Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_bra403 Primary key — never changes |
| Account number | BRA403 Links to ticketing and SQL |
| Display name | Bramhope Financial Solutions |
| Primary domain | bramhopefinancial.co.uk Microsoft tenant mapping aid |
| Tenant ID | bra403-6297-4f2a-9c31-636264 |
| SQL external key | BRA403 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 30 Jun 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Interactive delegated fallback |
| Relationship state | unknown No expiry recorded |
| Last successful sync | 29 Jul 2026 05:00 UTC 4 weeks ago |
| Last attempt | 25 Aug 2026 02:00 UTC Result: partial |
| M365 data quality | Partial |
| SQL data quality | Healthy Mapped to the DCS API |
| Schedule | Weekly — users, licences, usage reports Configurable per dataset and customer |
Connection changes require the administrator role.
Branding
Saved once and reused automatically for future dashboards and packs
Editable
Customer logo
PNG, JPG, WEBP or SVG up to 4 MB. Transparent backgrounds work best.
Meeting pack preview
Bramhope Financial Solutions
Saved branding is applied to this customer's dashboard, exports and every future meeting pack.
Customer colours change accents only. Warning, failure and success colours, typography and layout stay fixed so every customer dashboard and pack reads the same way.
Customer contacts
Who to speak to. Used for meeting invitations and pipeline follow-up.
| Name | Role | Phone | Notes | |
|---|---|---|---|---|
| Jasmine PritchardPrimary | HR Manager | [email protected] | 01281 227722 | Starters and leavers |
| Alfie Vaughan | Operations Manager | [email protected] | 01421 547276 | Day-to-day escalation contact |
Prototype controls
Demo-only switches for showing how the phases differ
BRA403 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.