Supporting documentation for Joe Salmon's Business & Performance Business Partner demonstration site. Demonstration material only.

Secondment demo — data dictionary

Synthetic demonstration data only. Demo Rivers Health (DRH) — not Dorset HealthCare (RDY).

Field-level definitions for migration scenario artefacts. See README for timeline and regeneration.

Definition options (referral count)

ID Rule (plain English)
OPT-A Count Legendary Care cases where ReferralDate falls in the reporting month
OPT-B Count PathwayOne ACCESS_ACCEPTED actions in the reporting month
OPT-C Agreed hybrid: pre-Feb-2026 use old case logic; from Feb-2026 use action rules with admin/duplicate exclusions and rejection-reason handling
DASH Legacy dashboard pipeline — blends feeds without full reconciliation (Mar 2026 shows +2% vs agreed)

legendary_cmht_cases.csv

Field Type Description Example DQ notes Service question
CaseId string Legacy case identifier Case LC-10001
PatientPseudoId string Pseudonymised patient DRH-PAT-002896
ReferralDate date Date referral received 2025-12-08 When referred?
PathwayStatus string Case status Rejected Pathway state
PathwayStartDate date Pathway start on case 2025-12-08 May differ from first contact When did pathway start?
FirstContactDate date First clinical contact 2026-01-10 Nullable Contacts / waiting
ClosureDate date Case closure 2026-03-20 Nullable Has pathway closed?
ResponsibleTeam string Team code (old or new) CMHT-N Remap issues Which team owns it?
ReportingMonth string Month for performance reporting 2026-01 Ambiguity across systems Which month to count?
OutcomeText string Outcome / rejection reason Wrong service Outcome
ContactCount int Contacts on case 2 Activity inclusion
SourceSystem string Always LegendaryCare LegendaryCare

pathwayone_actions.csv

Field Type Description Example DQ notes Service question
ActionId string Action event ID ACT-90001 Duplicates possible
PatientPseudoId string Patient link DRH-PAT-002896
ActionType string Access/Care/Outcome/Admin ACCESS_REJECTED Pathway mapping
ActionDate date Event date 2025-12-08 Referral / activity timing
RejectionReason string If rejected CLINICAL_TRIAGE Affects inclusion Rejected = received?
TeamCode string Team on action AA-MH-NORTH-01 INVALID_TEAM possible Team ownership
Notes string DQ / scenario notes Admin inflate
IncludeInReferralCount_NewDefault int 1=include in default new count 0 National vs local rules

reconciliation_monthly.csv

Field Description
reporting_month YYYY-MM
old_case_count OPT-A style count
new_action_count_default OPT-B style count
agreed_definition_count OPT-C agreed count
dashboard_displayed_count What the dashboard shows
dashboard_vs_agreed_pct % difference (Mar 2026 = +14.9% ≈ +2% narrative on dashboard side)

feed_cutover_log.csv

Documents parallel run (Dec–Jan) vs referral feed cutover (Feb) vs legacy extract end (Mar).

Other files

See data_manifest.csv for grain, row counts and linked HTML pages.

Handover deliverable datasets (new / expanded)

File Purpose Linked page
kpi_definitions_register.csv Layered KPI definition chains (service → sign-off) secondment/deliverables/kpi-definitions-register.html
source_to_report_map.csv Report-first field lineage (report_name, report_field filterable) secondment/deliverables/source-to-report-map.html
source_to_report_map_mhsds_view.csv MHSDS-like rows filtered from map secondment/reports/mhsds-like-submission.html
source_to_report_map_local_demand_view.csv Local demand pack rows filtered from map secondment/reports/local-demand-capacity-pack.html
fact_mh_referral_episode.csv Central episode fact — feeds mandatory and local products secondment/reports/mhsds-like-submission.html
mhsds_like_submission_monthly.csv Submission header (provider, month, sign-off) secondment/reports/mhsds-like-submission.html
mhsds_like_submission_fields.csv One row per submission field (MHS23, MHS01, MHS29, DRH-REF-*) secondment/reports/mhsds-like-submission.html
mhsds_like_validation_checks.csv VAL-MH-* pre-submission checks secondment/reports/mhsds-like-submission.html
mhsds_like_reconciliation_summary.csv Referral count build-up 151/168/134/154 secondment/reports/mhsds-like-submission.html
definition_decision_log.csv OPT-A/B/C and rejection/wait-clock decisions secondment/definition-migration.html
local_demand_access_pack_metrics.csv Local pack metrics from same fact secondment/reports/local-demand-capacity-pack.html
reporting_requirements_map.csv Stakeholder questions and KPI refs secondment/deliverables/source-to-report-map.html
report_catalogue.csv Report names, owners, confidence secondment/deliverables/source-to-report-map.html
validation_checks_register.csv Pre-publish validation rules and Mar 2026 results secondment/deliverables/reporting-assurance-during-migration.html
reconciliation_detail_mar2026.csv Team/vignette build-up of 154 vs 134 secondment/deliverables/reporting-assurance-during-migration.html
migration_risk_register.csv Reporting meaning risks during migration secondment/deliverables/reporting-assurance-during-migration.html
reporting_confidence_register.csv Confidence levels and publish decisions secondment/deliverables/reporting-assurance-during-migration.html
demand_capacity_weekly.csv Weekly demand, capacity, backlog and wait metrics secondment/deliverables/demand-capacity-productivity.html
demand_capacity_insights.csv Analysis insights with status and suggested actions secondment/deliverables/demand-capacity-productivity.html
ideas_under_test_register.csv Ideas tested, promoted, parked or dismissed secondment/deliverables/ideas-under-test.html
productivity_by_team.csv Contacts per WTE by team and week secondment/deliverables/demand-capacity-productivity.html
improvement_benefits_tracker.csv Benefits linked to six-month outcomes secondment/deliverables/index.html
handover_documentation_register.csv Document register for M6 handover secondment/deliverables/index.html
change_playbook.csv Ten-step reusable migration playbook six-months-trusted-performance.html#reusable-approach
senior_brief_sections.csv Brief template sections with Mar 2026 text secondment/deliverables/senior-performance-brief.html

kpi_definitions_register.csv (layered columns)

Field Description
service_definition What the measure means in the real service
system_capture What staff do and what the source system records
fact_table_definition Warehouse fact / derivation logic
reporting_use Mandatory vs local reporting use
exclusions_caveats Inclusion/exclusion rules and migration caveats
validation_check How we know the chain is still intact
owners_sign_off Operational, BI, performance and final sign-off roles

source_to_report_map.csv (canonical map — one map, many views)

Single source of truth for report-first and source-first lineage. The interactive page at secondment/source-to-report.html filters this CSV client-side; filtered exports (source_to_report_map_mhsds_view.csv, etc.) are convenience downloads only.

Field Description
map_row_id STR-001 etc. — stable row identifier
report_name Filter key — e.g. MHSDS-like monthly submission
report_type Mandatory / Local / Assurance / Source impact
report_section Section or table within the report
report_field Output field on the report
metric_code MHS23, MHS01, DRH-REF-OPT-C, KPI-01, etc.
kpi_id KPI-01 when linked to KPI register; else blank
service_event Real-world service event
warehouse_fact_or_dimension Primary fact — usually fact_mh_referral_episode
inclusion_rule / exclusion_rule National vs local counting rules
national_or_local_use National / Local / Both / Assurance
related_output_file CSV or report artefact this row feeds
notes Vignettes, reconciliation notes, preset hints
reporting_confidence High / Medium / Low for Mar 2026

Filtered exports (not separate truth): source_to_report_map_mhsds_view.csv, source_to_report_map_local_demand_view.csv.

fact_mh_referral_episode.csv

Central episode grain derived from legendary_cmht_cases + pathwayone_actions. Key fields:

Field Description
episode_id Synthetic episode identifier
derivation_rule OPT-C, OPT-A, DASH, etc.
mhsds_like_inclusion_flag 1 = include in MHSDS-like submission roll-up
local_reporting_inclusion_flag 1 = include in local demand pack
first_contact_wait_days Wait clock — definition-sensitive (see DEC-03)
reporting_month YYYY-MM for monthly roll-ups

Mar 2026 referrals received (agreed OPT-C) = 134; dashboard logic = 154 (reconciliation_monthly / mhsds_like_reconciliation_summary).

reporting_requirements_map.csv

Field Description
requirement_id REQ-01 etc.
stakeholder Who needs the answer
question Business question
mandatory_or_local Mandatory / Local
kpi_ref KPI-01 etc.
report_ref Report catalogue ID

report_catalogue.csv

Field Description
report_id CAT-01 etc.
report_name Report title
audience SLT, NHSE, service etc.
frequency Monthly, weekly
owner Role title
requirement_ids Linked REQ IDs
confidence_mar2026 High / Medium / Low
data_sources Primary feeds

validation_checks_register.csv

Field Description
check_id VAL-01 etc.
rule Validation rule
source Table or pipeline
expected Expected outcome
mar2026_result Actual result
pass_fail Pass / Fail
action Follow-up

reconciliation_detail_mar2026.csv

Field Description
level Trust total or team/vignette
old_case_count OPT-A
new_action_count OPT-B default
agreed_count OPT-C
dashboard_count Dashboard displayed
notes e.g. duplicate ActionId

productivity_by_team.csv

Field Description
team_code AA-MH-NORTH-01 etc.
week W10, W21
available_hours WTE availability
contacts_delivered Care contacts
contacts_per_wte Productivity metric

improvement_benefits_tracker.csv

Field Description
benefit_id BEN-01 etc.
benefit Benefit description
baseline Starting point
target Target state
status Green / Amber / Red
owner Role title
evidence_link Deliverable or report
month M1–M6

handover_documentation_register.csv

Field Description
doc_id DOC-01 etc.
document_name Artefact name
purpose Why it exists
owner Role title
location Path or URL
handover_status Draft / Ready

change_playbook.csv

Field Description
step 1–10
phase Listen, map, define etc.
activity What to do
artefact_produced Deliverable produced
reuse_note How to reuse

senior_brief_sections.csv

Field Description
section Bottom line, headlines etc.
content_template Template wording
mar2026_example Filled example
confidence High / Medium / Low