01
Metadata first. Evidence before ingestion.
The workflow begins with source identity, schema, ownership, permitted use and evidence requirements. Raw customer data is not treated as ready merely because a connector can reach it.
Discover
Inventory sources, owners, fields and access boundaries.
Validate
Test schema, meaning, lineage and declared contracts.
Review
Route privacy, security and semantic questions to accountable humans.
Handoff
Produce a signed, versioned release package for DTF.
02
Agents prepare. People approve.
Concierge agents do not grant production access, decide that a dataset is legally permissible or approve a customer decision. Those authorities remain with the customer's designated people and controls.