Overview

Unified, governed data for human and AI-powered operations.

Syncari Agentic MDM™ is a unified data platform designed for dynamic, distributed enterprises. It provides a real-time, policy-governed foundation for data that supports both human users and AI agents across operational, analytical, and autonomous use cases. The platform eliminates brittle point-to-point integrations by consolidating, modeling, automating, and governing business data through a modular, intelligent architecture.

Platform Capabilities: Enterprise Data Maturity Model

Syncari supports every stage of enterprise data readiness with native capabilities that scale and evolve with your environment:

• Consolidate: Unify data from CRM, ERP, support, finance, marketing, RDBMS, and any system of record into a governed model for consistent, cross-system alignment.
• Register: Define trusted systems and shared identity models to normalize how entities are referenced across domains.
• Centralize: Apply governance via policies, lineage, and system-of-truth ownership at the entity and attribute levels.
• Coordinate: Synchronize distributed systems and teams using real-time, compliant data flows.
• Enable agents: Provide AI agents and platforms with secure, governed, real-time access to trusted, modeled data.

Platform Architecture: Control Plane and Data Plane

Syncari is built on a dual-plane architecture to ensure separation of concerns, modular extensibility, and AI-native readiness:

Control Plane

Where orchestration, transformation, and agent interaction happens.

The control plane governs how data is interpreted, processed, and acted upon.
Key capabilities:

• Multi-agent Orchestration: Enable human and AI workflows using real-time, governed data
• Auto Attribute Mapping: Accelerate setup using schema-aware intelligence
• Automated Transformations: Normalize, enrich, and validate data on the fly
• MCP Server: Grant AI agents and applications secure access to real-time, policy-aware data 

Data Plane

Where trusted data is structured, governed, and persisted

The data plane maintains the structural integrity, identity, and lineage of data across domains.
Key capabilities:

• Entity resolution and Syncari ID: Unify and track records across connected systems
• Unified Data Modeling: Define consistent business entities like Account, Contact, Opportunity
• Multi-domain Governance: Enforce policies and lineage across CRM, ERP, finance, and more
• Data Product Readiness: Deliver clean, trusted data sets for analytics and autonomous workflows

Together, the control plane and data plane ensure scalable, policy-driven automation with data you can trust.

Key Platform Features

• Real-time data sync: Synchronize data across connected systems with live, bidirectional updates. Supports both human operations and autonomous workflows.
• Entity modeling: Use no-code tools to define and manage shared business objects like Account, Contact, and Opportunity ensuring schema consistency across all platforms.
• Distributed 360-degree views: Deliver unified, contextual views of entities across systems to support reporting, analytics, and AI-driven operations.
• Secure and auditable: Apply encryption, role-based access control, audit logs, and lineage tracking to ensure compliant and traceable data usage.
• Data automation: Automate data operations with Syncari’s built-in transformation and governance engine. This Includes:
  • Quality enforcement: Deduplication, validation, and trust scoring
  • Transformation & enrichment: Standardize formats, map values, enrich with external source
  • Workflow logic: Trigger actions, update values, and manage sync behavior
  • Governance enforcement: Apply policies at the attribute level to control authority, overwrite logic, and conflict resolution

Core Components

Unified data model

Syncari defines a shared schema for core business entities:

• Entities: Account, Contact, Opportunity, Ticket, Activity
• Attributes: Typed (text, number, date, etc.), validated, and controlled via metadata
• Watermark Attribute: Tracks source-system changes
• Syncari ID: Global identifier that unifies records across systems

This model ensures consistency, trust, and transparency across the enterprise.

Synapses (Connectors)

Syncari Synapses integrate systems into the unified model.

• Prebuilt connectors: Salesforce, NetSuite, Marketo, Zendesk, Snowflake, BigQuery etc.
• Custom connectors: Built via open SDK and APIs
• Webhook support: For event-driven updates
• Schema-aware sync: Handles drift, throttling, retries
• Transactional behavior: Ensures reliability and data integrity

Each Synapse connects a system to the platform, not to another system, enabling normalized, governed data orchestration.

Pipelines (Data Flow and Logic)

Pipelines define how data moves, transforms, and syncs.

• Entity pipelines: Control sync logic between systems at the entity level
• Attribute pipelines: Define mappings, transformations, validations, and policy rules
• Functions: Apply reusable logic to cleanse, calculate, or enrich data
• Actions: Trigger downstream effects such as ticket creation, lead conversion, or notification dispatch

Syncari’s patented multi-directional sync engine ensures that data flows in both directions and maintains alignment across connected platforms.

Governance and Data Policies

Syncari centralizes control of data authority and compliance enforcement.

• Assign data ownership by attribute and system
• Define overwrite logic and trust rules
• Maintain full audit trails of every data change
• View complete lineage tracking for any entity or attribute
• Resolve conflicts using rule-based automation and manual controls

Data Quality

Syncari enforces high-integrity data across all systems.

• Global deduplication and record merging
• Attribute-level validation and normalization
• Automated data enrichment
• Quality controls embedded across ingest, transform, and delivery stages

Unified Data Identity

Every record in Syncari receives a Syncari ID, a unique, cross-system identifier that tracks the record's lifecycle.

This supports:

• Persistent identity resolution
• Reliable synchronization
• Canonical views for AI agents and analytics
• Elimination of conflicting records across systems

Example: Unified Customer Model

Syncari merges these views into a single, governed model, eliminating fragmentation and enabling trustworthy reporting and automation.

Benefits of Unification

What’s Next

Now that you understand Syncari’s platform and architecture:

Start by:

1. Connecting your first system using a Synapse
2. Modeling shared entities and attributes
3. Building pipelines for synchronization and transformation
4. Applying governance and quality policies
5. Accessing trusted data via Data Studio or your BI tool

📘 See: Getting Started with Syncari