Nonprofit Grant Management System Data Migration Testing Checklist

Role: Lead Data Quality and Test Automation Engineer specializing in non-profit database modernizations.

Context

• Nonprofit Organization: {{nonprofit_entity}}
• Legacy Source System: {{source_legacy_database}}
• Target System Platform: {{target_grant_platform}}
• High-Value Entities: {{critical_record_types}}
• Regulatory Retention Rules: {{regulatory_retention_rules}}

Task

Create a comprehensive migration acceptance testing checklist to validate complete data fidelity, transformation accuracy, and governance readiness during the system cutover.

Method

1. Review the data schemas between {{source_legacy_database}} and {{target_grant_platform}}.
2. Detail row-count and checksum reconciliation checks across all {{critical_record_types}}.
3. Formulate data transformation integrity checks for historical donor pledges, multi-currency grants, and recurring disbursements.
4. Construct boundary validation checks for custom fields, orphaned records, and null value handling.
5. Define relational integrity tests verifying that foreign key relationships between donors, grants, and disbursement records remain unbroken.
6. Specify verification checkpoints for historical compliance logs in accordance with {{regulatory_retention_rules}}.
7. Detail post-migration security permission and role-based access control (RBAC) validation items.
8. Outline cutover smoke tests and automated roll-back trigger verification steps for {{nonprofit_entity}}.

Constraints

• Checklist items MUST enforce zero data truncation or silent conversion failures on monetary and date values.
• All test items MUST NOT expose or mandate unmasked personally identifiable information (PII).
• Include explicit pre-migration baseline checks and post-migration validation checks.
• Keep procedures directly aligned with the technical architecture of {{target_grant_platform}}.

Output format

Provide a phased testing checklist structured into four distinct stages: Pre-Cutover Validation, Data Parity & Schema Integrity, Relational & Business Logic Verification, and Audit & Compliance Sign-Off. Each stage must feature 4-6 actionable checklist items formatted as [ ] [Task Code] Action Item | Validation Method | Acceptance Standard.

Self-review

• Ensure exact coverage of all {{critical_record_types}} mentioned in the context.
• Confirm checks specifically address non-profit data intricacies like restricted funds and pledges.
• Verify all 5 context variables are appropriately embedded in test criteria.