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PATTERN CATALOG

Historical Data Patterns

Learn the fundamental patterns, composite solutions and engineering techniques used to build reliable historical data products.

Elementary Patterns

Fundamental historical modeling building blocks such as state, event, bitemporal and publication-time modeling.

Elementary Pattern

State Modeling

Represents the state of a business entity over a valid time interval.

CustomerContractPolicyProduct
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Elementary Pattern

Event Modeling

Represents discrete business events that happened at a point in time.

Order createdClaim filedPayment received
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Elementary Pattern

Bitemporal Modeling

Separates business-valid time from system-visible time.

Corrected historyAudit reportingAs-known reporting
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Elementary Pattern

Publication-Time Modeling

Also known as tritemporal modeling. Separates valid time, visibility time and publication time to answer what was true, what was known and what was officially published.

Published reportsRegulatory submissionsSnapshot freezes
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Composite Patterns

Higher-level historical modeling solutions built from multiple elementary patterns.

Composite Pattern

SCD2 vs Bitemporal Modeling

Compares valid-time-only history with models that also preserve when information became known.

SCD2 dimensionsVisible timeCorrected history
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Composite Pattern

State ↔ State Alignment

Aligns two historized state sources across overlapping validity periods.

Contract ↔ CustomerPolicy ↔ BrokerProduct ↔ Price
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Composite Pattern

State ↔ Event Alignment

Maps events to the state that was valid when the event happened.

Claim ↔ PolicyMutation ↔ Contract
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Composite Pattern

Historical Conformance

Aligns competing timelines from multiple source systems.

CRM + ERPPolicy system + billing system
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Composite Pattern

Dimension Completion

Ensures dimension history covers all required fact periods.

Late arriving dimensionsMissing foreign keys
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Composite Pattern

Relationship History

Models relationships that change over time.

Customer ↔ AdvisorPolicy ↔ Broker
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Composite Pattern

Identity Resolution

Resolves multiple identifiers for the same business entity.

Customer mergeContract migration
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Composite Pattern

Snapshot Fact Modeling

Builds reproducible reporting facts for periodic snapshots.

Month-end portfolioActive contractsCustomer balances
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Composite Pattern

Snapshot Reproducibility

Ensures reports can be reproduced for the same reporting date.

Month-end snapshotsAudit reportsRestatements
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Composite Pattern

As-Known Reporting

Answers historical questions using only the information known at the reporting time.

Visible timeAudit reportsAs-of knowledge
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Composite Pattern

Historical Correction

Preserves corrected history without losing what was known before.

Backdated changesRetroactive correctionsRestatements
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Engineering Patterns

Implementation techniques for transforming, reducing, aligning and rebuilding historical data.

Engineering Pattern

Event Prioritization

Selects business-relevant events from noisy operational event streams.

Status changesWorkflow eventsEvent ranking
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Engineering Pattern

Historical Winner Selection

Selects the correct winning record when multiple historical candidates are valid for the same business moment.

Priority rulesLatest visible recordSource precedence
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Engineering Pattern

Event-to-State Projection

Derives valid state intervals from ordered business events.

Event streamsStatus historySnapshot derivation
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Engineering Pattern

State Reduction

Removes irrelevant or redundant historical state changes before reporting.

Status cleanupNoise reductionReporting states
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Engineering Pattern

Hierarchical State Derivation

Derives historized parent states from historized child entities using business rules.

Policy statusContract aggregationChild → parent state
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Engineering Pattern

Rectangle Decomposition

Creates stable reporting intervals from independently historized attributes.

Coverage timelinesRisk attributesContract projections
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Engineering Pattern

Historical Backfill

Reconstructs history after data already exists.

CDC replayHistorical reload
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Engineering Challenges

Historical modeling problems, risks and validation findings engineers need to detect and explain.

Challenge

Historical Coverage Gap

Occurs when required history is missing for a reporting period.

Missing dimension rowUncovered fact interval
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Challenge

Historical Overlap

Occurs when multiple records are active at the same time.

Overlapping SCD2 rowsAmbiguous current state
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Challenge

Historical Match Ambiguity

Occurs when multiple historical records satisfy the same temporal join.

Duplicate fact rowsJoin explosionMultiple valid matches
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Challenge

Snapshot Drift

Occurs when a historical snapshot changes after the same reporting period is rebuilt later.

Changed month-end totalsLate correctionsRebuilt reports
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