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Follow-up from the review

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Daniel Okafor summarised the review call. Craig Paterson confirmed the notes, reported all connectors healthy and asked for advance notice of any nightly refresh change, outside the scheme teams' working day.

What was said

What this says

Current to 10 Oct 26

Daniel Okafor summarised the review call. Craig Paterson confirmed the notes, reported all connectors healthy and asked for advance notice of any nightly refresh change, outside the scheme teams' working day.

Ask: Daniel wants Craig's preferred window for changes on BB-Demo's side. Imogen also wants a clearer picture of how trustee call material is used.

Customer view: Craig agrees the summary and wants any change touching the refresh agreed a few days ahead. He says first thing in the morning is when the teams start relying on it.

Next: Daniel owes a proposal. Craig leaves wider questions to Imogen.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
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Messages2
First message2024-02-06
Last message2024-02-09

Messages

  1. Daniel Okafor
    Daniel Okafor 6 Feb 2024 11:19
    to Imogen Hartley, Craig Paterson
    Hello both, Thank you for your time on the review call. I wanted to write down what I took away, so we are all working from the same list. - Usage is steadier than it was, and a few more of the scheme-relationship managers are asking questions of their own accord. - Craig would like to know about any change to the nightly refresh before it happens, not after. - Imogen would like a clearer picture of how the trustee call material is being used. Craig, would you be happy to tell me what window suits you best for any changes on our side? I'll come back to you by the end of the week with a proposal, and please correct anything I've got wrong. Best wishes, Daniel
  2. Craig Paterson
    Craig Paterson 9 Feb 2024 15:16
    to Daniel Okafor
    Daniel, Thanks for the summary, that matches my notes. Just to flag, the admin console currently shows all the connectors as healthy and I'll keep an eye on it. On the change window: anything that touches the refresh is best agreed with me a few days ahead, and outside of the working day for the scheme teams. First thing in the morning is when they start leaning on it, so I'd rather not have anything moving then. I'm not in a position to agree anything beyond that, so any wider questions would be for Imogen. Regards, Craig

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