{"schema_version": "swfi.integration_compatibility.v1", "generated_at": "2026-04-29T18:34:01Z", "contract_version": "swfi.2.0.compatibility.v1", "headline": "SWFI delivers a 1:1 people-to-account contract for CRM, warehouse, and downstream SaaS workflows.", "summary": {"people_rows": 1000, "linked_accounts": 161, "accounts": 306, "resolved_accounts": 931, "with_email": 640, "with_phone": 138, "accounts_with_canonical_managed_aum": 125}, "core_objects": [{"name": "People", "identifier": "SWFI Contact ID", "includes": ["Name", "Email", "Title", "Phone", "City", "State", "Managed AUM", "Discrepancy states"]}, {"name": "Accounts", "identifier": "SWFI Account (Company) ID", "includes": ["Account Name", "Account Type", "Canonical Assets", "Canonical Managed AUM", "Asset-allocation fields"]}, {"name": "Linked Accounts", "identifier": "People-to-account join row", "includes": ["Account reference", "Join status", "Evidence pointer", "Confidence"]}], "targets": [{"name": "Salesforce", "status": "ready", "fit": "Contact, Account, and join-ready exports", "delivery": ["people.csv", "linked-accounts.csv", "accounts.csv"]}, {"name": "Snowflake", "status": "ready", "fit": "Structured CSV/JSON delivery for warehouse loading", "delivery": ["accounts.csv", "delivery-summary.json", "delivery-package.zip"]}, {"name": "BigQuery", "status": "ready", "fit": "Flat-file and JSON ingestion with stable identifiers", "delivery": ["people.csv", "accounts.csv", "delivery-summary.json"]}, {"name": "Redshift / Postgres", "status": "ready", "fit": "Normalized people-account joins and discrepancy fields", "delivery": ["people.csv", "linked-accounts.csv", "accounts.csv"]}, {"name": "HubSpot / CRM", "status": "ready", "fit": "Company and contact mapping with SWFI identifiers", "delivery": ["people.csv", "linked-accounts.csv"]}, {"name": "REST / JSON clients", "status": "ready", "fit": "Status, summaries, and authenticated exports", "delivery": ["/api/msci/workbench/v1", "/api/msci/delivery-status/v1", "/api/msci/export/delivery-summary.json"]}], "downloads": {"people_csv": "/api/msci/export/people.csv", "linked_accounts_csv": "/api/msci/export/linked-accounts.csv", "accounts_csv": "/api/msci/export/accounts.csv", "delivery_summary_json": "/api/msci/export/delivery-summary.json", "delivery_package_zip": "/api/msci/export/delivery-package.zip", "delivery_guide_md": "/api/reports/msci-delivery-guide.md"}, "notes": ["The current contract is designed to load directly into CRM, warehouse, and reconciliation workflows without changing field identity.", "Asset-allocation subtype fields remain part of the contract and will fill in as additional source coverage is added.", "The MSCI delivery hub provides a dedicated client access point for these files."]}