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CMS Data Integrity & Reconciliation Dashboard

A polished, Python-based local web app to compare two systems — System A: NCH/CVM and System B: Shared Systems (SS) — column by column. It shows, for every column, how many claims matched vs mismatched, the % match, and the action to take; surfaces the top mismatched columns via an AI-style Intelligence Tracker; links every field to its NCH→NCH STTM business rule; and even lets you upload your own two systems to run the same analysis.

Highlights

  • Two-system comparison: matched / mismatched claim counts, % match and the recommended action for every column, with a summary → drill-down (stream → table → column).
  • 🤖 AI Intelligence Tracker: automatically reports the % of columns that mismatch, how many columns need to change, the claims tied to those actions, and the Top 5 columns by both mismatch percentage and unmatched claim volume.
  • 📖 Use Cases: each comparison scenario from the SSDS presentation (perfect match, SS-has-more-info, zeros/blanks/nulls, reconciliation-needed, not-expected-to-match, concept-does-not-apply, SS-not-sending-data, etc.) explained, with live counts and real example columns.
  • 🧪 Bring-your-own-data demo: upload any two system extracts (CSV/XLSX), pick a key and the columns to compare, and get the full matched/mismatched, top-mismatch and action analysis — tunable to any two systems. Also supports a pre-computed comparison file and a built-in synthetic sample.
  • Cross-dataset connections: joins the comparison results to the business-rule / STTM mapping on NCH Target Table + NCH Target Column, measures rule coverage, and flags where the documented Data Match? (Y/N) verdict conflicts with the actual result.
  • Correlation analysis: correlation matrix and scatter plots relating claim volume, matched/unmatched counts and match rate, with auto-generated insights.
  • Professional UI: branded hero header, KPI cards, AI-agent bubbles, use-case cards, custom theming and styled charts.
  • Data cleaning: normalizes inconsistent dispositions (e.g. Good / Needs action) and sub-classifications, and parses claim counts and match percentages into numeric types.

Tabs

  1. 📈 Executive Overview – KPIs, classification by stream, disposition mix, match rate by stream, top gaps.
  2. 🤖 Intelligence Tracker – AI read-out of % columns mismatch, columns to change, claims tied, Top 5 mismatched columns (by % and by volume) and a watch list.
  3. ⚖️ System A vs System B – per-column matched/mismatched claims, % match and action, with summary → drill-down and CSV export.
  4. 🎯 Data Integrity – integrity gauge, match-rate distribution, Stream × Classification heatmap, lowest-matching fields.
  5. 📖 Use Cases – sub-classification distribution plus a guide to every comparison scenario with live counts and example columns.
  6. 🔗 Connections – rule coverage, rule-vs-actual verdict agreement, Stream→Classification→Disposition Sankey flow, conflict inspector.
  7. 📊 Correlations – correlation matrix, volume vs. match-rate scatter, match rate by classification.
  8. 🔍 Explorer – searchable, column-configurable table with CSV export.
  9. 📋 Business Rules – searchable STTM/business-rule mapping plus additional reference sheets.
  10. 🚨 Action Items – records flagged Action needed, broken down by stream/classification, with CSV export.
  11. 🧪 Custom Data (Demo) – upload any two systems (or use the built-in sample) and run the same comparison analysis.

How to Run Locally

  1. Install Dependencies:

    pip install -r requirements.txt
  2. Run the Application:

    streamlit run main.py
  3. Access the Website: The application will be available at http://localhost:8501.

Data Sources

The application uses the Excel files located in the Data folder:

  • All Streams June 2026.xlsx: Main NCH vs. Shared Systems comparison results.
  • CMS Version NCH to NCH STTM 12_13_2024.xlsx: Business rules and STTM mappings (sheets: Lynnette's Version, NCH STTM to NCH Data & % Pop, Missing STTM Cols with Data).

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