system-prompts-and-models-o.../docs/governance/connectors-and-data-plane.md
2026-04-16 07:58:36 +03:00

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Data plane and connector facades

Canonical: MASTER_OPERATING_PROMPT.md.

Data and knowledge layer

  • Operational store: relational DB as system of record for business entities; strict tenant boundaries (tenant_id and access checks).
  • Embeddings: colocate or pipeline near operational data when semantic search or routing benefits; do not let embeddings become an ungoverned shadow DB of PII.
  • Graph stores: add only when relationship-heavy reasoning is a proven requirement (cost and ops complexity are real).
  • Document ingestion: contracts, DD materials, board packs, PDFs — through controlled pipelines with retention and sensitivity classes.
  • Lineage / metadata catalog: choose one primary cataloging path; a second overlapping system needs explicit justification.

Semantic metrics

Do not let multiple systems independently define “revenue”, “pipeline velocity”, “contribution margin”, “synergy realization”, or other executive metrics.

Prefer:

  • Central semantic definitions (single module or analytics layer).
  • Data quality checks and documented downstream impact.
  • Visible lineage from metric definition to dashboards and agent outputs.

Connector facade rule

Agents and ad-hoc scripts must not sprawl direct calls to many vendor APIs.

Each connector facade should specify:

  • Contract (inputs/outputs, error model)
  • Version
  • Retry policy
  • Timeout policy
  • Idempotency key handling
  • Approval policy linkage (Class B where needed)
  • Audit field mapping
  • Observability hooks (logs, metrics, traces)
  • Rollback or compensation notes when side effects are possible

Treat every external API as a changing contract, not a fixed truth.

Dealix pointers

  • Model / provider routing: salesflow-saas/backend/app/services/model_router.py.
  • LLM provider abstraction: salesflow-saas/backend/app/ai/llm_provider.py, salesflow-saas/backend/app/services/local_inference.py.
  • Integrations and CRM direction: search integrations and services for connector-style modules; extend via facades rather than new raw SDK calls from agent nodes.

See also: events-and-schema.md, approval-policy.md, trust-fabric.md.