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Master Data Quality Monitoring (POC #3)

project a1028d1f799db26d

Normalized: master data quality monitoring poc 3

moreland_contracts

27%

Low — a near-match was rejected, review recommended

100%

Strong source linkage

Source Mappings (4)

	Source	Source ID	Display Name	Confidence	Method	Status	Actions
	moreland_contracts	df69ec805e4bfdad0a5e56baa42ed75e	Master Data Quality Monitoring (POC #3)	1.00	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash df69ec805e4bfdad0a5e56baa42ed75e file_name Oatey_SOW_Master_Data_Governance_POC.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BF56FE8F9-39C8-403C-81F9-BC757719BDA9%7D&file=Oatey_SOW_Master_Data_Governance_POC.docx&action=default&mobileredirect=true company Oatey Co. project_name Master Data Quality Monitoring (POC #3) contact_person Julia Gawen contract_type time_and_materials hourly_rate — estimated_hours — total_fee_estimate — brief_project_description Build a Master Data Quality Monitoring proof of concept on Oatey’s Microsoft Fabric platform, delivering proactive outlier detection, narrative summaries, fix recommendations, and daily cadence. start_date — extracted_at 2026-08-30T02:11:10.168262+00:00 raw_text_preview 1960 Case Parkway S \| Twinsburg, Ohio 44087 June 27, 2026 Re: Oatey Master Data Quality Monitoring — Proof of Concept (Build Phase) Dear John: MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the “Services”) to assist Oatey Co. at 20600 Emerald Parkway \| Cleveland, OH 44135 (“Oatey”). Statement of Work (POC Build Phase) – Master Data Quality Monitoring Project: Master Data Quality Monitoring (POC #3) — Single Master Data Domain (Customer or Material) Reference Agreement: This SOW is issued as an Appendix to and is subject to the terms of the parties’ existing Consulting Services Agreement / Master Services Agreement (“Agreement”) that was entered into as of 11/13/2025. 1) Project Overview Moreland will build a Master Data Quality Monitoring proof of concept (“POC”) on Oatey’s committed Microsoft Fabric platform. The POC delivers the four explicit asks raised by Oatey’s data governance team: proactive outlier detection, a narrative summary of what moved and why, fix recommendations, and a daily cadence. The solution ports Justin’s existing Power Query rule tables into Fabric User Data Functions (UDFs), adds statistical and bounded-LLM detection on top, and serves everything through existing Power BI environment via Direct Lake — there is no new web application for the team to learn. The POC is scoped to a single master data domain — either Customer or Material master, confirmed at kickoff. SAP remains the system of record: all access is read-only and there is no write-back during the POC. 2) Objectives Proactive outlier detection (ask #1): statistical detection of distribution shifts, outliers, drift, and completeness changes for a single data domain. Narrative summary (ask #2): a weekly digest, that explains what moved and why — aggregated by domain and severity — rather than a bare list of anomalies. Fix recommendations (ask #3): bounded LLM enrichment on already-flagged records that catches logical inconsistenci file_created_at 2026-07-02T15:25:18+00:00 file_modified_at 2026-07-02T15:48:49+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_contracts	53d3bdd6155945c0d07e1b210f18983d	Master Data Quality Monitoring (POC #3)	1.00	exact	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 53d3bdd6155945c0d07e1b210f18983d file_name Oatey_SOW_Master_Data_Governance_POC_July 7.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B7163D92B-B5B4-4637-BFDE-5CD5BDB224B5%7D&file=Oatey_SOW_Master_Data_Governance_POC_July%207.docx&action=default&mobileredirect=true company Oatey Co. project_name Master Data Quality Monitoring (POC #3) contact_person John contract_type fixed_fee hourly_rate — estimated_hours 200.0 total_fee_estimate — brief_project_description Build a Master Data Quality Monitoring proof of concept on Oatey’s Microsoft Fabric platform, delivering proactive outlier detection, narrative summaries, fix recommendations, and a daily cadence. start_date 2026-07-07 extracted_at 2026-09-01T02:11:52.418048+00:00 raw_text_preview 1960 Case Parkway S \| Twinsburg, Ohio 44087 July 7, 2026 Re: Oatey Master Data Quality Monitoring — Proof of Concept (Build Phase) Dear John: MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the “Services”) to assist Oatey Co. at 20600 Emerald Parkway \| Cleveland, OH 44135 (“Oatey”). Statement of Work (POC Build Phase) – Master Data Quality Monitoring Project: Master Data Quality Monitoring (POC #3) — Single Master Data Domain (Customer or Material) Reference Agreement: This SOW is issued as an Appendix to and is subject to the terms of the parties’ existing Consulting Services Agreement / Master Services Agreement (“Agreement”) that was entered into as of 11/13/2025. 1) Project Overview Moreland will build a Master Data Quality Monitoring proof of concept (“POC”) on Oatey’s committed Microsoft Fabric platform. The POC delivers the four explicit asks raised by Oatey’s data governance team: proactive outlier detection, a narrative summary of what moved and why, fix recommendations, and a daily cadence. The solution ports Justin Howell’s existing Power Query rule tables into Fabric User Data Functions (UDFs), adds statistical and bounded-LLM detection on top, and serves everything through Oatey’s existing Power BI environment via Direct Lake — there is no new web application for the team to learn. The POC is scoped to a single master data domain — either Customer or Material master, confirmed at kickoff. SAP remains the system of record: all access is read-only and there is no write-back during the POC. 2) Objectives Proactive outlier detection (ask #1): statistical detection of distribution shifts, outliers, drift, and completeness changes for a single data domain. Narrative summary (ask #2): a weekly digest that explains what moved and why — aggregated by severity — rather than a bare list of anomalies. Fix recommendations (ask #3): bounded LLM enrichment on already-flagged records that catches logical inconsistenc file_created_at 2026-07-06T15:12:42+00:00 file_modified_at 2026-07-06T15:14:45+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_contracts	02f6af3d5bc98f326863c1ab4e22d628	Master Data Quality Monitoring (POC #3)	1.00	exact	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 02f6af3d5bc98f326863c1ab4e22d628 file_name Oatey_SOW_Master_Data_Governance_POC_July 22.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BD99FF527-A669-451F-8CB0-CE0D1DB97161%7D&file=Oatey_SOW_Master_Data_Governance_POC_July%2022.docx&action=default&mobileredirect=true company Oatey Co. project_name Master Data Quality Monitoring (POC #3) contact_person Julia Gawen contract_type time_and_materials hourly_rate — estimated_hours 200.0 total_fee_estimate — brief_project_description Building a Master Data Quality Monitoring proof of concept on Oatey’s Microsoft Fabric platform to deliver proactive outlier detection, narrative summaries, fix recommendations, and daily cadence. start_date 2026-07-22 extracted_at 2026-09-01T02:11:34.856038+00:00 raw_text_preview 1960 Case Parkway S \| Twinsburg, Ohio 44087 July 22, 2026 Re: Oatey Master Data Quality Monitoring — Proof of Concept (Build Phase) Dear John: MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the “Services”) to assist Oatey Co. at 20600 Emerald Parkway \| Cleveland, OH 44135 (“Oatey”). Statement of Work (POC Build Phase) – Master Data Quality Monitoring Project: Master Data Quality Monitoring (POC #3) — Single Master Data Domain (Customer or Material) Reference Agreement: This SOW is issued as an Appendix to and is subject to the terms of the parties’ existing Consulting Services Agreement / Master Services Agreement (“Agreement”) that was entered into as of 11/13/2025. 1) Project Overview Moreland will build a Master Data Quality Monitoring proof of concept (“POC”) on Oatey’s committed Microsoft Fabric platform. The POC delivers the four explicit asks raised by Oatey’s data governance team: proactive outlier detection, a narrative summary of what moved and why, fix recommendations, and a daily cadence. The solution ports Justin Howell’s existing Power Query rule tables into Fabric User Data Functions (UDFs), adds statistical and bounded-LLM detection on top, and serves everything through Oatey’s existing Power BI environment via Direct Lake — there is no new web application for the team to learn. The POC is scoped to a single master data domain — either Customer or Material master, confirmed at kickoff. SAP remains the system of record: all access is read-only and there is no write-back during the POC. 2) Objectives Proactive outlier detection (ask #1): statistical detection of distribution shifts, outliers, drift, and completeness changes for a single data domain. Narrative summary (ask #2): a weekly digest that explains what moved and why — aggregated by severity — rather than a bare list of anomalies. Fix recommendations (ask #3): bounded LLM enrichment on already-flagged records that catches logical inconsisten file_created_at 2026-07-22T15:22:38+00:00 file_modified_at 2026-07-22T15:33:33+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_contracts	f08b9d1de32c5a155e7615f2bc53a72a	Master Data Quality Monitoring (POC #3)	1.00	exact	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash f08b9d1de32c5a155e7615f2bc53a72a file_name Moreland Connect (SOW Develop AI System re Data Governance) cso oto 7.23.26.docx.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Oatey/Oatey%20-%20Master%20Data%20Quality%20Monitoring%20%E2%80%94%20Proof%20of%20Concept%20(Build%20Phase)%20%5BFF%5D/Signed%20Arrangement%20Letter/Moreland%20Connect%20(SOW%20Develop%20AI%20System%20re%20Data%20Governance)%20cso%20oto%207.23.26.docx.pdf company Oatey Co. project_name Master Data Quality Monitoring (POC #3) contact_person John contract_type fixed_fee hourly_rate — estimated_hours 200.0 total_fee_estimate — brief_project_description Moreland will build a Master Data Quality Monitoring proof of concept on Oatey’s committed Microsoft Fabric platform. start_date 2026-07-22 extracted_at 2026-09-01T02:19:06.979033+00:00 raw_text_preview 1960 CASE PARKWAY S TWINSBURG, OHIO 44087 Page 1 1960 Case Parkway S \| Twinsburg, Ohio 44087 July 22, 2026 Re: Oatey Master Data Quality Monitoring — Proof of Concept (Build Phase) Dear John: MorelandConnect LLC (“Moreland”) is pleased to provide this proposal for our consulting services (the “Services”) to assist Oatey Co. at 20600 Emerald Parkway \| Cleveland, OH 44135 (“Oatey”). Statement of Work (POC Build Phase) – Master Data Quality Monitoring Project: Master Data Quality Monitoring (POC #3) — Single Master Data Domain (Customer or Material) Reference Agreement: This SOW is issued as an Appendix to and is subject to the terms of the parties’ existing Consulting Services Agreement / Master Services Agreement (“Agreement”) that was entered into as of 11/13/2025. 1) Project Overview Moreland will build a Master Data Quality Monitoring proof of concept (“POC”) on Oatey’s committed Microsoft Fabric platform. The POC delivers the four explicit asks raised by Oatey’s data governance team: proactive outlier detection, a narrative summary o f what moved and why, fix recommendations, and a daily cadence. The solution ports Justin Howell’s existing Power Query rule tables into Fabric User Data Functions (UDFs), adds statistical and bounded -LLM detection on top, and serves everything through Oatey’s existing Power BI environment via Direct Lake — there is no new web application for the team to learn. The POC is scoped to a single master data domain — either Customer or Material master, confirmed at kickoff. SAP remains the system of record: all access is read -only and there is no write -back during the POC. 2) Objectives 1. Proactive outlier detection (ask #1): statistical detection of distribution shifts, outliers, drift, and completeness changes for a single data domain. 2. Narrative summary (ask #2): a weekly digest that explains what moved and why — aggregated by severity — rather than a bare list of anomalies. 3. file_created_at 2026-07-30T12:24:02+00:00 file_modified_at 2026-07-30T12:22:38+00:00 created_by Sam Wilsey modified_by Sam Wilsey _dlt_meta —