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[PAX-EA] 4: Integration Architecture
| Field | Value |
|---|---|
| Version | 1.2 |
| Status | ✅ Active |
| Updated | 2026-03-24 |
| Author | Leandro Crespo |
| Supersedes | [PAX-EA] 4. Integration Architecture v1.1 (draft) |
Revision History
| Version | Date | Author | Comments |
|---|---|---|---|
| 1.0 | 23/02/2026 | Leandro Crespo | Document Creation (Draft) |
| 1.1 | 24/02/2026 | Leandro Crespo | Minor format corrections. Fixed some incorrect standard references |
| 1.2 | 24/03/2026 | Leandro Crespo | Added §5.0 Platform Selection Guide (5 platforms); §3.7 AI-Augmented pattern; fixed Fluig/ServiceNow distinction; Updated UiPath description; aligned with [PAX-EA] 3 |
1. Introduction
1.1 Purpose
This document establishes the Integration Architecture standards and guidelines for Patria. It defines the principles, patterns, technologies, and governance practices for designing, implementing, and managing integrations across our enterprise ecosystem.
Integration Architecture is a critical component of our overall Enterprise Architecture, enabling seamless connectivity between applications, systems, data sources, and external partners while maintaining security, scalability, and reliability.
This document serves as the authoritative reference for architects, developers, and integration specialists to ensure consistency, interoperability, and alignment with our strategic architectural vision.
1.2 Objectives
The Integration Architecture aims to achieve the following objectives:
- Strategic Alignment: Ensure integration initiatives support business objectives and digital transformation goals
- Interoperability: Enable seamless data flow and process orchestration across heterogeneous systems and platforms
- Scalability and Performance: Design integrations that scale efficiently with business growth and transaction volumes
- Security by Design: Implement robust security controls to protect data and prevent unauthorized access
- Standardization: Establish consistent integration patterns, technologies, and practices across the organization
- Agility: Enable rapid integration development and deployment to support changing business needs
- Governance and Visibility: Provide comprehensive oversight, monitoring, and management of the integration landscape
- Cost Optimization: Maximize reuse and minimize integration complexity to reduce total cost of ownership
1.3 Scope
This document covers the following integration aspects:
- Integration principles aligned with enterprise architecture principles
- Integration patterns and architectural styles
- Technology standards for API development, messaging, workflows, and data integration
- Security standards for authentication, authorization, and data protection
- API design, governance, and lifecycle management
- Event-driven architecture principles and standards
- Data integration standards and best practices
- Integration monitoring, observability, and operational excellence
- Reference architectures for common integration scenarios
- Platform selection criteria for Airflow, Sensedia, N8N, UiPath, and Fluig
This document should be read in conjunction with:
- [PAX-EA] 1. Enterprise Architecture Overview
- [PAX-EA] 3. Technology Standards
- [PAX-EA] 5. Data Architecture
- CSAF-001 Cybersecurity Architecture Controls Framework (CACF)
2. Integration Principles
Integration principles guide our architectural decisions and ensure alignment with our broader enterprise architecture vision. These principles are derived from and complement the core architectural principles defined in [PAX-EA] 1. Enterprise Architecture Overview.
2.1 Strategic Integration Principles
2.1.1 API-First Approach
All system capabilities should be exposed through well-designed APIs, enabling reusability, composability, and future extensibility. APIs serve as the primary integration interface, promoting loose coupling and standardization.
Rationale:
- Enables rapid development of new applications and services
- Facilitates ecosystem expansion through partner integrations
- Supports microservices and cloud-native architectures
- Provides flexibility for future technology evolution
2.1.2 Event-Driven by Design
Where appropriate, systems should communicate through asynchronous events to enable loose coupling, scalability, and real-time responsiveness. Event-driven patterns support reactive architectures and improve system resilience.
Rationale:
- Reduces tight coupling between systems
- Enables scalable, distributed architectures
- Supports real-time data synchronization and notifications
- Improves system resilience through asynchronous communication
2.1.3 Avoid Point-to-Point Integration
Direct point-to-point integrations create tightly coupled architectures that are difficult to maintain and scale. Instead, leverage integration layers, API gateways, and event brokers to mediate system communication.
Rationale:
- Reduces integration complexity and maintenance burden
- Enables centralized governance and security enforcement
- Facilitates monitoring and observability
- Supports system evolution without breaking existing integrations
2.1.4 Integration as a Product
Treat integrations as products with clear ownership, documentation, SLAs, and lifecycle management. Integration teams should adopt product thinking, focusing on consumer needs, quality, and continuous improvement.
Rationale:
- Ensures accountability and ownership
- Improves integration quality and reliability
- Facilitates discovery and reuse
- Enables better governance and lifecycle management
2.1.5 Cloud-First Integration
Prioritize cloud-native integration solutions that leverage platform services for scalability, resilience, and operational efficiency. Cloud platforms provide managed services that reduce infrastructure complexity and accelerate delivery.
Rationale:
- Leverages managed services to reduce operational overhead
- Provides elastic scalability and high availability
- Enables global reach and geographic distribution
- Supports hybrid and multi-cloud strategies
2.2 Technical Integration Principles
2.2.1 Loose Coupling
Integrations should minimize dependencies between systems, enabling independent evolution, deployment, and scaling. Use contracts, schemas, and versioning to manage changes without breaking consumers.
Implementation Guidelines:
- Use asynchronous communication where possible
- Implement versioned APIs and event schemas
- Avoid sharing databases or internal data structures
- Apply circuit breaker and retry patterns for resilience
2.2.2 Idempotency and Reliability
All integration endpoints should be designed to handle duplicate requests safely. Implement idempotency keys, deduplication mechanisms, and retry logic to ensure reliable message delivery.
Implementation Guidelines:
- Design all APIs and event handlers as idempotent operations
- Use unique identifiers for request tracking and deduplication
- Implement retry mechanisms with exponential backoff
- Ensure exactly-once or at-least-once delivery semantics
2.2.3 Security in Depth
Apply multiple layers of security controls including authentication, authorization, encryption, input validation, and threat monitoring. Security should be embedded at every integration layer.
Implementation Guidelines:
- Enforce OAuth 2.0 / OpenID Connect for authentication
- Implement role-based access control (RBAC) for authorization
- Encrypt all data in transit using TLS 1.3 or higher
- Apply rate limiting and DDoS protection
- Monitor and log all integration activity
2.2.4 Schema and Contract Management
Define explicit contracts for APIs and events using formal schema languages (OpenAPI, JSON Schema, Avro, Protobuf). Version and publish schemas in a centralized registry for discovery and governance.
Implementation Guidelines:
- Use OpenAPI 3.0+ for REST API specifications
- Define schemas using JSON Schema for web-based integrations and Apache Avro for high-throughput data events
- Maintain schema registries for discoverability
- Implement schema validation in producers and consumers
- Apply backward and forward compatibility principles
2.2.5 Observability and Monitoring
All integrations must emit comprehensive telemetry including logs, metrics, and distributed traces. Implement correlation IDs to track requests across system boundaries.
Implementation Guidelines:
- Implement structured logging with correlation IDs
- Emit business and technical metrics
- Use distributed tracing (OpenTelemetry standard)
- Establish monitoring dashboards and alerting
- Track SLAs and error rates
3. Integration Patterns and Styles
Integration patterns define the architectural approaches for connecting systems and exchanging data. Selecting the appropriate pattern depends on requirements such as latency, consistency, volume, and coupling.
3.1 API-Led Connectivity
API-Led Connectivity organizes integrations into three distinct layers: Experience, Process, and System APIs. This pattern promotes reusability, maintainability, and separation of concerns.
Pattern Description
The API-Led approach structures integration architecture into logical layers, each with specific responsibilities and consumers. This layered approach enables composability and reuse while maintaining clear boundaries.
Layer Definitions
- Process APIs: Orchestration and business logic APIs that coordinate across multiple systems to implement business processes. These APIs encapsulate business rules and workflows.
- System APIs: Technical APIs that expose underlying system capabilities with minimal transformation. These APIs provide standardized access to systems of record.
- Experience APIs: Channel-specific APIs tailored for specific consumer experiences (web, mobile). These APIs aggregate and transform data for optimal consumption.
When to Use
- Building omnichannel digital experiences
- Creating reusable integration assets
- Implementing complex business processes
- Abstracting system complexity from consumers
Technology Alignment
- Microservices: FastAPI (Python), Node.js with Express/NestJS (exposed through Sensedia)
- API Gateway: Sensedia API Management Platform (Standard), Cloud-native API gateways (GCP API Gateway, AWS API Gateway) for specific use cases
- Documentation: OpenAPI (Swagger)
Anti-Patterns to Avoid
- Bypassing layers and connecting directly to System APIs from user interfaces
- Duplicating business logic across multiple layers
- Creating Experience APIs that don’t serve actual consumer needs
3.2 Event-Driven Integration
Event-Driven Integration enables systems to communicate through asynchronous events, supporting real-time responsiveness, loose coupling, and scalability.
Pattern Description
Systems publish events when state changes occur, and interested consumers subscribe to relevant event types. Event brokers decouple publishers from subscribers, enabling independent evolution and scaling.
Event Patterns
- Event Notification: Lightweight notifications that signal state changes, prompting consumers to query for details
- Event-Carried State Transfer: Events contain complete state information, reducing consumer dependencies on source systems
- Event Sourcing: Events are stored as the primary source of truth, enabling state reconstruction and temporal queries
- Command Query Responsibility Segregation (CQRS): Separates read and write models, optimizing each for specific use cases
When to Use
- Real-time data synchronization across systems
- Implementing reactive and responsive architectures
- Decoupling microservices communication
- Building audit trails and temporal analytics
- Handling high-volume, high-velocity data streams
Technology Alignment
- Event Platform: Sensedia Event Hub (Standard), GCP Pub/Sub
- Event Streaming: Sensedia Event Hub, GCP Dataflow
- Event Processing: Sensedia Integrations, Cloud Functions (GCP)
3.3 Batch Integration
Batch Integration processes large volumes of data in scheduled or triggered batches, optimizing for throughput rather than latency.
Pattern Description
Data is collected, transformed, and transferred in bulk operations, typically on scheduled intervals. Batch processing is efficient for high-volume data movement and complex transformations.
When to Use
- High-volume data transfers where real-time processing is not required
- Complex data transformations requiring significant processing time
- Integration with legacy systems lacking real-time capabilities
- Optimizing resource utilization during off-peak hours
Technology Alignment
- Orchestration: Apache Airflow (Cloud Composer for GCP)
- Processing: Python scripts, Cloud Dataflow, BigQuery
- Scheduling: Cloud Scheduler, Airflow DAGs
- File Transfer: Cloud Storage, SFTP
3.4 File-Based Integration
File-Based Integration exchanges data through structured file formats, supporting integration with systems lacking API capabilities.
Supported File Formats
- CSV: Simple tabular data exchange
- JSON: Structured data with hierarchical relationships
- XML: Enterprise data exchange with schema validation
- Parquet: Optimized columnar format for analytics
- Excel: Business user-friendly format (with limitations)
When to Use
- Integrating with legacy systems without API capabilities
- Exchanging data with external partners and vendors
- Bulk data import/export operations
- Regulatory reporting and compliance data submission
Technology Alignment
- Storage: Google Cloud Storage, SFTP servers
- Processing: Python scripts, Cloud Functions
- Orchestration: Airflow for scheduled file processing
- Validation: Schema validation libraries, data quality tools
3.5 Real-Time Integration
Real-Time Integration provides immediate data synchronization and processing with minimal latency, supporting time-sensitive business processes.
Implementation Approaches
- Synchronous REST APIs: Direct request/response for immediate feedback
- WebSockets: Bidirectional streaming for real-time updates
- Server-Sent Events (SSE): Server-to-client event streaming
- Change Data Capture (CDC): Database-level change streaming
When to Use
- User-facing applications requiring immediate feedback
- Financial transactions and payment processing
- Real-time fraud detection and risk assessment
- Live dashboards and monitoring systems
- Collaborative applications and notifications
Technology Alignment
- Synchronous APIs: Sensedia API Management (gateway) with FastAPI, Node.js microservices
- WebSockets: Socket.IO, native WebSocket support
- CDC: GCP Datastream
- Streaming: Sensedia Event Hub, Cloud Pub/Sub
See §5.0 Platform Selection Guide for criteria on when to use Sensedia vs. other platforms.
3.6 Hybrid Integration
Hybrid Integration combines multiple patterns to address complex requirements, balancing real-time responsiveness with batch efficiency.
Pattern Description
Different integration patterns are applied to different parts of the system based on specific requirements. This pragmatic approach optimizes for the appropriate trade-offs in each context.
Common Hybrid Scenarios
- Real-time transactional data with batch analytics processing
- Event-driven core with batch reconciliation
- API-led user interactions with scheduled backend synchronization
- File-based partner integration with real-time internal APIs
3.7 AI-Augmented Integration
AI-Augmented Integration incorporates Large Language Model (LLM) inference, AI agents, and intelligent automation into integration workflows, enabling dynamic decision-making, document interpretation, and human-in-the-loop processing.
Pattern Description
AI-augmented integrations include one or more AI model calls as processing steps within a standard integration flow. The AI component may classify, extract, summarize, route, or generate content, with results driving downstream logic.
When to Use
- Document interpretation: Parsing unstructured documents (PDFs, emails, reports) and extracting structured data
- Intelligent routing: Dynamic workflow branching based on AI classification of content or intent
- Human-in-the-loop: Low-confidence AI outputs escalated for human review before proceeding
- Conversational integrations: Chatbot-driven or voice-driven system interactions
- AI agent workflows: Chaining multiple AI tool calls with conditional logic and external data grounding (MCP)
Key Characteristics
- Non-deterministic outputs: AI responses may vary — implement validation and confidence thresholds
- Latency: LLM calls add seconds of latency — design flows as asynchronous where possible
- Cost awareness: Token consumption has direct cost; apply caching and prompt optimization
- Auditability: Log AI inputs, outputs, model version, and confidence scores for traceability
- Fallback logic: Always define behavior when AI confidence is below threshold or model is unavailable
Technology Alignment
- Orchestration: N8N (primary — visual workflow with native AI nodes)
- AI Models: Vertex AI (Gemini), OpenAI / Azure OpenAI, Anthropic Claude (via API)
- Tool Use / MCP: Model Context Protocol servers for grounding AI in internal data
- Triggers: Webhooks, scheduled jobs, event-driven (Cloud Pub/Sub, Sensedia Event Hub)
Anti-Patterns to Avoid
- Using AI where deterministic logic suffices (unnecessary cost and latency)
- Routing AI-generated content directly to production systems without validation
- Hardcoding prompts without version control — treat prompts as versioned artifacts
- Skipping human review in high-risk or regulated processes
4. Integration Architecture Layers
Integration architecture is organized into logical layers, each serving specific purposes and consumer types. This layered approach promotes reusability, maintainability, and separation of concerns.
4.1 Experience Layer
Purpose
The Experience Layer provides consumer-optimized APIs tailored for specific channels and user experiences. These APIs aggregate, transform, and present data in formats optimized for web, mobile, IoT, and partner integrations.
Characteristics
- Channel-specific data formats and structures
- Optimized payload sizes for performance
- Consumer-centric naming and design
- Aggregation of multiple backend services
- Response caching and optimization
Responsibilities
- Transform backend data into consumer-friendly formats
- Implement channel-specific business logic
- Aggregate data from multiple Process/System APIs
- Apply consumer-specific security and throttling
- Provide versioned, stable contracts for consumers
Technology Standards
- RESTful APIs with JSON responses (managed through Sensedia API Management Platform)
- GraphQL for flexible data querying (alternative)
- OpenAPI documentation
- OAuth 2.0 authentication
- Rate limiting and quota management (via Sensedia)
4.2 Process Layer
Purpose
The Process Layer orchestrates business processes across multiple systems, implementing business logic, workflows, and complex transformations.
Characteristics
- Business process orchestration
- Cross-system coordination
- Business rule implementation
- Data transformation and enrichment
- Transaction management and compensation
Responsibilities
- Coordinate multi-step business processes
- Implement business rules and validation logic
- Transform data between system formats
- Handle error compensation and rollback
- Maintain process state and audit trails
Technology Standards
- RESTful APIs for process invocation
- Integration Platform: Sensedia iPaaS (Standard), N8N (AI automations), Power Automate (limited, Microsoft flows)
- Approval Workflows / BPM: Fluig (multi-step business approvals, document routing)
- IT Service Management: ServiceNow (incident ticketing, change requests, ITSM)
- Business rule engines where applicable
- Event-driven orchestration: Sensedia Event Hub for async processes
- Saga pattern for distributed transactions
Common Use Cases
- Order processing and fulfillment
- Customer onboarding workflows
- Approval and review processes
- Multi-system data synchronization
- Composite business operations
4.3 System Layer
Purpose
The System Layer provides standardized, technical APIs that expose underlying system capabilities with minimal transformation. These APIs abstract system complexity and provide stable contracts for upstream consumers.
Characteristics
- One-to-one mapping to backend systems
- Minimal business logic or transformation
- Technical naming reflecting system capabilities
- Standardized error handling and response formats
- Performance optimization (caching, batching)
Responsibilities
- Expose system of record capabilities via APIs
- Implement system-specific authentication and authorization
- Standardize error responses and status codes
- Apply connection pooling and resource management
- Provide technical documentation
Technology Standards
- RESTful APIs following OpenAPI standards
- FastAPI (Python) or Node.js for microservice implementation (exposed via Sensedia API Management)
- System-specific authentication (database, legacy systems)
- Connection pooling and resource optimization
- Comprehensive error handling and logging
4.4 Data Integration Layer
Purpose
The Data Integration Layer handles bulk data movement, transformation, and synchronization between systems, supporting analytics, reporting, and data warehousing.
Characteristics
- Batch and real-time data pipelines
- Extract, Transform, Load (ETL) / Extract, Load, Transform (ELT) processes
- Data quality validation and cleansing
- Schema mapping and transformation
- Medallion architecture alignment (Bronze, Silver, Gold)
Responsibilities
- Extract data from source systems
- Transform and cleanse data according to business rules
- Load data into target systems (data lake, data warehouse)
- Maintain data lineage and audit trails
- Monitor data quality and pipeline health
Technology Standards
- Apache Airflow (Cloud Composer) for orchestration
- BigQuery for data warehousing
- Cloud Storage for data lake
- Python for data transformation
- Dataplex for data governance
Integration with Data Architecture
- Bronze Layer: Raw data ingestion with minimal transformation
- Silver Layer: Cleaned, validated, and standardized data
- Gold Layer: Business-ready, aggregated datasets
- Datamart Layer: Curated data for specific consumption
See [PAX-EA] 5. Data Architecture for detailed data integration standards.
5. Integration Technologies and Platforms
This section defines the approved technologies for implementing integration solutions, aligned with [PAX-EA] 3. Technology Standards.
Sensedia serves as the central integration platform for Patria, providing:
- Sensedia iPaaS: Integration Platform as a Service for internal integrations (scheduled jobs, stored procedures, internal system connectivity)
- Sensedia API Management Platform: Primary API gateway and management for both internal and external APIs
- Sensedia Event Hub: Event streaming and messaging platform
- Deployment: Cloud-hosted by Sensedia (IaaS on AWS)
- Connectivity: Native integration with BigQuery and Cloud Pub/Sub
Other technologies (FastAPI, Cloud Functions, N8N, UiPath, Fluig) serve as complementary tools for specific use cases, each with defined scope described in §5.0 below.
Note on Technology Standards alignment: [PAX-EA] 3 Technology Standards should be updated to formally include Sensedia (API Management, iPaaS, Event Hub) and Apache Airflow (Cloud Composer) as approved integration platforms. Until that update, this document takes precedence for integration platform decisions.
5.0 Integration Platform Selection Guide
Selecting the right integration platform is critical for maintainability, performance, and cost efficiency. This section provides decision criteria for the five integration platforms used at Patria.
For more detailed information and use cases please refer to [PAX-EA] Integration Use Case Catalog.
Decision Matrix
| Criteria | Airflow (Cloud Composer) | Sensedia | N8N | UiPath | Fluig |
|---|---|---|---|---|---|
| Primary use case | Data pipelines & batch orchestration | API-led connectivity & microservice integration | Automations & AI workflows | Robotic Process Automation (RPA) | Approval workflows & BPM |
| Data volume | High (GB–TB) | Low–medium (request/response) | Low–medium | Low (per-transaction) | Low (form/document) |
| Latency | Minutes to hours (batch) | Milliseconds to seconds | Seconds to minutes | Minutes (attended/unattended) | Hours to days (human steps) |
| Integration style | Batch, ELT/ETL, file-based | Synchronous REST, event-driven | Event-triggered, AI-augmented | Screen/UI interaction | BPM, form-driven |
| Managed by | Data / Platform Engineering | Integration team | IT / Business Automation | IT / RPA team | Business / IT |
When to Use Airflow (Cloud Composer)
Use Airflow when the integration involves:
- High-volume data movement between systems (financial transactions, market data, regulatory filings)
- Multi-step data pipelines with dependency management between tasks (Bronze → Silver → Gold)
- Scheduled batch processing with complex retry policies and SLA requirements
- ETL/ELT workloads requiring Python-based transformation, validation, or enrichment logic
Do not use Airflow for: real-time synchronous API calls, simple webhooks, UI automation, or human-in-the-loop workflows.
Examples at Patria: XBRL financial filing ingestion from CMF into BigQuery; nightly reconciliation between Geneva and the data warehouse; scheduled extraction of market data feeds.
When to Use Sensedia
Use Sensedia (iPaaS + API Management Platform) when the integration involves:
- API-led connectivity: exposing or consuming microservices via REST, with routing, transformation, or security enforcement
- Simple integration flows: protocol transformation, payload mapping, header enrichment, scheduled jobs, stored procedures
- API security enforcement: OAuth 2.0 token validation, rate limiting, API key management
- Event streaming: publishing or consuming events via Sensedia Event Hub
Do not use Sensedia for: heavy data transformation workloads, AI-augmented workflows, or long-running batch jobs.
Examples at Patria: Exposing Geneva portfolio data as a REST API; price revision flows between systems (Camel-based flows); event-driven notifications on fund valuation updates.
When to Use N8N
Use N8N when the integration involves:
- AI-augmented automation: LLM-based document interpretation, MCP tool orchestration, Copilot integrations
- Business process automation with human-in-the-loop steps or conditional branching (non-approval)
- Cross-platform automation: connecting systems that lack APIs (web scraping, file downloads, email parsing)
- Rapid prototyping and low-code workflows connecting SaaS tools
Do not use N8N for: production-critical API gateway functions (use Sensedia), high-volume data pipelines (use Airflow), or formal approval workflows with audit trails (use Fluig).
Examples at Patria: Downloading XBRL files from CMF and uploading to GCS; AI-assisted document classification; automated Slack/email notifications triggered by business events.
When to Use UiPath
Use UiPath when the integration involves:
- Automating repetitive interactions with systems that lack APIs: legacy application data entry, screen scraping, cross-application data transfer
- Back-office process automation: report generation, file manipulation in desktop applications, attended and unattended bots
- Bridging legacy systems: acting as a human-substitute to extract or input data in systems that cannot be integrated via API
Do not use UiPath for: systems that expose APIs (use Sensedia or Airflow instead), real-time integrations, AI-augmented decision flows (use N8N), or approval workflows (use Fluig).
UiPath integrations should be treated as a transitional solution. Where possible, the preferred long-term approach is to expose the target system via API and replace the RPA bot with a Sensedia integration.
When to Use Fluig
Use Fluig when the integration involves:
- Multi-step approval workflows with human decision points (purchase orders, contracts, onboarding, expense approval)
- Document routing and review processes requiring signatures, comments, or conditional routing
- BPM processes with audit trail requirements: who approved, when, with what justification
- Form-driven business processes integrated with document management
Do not use Fluig for: system-to-system data integrations (use Sensedia), batch data processing (use Airflow), or IT change management and incident ticketing (use ServiceNow).
Fluig vs ServiceNow: Fluig manages business-level approval workflows (purchasing, contracts, HR). ServiceNow manages IT service management processes (incidents, change requests, ticketing). These are complementary, not competing.
Platform Selection Flowchart
Is it a data pipeline moving or transforming large volumes of data?
├── YES → Airflow (Cloud Composer)
└── NO
Does it require automating a UI or interacting with a system that has no API?
├── YES → UiPath
└── NO
Is it a multi-step approval or document workflow with human decision points?
├── YES → Fluig
└── NO
Is it AI-augmented, an automation, or involves human-in-the-loop (non-approval)?
├── YES → N8N
└── NO → Sensedia (iPaaS or API Management)
Hybrid scenarios: Platforms can be combined when each contributes its strength. For example:
- N8N downloads a file and places it in GCS → Airflow picks it up for pipeline processing
- UiPath extracts data from a legacy system → Sensedia exposes it via API
- Fluig approval triggers a Sensedia integration to provision access
5.1 API Development and Management
API Development Frameworks
| Component | Standard Technology | Version | Alternative | Version |
|---|---|---|---|---|
| Backend Framework | FastAPI (Python) | Latest | Node.js (Express/NestJS) | Latest LTS |
| API Documentation | OpenAPI (Swagger) | 3.0+ | — | — |
| API Testing | Pytest + Requests | Latest | Postman, Newman | Latest |
| Schema Validation | Pydantic (Python) | Latest | Joi (Node.js) | Latest |
API Gateway and Management
| Component | Standard Technology | Alternative |
|---|---|---|
| API Gateway | Sensedia API Management Platform | GCP API Gateway, Cloud Endpoints (specific use cases) |
| Rate Limiting | Sensedia API Management (built-in) | Gateway-specific capabilities |
| API Analytics | Sensedia Analytics | Cloud Monitoring, Custom dashboards |
| Developer Portal | Sensedia Developer Portal | Custom developer portal |
Authentication and Authorization
| Component | Standard Technology | Notes |
|---|---|---|
| Identity Provider | Entra ID (Microsoft AD) | Centralized identity management |
| API Authentication | OAuth 2.0 / OpenID Connect | Industry standard |
| Service-to-Service | Service Account tokens, API Keys | Managed through Secret Manager |
| Token Management | JWT (JSON Web Tokens) | Short-lived, signed tokens |
5.2 Workflow and Process Automation
Process Orchestration
| Component | Standard Technology | Alternative | Use Case |
|---|---|---|---|
| Integration Platform | Sensedia iPaaS | N8N (AI/automations) | Internal integrations, scheduled jobs, stored procedures |
| Approval Workflows / BPM | Fluig | Power Automate (limited) | Multi-step approvals, document routing, BPM (purchase orders, contracts, onboarding) |
| IT Service Management (ITSM) | ServiceNow | — | Incident management, change requests, ticketing |
| RPA | UiPath | Power Automate Desktop | Robotic Process Automation — automates repetitive interactions with systems that lack APIs (legacy data entry, screen scraping, cross-application data transfer, report generation) |
| AI Automations | N8N | Custom scripts | AI-augmented workflows, document interpretation via MCP, AI integrations |
5.3 Event Streaming and Messaging
Message Brokers and Event Platforms
| Component | Standard Technology | Alternative | Use Case |
|---|---|---|---|
| Event Streaming | Sensedia Event Hub | — | Primary event platform, async messaging |
| Message Queuing | Sensedia Event Hub | GCP Pub/Sub, Cloud Pub/Sub (integration) | Task queues, decoupling, integrates with Cloud Pub/Sub |
| Event Processing | Cloud Functions, Dataflow | Azure Functions | Event-driven processing |
Event Platform Requirements:
- At-least-once or exactly-once delivery guarantees
- Message ordering where required
- Dead letter queue support
- Message retention and replay capabilities
- Schema registry integration
5.4 Data Integration
Data Integration Platforms
| Component | Standard Technology | Alternative | Use Case |
|---|---|---|---|
| Orchestration | Cloud Composer (Apache Airflow) | — | Batch data pipelines |
| ETL Processing | Python, BigQuery | Dataflow | Data transformation |
| Data Quality | Python validation libraries, dbt | Great Expectations | Data validation |
| Change Data Capture | GCP Datastream | Debezium | Real-time data sync |
File Transfer and Storage
| Component | Standard Technology | Alternative |
|---|---|---|
| File Storage | Google Cloud Storage | Azure Blob Storage, AWS S3 |
| Secure File Transfer | Cloud Storage APIs, SFTP | Managed Transfer Service |
| File Parsing | Python (Pandas, PyArrow) | Cloud Functions |
See [PAX-EA] 5. Data Architecture for comprehensive data integration standards.
5.5 Integration Monitoring and Observability
Monitoring and Observability Stack
| Component | Standard Technology | Alternative |
|---|---|---|
| Centralized Logging | Cloud Logging | ELK Stack, Splunk |
| Metrics and Monitoring | Cloud Monitoring | Datadog, Prometheus + Grafana |
| Distributed Tracing | Cloud Trace | Jaeger, Zipkin |
| Application Performance | Cloud Profiler | Datadog APM |
| Alerting | Cloud Monitoring Alerts | PagerDuty integration |
Observability Requirements:
- Correlation IDs across all integration calls
- Structured logging (JSON format)
- Integration-specific metrics and dashboards
- SLA monitoring and violation alerts
- Error rate tracking and anomaly detection
6. API Standards and Governance
APIs are the primary integration mechanism in our architecture. This section defines comprehensive standards for API design, development, documentation, and lifecycle management.
6.1 API Design Principles
6.1.1 Design for the Consumer
APIs should be designed from the consumer’s perspective, prioritizing ease of use, clarity, and consistency. API naming, structure, and behavior should align with consumer mental models and use cases.
Guidelines:
- Use consumer-friendly, business-oriented naming
- Provide predictable, consistent patterns across APIs
- Minimize the number of API calls needed for common scenarios
- Design intuitive request/response structures
- Provide helpful error messages and guidance
6.1.2 Platform Independence
APIs should be platform and technology agnostic, avoiding assumptions about consumer implementation. Use standard protocols, formats, and conventions that work across diverse platforms.
Guidelines:
- Use standard HTTP methods and status codes
- Return JSON as the default response format
- Support standard authentication mechanisms (OAuth 2.0)
- Avoid technology-specific assumptions or requirements
6.1.3 Stability and Backward Compatibility
Published APIs represent contracts that consumers depend on. Maintain backward compatibility and provide clear migration paths when changes are necessary.
Guidelines:
- Never break existing API contracts without versioning
- Implement graceful deprecation with advance notice
- Support old versions for a defined transition period
- Provide migration guides and tooling
6.1.4 Self-Service and Discoverability
APIs should be easily discoverable and usable without extensive support. Comprehensive documentation, examples, and developer tools enable self-service integration.
Guidelines:
- Publish comprehensive OpenAPI specifications
- Provide interactive API documentation (Swagger UI)
- Include code examples in multiple languages
- Offer sandbox environments for testing
- Maintain up-to-date documentation
6.2 API Design Standards
6.2.1 RESTful API Standards
All REST APIs must follow these standards:
Resource Naming
- Use plural nouns for resource collections:
/customers,/orders - Use lowercase with hyphens for multi-word resources:
/purchase-orders - Use nested resources for relationships:
/customers/{id}/orders - Avoid verbs in URLs (use HTTP methods instead)
HTTP Methods
- GET: Retrieve resources (must be idempotent and safe)
- POST: Create new resources or execute actions
- PUT: Replace entire resource (idempotent)
- PATCH: Partial update of resource (idempotent)
- DELETE: Remove resource (idempotent)
HTTP Status Codes
| Code | Meaning | When to Use |
|---|---|---|
| 200 OK | Success | Successful GET, PUT, PATCH requests |
| 201 Created | Resource created | Successful POST creating a resource |
| 204 No Content | No body | Successful DELETE or update with no response body |
| 400 Bad Request | Invalid request | Invalid request syntax or parameters |
| 401 Unauthorized | Auth missing/invalid | Missing or invalid authentication |
| 403 Forbidden | Insufficient permissions | Valid authentication but insufficient permissions |
| 404 Not Found | Resource missing | Resource does not exist |
| 409 Conflict | State conflict | Request conflicts with current state |
| 422 Unprocessable Entity | Semantic error | Semantic validation errors |
| 429 Too Many Requests | Rate limited | Rate limit exceeded |
| 500 Internal Server Error | Server failure | Unexpected server error |
| 503 Service Unavailable | Temp unavailable | Service temporarily unavailable |
Example Error Response
{
"error": {
"code": "INVALID_CUSTOMER_ID",
"message": "Customer ID must be a valid UUID",
"details": [
{
"field": "customer_id",
"issue": "invalid_format"
}
],
"trace_id": "550e8400-e29b-41d4-a716-446655440000"
}
}6.2.2 Pagination Standards
For collection resources, implement pagination to manage large datasets.
Cursor-Based Pagination (Preferred)
GET /orders?limit=50&cursor=eyJpZCI6MTIzfQ==
Response Headers:
X-Next-Cursor: eyJpZCI6MTczfQ==
X-Has-More: trueOffset-Based Pagination (Alternative)
GET /orders?limit=50&offset=100
Response Headers:
X-Total-Count: 1523
X-Page: 3
X-Page-Size: 506.2.3 Filtering, Sorting, and Searching
Support flexible querying capabilities:
Filtering
GET /products?category=electronics&price_min=100&price_max=500Sorting
GET /orders?sort=created_at:desc,amount:ascField Selection
GET /customers?fields=id,name,email6.2.4 Asynchronous Operations
For long-running operations, implement asynchronous patterns:
- Accept request and return
202 Acceptedwith operation tracking URL - Provide status endpoint to check operation progress
- Support optional webhooks for completion notification
POST /reports
Response: 202 Accepted{
"operation_id": "op_123456",
"status": "processing",
"status_url": "/operations/op_123456",
"estimated_completion": "2025-02-23T15:30:00Z"
}6.3 API Versioning Strategy
6.3.1 Versioning Approach
Use URI path versioning as the primary versioning mechanism:
/v1/customers
/v2/customers
Version Lifecycle
- v1: Initial release
- v2: New major version with breaking changes
- v1 enters deprecation phase when v2 is released
- Support overlapping versions during transition period (minimum 6 months)
- Communicate deprecation timeline clearly
6.3.2 What Constitutes a Breaking Change
Breaking changes require a new major version:
- Removing or renaming fields
- Changing field data types
- Modifying error response structures
- Changing authentication mechanisms
- Altering required request parameters
- Modifying behavior of existing operations
Non-Breaking Changes (No Version Change Required):
- Adding new optional fields
- Adding new endpoints
- Adding new optional query parameters
- Expanding enum values (with proper default handling)
- Making required fields optional
6.3.3 Deprecation Process
- Announce deprecation with minimum 6-month notice
- Update API documentation with deprecation warnings
- Include deprecation headers in API responses:
Sunset: Sat, 31 Aug 2025 23:59:59 GMT
Deprecation: true
Link: </docs/migration-guide>; rel="deprecation"- Monitor usage of deprecated APIs
- Communicate with remaining consumers before sunset
- Decommission after sunset date
6.4 API Documentation Requirements
All APIs must provide comprehensive documentation:
OpenAPI Specification
- Complete OpenAPI 3.0+ specification
- Detailed descriptions for all operations
- Request/response examples
- Schema definitions with validation rules
- Authentication requirements
- Error response documentation
Developer Portal Content
- Getting started guide
- Authentication and authorization guide
- Common use case tutorials
- Code examples (Python, JavaScript minimum)
- Interactive API explorer (Swagger UI)
- Changelog and migration guides
- Support and contact information
6.5 API Lifecycle Management
6.5.1 API Development Lifecycle
- Design Phase: Create OpenAPI specification, review with stakeholders
- Development Phase: Implement according to specification, create tests
- Testing Phase: Deploy to dev, conduct integration/security/performance testing
- Release Phase: Deploy to production, publish documentation
- Operations Phase: Monitor, support, collect feedback
- Retirement Phase: Announce deprecation, support migration, decommission
6.5.2 API Governance and Review
All APIs must undergo architectural review before implementation.
Review Checklist:
- Alignment with integration principles and patterns
- Compliance with API design standards
- Security controls and authentication mechanisms
- Performance and scalability considerations
- Documentation completeness
- Monitoring and observability implementation
- Disaster recovery and business continuity planning
7. Integration Security
Security is paramount in integration architecture. This section defines the security controls and standards applicable to integrations at Patria.
Authoritative reference: For the complete cybersecurity architecture framework, controls catalog, and implementation specifications, see CSAF-001 Cybersecurity Architecture Controls Framework (CACF). The following summarizes integration-specific security requirements.
7.1 Authentication and Authorization
7.1.1 API Authentication Standards
All APIs must implement robust authentication.
OAuth 2.0 / OpenID Connect (Primary)
- Use Entra ID (Microsoft AD) as the central identity provider
- Implement OAuth 2.0 authorization code flow for user-facing applications
- Use client credentials flow for service-to-service authentication
- Enforce token expiration and refresh token rotation
- Validate tokens on every request
Token Format and Validation
- Use JWT (JSON Web Tokens) for access tokens
- Validate token signature, expiration, issuer, and audience
- Implement token revocation capability
- Use short-lived access tokens (recommended: 1 hour maximum)
- Store refresh tokens securely and rotate regularly
API Keys (Limited Use Cases)
- Use only for server-to-server integrations where OAuth is not feasible
- Generate cryptographically strong, unique keys
- Rotate keys regularly (recommended: every 90 days)
- Store keys in Secret Manager, never in code or configuration files
- Implement key rotation without service disruption
7.1.2 Authorization and Access Control
Role-Based Access Control (RBAC)
- Define granular roles aligned with business functions
- Implement least privilege principle
- Separate read and write permissions
- Apply role hierarchies where appropriate
- Audit and review permissions regularly
Authorization Implementation
- Enforce authorization at the API gateway and application layer
- Validate permissions for every operation
- Implement resource-level authorization where applicable
- Log all authorization decisions
- Deny by default (fail closed)
7.1.3 Multi-Factor Authentication (MFA)
Requirements:
- Enforce MFA for all user-facing applications
- Support TOTP (Time-based One-Time Password) and push notifications
- Implement adaptive authentication based on risk signals
- Provide account recovery mechanisms
- Log all MFA events
7.2 API Security Controls
7.2.1 Input Validation and Sanitization
All API inputs must be validated and sanitized.
Validation Requirements:
- Validate all request parameters, headers, and body content
- Enforce strict schema validation using OpenAPI or JSON Schema
- Reject requests with unexpected or malformed data
- Validate data types, formats, ranges, and patterns
- Implement whitelist validation where possible
Injection Prevention:
- Use parameterized queries for database access
- Escape output for rendering contexts
- Implement Content Security Policy (CSP)
- Validate and sanitize file uploads
- Apply input length limits
7.2.2 API Rate Limiting and Throttling
Implement rate limiting to prevent abuse and ensure fair usage.
Rate Limiting Strategy:
- Apply rate limits at API gateway level
- Implement tiered limits based on consumer type or subscription
- Use token bucket or sliding window algorithms
- Return
429 Too Many Requestswith retry guidance
Rate Limit Headers:
X-RateLimit-Limit: 1000
X-RateLimit-Remaining: 742
X-RateLimit-Reset: 1708704000
Retry-After: 3600Recommended Limits:
| Consumer Type | Limit |
|---|---|
| Authenticated users | 1,000 requests/hour |
| Service accounts | 5,000 requests/hour |
| Public endpoints | 100 requests/hour per IP |
| Burst allowance | 2× rate for short periods |
7.2.3 API Security Headers
Implement security headers on all API responses:
Strict-Transport-Security: max-age=31536000; includeSubDomains
X-Content-Type-Options: nosniff
X-Frame-Options: DENY
Content-Security-Policy: default-src 'none'
X-XSS-Protection: 1; mode=block
Referrer-Policy: no-referrer
Permissions-Policy: geolocation=(), microphone=(), camera=()7.2.4 CORS (Cross-Origin Resource Sharing)
Configure CORS policies restrictively:
- Whitelist specific origins (avoid using
*) - Restrict allowed methods to required HTTP verbs
- Limit exposed headers
- Set appropriate
max-agefor preflight caching - Require credentials only when necessary
Access-Control-Allow-Origin: https://app.patria.com
Access-Control-Allow-Methods: GET, POST, PUT, DELETE
Access-Control-Allow-Headers: Authorization, Content-Type
Access-Control-Max-Age: 864007.3 Data Protection in Transit
7.3.1 Transport Layer Security (TLS)
All data transmission must be encrypted.
TLS Requirements:
- Use TLS 1.3 (minimum TLS 1.2)
- Disable outdated protocols (SSL, TLS 1.0, TLS 1.1)
- Use strong cipher suites (AES-256, ChaCha20)
- Implement perfect forward secrecy
- Use valid certificates from trusted CAs
- Implement certificate pinning for mobile applications
Certificate Management:
- Automate certificate issuance and renewal
- Monitor certificate expiration
- Implement certificate revocation checking
- Use wildcard certificates sparingly
- Maintain certificate inventory
7.3.2 Data Encryption Standards
- Encrypt all sensitive data in transit (TLS 1.3)
- Encrypt sensitive data at rest (AES-256)
- Use field-level encryption for highly sensitive data (PII, financial)
- Implement key rotation policies
- Never transmit credentials or tokens in URLs
7.4 Secrets Management
7.4.1 Secret Storage and Access
All secrets must be managed through approved secret management solutions.
Secret Manager Standards:
- Use GCP Secret Manager as the primary secret store
- Never store secrets in code, configuration files, or version control
- Use service account authentication to access secrets
- Implement least privilege access to secrets
- Enable secret versioning and rotation
- Audit all secret access
Secret Types:
- API keys and tokens
- Database credentials
- Encryption keys
- OAuth client secrets
- Certificate private keys
7.4.2 Secret Rotation
Implement automated secret rotation.
Rotation Schedule:
| Secret Type | Rotation Frequency |
|---|---|
| Database passwords | Every 90 days |
| API keys | Every 90 days |
| OAuth client secrets | Every 180 days |
| Encryption keys | Annually or upon compromise |
| Certificates | Automated renewal 30 days before expiration |
Rotation Process:
- Support dual secrets during rotation window
- Test new secrets before revoking old secrets
- Implement zero-downtime rotation
- Monitor for authentication failures during rotation
- Audit and log all rotation events
7.5 Security Monitoring and Threat Detection
7.5.1 Security Event Logging
Log all security-relevant events.
Required Security Logs:
- Authentication attempts (success and failure)
- Authorization decisions (grants and denials)
- API access patterns and anomalies
- Rate limit violations
- Input validation failures
- Sensitive data access
- Configuration changes
- Secret access
Log Format:
- Use structured logging (JSON)
- Include correlation IDs
- Timestamp in ISO 8601 format (UTC)
- Include user/service identity
- Log severity levels appropriately
- Redact sensitive data from logs
7.5.2 Security Monitoring and Alerting
Implement continuous security monitoring.
Monitoring Requirements:
- Integrate logs with SIEM system
- Implement anomaly detection rules
- Monitor failed authentication attempts
- Track unusual API usage patterns
- Alert on suspicious activities
- Correlate events across systems
Alert Thresholds:
| Condition | Threshold |
|---|---|
| Failed authentication | > 5 attempts in 5 minutes |
| Rate limit violations | > 100 violations per hour |
| Authorization denials | > 20 denials in 10 minutes |
| Unusual geographic access | Any access outside expected regions |
| Off-hours API access | Access outside business hours (if applicable) |
7.5.3 Vulnerability Management
Continuous vulnerability scanning:
- Scan all APIs for OWASP Top 10 vulnerabilities
- Conduct quarterly penetration testing
- Implement automated dependency scanning
- Monitor security advisories for used components
- Apply security patches within SLA timeframes
- Conduct annual security audits
See CSAF-001 Cybersecurity Architecture Controls Framework for comprehensive security standards.
8. Data Integration Standards
Data integration standards ensure reliable, consistent, and high-quality data movement across systems.
Authoritative reference: For complete data architecture standards including Medallion architecture, data governance, BigQuery conventions, and data quality frameworks, see [PAX-EA] 5. Data Architecture. This section covers integration-specific data standards only.
8.1 Data Integration Patterns
8.1.1 Real-Time Data Integration
Use real-time integration for time-sensitive data synchronization.
Implementation Approaches:
- Change Data Capture (CDC): Database-level change streaming using GCP Datastream or Debezium
- Event-Driven Sync: Publish events on data changes for downstream consumption
- API Polling: Scheduled polling for systems without push capabilities (last resort)
When to Use:
- Operational data requiring immediate visibility
- Critical business processes dependent on current data
- Real-time analytics and dashboards
- Event-driven application workflows
Technology Alignment:
- CDC: GCP Datastream
- Event Streaming: Sensedia Event Hub, Cloud Pub/Sub
- Stream Processing: Cloud Dataflow
8.1.2 Batch Data Integration
Use batch integration for high-volume, periodic data synchronization.
Batch Processing Patterns:
- Full Load: Complete dataset extraction and load
- Incremental Load: Only changed records since last extraction
- Delta Load: Changes within a time window
- Snapshot Load: Point-in-time data capture
When to Use:
- Large volume data transfers
- Reporting and analytics data warehousing
- Non-time-critical data synchronization
- Resource-intensive transformations
Technology Alignment:
- Orchestration: Apache Airflow (Cloud Composer)
- Processing: Python, BigQuery, Cloud Dataflow
- Storage: Cloud Storage, BigQuery
- Scheduling: Airflow DAGs, Cloud Scheduler
See [PAX-EA] 5. Data Architecture for detailed batch integration standards and Medallion architecture alignment.
8.1.3 Hybrid Data Integration
Combine real-time and batch patterns for optimal results.
Hybrid Scenarios:
- Real-time operational data with nightly reconciliation
- Event-driven updates with batch analytics processing
- Incremental real-time loads with periodic full refreshes
- Streaming ingestion with batch transformation
Example Architecture:
- Bronze Layer: Real-time streaming ingestion (CDC, events)
- Silver Layer: Batch transformation and quality validation
- Gold Layer: Incremental updates from silver, optimized for consumption
8.2 Data Transformation Standards
8.2.1 Transformation Principles
- Separation of Concerns: Extract, transform, and load are distinct phases
- Idempotency: Transformations produce same results when re-executed
- Lineage: Maintain complete data lineage from source to target
- Validation: Validate data quality at each transformation stage
- Documentation: Document transformation logic and business rules
8.2.2 Transformation Layers (Medallion Architecture)
Bronze Layer (Raw Data)
- Minimal transformation, preserve source format
- Add ingestion metadata (timestamp, source, batch ID)
- Store in original data types
- No data quality validation (accept as-is)
- Immutable once written
Silver Layer (Curated Data)
- Standardize data formats and types
- Cleanse and deduplicate records
- Apply business rules and validation
- Enrich with reference data
- Implement slowly changing dimensions (SCD)
Gold Layer (Analytics-Ready Data)
- Aggregate and denormalize for consumption
- Apply complex business logic
- Optimize for query performance
- Create subject-area-specific datasets
- Implement calculated metrics and KPIs
8.2.3 Common Transformations
Data Type Conversions:
- Standardize date/time formats (ISO 8601)
- Convert numeric precision consistently
- Normalize string encoding (UTF-8)
- Handle null values consistently
Data Cleansing:
- Trim whitespace
- Remove duplicate records
- Standardize casing
- Validate against reference data
- Correct common data quality issues
Data Enrichment:
- Add derived fields and calculations
- Join with reference data
- Geocoding and address standardization
- Hierarchy and taxonomy mapping
8.3 Data Quality and Validation
8.3.1 Data Quality Dimensions
Monitor and enforce data quality across dimensions:
| Dimension | Description |
|---|---|
| Completeness | Required fields must not be null; record counts match expected volumes; no missing critical data elements |
| Accuracy | Values fall within expected ranges; referential integrity is maintained; calculated fields match source systems |
| Consistency | Data conforms to standard formats; cross-system data reconciles; no conflicting values |
| Timeliness | Data arrives within SLA windows; timestamps are current and accurate; freshness meets business requirements |
| Validity | Data conforms to defined schemas; values match allowed enumerations; formats match specifications |
8.3.2 Data Validation Implementation
Implement validation at multiple stages:
Source Validation:
- Validate schema and data types on ingestion
- Check file completeness and integrity
- Verify expected record counts
- Detect duplicate submissions
Transformation Validation:
- Validate business rules application
- Check data quality metrics
- Verify referential integrity
- Detect anomalies and outliers
Target Validation:
- Reconcile source and target record counts
- Validate aggregations and calculations
- Check for data loss or corruption
- Verify target schema compliance
8.3.3 Data Quality Monitoring
Implement continuous data quality monitoring.
Monitoring Approach:
- Define data quality metrics and thresholds
- Implement automated quality checks
- Track quality trends over time
- Alert on quality degradation
- Maintain data quality dashboards
Quality Metrics:
| Metric | Description |
|---|---|
| Null rate | Percentage of null values in required fields |
| Duplicate rate | Percentage of duplicate records |
| Error rate | Percentage of records failing validation |
| Freshness | Age of most recent data |
| Completeness | Percentage of expected records received |
8.4 Integration with Data Architecture
Data integration must align with the Data Architecture standards.
Medallion Architecture Compliance
- All data flows through Bronze → Silver → Gold layers
- Maintain immutability of Bronze layer
- Apply transformations progressively through layers
- Optimize Gold layer for consumption patterns
Dataplex Governance
- Register all datasets in Dataplex
- Apply data classification tags
- Implement access controls at zone and asset level
- Maintain data lineage in Dataplex
BigQuery Standards
- Follow naming conventions for datasets and tables
- Implement partitioning and clustering for performance
- Apply column-level security and masking
- Document all tables and fields
Airflow Orchestration
- Follow DAG naming conventions
- Implement task groups for logical separation
- Use templating and variables for reusability
- Implement comprehensive error handling and retries
See [PAX-EA] 5. Data Architecture for complete data architecture standards.
9. Event-Driven Architecture Standards
Event-Driven Architecture (EDA) enables loosely coupled, scalable, and reactive systems. This section defines Patria-specific standards for implementing event-driven integrations.
Standards basis: Event-driven patterns follow the CloudEvents specification and industry patterns (Hohpe & Woolf — Enterprise Integration Patterns). Patria-specific standards are defined below; for generic EDA theory, refer to those references.
9.1 Event Design Principles
9.1.1 Event Granularity
Design events at the appropriate level of granularity.
Fine-Grained Events:
- Represent single state changes
- Easier to process and understand
- Support flexible consumption patterns
- May result in higher event volumes
Coarse-Grained Events:
- Represent aggregated or composite changes
- Reduce event volumes
- May require more processing by consumers
- Better for performance-sensitive scenarios
Recommendation: Default to fine-grained events unless performance requirements dictate otherwise.
9.1.2 Event Naming and Semantics
Use clear, consistent event naming.
Event Naming Convention:
{domain}.{entity}.{action}
Examples:
customer.created
order.status.changed
payment.completed
inventory.stock.depleted
Event Types:
- Entity Events: Represent changes to domain entities (
customer.created) - Action Events: Represent business actions or commands (
order.submitted) - Notification Events: Inform of system occurrences (
report.generated)
9.1.3 Event Payload Design
Design event payloads for clarity and efficiency.
Event Payload Principles:
- Include sufficient context for processing without additional queries
- Use consistent field naming across events
- Include metadata (event ID, timestamp, version, correlation ID)
- Balance payload size with consumer needs
- Version event schemas
9.2 Event Schema Standards
9.2.1 Event Structure
All events must follow a consistent structure.
Standard Event Format:
{
"event_id": "evt_550e8400-e29b-41d4-a716-446655440000",
"event_type": "customer.created",
"event_version": "1.0",
"event_time": "2025-02-23T10:30:00Z",
"source": "customer-service",
"correlation_id": "corr_123456",
"data": {
"customer_id": "cust_789012",
"name": "Example Customer",
"email": "customer@example.com",
"created_at": "2025-02-23T10:30:00Z"
},
"metadata": {
"user_id": "usr_345678",
"ip_address": "192.0.2.1"
}
}Required Fields:
| Field | Description |
|---|---|
event_id | Unique identifier for the event (UUID) |
event_type | Type/category of the event |
event_version | Schema version |
event_time | When the event occurred (ISO 8601 UTC) |
source | System or service that generated the event |
data | Event-specific payload |
Optional but Recommended Fields:
| Field | Description |
|---|---|
correlation_id | ID linking related events across systems |
causation_id | ID of the event that caused this event |
metadata | Additional context (user, session, etc.) |
9.2.2 Schema Versioning
Implement versioning for event schemas.
Versioning Strategy:
- Include
event_versionin all events - Use semantic versioning (major.minor.patch)
- Increment major version for breaking changes
- Support multiple schema versions simultaneously
- Document schema changes in schema registry
Schema Evolution Rules:
| Change Type | Version Impact |
|---|---|
| Adding optional fields | Minor version increment |
| Deprecating fields | Minor version with deprecation notice |
| Removing or renaming fields | Major version increment |
| Changing field types | Major version increment |
Schema Registry:
- Store all event schemas in a centralized registry
- Validate events against schemas
- Provide schema discovery for consumers
- Track schema usage and dependencies
9.2.3 Schema Definition Format
Use JSON Schema for event schema definition.
Example JSON Schema:
{
"$schema": "http://json-schema.org/draft-07/schema#",
"title": "CustomerCreatedEvent",
"type": "object",
"required": ["event_id", "event_type", "event_version", "event_time", "source", "data"],
"properties": {
"event_id": {
"type": "string",
"format": "uuid"
},
"event_type": {
"type": "string",
"const": "customer.created"
},
"event_version": {
"type": "string",
"pattern": "^\\d+\\.\\d+$"
},
"event_time": {
"type": "string",
"format": "date-time"
},
"data": {
"type": "object",
"required": ["customer_id", "name", "email"],
"properties": {
"customer_id": {"type": "string"},
"name": {"type": "string"},
"email": {"type": "string", "format": "email"}
}
}
}
}9.3 Event Sourcing and CQRS
Event Sourcing (storing state as an append-only event log) and CQRS (separating read/write models) are advanced patterns applicable when audit history, temporal queries, or significantly divergent read/write workloads are required.
Apply these patterns only when justified by specific business requirements — they introduce significant operational complexity. Consult the Integration team before adopting either pattern.
Technology alignment when used:
- Event Store: Sensedia Event Hub, Cloud Pub/Sub
- Write Model: Operational databases (SQL Server, MongoDB)
- Read Models: BigQuery, denormalized tables
9.4 Event Processing Patterns
9.4.1 Event Processing Topologies
Simple Event Processing:
- One-to-one event transformation
- Filtering and routing
- Data enrichment
- Technology: Cloud Functions, lightweight processors
Complex Event Processing (CEP):
- Pattern detection across event streams
- Aggregation and windowing
- Correlation and causality analysis
- Technology: Cloud Dataflow
9.4.2 Error Handling and Retries
Implement robust error handling.
Retry Strategy:
- Implement exponential backoff for transient failures
- Configure maximum retry attempts
- Use dead letter queues for failed messages
- Log all processing errors with context
- Alert on high error rates
Dead Letter Queue (DLQ):
- Route failed events to DLQ after max retries
- Implement DLQ monitoring and alerting
- Provide DLQ replay mechanism
- Analyze DLQ patterns to improve reliability
9.4.3 Event Ordering and Idempotency
Event Ordering:
- Use partition keys for ordered delivery (when required)
- Design for at-least-once delivery semantics
- Avoid assumptions about global event order
- Use event timestamps for temporal ordering
Idempotency:
- Design all event handlers as idempotent
- Use
event_idfor deduplication - Store processed event IDs to detect duplicates
- Implement idempotent database operations
10. Integration Governance
Integration governance ensures consistency, quality, and alignment with architectural standards across all integrations.
10.1 Integration Catalog and Discovery
10.1.1 Integration Inventory
Maintain a comprehensive catalog of all integrations.
Required Metadata:
- Integration name and description
- Source and target systems
- Integration pattern (API, event, batch, file)
- Data classification and sensitivity
- Ownership and contacts
- SLA and performance requirements
- Dependencies and consumers
- Documentation links
Catalog Platform:
- Use centralized repository (API catalog, documentation portal)
- Implement searchable, browsable interface
- Keep catalog synchronized with actual implementations
- Provide APIs for programmatic access
10.1.2 Integration Discovery
Enable self-service integration discovery.
Discovery Mechanisms:
- Centralized API catalog with search
- Interactive API documentation (Swagger UI)
- Event catalog with schema browser
- Code examples and quickstart guides
- Sandbox environments for testing
Documentation Requirements:
- Purpose and use cases
- Authentication and authorization
- Request/response examples
- Error codes and troubleshooting
- SLAs and support contacts
- Migration and versioning guides
10.2 Change Management
10.2.1 Change Control Process
All integration changes must follow change management.
Change Categories:
| Category | Description |
|---|---|
| Standard Changes | Pre-approved, low-risk (e.g., adding optional fields) |
| Normal Changes | Require review and approval |
| Emergency Changes | Expedited process for critical issues |
Change Request Contents:
- Description of change and rationale
- Impact analysis (affected systems and consumers)
- Risk assessment and mitigation plan
- Testing plan and results
- Rollback procedure
- Communication plan
Approval Requirements:
- Architecture review for design changes
- Security review for authentication/authorization changes
- Business approval for functional changes
- Consumer notification for breaking changes
10.2.2 Versioning and Deprecation
Implement consistent versioning across integrations.
API Versioning:
- URI path versioning (
/v1/,/v2/) - Maintain backward compatibility within major versions
- Support multiple versions during transition period
- Communicate deprecation timeline (minimum 6 months notice)
Event Versioning:
- Include version in event schema
- Support multiple event versions simultaneously
- Provide migration guides for consumers
- Deprecate old versions after transition period
Deprecation Timeline:
- Announcement: Communicate deprecation and timeline
- Warning Period: Include deprecation headers/metadata
- Support Period: Maintain old version while consumers migrate
- Sunset: Remove deprecated version after notice period
10.3 Integration Testing Standards
10.3.1 Testing Levels
Implement comprehensive testing at multiple levels.
Unit Testing:
- Test individual integration components
- Mock external dependencies
- Validate transformation logic
- Achieve minimum 80% code coverage
Integration Testing:
- Test interactions between components
- Validate end-to-end data flow
- Test error handling and edge cases
- Use test environments with realistic data
Contract Testing:
- Validate API contracts (OpenAPI specs)
- Test event schema compliance
- Verify backward compatibility
- Implement consumer-driven contract tests
Performance Testing:
- Load testing to validate throughput
- Stress testing for breaking points
- Endurance testing for stability
- Scalability testing for growth scenarios
Security Testing:
- Vulnerability scanning (OWASP Top 10)
- Penetration testing for critical integrations
- Authentication and authorization testing
- Input validation and injection testing
10.3.2 Test Automation
Automate testing in CI/CD pipelines.
Automated Test Requirements:
- Run unit tests on every commit
- Run integration tests on pull requests
- Run contract tests before deployment
- Run performance tests on staging
- Run security scans continuously
Test Data Management:
- Use synthetic test data (avoid production data)
- Implement test data generation
- Maintain test data privacy and security
- Reset test environments regularly
10.3.3 Testing Environments
Provide appropriate testing environments.
| Environment | Purpose |
|---|---|
| Development | Rapid iteration, frequently updated |
| Testing/QA | Stable for integration testing |
| Staging | Production-like for final validation |
| Production | Live environment with monitoring |
Environment Requirements:
- Mirror production architecture and configuration
- Use production-equivalent data volumes (staging)
- Implement environment isolation
- Provide self-service environment provisioning
- Maintain environment parity
10.4 Performance and SLA Management
10.4.1 Performance Requirements
Define and monitor performance requirements.
Key Performance Indicators (KPIs):
| KPI | Description |
|---|---|
| Response Time | P50, P95, P99 latency |
| Throughput | Requests or messages per second |
| Availability | Uptime percentage (99.9%, 99.99%) |
| Error Rate | Percentage of failed requests |
| Data Freshness | Time from source to target |
Performance Targets:
| Integration Type | Target |
|---|---|
| Synchronous APIs | P95 < 500ms, P99 < 1,000ms |
| Asynchronous Events | Processing within 1 minute |
| Batch Jobs | Complete within SLA window |
| Data Freshness | Within business requirements |
10.4.2 Service Level Agreements (SLAs)
Define clear SLAs for all integrations.
SLA Components:
- Availability target (e.g., 99.9% uptime)
- Performance targets (response time, throughput)
- Support response times
- Scheduled maintenance windows
- Consequences for SLA violations
SLA Monitoring:
- Real-time SLA tracking dashboards
- Automated alerting on SLA violations
- Regular SLA reporting to stakeholders
- SLA breach analysis and remediation
10.4.3 Capacity Planning
Plan for growth and scalability.
Capacity Planning Activities:
- Monitor current usage and growth trends
- Forecast future capacity requirements
- Identify bottlenecks and constraints
- Plan infrastructure scaling
- Test scalability limits
Scalability Strategies:
- Horizontal scaling (add instances)
- Vertical scaling (increase instance size)
- Caching and optimization
- Asynchronous processing
- Load balancing and distribution
11. Monitoring and Observability
Comprehensive monitoring and observability are essential for operating reliable integrations. This section defines monitoring requirements and standards.
11.1 Integration Monitoring Requirements
11.1.1 Monitoring Pillars
Implement the three pillars of observability.
Logs:
- Structured logging (JSON format)
- Include correlation IDs for request tracing
- Log levels: DEBUG, INFO, WARNING, ERROR, CRITICAL
- Centralize logs in Cloud Logging
- Retain logs according to compliance requirements
Metrics:
- Business metrics (transaction volumes, success rates)
- Technical metrics (latency, throughput, error rates)
- Infrastructure metrics (CPU, memory, network)
- Custom application metrics
- Store metrics in Cloud Monitoring
Traces:
- Distributed tracing across service boundaries
- Trace all integration calls with correlation IDs
- Implement OpenTelemetry standard
- Visualize traces in Cloud Trace
- Analyze latency and bottlenecks
11.1.2 Key Metrics to Monitor
Monitor these critical integration metrics.
| Category | Metrics |
|---|---|
| Availability | Uptime percentage, service health status, dependency availability |
| Performance | Request latency (P50, P95, P99), throughput (req/sec), queue depth and processing lag, batch job duration |
| Errors | Error rate (% of failed requests), error types and distribution, timeout frequency, retry and circuit breaker activations |
| Business | Transaction volumes by type, data freshness and lag, SLA compliance, consumer adoption and usage |
11.2 Logging Standards
11.2.1 Structured Logging
Use structured logging for all integrations.
Log Format (JSON):
{
"timestamp": "2025-02-23T10:30:00.123Z",
"level": "INFO",
"service": "customer-api",
"correlation_id": "corr_550e8400-e29b-41d4-a716-446655440000",
"user_id": "usr_123456",
"method": "POST",
"endpoint": "/v1/customers",
"status_code": 201,
"duration_ms": 145,
"message": "Customer created successfully",
"metadata": {
"customer_id": "cust_789012",
"ip_address": "192.0.2.1"
}
}Required Log Fields:
| Field | Description |
|---|---|
timestamp | ISO 8601 format in UTC |
level | Log severity level |
service | Service or component name |
correlation_id | Request correlation identifier |
message | Human-readable description |
Context-Specific Fields:
| Field | Context |
|---|---|
user_id, session_id | User context |
method, endpoint, status_code | API requests |
duration_ms | Operation duration |
error, stack_trace | Error information |
11.2.2 Log Levels and Usage
Use appropriate log levels.
| Level | Usage |
|---|---|
| DEBUG | Detailed diagnostic information (disabled in production) |
| INFO | General informational messages (successful operations) |
| WARNING | Warning messages for unexpected but handled situations |
| ERROR | Error messages for failures requiring attention |
| CRITICAL | Critical failures requiring immediate action |
Log Volume Management:
- Implement sampling for high-volume logs
- Use appropriate log levels to control volume
- Configure log retention policies
- Archive old logs to cost-effective storage
11.2.3 Sensitive Data in Logs
Protect sensitive data in logs.
Data Redaction Requirements:
- Never log passwords or secrets
- Redact PII (email, phone, address)
- Mask financial data (credit cards, account numbers)
- Redact authentication tokens
- Apply redaction automatically via logging library
Redaction Example:
{
"email": "cu*****@example.com",
"credit_card": "****-****-****-1234",
"token": "[REDACTED]"
}11.3 Alerting and Incident Response
11.3.1 Alert Configuration
Configure alerts for critical conditions.
Alert Types:
| Type | Description |
|---|---|
| Threshold Alerts | Metric exceeds threshold (error rate > 5%) |
| Anomaly Alerts | Metric deviates from baseline |
| Absence Alerts | Expected metric or event missing |
| SLA Alerts | SLA violation detected |
Alert Routing:
| Severity | Action |
|---|---|
| Critical | Page on-call engineer immediately |
| High | Notify team channel and create incident |
| Medium | Log and review during business hours |
| Low | Aggregate and review weekly |
Alert Best Practices:
- Ensure alerts are actionable
- Avoid alert fatigue (tune thresholds)
- Include runbook links in alerts
- Test alerts regularly
- Review and optimize alert rules
11.3.2 Incident Response
Establish incident response procedures.
Incident Severity Levels:
| Severity | Description |
|---|---|
| Severity 1 (Critical) | Complete service outage, data loss |
| Severity 2 (High) | Significant degradation, major functionality unavailable |
| Severity 3 (Medium) | Partial functionality impacted |
| Severity 4 (Low) | Minor issues, workaround available |
Incident Response Process:
- Detect: Alert triggers or user report
- Acknowledge: On-call engineer acknowledges
- Investigate: Diagnose root cause using logs, metrics, traces
- Mitigate: Implement fix or workaround
- Resolve: Verify resolution and close incident
- Review: Conduct post-incident review
Post-Incident Review:
- Document timeline and impact
- Identify root cause and contributing factors
- Define action items to prevent recurrence
- Share learnings with team
- Track remediation items to completion
11.4 Integration Metrics and KPIs
11.4.1 Integration Health Dashboard
Create dashboards for integration health.
Dashboard Components:
- Service availability and uptime
- Request volume and throughput
- Error rate trends
- Latency percentiles (P50, P95, P99)
- SLA compliance status
- Recent alerts and incidents
Dashboard Best Practices:
- Organize by integration or domain
- Highlight critical metrics prominently
- Use consistent color schemes (red/yellow/green)
- Include trend visualization
- Enable drill-down for details
11.4.2 Business Metrics
Track business-relevant metrics.
Example Business Metrics:
- Transaction volumes by type
- Customer onboarding completions
- Payment processing success rate
- Data synchronization lag
- Partner integration usage
Business Value:
- Demonstrate integration ROI
- Identify optimization opportunities
- Support capacity planning
- Inform business decisions
12. Anti-Patterns and Constraints
This section identifies integration anti-patterns to avoid and architectural constraints that must be respected.
12.1 Prohibited Integration Patterns
12.1.1 Point-to-Point Integration
Anti-Pattern:
- Direct integration between every pair of systems
- Creates N×(N-1)/2 connections for N systems
- Tightly coupled, brittle architecture
Why Prohibited:
- Exponential complexity growth
- Difficult to maintain and evolve
- No centralized governance or monitoring
- Security and access control challenges
Correct Approach:
- Use API gateway or integration layer
- Implement event-driven architecture with message broker
- Apply standard integration patterns
12.1.2 Database Sharing
Anti-Pattern:
- Multiple applications directly accessing the same database
- Tight coupling at data layer
- Bypasses application logic and security
Why Prohibited:
- Breaks encapsulation and modularity
- Schema changes impact all consumers
- No access control or audit trail
- Performance and locking issues
- Prevents independent scaling
Correct Approach:
- Expose data through APIs
- Implement data replication via events or batch
- Use data virtualization where appropriate
12.1.3 Synchronous Chaining
Anti-Pattern:
- Long chains of synchronous API calls (A → B → C → D)
- Each call waits for the next to complete
- Latency compounds across chain
Why Prohibited:
- High latency and poor user experience
- Reduced availability (all services must be up)
- Difficult to trace and debug
- Poor error handling
Correct Approach:
- Use asynchronous event-driven patterns
- Implement choreography instead of orchestration
- Apply circuit breaker and timeout patterns
12.1.4 Shared Integration Logic
Anti-Pattern:
- Embedding integration logic in multiple consumers
- Duplicated transformation and mapping code
- Inconsistent implementations
Why Prohibited:
- Code duplication and maintenance burden
- Inconsistent behavior across consumers
- Difficult to update and evolve
- No single source of truth
Correct Approach:
- Centralize integration logic in System APIs
- Provide reusable libraries and SDKs
- Use API gateway for common transformations
12.1.5 File Sharing via Network Drives
Anti-Pattern:
- Using network file shares for integration
- Polling for new files
- No transactional guarantees
Why Prohibited:
- Unreliable and difficult to monitor
- No audit trail or security
- Scalability limitations
- Race conditions and locking issues
Correct Approach:
- Use cloud storage with event notifications (Cloud Storage + Pub/Sub)
- Implement file-based integration via APIs
- Apply proper access controls and encryption
12.2 Architectural Constraints
12.2.1 Security Constraints
Mandatory Security Controls:
- All APIs must use OAuth 2.0 or API key authentication
- All communication must use TLS 1.3 (minimum TLS 1.2)
- All secrets must be stored in Secret Manager
- All sensitive data must be encrypted at rest
- All integrations must implement rate limiting
- All security events must be logged
12.2.2 Technology Constraints
Approved Technologies Only:
- Use only approved technologies from [PAX-EA] 3. Technology Standards
- New technologies require architecture review and approval
- Open-source components require security review
- Maintain supported versions (no end-of-life components)
12.2.3 Data Constraints
Data Governance Requirements:
- All data integrations must align with [PAX-EA] 5. Data Architecture
- All datasets must be registered in Dataplex
- All PII must be classified and protected
- All data transfers must comply with data residency requirements
- All data quality issues must be monitored and reported
12.2.4 Operational Constraints
Operational Requirements:
- All integrations must implement comprehensive logging
- All integrations must emit metrics and traces
- All integrations must have documented runbooks
- All integrations must support zero-downtime deployment
- All integrations must implement graceful degradation
13. Integration Reference Architectures
This section provides reference architectures for common integration scenarios.
13.1 Microservices Integration
Reference Architecture
Microservices communicate through well-defined APIs and asynchronous events, avoiding direct dependencies.
Components
- API Gateway: Sensedia API Management Platform — centralized entry point, authentication, rate limiting, developer portal
- Service Mesh (Optional): Service-to-service communication, observability
- Event Broker: Sensedia Event Hub for asynchronous event distribution (integrates with Cloud Pub/Sub)
- Service Registry: Service discovery and health checking
Communication Patterns
- Synchronous: REST APIs for request/response
- Asynchronous: Events for state changes and notifications
- Query: CQRS with separate read models
Technology Stack
| Component | Technology |
|---|---|
| API Gateway | Sensedia API Management Platform (cloud-hosted on AWS) |
| Services | Python (FastAPI), Node.js |
| Event Broker | Sensedia Event Hub (integrates with Cloud Pub/Sub) |
| Service Discovery | Cloud Run service discovery, Kubernetes DNS |
| Observability | Cloud Logging, Cloud Monitoring, Cloud Trace |
Best Practices
- Design services around business capabilities
- Implement circuit breakers for resilience
- Use correlation IDs for distributed tracing
- Version APIs and events independently
- Deploy services independently
13.2 Cloud Integration
Reference Architecture
Cloud-native integration leveraging managed platform services for scalability and operational efficiency.
Components
- Cloud Functions: Event-driven serverless integration
- Cloud Run: Containerized API services
- Cloud Pub/Sub: Event streaming and messaging
- Cloud Scheduler: Scheduled integration jobs
- Cloud Storage: File-based integration staging
- Cloud Workflows: Orchestration of multi-step processes
Integration Patterns
| Pattern | Technology |
|---|---|
| API Integration | Microservices exposed via Sensedia API Management Platform |
| Event Integration | Sensedia Event Hub with Cloud Functions / Cloud Pub/Sub |
| Batch Integration | Cloud Scheduler with Cloud Run Jobs |
| File Integration | Cloud Storage with event triggers |
Technology Stack
| Component | Technology |
|---|---|
| Compute | Cloud Run, Cloud Functions |
| Storage | Cloud Storage, BigQuery |
| Messaging | Sensedia Event Hub, Cloud Pub/Sub |
| Orchestration | Cloud Workflows, Cloud Composer |
| Monitoring | Cloud Operations Suite |
Best Practices
- Leverage managed services to reduce operational overhead
- Implement auto-scaling for variable workloads
- Use regional redundancy for high availability
- Apply infrastructure as code (Terraform)
- Optimize for cost with rightsizing and autoscaling
13.3 Hybrid Cloud Integration
Reference Architecture
Integration spanning on-premises and cloud environments.
Components
- VPN/Interconnect: Secure network connectivity
- API Management: Sensedia API Management Platform — unified API management across environments
- Event Platform: Sensedia Event Hub — consistent messaging across environments
- Identity Federation: Unified authentication (Entra ID)
- Data Replication: Bidirectional data synchronization
Integration Scenarios
| Scenario | Description |
|---|---|
| Cloud-to-On-Prem | Cloud applications accessing on-prem systems |
| On-Prem-to-Cloud | On-prem applications accessing cloud services |
| Data Synchronization | Replicating data between environments |
| Disaster Recovery | Cloud as backup for on-prem systems |
Technology Stack
| Component | Technology |
|---|---|
| Network | Cloud VPN, Cloud Interconnect |
| API Management | Sensedia API Management Platform |
| Messaging | Sensedia Event Hub (connects to Cloud Pub/Sub) |
| Identity | Entra ID with federation |
| Data Sync | Cloud Composer, custom replication |
Best Practices
- Implement secure, redundant network connectivity
- Use API gateway to abstract environment location
- Implement caching to minimize cross-environment calls
- Plan for network latency and failures
- Maintain consistency across environments
13.4 Third-Party Integration
Reference Architecture
Integration with external partners, vendors, and SaaS applications.
Components
- Partner API Proxy: Sensedia API Management Platform — standardized interface to external APIs
- Authentication Gateway: Centralized credential management
- Rate Limit Manager: Respect partner rate limits
- Data Transformation Layer: Map between internal and external formats
- Error Handling and Retry: Resilient external communication
Integration Patterns
- API Integration: RESTful APIs, webhooks
- File Integration: SFTP, cloud storage exchange
- EDI Integration: Electronic Data Interchange for B2B
- SaaS Integration: Native connectors, SDKs
Security Considerations
- Store partner credentials in Secret Manager
- Implement IP whitelisting where required
- Validate all inbound data from external sources
- Apply rate limiting to prevent partner throttling
- Monitor and alert on integration failures
Technology Stack
| Component | Technology |
|---|---|
| API Proxy | Sensedia API Management Platform |
| File Transfer | Cloud Storage, SFTP |
| Automation | Cloud Functions, Cloud Run |
| Secrets | Secret Manager |
| Monitoring | Cloud Monitoring, alerting |
Best Practices
- Implement circuit breakers for partner API calls
- Cache responses to minimize external calls
- Design for eventual consistency
- Maintain partner integration documentation
- Test against partner sandbox environments
- Plan for partner API versioning and changes
14. References
Industry Standards
- RESTful API Design: REST architectural constraints (Roy Fielding)
- OpenAPI Specification 3.0+: API documentation standard
- OAuth 2.0 (RFC 6749): Authorization framework
- OpenID Connect: Identity layer on OAuth 2.0
- JSON Schema: JSON data validation
- CloudEvents: Event data specification
- OpenTelemetry: Observability framework
- Semantic Versioning: Version numbering standard
Security Standards
- OWASP API Security Top 10: API security best practices
- OWASP Application Security Verification Standard (ASVS)
- NIST Cybersecurity Framework: Security controls framework
- NIST SP 800-53: Security and privacy controls
- ISO 27001/27002: Information security standards
Enterprise Architecture
- TOGAF: Enterprise architecture framework
- API-Led Connectivity: MuleSoft integration pattern
- Microservices Patterns: Chris Richardson’s patterns catalog
- Enterprise Integration Patterns: Hohpe and Woolf patterns
Related Patria Documents
- [PAX-EA] 1. Enterprise Architecture Overview
- [PAX-EA] 3. Technology Standards
- [PAX-EA] 5. Data Architecture
- CSAF-001 Cybersecurity Architecture Controls Framework (CACF)
Annex A — Integration Use Case Catalog
This document is supplemented by a companion reference catalog that maps concrete Patria integration scenarios to the recommended platform or combination of platforms, based on the decision matrix defined in §5.0 Integration Platform Selection Guide.
Reference document: [PAX-EA] Integration Use Case Catalog
The catalog covers the following scenario categories:
- Quantitative criteria for platform tiebreaking
- Data exposure and consumption via API
- System-to-system integration
- Data pipelines (high volume / batch)
- UI automation / legacy systems without API (RPA)
- User task automation / AI-augmented workflows
- Approval workflows / BPM
- Typical hybrid scenarios at Patria
- Anti-patterns to avoid
- Integration platform decision tree