Fix the data without breaking the source.
When the upstream PSA, RMM, or CRM has a stale field or a bad import, apply a surgical override in Corei — versioned, auditable, and automatically retired when the source is corrected.
Upstream (PSA)
$42,000
Override
$48,000
Reason
"PSA migration dropped printer SOW line — corrected until vendor resync. Verified against signed MSA dated Feb 3."
Bad upstream data
PSA contract value is wrong; dashboards lie until vendor fixes it.
Migration fallout
CSV import corrupts 400 records; takes weeks to clean.
Invisible patches
Quick fixes happen in spreadsheets; nobody knows what's real.
Lost on re-sync
Manual edits get overwritten next time the source syncs.
Capabilities
Built for the way dispatchers, leads, and admins actually work.
Versioned changes
Every override is a tracked, reversible diff with author and reason.
Scope-limited
Apply per record, per field — never wholesale rewrites.
Visible badge
Records with active overrides are badged across the platform.
Reason required
Overrides require a written rationale — visible in every export.
Auto-retire
Override disappears when upstream matches the corrected value.
Bulk import / export
Apply a batch via CSV when a migration goes sideways.
How it works
A simple loop, run continuously.
Identify the bad field
Spot a wrong value via dashboard or alert.
Author override
Set the correct value, write a one-line reason.
Override goes live
Badge appears on the record; downstream views update.
Auto-retire
When upstream matches, override quietly disappears.
Override lifecycle
Authored → live → retired.
- Field-level scope
- Mandatory reason text
- Auto-retire on source fix
- Visible badge everywhere
- Audit log per override
- Bulk import via CSV
Ask Corei.
Corei works inside this module with cited sources and permission checks. You choose whether it advises, pauses for approval, or runs trusted work.
Example
Why does the Cobalt MSA show $48k instead of $42k in MRR?
Active override since May 14 by Sage Wilder. Reason: 'PSA contract migration dropped the printer SOW — corrected manually until vendor resync.' Upstream value is back to $48k today; override scheduled to auto-retire tonight.
See it in your tenant.
Book a 45–60 minute working demo with the Corei team — we'll wire this module to your live data.