Capture & Ingest
Records land in CEDX Prep already linked to the canonical customer, employee, or vendor ID.
Prep turns recurring operations (month-end close, evidence collection, deploy checklists) into templated runs with owners, due dates and sign-offs, and it puts the blocking step in a column called Stuck step.
"Having identity, least-privilege access, audit trails, and business applications on one kernel cut our security review..."
| Dataset / Semantic Metric | Upstream Estate Source | Data Owner & SLA Tier | Row Volume & Freshness | Lineage Health Score | Query p95 |
|---|---|---|---|---|---|
| fact_canonical_revenue_arrCEDX Prep · Record #1040 | CRM + Quotes + Books + Subscriptions | RevOps & FP&A Canonical | 48.2M Rows · 0.4s Lag | ● 100% Schema Validated | 42ms Query |
| dim_customer_360_healthCEDX Prep · Record #1041 | CRM + Desk + Product Analytics | Customer Success Core | 1.8M Entities · Live | ● Zero Orphan Keys | 28ms Query |
| mart_supply_chain_marginCEDX Prep · Record #1042 | Inventory + Warehouse + Payables | Operations BI Gold Tier | 19.4M Rows · 1.2s Lag | ● Lineage Verified | 64ms Query |
| events_web_and_product_streamCEDX Prep · Record #1043 | Web + Product Analytics SDK | Growth Engineering | 140M Events / Day | ● PII Scrubbed at Ingest | 51ms Query |
The Active queue's most honest column isn't Status. It's Stuck step: AP aging exceptions, exception approvals, control sample pull. Blockers you can read are blockers you can clear.
Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.
18 templates carry steps, version, SLA, run counts and done-percent on every row: Month-end close prep on v2.4 with 18 steps and a 3.0-day SLA. Source is declared per template: authored, AI-generated, or captured from a recording.
The Active queue lists 130 runs with the blocking step spelled out: RUN-2380 Month-end close prep sits overdue at 61% on “AP aging exceptions”; RUN-2410 Payroll pre-run validation waits on “Exception approvals” at P0.
The overview scores completeness risk per run (six runs at 95%) and counts 60 runs past SLA, 16 pending sign-offs and an average risk of 54%. Alerts arrive root-caused: RUN-2380 is past SLA with four delayed steps, and the alert says so.
Every figure below is directly inspectable in the running CEDX Prep application workspace with zero synthetic projections.
Click any screen below to inspect how CEDX Prep moves from initial intake to verified cross-estate completion.
130 active runs, 197 open, 60 overdue, 116 complete. Run health reads 58% with the arithmetic beside it: 197 open runs at 34% average completion, 81 high-risk, 16 sign-offs pending.
Stop paying Fivetran, dbt, Snowflake, and Tableau just to re-join the customer and invoice tables that your SaaS vendors split apart.
Records land in CEDX Prep already linked to the canonical customer, employee, or vendor ID.
Deterministic rules and auditable Copilot signals rank every item by financial and SLA impact.
Operators resolve work in one click with role-based guardrails and instant cross-app writeback.
Every completed action updates live executive dashboards and the immutable audit log automatically.
Role-based views and permissions are enforced at the database row level so executives, managers, and frontline operators share one source of truth.
Owns the queue: watches the 60 overdue runs, works the 31-strong waiting list, and reads the stuck-step column before the morning standup.
Runs SOC evidence collection and control sample pulls: 16-step templates where a rejected sign-off sends the run back with the reason attached.
Maintains the 18-template library: versions steps, retires stale procedures, and keeps authored, AI-generated and captured sources clearly marked.
CEDX Prep is not an isolated point tool. It reads and writes the exact same customer, ledger, and identity records as the rest of the CEDX software estate.
Completion rates, SLA breaches and sign-off lag are exactly the governed metrics Insight certifies and alerts on.
The warehouse outbound release run coordinates the physical side of what the data estate measures: operational SLAs meet freshness SLAs.
The month-end close run ends in a delivered pack; Reports carries the schedules, opens and stale-report risk for it.
The approval chains behind the 16 pending sign-offs (exception approvals, dual control) are Workflow's home ground.
"Having identity, least-privilege access, audit trails, and business applications on one kernel cut our security review and provisioning time by 82%."
"We started with one application to fix our most painful bottleneck, and added five more modules on the same login without a single migration project."
"Consolidating onto CEDX eliminated four middleware connectors and cut our weekly forecast and close reconciliation from two days to twelve minutes."
Drag the seat slider to compare your current stitched stack (Snowflake + Fivetran + Tableau Enterprise + Amplitude + Looker) against running CEDX Prep natively on the unified CEDX estate.
Explore the live CEDX Prep workspace on canonical demo data at /app/prep, or book a 30-minute architecture session to map your first entity rollout.
Instant browser access to CEDX Prep pre-loaded with canonical demo records and connected across the 132-application CEDX estate.