Access & Platform
Migration & Reconciliation
Move an entire institution off its legacy systems — with proof at every step.
What Migration & Reconciliation does12 capabilities
- Source connectors: CSV/JSON files, HTTP APIs, and live database pull — with delta/incremental sync for the cutover window
- Immutable raw landing with per-row content hashing and automatic column profiling
- Visual mapping studio: map legacy columns to HTECH fields through transforms, with live preview
- Six-layer validation (structural, format, referential, uniqueness, business rules, completeness) — failures quarantine a row, they never abort the batch
- Exception queue: fix and re-map, exclude with a signed reason, or accept a warning
- Four-plane reconciliation — counts, sums, checksums, and business balances (trial balance, credit hours, GPA)
- Signed reconciliation certificate: go-live is blocked until every plane matches and no blocker exception stays open
- Isolated sandbox tenant per project for client sign-off before promotion
- Dependency-ordered promotion into the live tenant — mints real IDs via the Generator, writes a legacy-to-new crosswalk, idempotent and resumable
- Real pre-promotion snapshots with one-click rollback of any run
- Per-tier coverage board (foundation through operations) tracking every entity from landed to promoted
- Full data lineage (where did this value come from?) and post-go-live PII retention purge
