{"key":"ledgerbridge_setup_checklist_2026_03_21","title":"LedgerBridge Setup Checklist","content":"LedgerBridge setup checklist discussed on 2026-03-21.\n\nRepeatable onboarding/setup checklist for a new customer:\n\n1. Confirm customer workflow\n- what are the two source systems\n- what files are exported\n- how often are they exported\n- what is the desired final report\n\n2. Collect sample inputs\n- get real example exports\n- confirm column meanings\n- identify required vs optional columns\n\n3. Analyze the files\n- compare schemas\n- identify inconsistent formats\n- identify likely reconciliation keys\n- identify data quality issues\n\n4. Draft mapping/config\n- define input filenames\n- define field mapping\n- define normalization rules\n- define output structure\n- define validation rules\n\n5. Build the customer workflow\n- create config\n- connect it to shared deterministic pipeline logic\n\n6. Test with sample data\n- verify row counts and output structure\n- check edge cases and malformed values\n- confirm the report matches expectations\n\n7. Define runtime behavior\n- input location\n- output location\n- schedule\n- archive/quarantine paths\n- logs\n\n8. Deliver and confirm\n- provide sample output\n- explain how recurring delivery will work\n- resolve final expectation gaps\n\n9. Move to recurring support\n- monitor file changes\n- maintain config\n- support failures and updates\n\nChecklist principle:\n- every customer should go through the same stages even if the config differs.\n\n---\n**2026-03-21 17:25:58 UTC | Created via MCP**","summary":"LedgerBridge setup checklist discussed on 2026-03-21.\n\nRepeatable onboarding/setup checklist for a new customer:\n\n1. Confirm customer workflow\n- what are the two source systems\n- what files are exported\n- how often are they exported\n- what is the desired final report\n\n2. Collect sample inputs\n- get real example exports\n- confirm column meanings\n- identify required vs optional columns\n\n3. Analyze the files\n- compare schemas\n- identify inconsistent formats\n- identify likely reconciliation keys\n- identify data quality issues\n\n4. Draft mapping/config\n- define input filenames\n- define field mapping\n- define normalization rules\n- define output structure\n- define validation rules\n\n5. Build the customer workflow\n- create config\n- connect it to shared deterministic pipeline logic\n\n6. Test with sample data\n- verify row counts and output structure\n- check edge cases and malformed values\n- confirm the report matches expectations\n\n7. Define runtime behavior\n- input location\n- output location\n- schedule\n- archive/quarantine paths\n- logs\n\n8. Deliver and confirm\n- provide sample output\n- explain how recurring delivery will work\n- resolve final expectation gaps\n\n9. Move to recurring support\n- monitor file changes\n- maintain config\n- support failures and updates\n\nChecklist principle:\n- every customer should go through the same stages even if the config differs.\n\n---\n**2026-03-21 17:25:58 UTC | Created via MCP**","status":"active","namespace":"general","namespace_name":"general","namespace_tier":"shared","tags":[]}