Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_rot227 Primary key — never changes |
| Account number | ROT227 Links to ticketing and SQL |
| Display name | Rothwell Insurance LLP |
| Primary domain | rothwellinsurance.co.uk Microsoft tenant mapping aid |
| Tenant ID | rot227-9318-4f2a-9c31-418631 |
| SQL external key | ROT227 |
| Account manager | Rachel Byrne |
| Status | Onboarding |
| Created | 02 Feb 2021 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 30 Mar 2027 |
| Last successful sync | 16 Aug 2026 22:00 UTC 8 days ago |
| Last attempt | 24 Aug 2026 15:00 UTC Result: partial |
| M365 data quality | Partial |
| SQL data quality | Partial 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
Rothwell Insurance LLP
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 | |
|---|---|---|---|---|
| Henry BellamyPrimary | Operations Manager | [email protected] | 01939 792459 | Day-to-day escalation contact |
| Nadia Bellamy | HR Manager | [email protected] | 01937 404992 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
ROT227 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.