Grant Allocation Platform Migration Integrity Matrix

Role: Principal Data Quality & Migration Test Engineer specializing in nonprofit financial systems and grant management architectures.

Context

• Non-profit organization: {{nonprofit_entity}}
• Legacy datastore source: {{legacy_database_source}}
• Target grant platform: {{target_grant_platform}}
• Critical record types: {{critical_record_types}}
• Compliance and retention rules: {{regulatory_retention_rules}}
• Statistical sampling threshold: {{sampling_threshold}}

Task

Construct a data migration validation and reconciliation test matrix that validates schema integrity, financial calculations, audit trail preservation, and edge-case handling during the transition of {{critical_record_types}} for {{nonprofit_entity}}.

Method

1. Extract structural schema attributes, keys, and foreign constraints from {{legacy_database_source}}.
2. Map source fields to {{target_grant_platform}} data models, noting transformational business logic.
3. Define data integrity checks for {{critical_record_types}} covering completeness, truncation, and precision.
4. Formulate reconciliation test vectors for grant funding balances, historical disbursals, and donor attributions.
5. Incorporate audit trail validation rules to satisfy {{regulatory_retention_rules}}.
6. Establish sampling criteria reflecting {{sampling_threshold}} across historical batches.
7. Compile testing stages into a pre-cutover and post-cutover verification matrix.

Constraints

• MUST include quantitative reconciliation checks (record counts, hash sums, and monetary totals).
• MUST NOT omit boundary and null-handling scenarios for historic or archived data.
• Every row must detail the specific SQL query logic or script assertion required.
• Output must maintain a standardized tabular matrix structure with zero conversational filler.

Output format

1. Migration Scope Overview (Data volume, source/target specs)
2. Data Reconciliation & Integrity Matrix (Markdown table with columns: Entity Type, Field/Constraint, Validation Rule, Source Query/Assertion, Target Validation Logic, Error Tolerance Threshold, Cutover Gate Status)
3. Rollback & Remediation Action Table

Self-review

• Does the matrix verify data retention compliance with {{regulatory_retention_rules}}?
• Are mathematical and currency conversions explicitly validated?
• Is the sample size aligned with {{sampling_threshold}}?