Clients
| ID | Client Name | Display Name | Always New Doc | Status | Sort Order |
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Client Feedback Details
Time Range:
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Document Status
Environment:
Time Range:
Total Documents
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Under Review
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Reviewed
—
| Tab Type | Total | Under Review | Reviewed | Progress |
|---|---|---|---|---|
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Document Pipeline Status
| Loading summary… |
Migration Configuration
Migration Route
SOURCE
TARGET
Document IDs
0 IDs
Copy Options
Advanced Options
Ready to Migrate
Configure the migration route, paste your doc IDs, and hit Run Migration to start.
1
Pick source & target environments
2
Enter client IDs & paste doc IDs
3
Hit Run Migration & watch live
Data-Merge Configuration
Merge Route
SOURCE
DESTINATION
Important
- User Input section is not part of the merge
- Curate / match the facility name before proceeding
- REF — only reference data points
- DEAL SUMMARY — deal summary DPs, excluding ref
- FULL — all data points except user input
Result
No merge run yet
Configure the source and destination, confirm, then choose a merge mode.
1
Select environments & Doc IDs
2
Confirm you understand
3
Choose FULL, REF, or DEAL
Edit Log Configuration
Environment
Document Type
Document IDs
0 IDs
Ready to Generate
Select an environment, paste your doc IDs, then hit Generate Edit Log.
1
Select an environment
2
Paste doc IDs (one per line)
3
Download Excel or JSON when done
Extraction Requests
Environment
Client ID
Document Type
Document IDs (optional — leave empty to include all)
Datapoint IDs (optional — leave empty to include all)
Ready to Extract
Select environment, pick document and datapoint IDs, then click Run Extraction.
1
Select environment & enter Client ID — doc types load automatically2
Choose a Document Type to filter documents and load datapoints3
Pick documents and datapoints, or paste IDs manually4
Run and download the extraction matrix
Delete Configuration
Important
- This action is irreversible — deleted data cannot be recovered
- After deletion is complete, remember to re-index the environment in the portal
Environment
Document IDs
0 IDs
Reason for Deletion *
Ready to Delete
This action is irreversible. Select an environment, paste your doc IDs, then hit Delete Documents.
1
Select an environment
2
Paste doc IDs (one per line)
3
Download deletion report when done
Create User
Existing Users
| Username | Role | Actions |
|---|---|---|
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Deletion Log
| Timestamp | User | Environment | Doc Count | Success | Failed | Status | |
|---|---|---|---|---|---|---|---|
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Migration Log
| Timestamp | User | Source Env | Target Env | Source Client ID | Target Client ID | Doc Count | Migrated | Skipped | Failed | Status | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Data Merge Log
| Timestamp | User | Source Env | Dest Env | Source Doc ID | Dest Doc ID | Mode | Status | Lambda Status | Lambda Function | Details |
|---|---|---|---|---|---|---|---|---|---|---|
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alphaAI Session
Environment:
Period:
Summary Generate Configuration
Environment
API Token
Document IDs
0 IDs
Ready to Generate
Select an environment, paste your API token and doc IDs, then hit Generate Summaries.
1
Select an environment
2
Enter API token & doc IDs
3
Download Excel when done
Test Documents
Environment:
| Environment | Client ID | Doc ID | Name | Tab Type | Doc Type | Uploaded By | Uploaded On | Time Since Upload |
|---|---|---|---|---|---|---|---|---|
| Click Refresh to scan all environments for test documents. | ||||||||
Master Upload
Target Environment
Demo
alphastream-as-demo-common-bucket
Document Type
File (JSON or Excel)
Drop a .json or .xlsx file here or browse
Master Taxonomy History
Master Copy Configuration
Source Environment
SOURCE
Demo
alphastream-as-demo-common-bucket
Document Type
Target Environments
Loading environments…
Copy Results
Configure source and targets, then click Run Master Copy.
Client vs Master Compare
Source Environment
SOURCE
Demo
alphastream-as-demo-common-bucket
Document Type
View
Target Environment
Client ID (numeric)
Compare Results
Select document type, view and target environments, then run the compare.
Client Taxo Copy
Source
Target
Copy Results
Configure source and target, then load view types and run the copy.
Taxonomy Manager
Client Taxonomy
Editable
Select environment, client ID and document type to begin.
Master Download
Source Environment
Demo
alphastream-as-demo-common-bucket
Document Type
Client Taxo Compare
Source
Document Type
Target
Compare Results
Configure source and target environments, then run the compare.
Client Taxo Download
Environment
Document Type
Client ID (numeric)
Report
Report Sync
Daily Scheduler
Loading config…
Environment
Sync Mode
Documents uploaded within this date range will be synced to PostgreSQL.
Advanced Options
Ready to Sync
Select environments, configure the sync mode, and hit Run Sync to begin pushing data to PostgreSQL.
1
Pick environments2
Set date range or doc IDs3
Hit Run Sync & watch live
Document Details Configuration
Environment
Client IDs
Document Types
Select an environment to load types
·
Advanced Options
Ready to Extract
Select an environment and client IDs, then hit Generate & Download Excel to export document details.
1
Pick an environment
2
Enter client IDs (optional: specific doc IDs)
3
Hit Generate & download the Excel report
Data Compare Configuration
Comparison Route
SOURCE
TARGET
Document IDs
SOURCE DOC IDs
0 IDs
TARGET DOC IDs
0 IDs
Advanced Options
Ready to Compare
Select environments, paste doc IDs (one per line, matched by position), then hit Compare & Download Excel.
1
Pick source & target environments
2
Paste doc IDs — one per line, same count each side
3
Download Excel with comparison results
Copy Data Configuration
Copy Route
SOURCE
TARGET
Document ID Pairs
SOURCE DOC IDs
0 IDs
TARGET DOC IDs
0 IDs
Tables to Copy
Copy Options
Ready to Copy
Select environments, client IDs, paste doc ID pairs, choose tables, then hit Run Copy.
1
Pick source & target environments and client IDs2
Paste doc IDs — one per line, matched by position3
Select tables to copy and run
Fleet Health Monitor
| Severity | Environment | DB | Findings | Top Issue | Last Error | Docs Mismatch |
Last Doc Processed |
Refresh Analytic Tables |
Taxonomy Mismatch | Last Repo Version |
|---|---|---|---|---|---|---|---|---|---|---|
| Select a scan to load data. | ||||||||||
Check-Type Breakdown
| Check Type | Envs Affected | Total Hits | Check Errors | Environments |
|---|---|---|---|---|
| — | ||||
Sync Job History
| Scan # | Completed | Total | Success | Failed | Result |
|---|---|---|---|---|---|
| No sync history yet. | |||||