Bold BI Architecture User Guide

Bold BI is a comprehensive business intelligence platform designed to help organizations integrate, analyze, and visualize data. This document provides a detailed overview of the system architecture, highlighting key components and their roles in the data flow process.

System Architecture Overview

The architecture consists of several core components that work together to provide seamless data integration, transformation, storage, and visualization. The major components include:

1. Bold ID

Bold ID is the identity and access management service that ensures secure authentication and authorization.

• Identity Service – Manages user authentication and access control.
• Site Catalog – Stores site-specific configurations and user access information.

2. Load Balancer

Distributes incoming user requests across multiple servers to ensure optimal performance and high availability.

3. Metadata Server

The Metadata Server maintains site-related configurations and settings.

• Stores metadata for different sites (e.g., Site A, Site B).
• Handles read/update requests for site configurations.

4. Dashboard Server

The central component responsible for rendering dashboards and handling user interactions.

• Retrieves metadata and data for dashboards.
• Manages user dashboard requests and visualization rendering.

5. Data Store Server

The primary storage system for structured data.

• Stores and retrieves data specific to different sites.
• Supports read and write operations for Site A and Site B.

6. Data Viewer Service

A service that facilitates dashboard data retrieval and visualization.

• Fetches data from the Data Store Server.
• Supports live data connections for real-time updates.

7. Data Refresh Service

Automates data updates for dashboards.

• Refreshes data periodically from APIs or database connections.
• Works with the scheduler to trigger updates at defined intervals.

8. Scheduler

Handles scheduled data refresh operations.

• Ensures timely updates of dashboards based on user-defined schedules.

9. Bold Data Hub Process

A critical component for data transformation and optimization.

• Fetch Data: Extracts data from multiple sources, including relational databases, REST APIs, and data warehouses.
• Restructure Data: Organizes data into optimized structures for analytics.
• Load Data: Inserts structured data into the data warehouse for fast querying.

10. Relational Database

Stores raw and processed data from various sources.

• Supports structured storage in formats like flat files, XML files, and external databases.

11. External Data Sources

Data can be fetched from multiple external sources, including:

• Customer SQL-based databases.
• REST API sources such as Salesforce and HubSpot.
• Data warehouses for centralized storage.

Workflow Overview

This section outlines the typical flow of user interaction, data processing, and dashboard rendering within the Bold BI environment.

1. Dashboard Access Flow

• The user logs in through the Bold BI dashboard interface using Bold ID.
• The login request is sent to the Identity Service, which verifies user credentials.
• The Metadata Server confirms the site and user permissions.
• The Load Balancer directs the request to the appropriate Dashboard Server.
• The Dashboard Server retrieves configuration details and prepares the environment.
• The Data Viewer Service fetches data either from the Data Store Server or through a live data source.
• The dashboard loads and displays the data to the user.

2. Scheduled Data Refresh Flow

• The Scheduler triggers automatic refreshes based on predefined intervals.
• The Data Refresh Service pulls updated data from connected sources such as: - Customer databases - REST APIs - Relational data sources
• Refreshed data is stored in the Data Store for quick access during dashboard rendering.

3. ETL and Data Preparation with Bold Data Hub

• Data is collected from various input sources.
• The Bold Data Hub processes the data by extracting, transforming and loading it.
• Structured data is then loaded into the Data Warehouse, ready for analytics and visualization.

Bold BI’s architecture ensures a seamless, secure, and efficient data analysis experience. By integrating various data sources, optimizing storage, and automating refresh cycles, the platform provides real-time analytics capabilities for users across different domains.