Implementation Checklist

    A pragmatic sequence to launch a compliant reporting program.

    Updated 8/14/2025 · 1 min read
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    Launch plan

    Define portfolio mappings, build extraction jobs, implement validations, test with sample files, and monitor the first cycles closely. Document decisions and contacts for CRA coordination.

    Readiness gates

    Green runs on sample files, reconciled trailer totals vs. internal counts, and documented dispute SLAs.

    Post-launch monitoring

    Track rejects and disputes, review logs weekly, and establish a fast path to fix upstream mapping issues.

    Last updated
    8/14/2025
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