uplyst.Plan access to your source systems
Choose the right mix of APIs, batch transfers, change capture and events for your data and workflows.
Define the data requirementsSource requirements
- MeaningWhich evidence and identifiers does this decision require?
- FreshnessHow current must that evidence be, and how will age be visible?
- AccessWhich supported interface and permissions can provide it?
- RecoveryWhat happens when the source, delivery or interpretation changes?
Define the data requirements
An integration should have a defined consumer and purpose. Establish which records are required, how recent they must be and whether historical changes are necessary. A current state query may be sufficient for one review, while another workflow needs the sequence of changes that led to an exception.
These requirements determine the appropriate pattern. Batch extraction, API access, change data capture and event delivery each have different operating characteristics. A preference for real time processing should not replace an assessment of what the source supports and the business decision actually needs.
Choose an integration pattern
Document the expected data latency and the behavior when delivery fails. For event flows, agree on an identifier, ordering scope and replay strategy. CloudEvents offers a common event format, but transport reliability, authorization and business meaning still require design decisions.
| Pattern | Primary question |
|---|---|
| Scheduled extraction | Is the snapshot complete and recent enough? |
| API query | Can the source support demand and permissions? |
| Change capture | How are updates, deletes and schema changes represented? |
| Business events | What happened, and how can duplicate delivery be handled? |
Review each source system
Review interface availability, rate limits, authorization, maintenance windows and expected load. Identify how the source represents deletions, corrections and historical records. Confirm which identifiers are stable and whether a record can be read consistently while it is being updated.
Access should be limited to the required purpose. Plan credential ownership, rotation and audit records with the security team. A successful connection in a development environment does not establish that the same pattern is appropriate across production network and identity boundaries.
Plan for interrupted delivery
Define checkpoints, retries and the handling of records that cannot be processed. A retry should not repeat a consequential downstream action. A replay should preserve the distinction between historical recovery and a newly occurring business event.
Plan reconciliation between the connected view and the source. Monitor missing intervals and unexpected volume changes, with a named owner for investigation. Include schema evolution in the operating process so a source change does not silently alter a business definition.
Delayed source data
Make the age of the latest evidence visible. Agree which decisions can proceed with that context and which require a fresh confirmation from the source owner.
Replayed events
Retain each event's identity and original occurrence time. Confirm how the receiving process recognizes previously handled events before any consequential action is repeated.
Test reliability and recovery
Use representative source records and realistic access conditions. Test interrupted delivery, duplicated messages, a changed field and a late correction. Verify that the consuming workflow can understand the status of its evidence during failure and after recovery.
Review data accuracy, recovery behavior and support responsibilities before connecting additional systems. Source documentation and named system owners help resolve issues during planning and testing.
Talk to us about your operations.
- Match integration patterns to data requirements
- Define access, ownership and recovery responsibilities
- Test source changes and interrupted delivery