CDMP study materials
CDMP study resources

Laboratory System Replacement Forces Choice Between Vendor Views and Analytical ODS

CDMP · Put your knowledge to work in context.

All case studies

Laboratory System Replacement Forces Choice Between Vendor Views and Analytical ODS

A hospital network is replacing a 20-year-old laboratory system. The vendor's transactional model has 640 tables and uses a party-role pattern for patients, providers, and insurers. The analytics team has built 45 reports against the old system's flat, denormalized tables, where patient demographics, order, and result are in one table. Clinicians need near-real-time result review; finance needs monthly cost reports. The vendor says the new model must not be modified because upgrades depend on it. The integration architect proposes an operational data store (ODS) with a dimensional model for analytics; the data modeling lead proposes querying the vendor's normalized tables directly and using views. Report developers estimate 900 hours to rebuild reports; the project has 14 weeks. A data quality issue: patient identifiers in the old system were reused after 2019, and the new model assigns a new internal ID. The CMIO wants one 'patient' view across the enterprise.

1. Compare direct views on the vendor tables with the ODS plus dimensional model proposal. What should the team recommend?

Read the worked answer

Direct views are cheaper initially but create long-term coupling and do not solve the semantic problem. The vendor model is normalized for transactions, not for reporting; 45 reports would each encode their own joins and patient logic. Performance may be acceptable for small reports but not for near-real-time clinical review. Vendor upgrades could break views, and the team cannot modify the vendor schema.

The ODS plus dimensional model separates operational and analytical concerns. The ODS integrates and historizes data without changing the vendor model; conformed dimensions and facts support finance and clinical reporting. It also gives one governed patient view, which direct views do not.

Recommendation: a hybrid with a bias toward the ODS.

  • Use the ODS for near-real-time result review and for any report needing cross-system patient identity.
  • Build a small dimensional mart for finance cost reporting, where monthly latency is acceptable.
  • Allow direct views only for low-risk, low-complexity operational lookups with a documented dependency and upgrade test.

With 14 weeks, the team cannot build everything. The ODS should start with patient, order, result, and provider, and the first dimensional mart should cover finance's highest-value report. The 900-hour rebuild estimate is a signal to rationalize reports, not to copy the old flat model into views.

2. How should the team model patient identity given that old identifiers were reused after 2019?

Read the worked answer

Do not carry the old patient identifier forward as the primary key. Reuse means the same value maps to different people, so using it as a durable key would merge unrelated patients and create clinical safety risk.

Modeling approach:

  • Create an enterprise patient identifier independent of source systems. Use a master patient index or matching service to link source records.
  • Maintain a crosswalk from old system ID plus effective dates to the enterprise ID. The same old ID value can map to multiple enterprise IDs in different time periods.
  • Separate patient and encounter: patient is the person; encounter is the visit or lab episode. Reused identifiers often conflate the two.
  • Add data quality rules that flag duplicate or reused identifiers and route them to review before clinical use.
  • Preserve history: do not overwrite prior links when a correction is made; use effective dating and audit.

The CMIO's 'one patient view' should mean one governed identifier with transparent links, not a forced one-to-one mapping. Clinical reports must show when identity is provisional. This is a modeling and governance decision, not only an ETL fix.

3. What modeling artifacts should be produced in the first six weeks to reduce report rebuild risk?

Read the worked answer

Produce artifacts that force agreement on semantics before developers rebuild 45 reports:

  • Report inventory and rationalization matrix: list each report, owner, decision use, frequency, and disposition (retain, merge, retire). This can cut the 900-hour estimate more than any technical shortcut.
  • Bus matrix: business processes against conformed dimensions. It exposes overlap and missing dimensions early.
  • Conformed dimension list: patient, provider, department, lab test, date, and payer, with definitions and source systems.
  • Logical data model for the analytical layer, including patient-encounter relationship and identifier crosswalk.
  • Source-to-target mappings for the first ODS release, with transformation rules and data quality checks.
  • A three-report prototype covering the highest-risk clinical and finance use cases, reviewed by clinicians and finance before full build.

These artifacts are lightweight enough for six weeks and create the sign-off points the project lacks. Without them, report developers will rebuild the old flat model in the new system and repeat the identity problem. The modeling lead's views proposal should be evaluated against the same artifacts rather than debated abstractly.