C&D Portfolio Intelligence
NovaTech Global · illustrative portfolio

Data quality and lineage

Where every number comes from, how fresh it is, and whether it is certified.

White-label demo. Synthetic portfolio. Filters, search and scenarios are live — every figure recomputes from one shared data model.
Certified metrics
2 / 6
the rest are provisional until upstream clears
Source systems
5
1 stale · 1 not yet connected
Oldest feed
21 days
ProLease monthly export
Records validated
83%
against the semantic-layer schema

This is the moat, drawn

Every competitor markets an AI that answers questions; almost none can show where the answer came from. Because C&D conforms the source systems to one semantic model, every number on every dashboard traces back through a known entity to a known source — and we can colour that path by how fresh it is, whether it passed validation, and whether it is certified for reporting. A number is only shown as certified when its whole lineage is green. Where it is not — a stale ProLease export, the abstraction gap on critical dates, Workday not yet connected — the dependent metric is marked provisional rather than presented as fact. That is the difference between a dashboard and a system of record.

Source: NovaTech Global synthetic portfolio · foundation layer · illustrative lineage

From source to number

Systems of record → semantic-layer entities → decision metrics. Recolour the path by trust lens.

healthy / fresh / certified aging / partial / provisional stale / failing

Source health

What is feeding the model, and whether to trust it right now

SourceFeedsLast refreshRecordsStatus

How "Lease liability" is computed

Click any KPI on any dashboard to see its lineage. Example:

Result$1.63B
EntityIFRS 16 balances
InputsPayment schedule · discount rate
SourcesSAP / E1 · ProLease
MethodPV of remaining payments, per lease
Validationpassed
Certifiedyes · as of 2026-06-26
PHASE 0 · DATA READINESS ASSESSMENT

How ready is this data to drive decisions?

The five-level maturity model behind the lineage above. Most CRE teams self-assess a level above where they score — data is usually trapped, not missing

Maturity by domain

Readiness checklist

Decision pre-mortem — the decisions this year, and where the data is trapped

Decision (next 12 months)Where the data is trappedDomain level