Skip to content

Integration Systems Documentation

Overview

This document provides comprehensive analysis of all external system integrations for the Dispatch Center Application, including integration patterns, security requirements, data flow analysis, and implementation strategies.

Table of Contents

Integration Architecture

flowchart TB
    external["External Systems<br/>(Various)"]
    api_gateway["Azure API Management<br/>Gateway"]
    dispatch_app["Dispatch Center<br/>Application"]
    data_factory["Azure Data Factory<br/>(Batch)"]
    service_bus["Service Bus<br/>(Async)"]
    azure_sql["Azure SQL<br/>Database"]

    external --> api_gateway
    api_gateway --> dispatch_app
    external --> data_factory
    api_gateway --> service_bus
    dispatch_app --> azure_sql

Source Data Systems Analysis

Current State Assessment

  • Primary Challenge: Excessive data sharing with Reach system
  • Strategic Goal: Implement controlled, minimal data sharing architecture
  • Compliance Requirement: Reduce data exposure while maintaining operational efficiency
  • Timeline: Phased migration approach over 12-18 months

1. Reach - Legacy Dispatch System

System Overview

  • Type: Legacy dispatch and field service management
  • Current Status: Primary dispatch system (transitioning away)
  • Business Impact: High - Core operational dependency
  • Data Sensitivity: High - Customer PII, service history, technician data

Integration Analysis Questions & Answers

Q: What integration pattern is most appropriate? A: Hybrid approach - Real-time API for critical operations, batch synchronization for historical data migration

Q: Is this one-way or two-way integration? A: Two-way during transition period, transitioning to one-way (outbound only) as we reduce dependency

Q: What technology should be used for integration? A: RESTful APIs for real-time, Azure Data Factory for batch operations, Azure Service Bus for async messaging

Q: What are the security requirements? A: OAuth 2.0 authentication, TLS 1.3 encryption, data minimization (only essential fields), audit logging

Q: What is the data volume and frequency? A: ~10,000 service requests/month, real-time updates, 2TB historical data migration

Q: What are the error handling requirements? A: Retry logic with exponential backoff, dead letter queues, manual intervention for critical failures

Detailed Integration Specification

reach_integration:
  pattern: "Hybrid (API + Batch)"
  direction: "Bidirectional (transitioning to outbound)"
  technology:
    realtime: "RESTful API"
    batch: "Azure Data Factory"
    messaging: "Azure Service Bus"

  data_flow:
    inbound:
      - "Service request status updates"
      - "Technician availability"
      - "Customer communication logs"
    outbound:
      - "New service requests"
      - "Schedule updates"
      - "Customer information (minimal)"

  security:
    authentication: "OAuth 2.0"
    encryption: "TLS 1.3"
    data_minimization: true
    audit_logging: true

  sla:
    availability: "99.5%"
    response_time: "< 2 seconds"
    batch_window: "2 AM - 4 AM daily"

2. Maddenco - Equipment Management

System Overview

  • Type: Equipment lifecycle and maintenance management
  • Current Status: Active integration for asset tracking
  • Business Impact: Medium - Equipment visibility and maintenance scheduling
  • Data Sensitivity: Medium - Equipment specifications, maintenance history

Integration Analysis Questions & Answers

Q: What integration pattern is most appropriate? A: Request/Response API for real-time equipment status, batch sync for maintenance history

Q: Is this one-way or two-way integration? A: Primarily one-way inbound (equipment data into dispatch system)

Q: What technology should be used for integration? A: RESTful API with webhook notifications for equipment status changes

Q: What are the security requirements? A: API key authentication, HTTPS encryption, IP whitelisting

Q: What is the data volume and frequency? A: ~5,000 equipment records, status updates every 15 minutes, maintenance logs daily

Q: What are the error handling requirements? A: Standard retry logic, graceful degradation if equipment data unavailable

Detailed Integration Specification

maddenco_integration:
  pattern: "Request/Response + Webhooks"
  direction: "Primarily inbound"
  technology:
    primary: "RESTful API"
    notifications: "Webhooks"
    batch: "Daily synchronization"

  data_flow:
    inbound:
      - "Equipment status and location"
      - "Maintenance schedules"
      - "Equipment specifications"
      - "Warranty information"
    outbound:
      - "Work order completion status"
      - "Equipment usage reports"

  security:
    authentication: "API Key"
    encryption: "HTTPS/TLS 1.2+"
    ip_whitelisting: true
    rate_limiting: "1000 requests/hour"

3. Treadnet - Network Operations

System Overview

  • Type: Network infrastructure monitoring and management
  • Current Status: Monitoring integration for service impacts
  • Business Impact: Medium - Network outage correlation with service requests
  • Data Sensitivity: Low-Medium - Network topology, outage information

Integration Analysis Questions & Answers

Q: What integration pattern is most appropriate? A: Event-driven messaging for network alerts, batch sync for historical data

Q: Is this one-way or two-way integration? A: One-way inbound (network events into dispatch system)

Q: What technology should be used for integration? A: SNMP traps converted to Service Bus messages, REST API for historical queries

Q: What are the security requirements? A: Network segmentation, VPN connectivity, certificate-based authentication

Q: What is the data volume and frequency? A: ~500 network events/day, real-time alerting, historical data on-demand

Q: What are the error handling requirements? A: Event buffering, duplicate detection, correlation with service requests

Detailed Integration Specification

treadnet_integration:
  pattern: "Event-driven messaging"
  direction: "Inbound only"
  technology:
    events: "SNMP to Service Bus conversion"
    queries: "RESTful API"
    processing: "Azure Functions"

  data_flow:
    inbound:
      - "Network outage alerts"
      - "Service impact notifications"
      - "Network topology changes"
      - "Performance degradation events"

  security:
    connectivity: "VPN tunnel"
    authentication: "Certificate-based"
    network_segmentation: true

4. Dayforce - Human Resources

System Overview

  • Type: HR information system and workforce management
  • Current Status: Employee data synchronization
  • Business Impact: Medium - Technician information and scheduling
  • Data Sensitivity: High - Employee PII, compensation, schedules

Integration Analysis Questions & Answers

Q: What integration pattern is most appropriate? A: Batch synchronization for employee data, real-time API for schedule changes

Q: Is this one-way or two-way integration? A: Primarily one-way inbound (employee data), limited outbound (time tracking)

Q: What technology should be used for integration? A: Dayforce REST API, Azure Data Factory for batch operations

Q: What are the security requirements? A: OAuth 2.0, strong encryption, data minimization (only work-related data)

Q: What is the data volume and frequency? A: ~200 employee records, daily sync, real-time schedule updates

Q: What are the error handling requirements? A: Data validation, conflict resolution, manual review for discrepancies

Detailed Integration Specification

dayforce_integration:
  pattern: "Batch + Real-time API"
  direction: "Bidirectional (limited outbound)"
  technology:
    batch: "Azure Data Factory"
    realtime: "Dayforce REST API"
    scheduling: "Logic Apps"

  data_flow:
    inbound:
      - "Employee master data"
      - "Work schedules"
      - "Skills and certifications"
      - "Availability status"
    outbound:
      - "Time tracking data"
      - "Work order completion"

  security:
    authentication: "OAuth 2.0"
    encryption: "TLS 1.3"
    data_minimization: true
    gdpr_compliance: true

5. GeoTab - Vehicle Tracking

System Overview

  • Type: Fleet management and GPS tracking
  • Current Status: Real-time vehicle location tracking
  • Business Impact: High - Route optimization and technician dispatching
  • Data Sensitivity: Medium - Vehicle locations, driver behavior

Integration Analysis Questions & Answers

Q: What integration pattern is most appropriate? A: Real-time API for location tracking, webhooks for geofence events

Q: Is this one-way or two-way integration? A: Primarily one-way inbound (location data), limited outbound (route assignments)

Q: What technology should be used for integration? A: GeoTab API, SignalR for real-time updates to dispatch interface

Q: What are the security requirements? A: API authentication, encrypted data transmission, location data privacy

Q: What is the data volume and frequency? A: ~50 vehicles, GPS updates every 30 seconds, 100MB/day data volume

Q: What are the error handling requirements? A: GPS signal loss handling, data interpolation, alert for extended offline periods

Detailed Integration Specification

geotab_integration:
  pattern: "Real-time API + Event notifications"
  direction: "Bidirectional"
  technology:
    tracking: "GeoTab MyGeotab API"
    realtime: "SignalR Hub"
    events: "Webhook notifications"

  data_flow:
    inbound:
      - "Real-time GPS coordinates"
      - "Vehicle status and diagnostics"
      - "Driver behavior data"
      - "Geofence entry/exit events"
    outbound:
      - "Route assignments"
      - "Job site locations"

  security:
    authentication: "OAuth 2.0"
    encryption: "TLS 1.3"
    data_retention: "30 days GPS history"
    privacy_compliance: true

6. Merchant Partners - Payment Processing

System Overview

  • Type: Payment gateway and financial transaction processing
  • Current Status: Payment processing for customer billing
  • Business Impact: High - Revenue collection and financial operations
  • Data Sensitivity: Very High - PCI DSS compliance required

Integration Analysis Questions & Answers

Q: What integration pattern is most appropriate? A: Secure API integration with tokenization, batch settlement reporting

Q: Is this one-way or two-way integration? A: Two-way (payment requests outbound, confirmations inbound)

Q: What technology should be used for integration? A: PCI-compliant payment gateway API, tokenization service

Q: What are the security requirements? A: PCI DSS Level 1 compliance, tokenization, encryption, fraud detection

Q: What is the data volume and frequency? A: ~1,000 transactions/month, real-time authorization, daily settlement

Q: What are the error handling requirements? A: Payment retry logic, fraud detection, chargeback management

Detailed Integration Specification

merchant_partners_integration:
  pattern: "Secure payment gateway"
  direction: "Bidirectional"
  technology:
    payment_api: "PCI-compliant gateway"
    tokenization: "Payment tokenization service"
    settlement: "Batch reporting"

  data_flow:
    outbound:
      - "Payment authorization requests"
      - "Customer billing information"
      - "Invoice amounts and details"
    inbound:
      - "Payment confirmations"
      - "Settlement reports"
      - "Fraud alerts"
      - "Chargeback notifications"

  security:
    compliance: "PCI DSS Level 1"
    encryption: "End-to-end encryption"
    tokenization: true
    fraud_detection: true

  sla:
    authorization_time: "< 3 seconds"
    availability: "99.9%"
    settlement_window: "Next business day"

Integration Patterns

1. Request/Response - RESTful API

Use Cases: Real-time data queries, immediate responses required - Implementation: Azure API Management gateway - Security: OAuth 2.0, rate limiting, request validation - Error Handling: HTTP status codes, retry logic - Examples: Reach status updates, Maddenco equipment queries

2. Event-Driven Messaging

Use Cases: Asynchronous notifications, loose coupling - Implementation: Azure Service Bus with topics/subscriptions - Security: Shared Access Signatures, message encryption - Error Handling: Dead letter queues, retry policies - Examples: Treadnet network alerts, GeoTab geofence events

3. Batch Processing

Use Cases: Large data volumes, scheduled synchronization - Implementation: Azure Data Factory pipelines - Security: Managed Identity, encrypted storage - Error Handling: Pipeline monitoring, automatic retry - Examples: Dayforce employee sync, historical data migration

4. Webhook Notifications

Use Cases: Real-time event notifications, reverse API calls - Implementation: HTTPS endpoints with validation - Security: Signature verification, IP whitelisting - Error Handling: Retry mechanisms, acknowledgment patterns - Examples: Payment confirmations, equipment status changes

Integration Comparison Matrix

System Pattern Direction Technology Security Data Volume Frequency Criticality
Reach Hybrid Bidirectional → Outbound REST API + ADF OAuth 2.0, TLS 1.3 High (2TB historical) Real-time + Daily Critical
Maddenco Request/Response + Webhooks Inbound REST API API Key, HTTPS Medium (5K records) 15 min intervals Medium
Treadnet Event-driven Inbound SNMP → Service Bus Certificate-based Low (500 events/day) Real-time Medium
Dayforce Batch + Real-time Bidirectional REST API + ADF OAuth 2.0, TLS 1.3 Low (200 employees) Daily + Real-time Medium
GeoTab Real-time API Bidirectional REST API + SignalR OAuth 2.0, TLS 1.3 Medium (100MB/day) 30 sec intervals High
Merchant Partners Payment Gateway Bidirectional Payment API PCI DSS Level 1 Low (1K trans/month) Real-time Critical

Integration Complexity Analysis

System Technical Complexity Business Complexity Risk Level Implementation Effort
Reach High Very High High 8-12 months
Maddenco Medium Low Low 2-3 months
Treadnet Medium Medium Medium 3-4 months
Dayforce Medium Medium Medium 4-6 months
GeoTab High Low Medium 3-4 months
Merchant Partners High High Very High 6-8 months

Data Sensitivity and Compliance Matrix

System PII Data Financial Data Compliance Requirements Data Retention
Reach Yes (Customer) No GDPR, State Privacy Laws 7 years
Maddenco No No Industry Standards 5 years
Treadnet No No Internal Policies 2 years
Dayforce Yes (Employee) Yes (Payroll) GDPR, Labor Laws 7 years
GeoTab Limited (Driver) No Privacy Laws 30 days
Merchant Partners Yes (Customer) Yes (Payment) PCI DSS, GDPR 7 years

Security and Compliance

Authentication Methods by System

authentication_matrix:
  oauth2_systems:
    - "Reach"
    - "Dayforce" 
    - "GeoTab"
    - "Merchant Partners"

  api_key_systems:
    - "Maddenco"

  certificate_based:
    - "Treadnet"

Encryption Requirements

encryption_standards:
  in_transit:
    minimum: "TLS 1.2"
    preferred: "TLS 1.3"
    cipher_suites: ["ECDHE-RSA-AES256-GCM-SHA384"]

  at_rest:
    azure_storage: "AES-256"
    database: "Transparent Data Encryption"
    key_management: "Azure Key Vault"

Compliance Mapping

compliance_requirements:
  pci_dss:
    applicable_systems: ["Merchant Partners"]
    level: "Level 1"

  gdpr:
    applicable_systems: ["Reach", "Dayforce", "Merchant Partners"]
    requirements: ["Data minimization", "Right to erasure", "Consent management"]

  industry_standards:
    applicable_systems: ["All"]
    standards: ["ISO 27001", "SOC 2 Type II"]

Data Flow and Transformation

Data Mapping Strategy

data_transformation:
  customer_data:
    source_fields: ["customer_id", "name", "address", "phone"]
    target_schema: "CustomerMaster"
    transformations:
      - "Phone number standardization"
      - "Address geocoding"
      - "Data deduplication"

  service_requests:
    source_fields: ["request_id", "customer_id", "description", "priority"]
    target_schema: "ServiceRequest"
    transformations:
      - "Priority level mapping"
      - "Category classification"
      - "SLA calculation"

Data Quality Rules

data_quality:
  validation_rules:
    customer_data:
      - "Email format validation"
      - "Phone number format validation"
      - "Required field checks"

    financial_data:
      - "Amount range validation"
      - "Currency code validation"
      - "Duplicate transaction detection"

  cleansing_rules:
    - "Trim whitespace"
    - "Standardize phone formats"
    - "Normalize addresses"
    - "Remove special characters from IDs"

Error Handling and Resilience

Retry Policies by Integration Type

retry_policies:
  critical_systems:
    - systems: ["Reach", "Merchant Partners"]
    - max_retries: 5
    - backoff_strategy: "Exponential"
    - base_delay: "2 seconds"
    - max_delay: "30 seconds"

  standard_systems:
    - systems: ["Maddenco", "Dayforce", "GeoTab"]
    - max_retries: 3
    - backoff_strategy: "Linear"
    - base_delay: "5 seconds"

  monitoring_systems:
    - systems: ["Treadnet"]
    - max_retries: 2
    - backoff_strategy: "Fixed"
    - delay: "10 seconds"

Circuit Breaker Configuration

circuit_breaker:
  failure_threshold: 5
  timeout_duration: "60 seconds"
  success_threshold: 3
  monitoring_period: "5 minutes"

Dead Letter Queue Strategy

dlq_configuration:
  max_delivery_count: 3
  time_to_live: "7 days"
  auto_forward_on_message_expiration: false
  enable_dead_lettering_on_filter_evaluation_exceptions: true

Monitoring and Observability

Integration Health Monitoring

health_checks:
  endpoint_monitoring:
    frequency: "30 seconds"
    timeout: "10 seconds"
    success_criteria: "HTTP 200-299"

  data_quality_monitoring:
    frequency: "Hourly"
    metrics:
      - "Record count validation"
      - "Data freshness checks"
      - "Schema validation"

  performance_monitoring:
    metrics:
      - "Response time percentiles"
      - "Throughput (requests/minute)"
      - "Error rate percentage"
      - "Queue depth"

Alerting Thresholds

alert_thresholds:
  response_time:
    warning: "> 2 seconds"
    critical: "> 5 seconds"

  error_rate:
    warning: "> 1%"
    critical: "> 5%"

  availability:
    warning: "< 99%"
    critical: "< 95%"

Implementation Roadmap

Phase 1: Foundation (Months 1-3)

  • Priority: High-value, low-risk integrations
  • Systems: Maddenco, Treadnet
  • Deliverables: Basic integration framework, monitoring setup

Phase 2: Core Operations (Months 4-8)

  • Priority: Business-critical operations
  • Systems: GeoTab, Dayforce
  • Deliverables: Real-time dispatch capabilities, workforce integration

Phase 3: Financial Systems (Months 9-12)

  • Priority: Revenue and compliance
  • Systems: Merchant Partners
  • Deliverables: Payment processing, PCI compliance

Phase 4: Legacy Migration (Months 13-18)

  • Priority: Reach system migration
  • Systems: Reach (transition and reduction)
  • Deliverables: Data migration, reduced dependency, controlled data sharing

Risk Mitigation Strategies

risk_mitigation:
  technical_risks:
    - "Proof of concept development"
    - "Parallel running during migration"
    - "Automated testing and validation"

  business_risks:
    - "Stakeholder communication plan"
    - "Change management process"
    - "Rollback procedures"

  security_risks:
    - "Security assessments for each integration"
    - "Penetration testing"
    - "Compliance audits"

Document Version: 1.0
Last Updated: January 2026
Next Review: April 2026