Data Quality Dashboard
System-wide data integrity checks and reporting issues
Last updated: October 09, 2026
Critical Issues
0
Require immediate attention
Warnings
3
Review recommended
Informational
8
For your awareness
Total Checks
8
Data integrity checks
WARNING
Stale Distributions (>18 months)
Active investments receiving distributions should have recent records
1
issue
Harbor LP
WARNING
Duplicate Deal Names
Deal names should be unique (case-insensitive) to avoid confusion
2
issues
Intercompany Loan: Northwind Holdings LLC
WARNING
Orphaned Properties
All properties must be assigned to an investment
0
issues
No affected items
INFO
Missing Tax Documents (Prior Year K-1s)
Expected but not yet received K-1 forms for tax year 2025
8
issues
Oakline Flats
Sunbelt Logistics Park
Eastport Distribution Center
Birch Lane Townhomes
Orchard Software Group
Clearwater Dental Partners
Lakeshore II
Pathline
CRITICAL
Missing Fair Market Value (FMV)
Active investments must have FMV for valuation accuracy
0
issues
No affected items
CRITICAL
Missing Entity Assignment
All active investments must be assigned to an entity
0
issues
No affected items
CRITICAL
Missing Asset Type
Asset classification is required for all active investments
0
issues
No affected items
CRITICAL
Missing Loan Maturity Date
All active loans must have a maturity date for debt tracking
0
issues
No affected items
Data Quality Checks
These checks run daily and help maintain data integrity across the Family Office platform. Address critical issues immediately to ensure accurate reporting and analysis.