Query Validation, Control, and Bi-Directional Safety
Every customer database connection should be treated as a controlled integration path, with role separation, command filtering, low-privilege accounts, and reviewed writeback routines protecting operational data.
Role Separation Principle
Configure each database connection with the least privilege needed for the approved dashboard. Most first dashboards should use a read-only account restricted to reporting views or selected tables.
Company boundary
Each tenant, role, dashboard, and widget belongs to a specific company context. Users should not receive raw database access.
Role boundary
A principal, finance user, field technician, or sales representative should see only the dashboards and widgets assigned to that role.
Command Filtering Layer
For reporting widgets, the Agent interceptor should drop commands that contain write-oriented SQL tokens. This protects read-only visualization flows from accidental mutation attempts.
INSERT
UPDATE
DELETE
MERGE
ALTER
DROP
TRUNCATE
EXEC
CREATE
Structured Writebacks
When explicit bi-directional workflows are configured, mutations should be validated against strict data-type schemas and executed only through reviewed procedures or whitelisted transactional handlers.
- Use named routines for approved updates instead of arbitrary SQL from mobile screens.
- Validate required fields, allowed status transitions, numeric ranges, and date values.
- Keep writeback permissions separate from reporting dashboard permissions.
- Test with sample records before enabling a production workflow.
Deployment Checklist
- Confirm the business owner has approved the data source and reporting purpose.
- Create or select a low-privilege account for dashboard reporting.
- Review every query used by the first role dashboard.
- Compare dashboard values against trusted local reports.
- Document the owner of each query and the support path for changes.