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[ CUSTOMER 360 ][ ZERO COPY ][ ONE VIEW ][ 3+ SOURCES ]
pattern · /solutions/customer-360

One customer.One governed view.

Stop reconciling customer rows across CRM, billing and events. Define the join once, attach the policy once, and serve a single governed surface to every downstream — including AI agents.

[ 01 / 05 ]Capabilities
// What you get //

Three things you stop doing

Customer 360° on SOFI replaces the brittle ETL + warehouse + dbt loop with one governed view.

Unify across stacks

Postgres CRM, Stripe billing, MongoDB events, Salesforce — joined on customer_id at query time. No nightly batch.

PII governed by default

Email, phone and address columns are masked per role. Marketing sees domains; support sees full records; auditors see who saw what.

Fresh data, every read

Predicate pushdown to each source. Hybrid cache for hot rows. p95 under 100ms even with 3 backend joins.

[ 02 / 05 ]Architecture
// Reference flow //

From scattered to single source of truth

Four steps. One view definition. Zero data movement.

step · 01

Connect

postgres.crm · stripe.billing · mongo.events

step · 02

Model

customer_360 view · 18 columns · join customer_id

step · 03

Govern

pii.masked · audit.all · rbac.per_role

step · 04

Publish

rest · sql · mcp · jdbc

[ 03 / 05 ]Sample
// View definition //

What the view actually looks like

One file, three sources, full governance — runs the same in cloud, private VPC or on-prem.

customer_360.sql
-- via psql / pgwire
CREATE VIEW analytics.customer_360 AS
SELECT
    c.customer_id,
    c.email,                           -- pii.masked
    c.full_name,                       -- pii.masked
    c.country,
    SUM(i.amount)              AS lifetime_value,
    MAX(i.paid_at)             AS last_payment_at,
    COUNT(DISTINCT s.session_id) AS sessions_30d,
    MAX(s.last_seen_at)        AS last_seen_at
FROM postgres.crm.customers       c
LEFT JOIN oracle.billing.invoices i USING (customer_id)
LEFT JOIN mongo.events.sessions   s
       ON s.customer_id = c.customer_id
      AND s.last_seen_at > now() - interval '30 days'
GROUP BY 1, 2, 3, 4
WITH POLICY pii_masked, audit_all, rbac_per_role
PUBLISH ON sql, rest, mcp;
[ 04 / 05 ]Outcomes
// What teams measure //

Numbers from early adopters

Aggregated from design partners running customer-360 on SOFI today.

1 view

from 3+ sources

Single SQL surface for marketing, support, product and AI agents.

87 ms

p95 federated

Predicate pushdown + cache cuts cold-path latency to a single warehouse hop.

100%

pii coverage

Every PII column carries policy metadata — masked or evidenced on every read.

<14d

to production

From sources connected to consumer dashboards live, with audit trail in place.

[ 05 / 05 ]FAQ
// Customer-360 FAQ //

What architects ask first

Answers focused on the adopt-versus-build decision.

No. Virtualization is zero-copy — your customer rows live in their source of truth. SOFI federates queries at runtime, never extracts. Cache is opt-in per view and never crosses tenants.

// ship customer-360 this sprint

Connect three sources, ship one view.

Trial includes the customer-360 recipe template. Connect Postgres + Stripe + Mongo and the join + masking are pre-wired.