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Onboarding session: connector walkthrough

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Lornefield Pensions Administration logo Lornefield Pensions Administration · cs

Tobias Renwick asked Craig Paterson to book the connector walkthrough. Craig agreed to Wednesday after 10:00, ruled out Monday and Tuesday for month-end scheme runs, and will check security needs with IT.

What was said

What this says

Current to 13 Oct 26

Tobias Renwick asked Craig Paterson to book the connector walkthrough. Craig agreed to Wednesday after 10:00, ruled out Monday and Tuesday for month-end scheme runs, and will check security needs with IT.

Ask: Tobias wanted an hour to go through each source and agree what to see in the admin console.

Customer view: Craig is cooperative but cautious. He cannot promise the security material will be complete.

Next: Craig to send the security requirements before the Wednesday session.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2023-04-13
Last message2023-04-14

Messages

  1. Tobias Renwick
    Tobias Renwick 13 Apr 2023 10:59
    to Craig Paterson
    Hello Craig, I would like to book the next onboarding session with you, which is the walkthrough of the connectors on your side. To be precise, the aim is to go through each source in turn, confirm what the brain can read, and agree what you want to see in the admin console before we switch anything on. I would suggest about an hour, and it would help if you could bring whatever your security team will need to see, so that we cover it in the same sitting rather than coming back to it. Could you let me know which days next week suit you? I would rather agree a window in advance than push a change through at a time that is awkward for your team. Best, Tobias
  2. Craig Paterson
    Craig Paterson 14 Apr 2023 10:42
    to Tobias Renwick
    Tobias, Thanks for this. Next week is fine, though just to flag, Monday and Tuesday are heavy for us because of the month-end scheme runs, so I would rather not touch connectors on either of those days. Wednesday morning would suit, anywhere after 10:00. An hour should be enough. I'll have the list of sources to hand and I'll read out what the admin console shows so we are both looking at the same thing. On the security side, I'll check with a colleague in IT what they want to see and send it on before the session. I can't promise it will be complete, so I'll say so if it isn't. Regards, Craig

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