.
Healthcare integration recovery with queued records, a retry route and a receipt check.
Plan recovery and confirm the receiving result.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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