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
- Source Data Systems Analysis
- Integration Patterns
- Integration Comparison Matrix
- Security and Compliance
- Data Flow and Transformation
- Error Handling and Resilience
- Monitoring and Observability
- Implementation Roadmap
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