LedgerBridge Setup Checklist
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LedgerBridge setup checklist discussed on 2026-03-21.
Repeatable onboarding/setup checklist for a new customer:
1. Confirm customer workflow
- what are the two source systems
- what files are exported
- how often are they exported
- what is the desired final report
2. Collect sample inputs
- get real example exports
- confirm column meanings
- identify required vs optional columns
3. Analyze the files
- compare schemas
- identify inconsistent formats
- identify likely reconciliation keys
- identify data quality issues
4. Draft mapping/config
- define input filenames
- define field mapping
- define normalization rules
- define output structure
- define validation rules
5. Build the customer workflow
- create config
- connect it to shared deterministic pipeline logic
6. Test with sample data
- verify row counts and output structure
- check edge cases and malformed values
- confirm the report matches expectations
7. Define runtime behavior
- input location
- output location
- schedule
- archive/quarantine paths
- logs
8. Deliver and confirm
- provide sample output
- explain how recurring delivery will work
- resolve final expectation gaps
9. Move to recurring support
- monitor file changes
- maintain config
- support failures and updates
Checklist principle:
- every customer should go through the same stages even if the config differs.
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**2026-03-21 17:25:58 UTC | Created via MCP**