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Shannon

Glossary

Acronyms, shorthand, and system names that recur across PWG technical documentation. If you see a term repeatedly in Shannon without a definition, it probably belongs here — raise a PR.

A

Section titled “A”

ADF — Azure Data Factory. The managed integration/orchestration service PWG uses for scheduled pipelines feeding STAGING and ETL layers of the PWG_DATA warehouse.

AxsysAPI — Internal API surface in front of the XPLAN environment used to extract and reconcile advice-data into downstream systems.

C

Section titled “C”

Cebu team — PWG’s offshore delivery team based in Cebu, Philippines. Primarily operations and advice-support functions.

CORE (layer) — Conformed-dimensions layer of the PWG_DATA warehouse. Integrated, cleansed, business-key-aligned data that downstream MART schemas build on top of.

D

Section titled “D”

Digital Fact Find — PWG’s client-facing digital intake process that collects fact-find data used by advisers, feeding Salesforce FSC and XPLAN.

E

Section titled “E”

ETL (layer) — Intermediate transformation layer of PWG_DATA between STAGING and CORE. Business rules and cleansing applied here.

ezyCollect — Third-party accounts-receivable automation platform. Integrated with MYOB for receivables chasing.

F

Section titled “F”

FSC — Financial Services Cloud. Salesforce’s industry-specific CRM build for wealth management and related financial services.

H

Section titled “H”

Hex — SaaS analytics/notebook platform (hex.tech). PWG’s primary reporting and exploration surface over PWG_DATA.

J

Section titled “J”

JV — Joint Venture. Used to distinguish the PWG JV MYOB instance (pwg-myob-jv) from the primary PWG MYOB instance (pwg-myob).

M

Section titled “M”

MART (layer) — Presentation layer of PWG_DATA. Dimensional, query-optimised, business-facing. Consumed by Hex and other reporting tools. Often accessed by grouped schemas (MART-GRP, see below).

MART-GRP — Convention for grouping related MART artefacts under a shared prefix — e.g. a set of tables and views that serve one business domain (advice, finance, operations) together.

MYOB Advanced — Enterprise ERP product from MYOB. PWG’s general ledger and financial reporting system.

O

Section titled “O”

Offshore team — See “Cebu team”.

P

Section titled “P”

PWG — Partners Wealth Group. Australian wealth management firm.

PWG_DATA — PWG’s Azure SQL data warehouse. Layered: STAGING → ETL → CORE → MART. Dimensional modelling in MART uses SCD2 where history matters.

S

Section titled “S”

Salesforce FSC — see FSC.

SCD2 — Slowly Changing Dimension type 2. Dimension-table pattern that keeps historical versions of a row by introducing effective-from / effective-to columns (or equivalent), so fact rows always join to the dimension row that was current at the fact’s event time.

STAGING (layer) — First landing zone for raw data ingested into PWG_DATA. Schema-matching-source, minimally transformed.

W

Section titled “W”

Workato — Integration platform (low-code “recipes”). PWG uses Workato to glue Salesforce, MYOB, XPLAN, and PWG_DATA together for event-driven flows that don’t fit the ADF batch model.

X

Section titled “X”

XPLAN — IRESS’s financial advice software. Used by PWG advisers for fact-find, statement-of-advice generation, and advice-workflow tracking.