Source systems — centralized notes

Purpose: One place to accumulate vendor-agnostic knowledge about inbound data sources we use across clients—syndicated retail (SPINS), commerce (Shopify, Amazon), ads, CRM, finance, etc. This is not a substitute for per-client Data Platform Documentation (the Google workbook); it complements it with reusable Brainforge learnings and links.

Who it’s for: Delivery, data engineering, and CSOs who need a quick orientation before or during an engagement.


How this relates to other docs

LocationWhat goes there
This folder (source-systems/)Cross-client notes: what the vendor is, official docs, typical integration shape, gotchas, links to internal examples.
raw-schema-profiles/Brainforge internal Snowflake RAW.* schemas we profile for our own analytics (delivery/finance dbt). Narrower scope.
Client Data Platform workbookPer-engagement source of truth: contracts, pipelines, lineage, stakeholders for that client.
knowledge/clients/{client}/resources/Client-specific memos, SOW context, procurement briefs (e.g. “why API vs portal for LMNT”).

Conventions

  • One file per source: {vendor}.md in lowercase with hyphens if needed (e.g. amazon-selling-partner.md).
  • No secrets — API keys, credentials, and client-specific connection strings stay in env, 1Password, or the client workbook—not here.
  • Prefer links to official docs over copying large excerpts; summarize only what we rely on in implementations.
  • Internal paths — Link to vault transcripts or resources when they add non-obvious context; keep filenames stable.

Suggested outline for each {vendor}.md

  1. Summary — What the system is and when clients use it.
  2. Official documentation — Product pages, API docs, status pages.
  3. Integration patterns — How we usually land data (API, SFTP, connector, share); typical warehouse grain.
  4. Operational notes — Rate limits, backfills, QA themes, versioning.
  5. Related internal references — Memos, handoffs, transcripts (paths under knowledge/).

Index

SourceFileNotes
SPINSspins.mdSyndicated natural/specialty POS; Sales API (GraphQL) vs Satori portal.

Add a row and a new .md file when we start tracking another source systematically.