Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_wen597 Primary key — never changes |
| Account number | WEN597 Links to ticketing and SQL |
| Display name | Wentworth Financial LLP |
| Primary domain | wentworthfinancial.co.uk Microsoft tenant mapping aid |
| Tenant ID | wen597-1096-4f2a-9c31-391267 |
| SQL external key | WEN597 |
| Account manager | Tom Whitfield |
| Status | Active |
| Created | 23 Sep 2020 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | unknown No expiry recorded |
| Last successful sync | 13 Aug 2026 03:00 UTC 12 days ago |
| Last attempt | 25 Aug 2026 01:00 UTC Result: failed |
| M365 data quality | Stale |
| 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
Wentworth Financial 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 | |
|---|---|---|---|---|
| Ava FerrisPrimary | Finance Manager | [email protected] | 01680 581077 | Handles purchase orders and renewals |
| Jasmine Nkemelu | Managing Director | [email protected] | 01514 971680 | Decision maker for spend |
Prototype controls
Demo-only switches for showing how the phases differ
WEN597 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.