Recurring research and reporting need data that holds up to scrutiny. My work includes the pipelines that move it and the checks that catch problems along the way.
CONFIGCONFIGCONFIGCONFIGCONFIGCONFIGCONFIGCONFIG
VALIDATE shared engine
8research practices
Data engineering / Analytics
Maintaining a shared validation engine
The research practices had nearly identical validation scripts that were getting hard to maintain. I replaced them with a shared engine. Adding a practice now means updating its configuration.
The engine surfaces roughly 200 data-quality flags per full refresh cycle, based on my own estimate.
How I approached it +
I kept member data out of the AI coding workflow. The model saw only structure and aggregate diagnostics, and I used synthetic data to check the code. Comparing the results with a colleague’s manual count uncovered a join bug.
Claude Code · Python · Data validation · Synthetic fixtures
How the workflow connects
Inputs
FilesBenchmark CSV exports
Tall and wide response tables
ConfigPractice configuration
Validation rules and instrument settings
Processing
CodePython · pandas
Check outliers, zeros, and missing values
Outputs
FilesExcel workbooks
Flagged values and review decisions by practice
Analysts decide whether to keep, remove, or correct each flagged value. This validation step leaves source files unchanged.
APIAlteryxBigQuery
Quarterlyrefresh ownership
Data engineering / Analytics
Owning a quarterly financial-data pipeline
I took over a recurring financial-index refresh and moved it from manual CalcBench entry into an API-driven Alteryx pipeline feeding BigQuery.
The work included the refresh itself, data-quality checks, documentation, and outlier detection in Tableau.
How I approached it +
The pipeline still needed someone to check the data each quarter. I owned that process alongside the migration, so the automation and the checks were maintained together.
Claude Code · Alteryx · BigQuery · Tableau · APIs
How the workflow connects
Inputs
APIFinancial Modeling Prep API
Financial statement data
Processing
WorkflowAlteryx
Transform data for the recurring index refresh
Outputs
WarehouseBigQuery
Financial index data tables
ReportingTableau
Dashboards and outlier review from the warehouse
The pipeline owner reviews data quality and outliers during the quarterly refresh.
Data access / Research tools
A read-only research instrument browser
Part of the benchmark platform
I built a tool for browsing published benchmark instruments, filtering questions, and exporting modules to Excel.
How I approached it +
I used a read-only API so a colleague could explore the instrument without the tool being able to change the source content.
Claude Code · Python · Contentful · Excel
How the workflow connects
Inputs
Read-only APIContentful Delivery API
Published instruments, modules, and questions
InputAnalyst request
Practice, question type, or module selection
Processing
CodePython
Traverse instruments and filter questions
Outputs
FileExcel
Selected instrument content, organized by module
The client is read-only: browsing and export cannot change the published content.
Data updates / Content operations
Updating benchmark instruments from spreadsheets
Part of the benchmark platform
I built a write-enabled tool that creates or updates question, practice, and metric definitions in the CMS from Excel, with a result log for each row.
Claude Code · Python · Excel · Contentful
How the workflow connects
Inputs
FileExcel
Question, practice, and metric definitions
Processing
CodePython
Read rows and create update payloads
Outputs
Write APIContentful API
Created or updated instrument definitions
FileRow-level log
Success or failure for each input row
This is a write-enabled tool. The result log records which rows succeeded or failed.
Reporting / Survey tools
Poll reports and survey dashboards
Part of the poll lifecycle
I created skills for preparing poll results reports and survey dashboards as part of the survey workflow.
Claude Code · Reusable skills · Survey reporting
How the workflow connects
Inputs
InputCompleted poll results
Data from the closed poll
Processing
AI instructionsClaude Code skills
Guide report and dashboard preparation
Outputs
OutputPoll reports
Prepared results for reporting
OutputSurvey dashboards
Prepared dashboard material
These reusable skills support the reporting stage of the survey lifecycle.