Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_hol106 Primary key — never changes |
| Account number | HOL106 Links to ticketing and SQL |
| Display name | Hollowbrook Wealth Services |
| Primary domain | hollowbrookwealth.co.uk Microsoft tenant mapping aid |
| Tenant ID | hol106-8121-4f2a-9c31-658193 |
| SQL external key | HOL106 |
| Account manager | Tom Whitfield |
| Status | Active |
| Created | 06 Dec 2021 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | expiring Expiry 29 Sep 2026 |
| Last successful sync | 24 Aug 2026 09:00 UTC 24 hr ago |
| Last attempt | 24 Aug 2026 12:00 UTC Result: success |
| M365 data quality | Healthy |
| SQL data quality | Source unavailable No SQL mapping for this account |
| 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
Hollowbrook Wealth Services
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 | |
|---|---|---|---|---|
| Amelia DelaneyPrimary | Practice Manager | [email protected] | 01552 548628 | Approves user changes |
| Chloe Jameson | Operations Manager | [email protected] | 01708 432999 | Day-to-day escalation contact |
Prototype controls
Demo-only switches for showing how the phases differ
HOL106 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.