Fondo Upgrade & Migration

Prerequisites

Current provider change information, approved finance-data inventory, synthetic staging fixtures, a finance owner, and a tested correction/rollback path.

Output

Record versions and mappings reviewed, aggregate validation/reconciliation result, reviewer approval, and rollback state. Exclude financial records and credentials.

Error Handling

Stop promotion on schema, access, reconciliation, retention, or professional-review gaps; restore the prior mapping and quarantine opaque failures for review.

Examples

Compare old and proposed mappings using fictional aggregate data, deliberately introduce an unknown field, and verify the change remains pending until the finance reviewer approves it.

Overview