Product methodology
Private Financial Data Ingestion
Source contract, normalization path, entity-graph join, refresh posture, and publication limits for this Branmoor product.
Status
Pending. This product is pending. The methodology page is published first so the source contract and join path are visible before Branmoor represents the product as live.
Distribution Scope
Private engagement infrastructure; not a public preview data feed
Product Question
Adds private financial support to the public entity graph without exposing client records publicly.
Primary Sources
- Client-uploaded accounting exports — TB, GL, account mapping, and unusual account movement
- Revenue-cycle exports — AR, claims, denials, remittances, payer and code-level collection evidence
- Debt, lease, payroll, capex, and tax schedules — Support for obligations, labor pressure, transaction adjustments, and tax posture
Entity-Graph Join
`engagement_id`, `entity_id`, uploaded document ID, GL account, payer, claim, location, NPI, CCN, EIN, related-party entity.
Publication Rule
Branmoor does not treat raw public records as the product. A surface is publishable only when the source record is dated, normalized, source-linked, and joined to the relevant Branmoor entity identifiers with enough confidence to state the limits of the result.
Current Methodology Note
Pending methodology. Private ingestion needs engagement terms, access controls, data retention rules, document lineage, and separation between public previews and client-confidential support.
Limits
Coverage follows the underlying source. Missing state portals, gated APIs, PDF-only filings, suppressed fields, lagged agency refreshes, and entity-name ambiguity can all limit product completeness. Pending products are not marketed as live until those limits are documented on the product surface.